$NVIDIA(NVDA.US) has basically set the tone for the next few months. Major giants are all making huge capital expenditures. The main upward phase for Dazi might be coming. I have a bold guess: it's likely to break new highs before the earnings report, then the report gives vague guidance for 2027, causing a sell-off, and then it's revealed that 2027 capacity is already sold out, leading to another rally.

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