$NVIDIA (NVDA.US)$
Please share everyone's thoughts ☆

$Oklo Inc (OKLO.US)$ Although NNE and SMR have grown, they still did not reach OKLO.Recently, what has been moving stock prices is the small investors wandering in the market due to concerns about Trump's tariffs, but it's truly commendable that it hasn't fallen for three consecutive days.I think the market is already looking at OKLO as the next-generation reactor.OKLO's test operation and commercialization goal are likely the earliest at 2027, with probably the most advance contracts among the three. Even if the other two start in 2028, at that time it will overlap with the operational goals of the third generation fusion reactors, so the future looks tough. The baton pass is not far away! We aim for both and take them all.It was good to be able to add 49 units yesterday. Great!

$Vistra Energy (VST.US)$The time will come when the Energy partners in the currently concealed and noteworthy Stargate concept will be revealed.Texas, as the starting point, is being formed as the first model for Datacenter, Nuclear Power, Photovoltaic Technology, large-scale energy storage, and circular operations through AI management and efficiency, which will then be deployed nationwide.The Stargate concept is not short-term but a long-term energy concept assuming decades or more. In that case, partners from current nuclear reactors, next-generation micro-reactors, and even further nuclear fusion power should progress while passing the baton to the next generation of energy. Therefore, it is expected that the core companies leading from the first-generation practical current nuclear reactors to the second-generation micro-reactor companies will be announced along with the long-term vision image up to the third generation.Yesterday, on Friday, many sectors experienced a decline due to concerns about Chinese tariffs overlapping with profit-taking, despite a decrease in the unemployment rate, including the current nuclear reactor stocks. Among the decline, NNE, SMR, and OKLO's next-generation micro-reactors closed higher. This is also evidence worth noting. First, the current nuclear reactor stocks as the 1st partner and the micro...

$MakeMyTrip (MMYT.US)$ The significant rise on Monday was a reaction to last month's Earnings Reports results. It took two days after the announcement for the USA Market to notice and increase. Nonetheless, it's late! Looking at the guidance, India is indeed overflowing with people 🇮🇳! A rapid growth of over 30% in sales and over 20% in profits. It seems that the depreciation of the rupee and flight troubles within India hindered progress, but it's not really a problem. Today, during after-hours trading, it's been sold off more than the increase in regular trading, but this is a great product that will naturally go up until the end of the year if left alone! After all, it's just too strong that USA tariffs, inflation, and unemployment rates have no influence at all! Choosing to hedge with such American listings and domestic activities might be the best choice this year, surely.Nevertheless, domestic flights in India really have so many delays and cancellations. It should gradually improve though.

$NVIDIA (NVDA.US)$
I put all my assets into it.
NVIDIA is immortal.

$Vistra Energy (VST.US)$ It is getting rough again from the night.To be honest, it does feel like this week too, but the determination right before tonight's close regarding Energy will likely be important. The tariff will be imposed from February 4. If the Market can maintain its composure at the close, it will realize that the Energy sector is not directly hit regarding America's future challenges related to both exports and imports, and regain sanity, or whether it stays in a state of confusion for two or three days can only be watched through price movements.Gold is falling, but Bonds are rising. If severe recession fears are in play, both can rise, so it feels like the Market is still assessing before reaching that point.This week will test both judgment and courage.But won't lose!

$Vistra Energy (VST.US)$ I'm sorry for the multiple submissions.Let's go for another round of VST favorite topics!The next-generation energy policy theme of the Stargate concept involves nuclear power, solar energy, and large-scale power storage. Riding on this, other fossil fuel power generation and nuclear energy brands have also risen since Trump's election last year, known as the Trump sector.In the context of fragile electrical utilities, the focus is on "power generation" in each case, but there was a slight question as to why Pelosi chose VST, why a large number of NVDA GPUs are being deployed in Texas, etc. Texas is a state that saw a resounding victory for Trump in the recent election, a state with a liberalized electrical utilities market, as well as well-established incentives, tax breaks, and subsidy programs to promote the introduction of renewable energy. Additionally, it is a state with abundant sunlight, vast flat lands suitable for massive solar panel installations, and the largest photovoltaic power generation in the country. Needless to say, Texas plans to carry out large-scale solar power generation managed by AI for highly efficient power generation as the Stargate Energy flagship state. What is also notably emphasized is the preparations for cold spells and ultra-high...

$Vistra Energy (VST.US)$ It has been a tumultuous week, switching from a sharp decline to a sharp rise.Gold saw profit-taking sales on Friday as expected. The recovery of semiconductors in the highest rate of increase within S&P drew attention amid sluggish performance, with funds concentrated more on stable daily consumer goods stocks. Concerns about semiconductor export restrictions further concentrating investments in energy-related sectors could lead to the recovery of VST's original value and further gains!This year's biggest investment keyword, the Stargate Project, has the energy-related main partner's name kept secret, but VST truly encompasses the energy themes of nuclear, photovoltaic, and large-scale battery systems in one company! Texas, where the headquarters are located, is already the 'Stargate Project Headquarters' state, with the Pelosi acquisition as an incredibly strong bonus! What further solidified this was President Trump's withdrawal from the Paris Agreement.VST is the worst emitter, accounting for 1.5% of total US greenhouse gas emissions in 2020, but it also provides a reassuring rear support by Trump himself breaking the legal constraints hindering activities under the Paris Agreement. Considering...

$Vistra Energy (VST.US)$ The Monday deep seek is gradually recovering from the accident. I think Technical Analysis is almost ineffective after a sharp drop, so I only determine whether it's going up or down.The FOMC meeting has successfully concluded, so it is recommended to buy before returning to the original price last week. Both CEG and TLN are following a similar trend, but the keywords for Stargate are nuclear energy, solar power, large-scale rechargeable batteries, and Pelosi, where the only common factor is VST, not NEE. Due to a significant amount of NVIDIA's GPUs being deployed in Texas, Texas, which was a strong Trump-supporting state, is likely to be the Stargate's flagship station for advancing next-generation nuclear energy, space development, large-scale AI data centers, and AI-driven space exploration and energy efficiency management. VST's name has not been explicitly mentioned by the government or Stargate members, but it may be withheld due to the impact of the California rechargeable battery fire incident. In any case, it is advisable to try to gather as much information as possible ahead of a possible announcement by the Stargate Secretariat in February or during the earnings reports presentation. Regardless of the Stargate-related aspects, all nuclear energy is good, so I have holdings in CEG, T...

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