Buy NVDA by May 8, 2026.

Jensen Huang just said something most people are missing: AI capex is sustainable because cash flows are about to rise. That’s the real thesis. Meta, Amazon, Google, Microsoft could spend **$660B** this year on infrastructure. Wall Street reacted unevenly - some stocks up, some punished. But here’s the question that matters: Is this reckless spending or the early phase of an infrastructure cycle? We’ve seen this movie before. Railroads. Telecom fiber. Cloud data centers. Every major infrastructure buildout looked excessive …