Jason Miller

I’m sharing the investment framework I use to identify long-term opportunities across AI infrastructure, semiconductors, data centers, and energy.

As a reference, I've called: $NBIS at $20 -> flew +1399% $RKLB at $16 -> flew +844% $AMD at $100-> flew +505% $ASTS at $20 -> flew +569% $PLTR at $40 -> flew +419% I’ve consistently outperformed the markets, making generational-wealth trades you don’t want to miss. Many will regret not following me for more.

Jensen Huang’s affair scandal just broke, and here’s what Dan Niles, who’s scooping up $NVDA, is up to lol While retail investors panic-sold after Jensen Huang’s scandal broke and the board launched an investigation, veteran hedge fund manager Dan Niles said in an interview that he actually went all-in on Nvidia. He has no intention of applying moral standards and says that, after crunching the numbers, the current price is insane. • Trading at around 12x earnings The stock has been sliding all year, bringing its current valuation down to just 12x forward earnings. He says there’s no better setup for a pairs trade: short the shitty stocks that look like they’re going bust, and go long Nvidia at this price. • Invoking the precedent of Steve Jobs’ death Asked whether Nvidia would collapse if Jensen Huang were fired, he brought up Steve Jobs and Apple $AAPL. When Jobs took medical leave in 2011 and died, Apple’s stock actually surged 25% that year. His argument is that big tech companies with established systems and moats aren’t permanently destroyed by CEO risk. • Semiconductor index (SOX) in a massive crash The Philadelphia Semiconductor Index is already down 36% from its June high, and nearly half of its constituents (14 out of 30) have been cut in half. The analysis is that it was only a matter of time before people started scooping up the sector leader after it had been beaten down as much as it could be. • On the possibility of the CEO being ousted The possibility of the board kicking Jensen Huang out? Of course it exists. But based on what has come out so far, it doesn’t seem he was personally aware of the espionage risk, and even if he gets fired, the company’s fundamentals will keep running as usual. A monster company that turns 66 cents of every dollar in sales into operating profit has been driven all the way down to rock-bottom valuation over a CEO’s personal life, so the big players see this as an incredible opportunity to scoop it up.

The ultimate 2028 wealth bomb! Miss this and cry forever: Strictly avoid: $TSLA – stay away $INTC – stay away Super strong buys: $AVGO – strong buy immediately at $331 $MU – strong buy immediately at $710 $ASML – strong buy immediately at $1,460 $AMAT – strong buy immediately at $372 Buys: $GLW – buy at $110 $MRVL – buy at $150 This AI infrastructure wave is still accelerating — miss it and wait another two years! Like + RT + follow, let’s grow those accounts together!

Breaking: Michael Burry talks about buying Nvidia He says selloff's like this usually get “a little pumped”, but he is still not tempted to hold $NVDA long term Burry's reasoning: • Nvidia’s advantage could shrink over 5 years • The CEO scandal could bring more scrutiny • China GPU sales could become a bigger issue • DOJ antitrust pressure could pick up Burry believes the market may think $NVDA is a “heck of a trade” soon, but for now he still holds Semiconductor ETF $SMH puts

1. $NVDA at $210 2. $AMZN at $290 3. $GOOGL at $380 4. $DELL at $470 I've consistently outperformed the markets, making generational-wealth trades you don't want to miss Many will regret not following me for more

This portfolio will 100% crush the market over the next 10 years 👇 1. $TSLA ~$378 2. $SOFI ~$16 3. $PLTR ~$169 4. $AMZN ~$267 5. $MSTR ~$126 6. $RKLB ~$58 7. $TXRH ~$191 8. $NVDA ~$179 9. $HOOD ~$83 10 $BROS ~$36 11. $CLSK ~$6.91 12. $COST ~$1066 What would you add or subtract? If you find this information helpful, please like, follow, and share