Happy Bull Trader

Happy Bull Trader is a Financial Analyst who ditched the 9-to-5 grind for the markets Stocks + $BTC + $ETH, high-conviction trades, disciplined risk management and a stubborn bullish bias No get-rich-quick schemes, just screen time, stacking wins, cutting losers and staying happy in the hunt The 🐂 isn’t just a symbol, it’s the mindset Connect with me and share your investing ideas Let’s stack wins together 🚀 @HappyBullTrader

Broadcom $AVGO was up about 3% more after hours, so traders may be rotating out of Nvidia and into other AI chip names 🔥

Nvidia $NVDA has lost about $600B in market value this week 👀

Nvidia will crash more than 20% 📉👇

$NVDA ALERT: Nvidia fell about 8–9% after hours, to roughly $160, on a Wall Street Journal report that its board is preparing to oust Jensen Huang. The board could meet as soon as tonight.

Did you follow Happy Bull’s lead? 😎

$AMD has been helped by its $2.5B Anthropic stake, an Oppenheimer upgrade and money rotating out of $NVDA Did you join the AMD party yet?

Anthropic's IPO filing shows Alphabet buying $10B of stock at the IPO price A good move by $GOOGL?

Nvidia poll is live 👇

CoreWeave $CRWV stock surging 15%, Q3 Revenue beats estimates, raises full-year outlook AI is back 👀📈

$NVDA Nvidia got clobbered again while the rest of the market mostly shrugged, yields jumped, and VIX slept Everyone pretends the AI/earnings machine is broken, it’s NOT Are you stacking through the noise?

If Jensen Huang steps down as Nvidia CEO, what happens to $NVDA? 👇 Earnings Nov 17, House briefing Nov 18 What's your call?

Monday: best S&P day since April 🚀 Tuesday morning: CPI said "not so fast” Chips are taking the hit. Marvell $MRVL is down about 5%, Micron $MU and Intel $INTC about 3%, and AMD $AMD and Qualcomm $QCOM more than 2%. Nvidia $NVDA keeps sliding as the Jensen Huang investigation hangs over it. The silver lining is oil. Brent is under $90 for the first time since August, and that's keeping the Dow afloat.

For those who are interested, my November 5th BUYS $NVDA $MU $UBER $LLY $BROS $IBIT $SATS $SLV $IAUM 👀🐂

The AI trade got a bounce on Monday, and the only thing it couldn't lift was Nvidia $NVDA Reuters says all 11 S&P sectors rose today as US crude fell about 3.6% to roughly $87.50 🛢️ CPI Tuesday and CoreWeave $CRWV earnings decide whether the bounce holds 👀

$AMD went from "the other chip company" to a data center company that happens to sell PCs, AMD is growing fast and getting more profitable 🐂 The business model, in plain English: Sell server CPUs to the cloud giants, who are buying more of them to run AI agents Sell Instinct GPUs and whole Helios racks to the same crowd (Anthropic, $META, $MSFT, OpenAI and $ORCL) Keep the PC chips (Ryzen) and the embedded and defense business as the steady side hustle

Every little bit counts, especially at these levels $SATS paying its first DAILY dividend today 🔶 $ASST $SATA

$MU Micron does NOT care Jensen had an affair 🐂

Good morning, Bulls ☀️🐂 Nvidia board probing spy claims on Jensen. Stock dips. One analyst says Sell. 59 say Buy. The noise is loud. The cash flow is louder. Earnings Nov 17. Bulls stay patient 🐂 $NVDA

The internet spent Sunday turning Jensen Huang $NVDA into a spy thriller. Nvidia’s CEO admitted he had an affair. The woman, Alice Huang, no relation, is a Megaspeed executive who U.S. intelligence says was recruited by Beijing to get close to him. Nvidia’s board opened an independent investigation. Congress wants him in a closed-door briefing on November 18, the day after earnings. Jensen apologized to his family and his company. The board says it has no reason to believe national security or Nvidia secrets were compromised. He’s staying CEO. That’s a serious story. It is also not the income statement. This company just printed $96.2B in a quarter, up 106% from a year ago. Data center was $89.0B, up 117%. Gross margin was 75%. Operating income was $63.7B. The business model is the point. Nvidia does not just sell a hot GPU. It sells the factory: the chips, the CPUs, the networking, and the CUDA software stack the entire AI industry is built on. Demand is still running hotter than supply. Customers were ready for growth to double. Nvidia said it expects about 70%, because it cannot build the stuff fast enough. A CEO’s personal failure can create an overhang. It can bring hearings. It can make a week feel heavier than it is. It does not erase a company whose product is sold out, whose platform is the standard, and whose last quarter looked like that. I am still a $NVDA buyer 🐂

In June, semis were a party. Everyone was euphoric. That was the time to lighten up. Now it’s the opposite. The negativity on semis and memory is so thick, it tells me the bottom is close. I could be early by a few weeks or months 🤷‍♂️ I am a BUYER 🐂