Nvidia

Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and...
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With Nvidia $NVDA it once again shows how large a geopolitical risk today hangs over even the strongest technology stories. Sales of H200 AI chips to China are practically frozen — not because there isn’t demand, but because even nearly two months after the formal approval of exports it’s unclear under what conditions, if any, they will pass U.S. security reviews. Chinese...
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Intel kicked off this year with very strong gains!

Shares are up more than 7% today, bringing them close to the record levels from November. However, the price still sits below the resistance level of $44. If $INTC shares can get past that level, they could return to the prices investors saw at the company before 2022.

🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.

✅ +27.13% YTD return | Updated 30.12.2025

Wishing you lots of success in the New Year, colleagues❗

$GOOGL $AMZN $SOFI $NVDA $ASML $UBER $NFLX $UNH $V $ABNB $DUOL $FICO $NVO

🚨BREAKING NEWS🚨

$NVDA is acquiring the company GROQ (not Musk’s GROK) for $20 billion. (excluding the Cloud segment)

✅ It specializes in inference — the phase when a finished AI responds to the user. Its chips are known for their extreme speed in generating text (LLM)

✅ With this acquisition, Nvidia eliminates the risk of being overtaken in this part of the market by a new, more...
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Amazon $AMZN announced another massive investment in artificial intelligence! Shares are rallying in response!

Intel actually surprised in the end. The results beat expectations and the shares $INTC jumped 8% in after-hours trading. I wouldn’t invest in it myself, but it’s clear the fundamentals are changing and the business may be starting to grow again.

What do you think? Will Intel catch up to companies like $AMD and $NVDA?

Good afternoon, investors.

On 28 October 2025 there will be a major NVIDIA conference that could significantly shake up the tech market with announcements in robotics, AI and new chip platforms. The biggest impact is expected in robotics, autonomous systems and companies connected to the NVIDIA ecosystem.

Do you have any stocks on your radar that could skyrocket after this...
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$AMD and $NVDA   are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?

Have a nice weekend. 

The share price of both $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.

How long do you think it will take for $AMD and $NVDA to get to $200?