My hypothesis is that every Magnificent 7 company knows that if they don’t keep pouring money into $NVDA AI GPUs, the entire AI hype train derails.

And let’s be real—they’re not about to let that happen. So, expect them to keep spending.

But the real question is: How do they plan to win against China’s AI powerhouse, DeepSeek?

Tomorrow’s earnings calls for $META, $TSLA, $MSFT and $IBM are going to be very interesting.
#NVDA