Page menu

Wednesday, November 5, 2025

The Magnificent 7+ AI Heavyweights: A Field Guide

The Magnificent 7+ AI Heavyweights: A Field Guide

Sunny Day in Central Park – Clown Thunder Edition

Ahhh… the birds are chirping, the leaves are golden, and the $VIX just rolled over like a sleepy golden retriever. Yesterday’s “global meltdown” was clown thunder — loud, flashy, gone by lunch. Talking heads screamed “valuation concerns” like it’s 1999. When has the market ever sold off on that boogeyman alone? Exactly. Never. We trust the $VIX, not the CNBC flavor of the day.

Tuesday, November 4, 2025

$NVDA: The Only AI Leader That Matters — And How Many Missed It?

If you snoozed on that +3% **snap-back** rally in NVIDIA, tough luck. As I warned yesterday: “snoozers lose

No waiting. No “in hindsight.” No excusesTarget confirmed in real time. 🎆 Fireworks launched on X. Payday — less than 24 hours later.
I even had time for a nap.
 
Mic drop.

15-min chart: textbook execution/ pivot

Completing the Mag7 Lineup with Microsoft  

$MSFT Same setup as $NVDA chart -  an expanding ascending triangle (not a "wedge", you clowns). 

Wait just a damn New York minute...  

  •  Netflix $NFLX — wait, who dropped this from the lineup?
    Still getting pumped like it’s 2021.
    Mag7 + 1 = Mag8 in my book. Math is hard!
     

  •  And how could I forget about Tesla $TSLA - The Mag7 wildcard Wall Street loves to hate — piloted by the human meme generator, Elon. 
    Tesla: A rocket cult with wheels. Love it. Hate it. Doesn’t matter — it moves the tape  

  •  Netflix $NFLX — wait, who dropped this from the lineup?
    Still getting pumped like it’s 2021.
    Mag7 + 1 = Mag8 in my book. Math is hard!
     

  • FAANG + 2 gets you to 7, toss in Netflix, and Oracle? Boom-we're already past 9

  • More charts on tap for the Public Charts area

     

Sidenote: Why “Mag7”?

Because Jim Cramer thinks his fans can’t handle more than a “basket” o names.

I call it laziness dressed as strategy.

FAANG died when Facebook became Meta and Googlewent Alphabet.

Call it Mag12 or admit it’s just brand theater. Pick one.

Monday, November 3, 2025

NVIDIA $NVDA – The Undisputed Mag7/AI Heavyweight

Monday pre-market – Sunday night futures blog [link] flagged a possible $NVDA gap fill on the 15-min chart. Trade it

 $NVDA DCS (daily candlestick) chart – I'll add this to our Mag7 lineup at the opening bell, as promised. Follow the blog for the heads-up—snoozers lose. See annotations for technical support levels and actionable TA. 
NVIDIA $NVDA added to the public charts lineup 11/3/25

 
 
Speaking of snoozing, I could use a nap. Up at 1 a.m. thanks to daylight savings 😠 —when Bloomberg lit up Times Square with this psyop: 
 

  Bloomberg's screaming "NVIDIA TOO BIG
 
 How timely is this new blog series? btw 😏Plagiarism? No, I'm just one step ahead... 

$NVDA: The Main Attraction Starring in 2 Leading Roles (Mag7 / AI)

A little history on $NVDA's rise to stardom—and yeah, the Inverse Cramer cult ate crow on this FAANG (outsider) pick. Ouch!  $NVDA didn't develop in a vacuum and it didn’t just crash the FAANG party—it rewrote the script. While the original five ($AAPL, $AMZN, $GOOGL, $META, $NFLX) built empires on ads, e-comm, and streaming, $NVDA crashed in as the uninvited extra: hardware backbone of the AI revolution, momentum engine for the Mag7 ascent. It's the rare blue-chip relic (index essential) and speculative beast—with $4.5T+ cap and 90%+ AI data center GPU lock

.

How'd a graphics upstart achieve dual headliner status? Here's the Grok-researched timeline—pivotal pivots from gamer toy to global king: 

 

  • 1993: Founded – Jensen Huang, Chris Malachowsky, and Curtis Priem start NVIDIA in a Denny's booth, targeting 3D graphics for PCs amid the video game boom.

  •  2000–2006: Gaming Golden Era – GeForce series dominates PC gaming; revenue hits $2.4B by 2006. S&P 500 entry in 2001 cements blue-chip status.
     

  • 2016: Deep Learning Pivot – Tesla and DGX-1 systems target AI training; stock doubles as data centers eclipse gaming (now 40%+ revenue).
     

  • 2022: ChatGPT Ignites – OpenAI's launch spotlights $NVDA GPUs; revenue explodes 125% YoY. Stock surges 239% in 2023
     

  • 2024–2025: Mag7 / AI Dual Crown – Hits $1T (May '23), $2T (Feb '24), $3T (Jun '24), $4T (Sep '25), $5T (Oct '29 '25)
    reuters.com  

 $NVDA's an AI monopoly dressed as growth stock 

 Biden's CHIPS Act poured $6.6B into TSMC's AZ "desert fabs" for US wafers, But there’s a “but” – there always is – since the chips produced in the USA have to go back to Taiwan for final assembly. That’s a bit of a bummer. overclocking.com 

But how did $NVDA end up in Jim Cramer's lineup?:   

#FunFact – “FAANG” was actually coined by Bob Lang, not Cramer 🤯

 


 
Public Charts Hub live link in the left menu—daily votes, real-time edge. Snooze you lose! 
 

Watch the 185 level like a hawk — that’s the Mag7 tripwire. “Charts don’t lie.”

 
Take Care, AA  
 
 *NVIDIA historical timeline researched by grok