MarketsJun 7, 2026
NVDA Rips Again, Bears Hibernate Until Spring
Nvidia tacked on another 4% as the AI capex story refuses to die. Here's what the tape is telling us.
— The Desk
The setup
Nvidia closed up 4.21% on volume that should embarrass the bears one more time. Every dip since October has been a gift.
What's actually happening
- Hyperscaler capex guidance keeps getting revised up
- Sovereign AI deals are quietly closing
- The supply chain is finally catching up
"If you're still waiting for the pullback, you are the pullback." — anonymous PM, probably
Stay long. Stay caffeinated.