There is not much more to say about Nvidia.

I’ve been bullish for over 10 years and still am. It remains the most important company in the world and the leader in AI.

The Setup:

• Breakout of a 7 months-long consolidation

• AI developments continue to accelerate

• Unprecedented revenue and earnings growth

• Valuation has come down while fundamentals have improved

• Semiconductor sector is hitting new all-time highs alongside $AVGO, $AMD, $TSM etc.