Upside:
$Apple (AAPL.US)$ break over 235.7, 240c Dec 20--to target: $237
$Costco (COST.US)$ Break over 975, 1000c Dec 6--to target: $980
$Upstart (UPST.US)$ break over 80.77, 85c Dec 20--to target: $83
$DraftKings (DKNG.US)$ break over 43.48, 45c Dec 20--to target: $44.5
Downside:
$NVIDIA (NVDA.US)$ Break under 135.5, 132p Dec 6--to target: $134

Prediction markets now show Kamala Harris with a 3 percentage point lead on Donald Trump, according to Polymarket's prediction app.
All signs point to an incredibly close race with the election now 5 weeks out.
$Trump Media & Technology (DJT.US)$ $Kamala Harris (LIST22990.US)$ $Donald Trump (LIST22962.US)$

$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment  🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...

While I personally prefer buying $Micron Technology (MU.US)$ near book value (where it was merely a year ago), there are worse things than an oligopolistic growth cyclical delivering to an end-market in a boom phase

$NVIDIA (NVDA.US)$ is not $Cisco (CSCO.US)$ .

Charlie Kawwas head of $Broadcom (AVGO.US)$ semis business was even more explicit and detailed on this today at GS, segmenting the AI accelerator mkt into three parts:
- Internet scale customers ( $Meta Platforms (META.US)$ $Alphabet-C (GOOG.US)$ Bytedance Tencent): significant logic and value for these companies spending $10s of Bns all on internal infra to customize ASICs for own environments. AVGO can bring new XPUs to mkt in a year. Sees most of this mkt going to custom silicon in 5yrs.
- Hyperscale...

$NVIDIA (NVDA.US)$  is not the bubble.