Harry Wilson

$NVDA - TD COWEN LIFTS NVIDIA TARGET TO $275 TD Cowen raised its price target on NVIDIA to $275 from $235, maintaining a Buy rating ahead of earnings. The firm remains bullish, citing strong AI demand, hyperscaler spending, and NVIDIA’s expanding Blackwell and Rubin pipeline, which it says could support upside to estimates and reinforce the company’s AI leadership.

The best time to buy is when fear is peaking. $HIMS is being sold off after delivering a super strong guide as they exit their transition phase. Are you buy, holding, or selling.

Nvidia's $NVDA journey to being the largest company in the world From $1B to $5.6 Trillion

$NVDA AI chip business is more than 400x larger than $CBRS and still growing nearly as fast. Meanwhile, Cerebras is trading around 134x trailing revenue which is more than 5x Nvidia’s multiple.

$ASTS - Expect some news coming out of Brazil very soon... 🌎🛰

🚨 $NVDA's Supply Chain Lit the Fuse. Earnings Explosion Incoming The AI infrastructure layer delivered the strongest pre-earnings signal of the cycle. Take any company, all dropped blowout results and raised guidance. Every single link in the chain, from chips to clusters, screams accelerating hyperscaler capex and insatiable GPU demand. That’s why I feel $NVDA’s May 20 print will be a monster beat and raise. Data center revenue should crush consensus ($78B+). Blackwell momentum is extraordinary and pricing/volume power remains powerful. 1) $NBIS: +684% rev to $399M, AI cloud +841%. $27B Meta compute deal + $2B $NVDA equity. They raised the 2026 rev guide to $3-3.4B and capex to $20-25B. I just love this stock. 2) $TSM: HPC (AI) now 61% of biz. They raised the 2026 growth rate to greater than 30% and capex to the high end of $52-56B. That's an extremely robust demand. $NVDA’s foundry partner is all in. 3) $AVGO: AI semiconductor revenue hit $8.4B, up 106% YoY. The company sees a clear path to over $100B in AI revenue. Its custom ASICs and Ethernet solutions complement $NVDA clusters perfectly. 4) $CSCO: Doubled FY26 AI infra orders to $9B. AI product orders are +35%. Networking fabric for massive GPU clusters is on fire. 5) $AMAT: Q3 guide $8.95B (big beat). It's a leading indicator for advanced node capacity, exactly what powers $NVDA GPUs at $TSM. 6) $MU: HBM is sold out through 2026 and the margins are exploding. Blackwell GPUs eat massive HBM. This is the memory choke point that confirms volume ramp. 7) $DELL and $SMCI: AI server backlogs are exploding. Rack-scale $NVDA systems are currently shipping at a record pace. The last mile of deployment is fully lit. Every layer, be it compute operators, networking, fab equipment, foundry, memory or systems, is screaming for a higher AI buildout. Scarcity in GPUs, HBM and power gives $NVDA massive pricing power and strong volume growth. Consensus is $78B+ rev. I expect a beat and raise, with Blackwell momentum front and center. $NVDA to the moon. Position accordingly. NFA

@Bearlovesbull Do you think it would crash? Inflation is going up and I see shorts on large caps.

@GodfatherM007 For 7600, you dont have to be cautious. 7500 is the target. And then, we can expect a pullback.

🚨THE MARKET IS MAKING NEW HIGHS, BUT BREADTH IS FLASHING A WARNING Are you all noticing what is happening? So, today was a narrow, tech driven rally led by mega-cap AI, semiconductors and a handful of platform names while large parts of the market stayed weak. 1. THE RALLY WAS CONCENTRATED IN AI, SEMIS, AND MEGA-CAP TECH The strongest area of the market was clearly electronic technology. $NVDA was up 2.29%. $AAPL was up 1.38%. $MU ripped 4.83%. $TSLA gained 2.73%. $META moved 2.26%. $AMZN also helped carry the consumer side with a 1.62% move. You see, the market may be nervous about inflation, but it is still rewarding companies tied to the AI capex cycle and long-term productivity theme. 2. THE INDEX WAS STRONG BUT THE AVERAGE STOCK WAS NOT A market index can look very strong when the biggest stocks are doing the heavy lifting. That does not mean the whole market is healthy. Look at the financials. They were weak. $JPM, $V, and other major names were red. Cyclicals were mixed. Defensive areas were not showing broad strength. The market is moving higher, but fewer names are doing the work. 3. FINANCIALS ARE TELLING A DIFFERENT STORY If inflation data stays hot, yields can stay elevated and the Fed may have less room to cut. That pressures rate-sensitive areas, credit expectations, consumer activity and parts of the financial system. So while AI names are being priced for growth, financial ones are still reacting to macro stress. Tech is trading as if the future is accelerating and financials are trading like the macro is still restrictive. 4. $MSFT LAGGED, BUT I WOULD NOT OVERREAD ONE SESSION $MSFT was slightly red while other mega-cap tech names moved higher. I understand the software names are down and Microsoft is also taking a hit with major investors taking an exit. I feel there is a huge fear and misunderstanding. At some point, the stock has to be correlated with the revenues. 5. THIS MARKET IS STRONG BUT ALSO MORE FRAGILE THAN IT LOOKS I'm not saying the market is collapsing. Buyers are still stepping into the biggest technology names. But when the $SPX hits records while many stocks are flat or red, it means the market is becoming more dependent on fewer winners. That can continue longer than bears expect. But it also creates risk. If $NVDA, $AAPL, $META, $AMZN, $TSLA, semis and AI infrastructure names keep leading, the indices can keep grinding higher. But if leadership starts to crack, there may not be enough broad participation underneath to absorb the pressure.

🚨 HUGE: TODAY, $PLTR CEO KARP MET WITH THE UKRAINE PRESIDENT VOLODYMR ZELENSKYY” Volodymyr Zelenskyy said, “A good meeting with the CEO of Palantir Technologies, Alex Karp. Step by step, we are developing cooperation with the American defense sector. Palantir is a renowned global company with strong potential, and there certainly are areas where we can be useful to one another, strengthening the defense of Ukraine, America, and our partners. We discussed areas of technological development – both in the context of combat operations and civilian needs. We agreed that our teams will stay in touch.”

$RKLB there are no words helping pick up so many portfolios this year that might be underexposed to the high flying memory names including mine now a 20% drop would bring it to…$100 😆 seems like the SpaceX catchup-trade is on but they also announced 5 MAJOR deals on earnings last week including a partnership with Anduril incredible win for retail and the entire space community +15%

Micron $MU stock is now over $800 for the first time ever and is now over a $900 Billion market cap for the first time ever

2026 is proving to be a defining year at Hims & Hers. More and more, we are the partner people rely on for a simpler, more personal path to feeling great. Our Q1 2026 results are now live and they make it clear that we aren’t just growing. We’re showing the world what happens when you focus on transforming what people believe is possible in healthcare. Here’s what to know from today’s numbers: - We’re building momentum in the US. There are more ways than ever for customers to start – and stay – with Hims & Hers. That’s driving momentum across all of our specialties, especially weight loss, where we’re seeing near-record adoption levels since March. Our strategic shift is paying off. - Our global reach is multiplying our impact. As we expand globally, we’ll bring more data points into our ecosystem and extend the network effects of our platform. This isn’t just good for our customers. It’s good for our partners, too, who are starting to see the potential in a high-touch, personal platform experience designed to help customers stick to their treatment plans longer and achieve their goals better than with medication alone. - We have deeper-than-ever relationships with our customers. We’re moving beyond simply responding to symptoms by investing in areas like diagnostics that make it easier for anyone to feel their best. We’re now a trusted, comprehensive health partner that’s helping customers proactively discover early signs of conditions that may not be symptomatic yet. - Our platform is getting harder to replicate. Our technology and data infrastructure is getting more agile and more intelligent with tens of millions of customer touchpoints. We power the end-to-end customer experience, which means we’re constantly growing a closed-loop, proprietary data flywheel that we believe is unmatched. I’ve never been more confident in the future of health – and I’ve never been more sure that we’re the ones building it. More on this quarter’s results: news.hims.com/newsroom/how-w… Important info here: investors.hims.com/news/news-deta… news.hims.com/disclaimers/di…

$SOFI CEO Anthony Noto just bought another ~$250K of SoFi stock at $16/share. That follows the ~$1.5M worth of shares he picked up in March and the ~$250K he added last week.

$HIMS results out, -2.5% currently. Not too bad.

🚨 BREAKING: SoFi CEO Anthony Noto just purchased another $250K worth of $SOFI shares. According to the Form 4, Noto bought 15,545 shares at an average price of $16.0039, bringing his beneficial ownership to 11,946,619 shares. Insider buying does not guarantee future stock performance, but when a CEO keeps putting personal capital into the company, investors pay attention. This is another confidence signal from the person closest to the business, the credit cycle, deposits, LPB growth and the long term platform strategy.

🚨 $PLTR Palantir Just Scored a Major Win in $20B FAA Modernization $ACHR Archer Aviation just highlighted its partnership with Palantir in its Q1 2026 earnings release. Palantir is helping advance Archer’s AI stack for eVTOL aircraft and more importantly, it was recently downselected as a finalist for the FAA’s SMART AI project. This is a key part of the U.S. Department of Transportation’s $20 billion air traffic control modernization effort. Why this is bullish for Palantir: 1) Validates Palantir’s AI/platform in high stakes aviation & government programs 2) Positions $PLTR for potential large scale contracts in the massive ATC upgrade 3) Expands Palantir’s footprint beyond traditional defense into commercial aerospace and next-gen transportation infrastructure 4) Demonstrates continued momentum in winning strategic government AI deals

$AMD $INTC $NVDA All three hit new ATH’s today. My goodness.

$MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy. Micron is now officially bigger than: • $AMD ~$710B • $V ~$605B • $ASML ~$597B • $ORCL ~$562B • $COST ~$449B • $NFLX ~$370B

The market no longer sees $AMD as a second option It’s realized $AMD is a big deal in its own way But let me tell you something. Only 5% of the $AMD thesis has become visible What’s coming is way, way bigger

absolutely wild Friday semis took a literal 4-hour breather yesterday before coming back software down again and rocketlab literally going to the moon bulls in control $AMD $MU $NVDA $RKLB