Innlegg

Nvidia isn’t just getting stronger — the entire AI supply chain is starting to feel the heat. 🔥🤖 Nvidia’s rally is pulling memory and optical-module stocks higher, but this doesn’t look like random market hype. There’s real order flow backing the move. On the latest earnings call, Nvidia revealed a massive jump in multi-year supply commitments — from $119B last quarter to $279B, a staggering 134% increase in just one quarter. That kind of commitment signals something bigger. #DailyOrbit