$1,000 follows their calls into $1,010
- Win rate
- 36%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #275
- 6 ranked closes
- Longest streak 6
$1,000 follows their calls into $1,010
The AI Investor@The_AI_Investor$MU is now ~$1000 stock with 5x of next year multiple. This actually happened, if we add some potential beats on EPS in the next few quarters then forward PE could be around 5. It's unrealistic just about 6 months ago.

The AI Investor@The_AI_InvestorThere is a not so small chance that MU becomes a $1,000 stock while still trading at a forward P/E of about 5.
The AI Investor@The_AI_InvestorThe king is breaking out, new ATH It took a month or so after I increases my NVDA exposure.
The AI Investor@The_AI_InvestorPortfolio allocation and major trades I’m even more bullish on NVDA after the blowout earnings, although I still have some concerns.

The AI Investor@The_AI_InvestorMETA Cloud - Rev/GW of $20B Seems too high, but it’s possible if future AI data centers become much denser and capex per GW keeps rising. While META is up, neocloud stocks are down on this. I don’t agree with that reaction. Compute demand is likely to stay very high for a long

Milk Road AI@MilkRoadAIMeta is building a cloud business to sell excess AI computing capacity to outside customers essentially turning Meta's $125–$145 billion capex spend into a direct revenue line for the first time (Save this). Meta has been the only major US hyperscaler without a cloud business,

The AI Investor@The_AI_InvestorBoA models NVDA EPS of about $25 for CY2030. The stock is trading at ~$200, about 40-50% discount vs market.
The AI Investor@The_AI_InvestorBoA now expects NVDA revenue to reach ~$1T in CY2030, implying 24.2GW of DC at $31.3B per GW.
The AI Investor@The_AI_InvestorJensen Huang tops The Bezos List for wealth created for others: $4.89 trillion in wealth created for others. I’m one of the NVIDIA shareholders whose life has been changed by this company. I can never thank Jensen enough. That wealth didn’t just go to Jensen. It went to

The AI Investor@The_AI_InvestorJensen Huang owned roughly 10–13% of NVIDIA around the IPO. Today, he owns about 3.6–3.7%. That may seem low for someone who spent 30+ years building the company, unlike many mega-cap founders, the biggest reason is not founder selling. For comparison: Jeff Bezos has sold