“My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”

“I bought NVIDIA, I started buying around like the 208 level, I still have my calls… I’m still long”

The host is long NVDA calls bought near 208, nothing has changed, and the buyback signals management sees the stock as cheap with good cash flow visibility.

“Especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long… NVIDIA is a good structural business long-term in my opinion”

Staying long the AI trade and NVIDIA, a well-covered structural business, rather than rotating into high-beta names.

“I bought some options the day after NVIDIA reported and NVIDIA is up. So I bought some on chain options on Hypercall.”

Bought on-chain NVDA call options (about the 230/240 strikes expiring next week) as a test trade after earnings, expecting a gap up.

“I converted all my quote, drawn dividends into NVIDIA, five minutes before the close to go long into the print. No leverage”

Bought tokenized NVIDIA on chain before the close to go long into earnings, and wants to own more because the AI trade is still intact.

“The reason why I started getting bullish on NVIDIA a couple of weeks ago was this is the weekly chart”

Bullish on NVDA after strong guidance and a long consolidation on the weekly chart, backed by his own product use and rising AI demand, and he sees the earnings as disproving the bear cases.