NVDA → $143.00 by May 6, 2025.

Brief long NVDA thesis for earnings run-up Fundamentals * AI CAPEX accelerating into FY25 with hyper-scalers guidance (META, GOOG, MSFT, ORCL) * Watch for AMZN earnings after mkt tmrw * Don’t care if AI is a bubble; companies will keep spending in the short term * Continued moat, industry dominance, and margins confidence per AMD earnings * NVDA dominance strengthening * Deep-seek is Jevon’s paradox * Double selloff recently (Deep-seek, tariffs) gave the stock a \~15% haircut, giving room to …