Buy NVDA by Jan 2, 2027.

ANET, ALAB, CAT, NVDA, NFLX. ANET: Good distressed AI adjacent play, not trying to picking a winner ALAB: Good distressed AI adjacent play, not trying to picking a winner CAT: Looks nice for safe anchor (stable) exposure for infrastructure build out in the US. A lot more short-intermediate upside (if limited, earnings in late Jan though) than downside risk to me. NVDA: Chinese companies want and need the Chips, more of a 'Giving Face' issue than anything, NVDA will probably …