United States CFTC Gold NC Net Positions up to $217.9K from previous $197.6K

TradingKey - As of August 13 Eastern Time, Nvidia (NVDA) was priced at $225.30. In early August, NVDA rapidly rebounded from below $200 to above $224, extending its upward momentum this week. Technical indicators suggest that the stock maintains an overall uptrend, with the potential to reach a new record high. From a fundamental perspective, the most critical factor driving the stock price recently is Nvidia's partnership with six Wall Street financial giants.

SpaceX (SPCX) shares approached the $150 mark during intraday trading on August 12, Eastern Time. Just recently, the stock had dipped to a period low of $104.83 in early August; as of the close on August 12, it has rebounded by approximately 35%.

TradingKey - Micron Technology (MU) is one of the strongest-performing semiconductor stocks in the current AI investment boom. However, compared with its rapidly growing revenue and profits, Micron's forward P/E ratio is only in the single digits.

Financing risks behind Broadcom's AI expansion are drawing market concern. On August 14, Eastern Time, Broadcom's (AVGO) stock price fell below the $400 mark. Bank of America analyst Tom Curcuruto reportedly downgraded Broadcom's issuer and bond ratings, with the primary concern stemming from the AI XPV financing platform it co-established with Apollo and Blackstone.

NVDA at $225.34 breaking above $221 with $229.51 target. Q1 revenue $81.6B (+85%), Data Center +92%. Rubin production ramping, SpaceX exclusive NVIDIA builder.