Jerry Romine Stocks

"Add in Google and Apple, which sit on tens of billions of dollars in cash and buy back their own stock every single quarter."

"Then look at enterprise titans like Microsoft and Amazon, which turn massive cloud growth into 30% plus pure cash flow margins."

"Then look at enterprise titans like Microsoft and Amazon, which turn massive cloud growth into 30% plus pure cash flow margins."

"Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world. Over 90% of all top tier AI computing runs directly through TSMC's chip factories and Nvidia's software setup."

"Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world."

"The massive post-arning stock surges of 19.28% for Coreeave and 34.14% for Nebius reflect rock-solid fundamental facts."

"While Coreweave is the heavyweight utility giant, Nebius, ticker NBIS, is the lean supercharged growth engine."

"Right after reporting earnings, Coree surged 19.28% 28% while Nebia's group exploded 34.14% higher."

"Companies like Vertive, ticker VRT, which builds liquid cooling systems, and Constellation Energy, ticker CEG, which provides base load nuclear power, become critical because you cannot turn a data center on without them."

"Companies like Vertive, ticker VRT, which builds liquid cooling systems, and Constellation Energy, ticker CEG, which provides base load nuclear power, become critical because you cannot turn a data center on without them."

"Taiwan Semiconductor, ticker TSM, the absolute manufacturing bottleneck of the entire world."

"Micron, ticker MU, and Skyh Highix hold the ultimate toll booth because every GPU needs their high-speed memory to function."

"which makes Broadcom, ticker AVGO, a massive winner because they build the digital highways that connect tens of thousands of GPUs together."

"Nvidia wins because the banks are giving its customers the cash to buy its chips."

"It shifts the heavy financial lifting away from Nvidia and puts it onto the massive shoulders of global capital markets."

"Companies like Micron and Skyh Highix are reporting that customers want twice as much memory as they can physically make."

"Finally, those customers spend that $500 billion on Nvidia chips and the critical high-speed memory chips made by Micron and SKHEX."

"Third, Nvidia gets massive hardware orders without spending a dime of its own cash or taking on debt."

"So big banks are lining up to hand Nvidia's customers $500 billion to build them."

"But Nvidia just brought the biggest names in finance to the same table to completely flip that script."

"I'm comfortably sized in Nvidia after trimming earlier this year to lock in gains and right-size my allocation."

"I'm overweight Palantir because the commercial explosion is just getting started."

"I get asked the same question constantly. If Palantir popped 30% and Nvidia is near record scale, shouldn't you just take your money and run?"

"My verdict: Nvidia is priced like a monopoly because it acts like one. Waiting on the sidelines for a massive crash before buying often means missing the entire move."

"Now, the Nvidia bull case. They completely own the hardware infrastructure stack for global computing. Revenue hit $81.6 billion in a single quarter with near 75% gross margins."

"The Palantir bear case. The valuation is rich. A forward P/E over 100 leaves zero margin for execution errors."

"Now, look at Palantir. Can you name a single software company that can replace Palantir's operating system in the U.S. defense sector? You can't."

"But those come with more downside risk, and they don't have the balance sheet protection of Nvidia or Palantir."

"But those come with more downside risk, and they don't have the balance sheet protection of Nvidia or Palantir."

"And the profit numbers are staggering. Nvidia delivered $58.3 billion in net income in a single quarter, with 74.9% gross margins."