$NVDA happy that it's coming in, I'll keep buying to 150

$NVDA 💪same page with Mark Newton CMT

While everyone chased $NVDA, Morgan Stanley was writing a different report. GPU is no longer everything in AI. Agentic AI shifts the bottleneck to CPU, memory interface, and connectors — and Wall Street hasn't repriced the winners. The 2 US pure-plays — $APH $RMBS 🧵

The catch: both already ran hard. $APH · 1Y +93% · 43x P/E · median PT $169 $RMBS · 1Y +190% · 50x P/E · already past median PT Both report next week: 📅 $RMBS — Mon 4/27 after close 📅 $APH — Wed 4/29 before open Beat magnitude decides if the rally extends.