Mali Kadin reports on Jensen Huang's South Korea trip, detailing Nvidia's partnerships with SK Telecom, SK Hynix, and Naver to build gigawatt-scale AI infrastructure in Asia, with expansion plans into Europe and the Middle East. The deals aim to solidify data center footprint and expand AI into robotics and industrial sectors.
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Mali Kadin 4.0
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6/8/2026 6:00:29 PM
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Mali Kadin reports on Nvidia's major infrastructure deals in Asia, indicating strong demand and expansion. However, the host notes Nvidia's stock dropped 8% in Korea, suggesting near-term volatility. The overall tone is positive but cautious on immediate impact.
Charles Moon recommends a short-dated vertical spread on Nvidia targeting the $210 strike for June 18th, risking 50% with potential 100% return if the market sustains a rally. He cites strong demand from Nvidia's partnerships and Jensen Huang's comments about memory shortages as bullish for near and long term.
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Charles Moon 6.0
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6/8/2026 6:00:29 PM
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If demand continues to increase for Nvidia products, that's just going to be a very bullish outlook for the near term long term for the stock and as well for the AI sector.