NVIDIA Corp (NVDA)

[Rational Assessment]

As expected, NVDA has roared back and on path to new highs...no surprise for anyone that understands the company product offering. Great entry point on Friday and the doubters are suffering. More institutional $$$ going to come in from portfolio managers looking for better performance for Q4. In addition, Mutual Funds need to own the name and for those that own IBM, consider transitioning the capital currently deployed and rid yourself of the lack of execution and performance.

Short interest going to continue to decrease, business transition for data center business is behind them. Look for uptrend in forward looking guidance and significant autonomous car announcement as well as Bitcoin out performance.