The core setup is a split call: NVDA remains in a strong weekly buy regime and is being framed as a buy-the-dip candidate with new highs ahead, while META is still under a weekly MACD sell signal, down 35% from its high, and vulnerable to more downside before a possible multi-year recovery. The first half uses the historical runups of the world’s most valuable stocks to argue that being #1 has often still left major upside, then pivots to NVDA’s $500 billion AI infrastructure push with Apollo, Blackstone, GS and others. META’s chart is treated as the weaker trade: a recent near-$100 move, a likely 200-day EMA test between August and October, and 478 as key support. The video ends with NVDA as the clearer bullish setup and META as the one still needing to prove a bottom.
A historical leaderboard of the world’s largest market-cap company shows upside after the peak slot: AAPL +2,470% since first reaching #1 in August 2011, MSFT +386% since November 2018, XOM +185% since 2006, GOOGL +880% since February 2016, AMZN +238% since 2019, and NVDA +74% since June 2024.
NVDA is partnering with Apollo, Blackstone, GS, and other large investment firms on a $500 billion AI deal meant to make compute an asset class.
The AI deal is pitched as pulling together independent long-term capital to fund AI infrastructure build-out, with compute framed as a platform shift comparable to electricity and the internet.
The pitch pegs each gigawatt at roughly $50 billion to $60 billion and describes NVDA’s AI factory platform as a productive, revenue-generating infrastructure asset.
NVDA’s AI factory platform is described as fungible and already used by nearly every cloud service provider, running every AI model and many algorithm types with broad off-taker demand.
META has moved up close to $100 in the last 10 days, but its weekly chart is still treated as fragile rather than confirmed bullish.
META normally sees 40% to 46% pullbacks in an uptrend; a drop to the 200-day moving average and below it is treated as a more serious event, and the current move from its top to that average is about 35%.
META has been in a downtrend since 2025, and a 200 EMA test is expected sometime between August and October, around the midterms timeline.
META’s strongest chart support is 478, and the weekly MACD remains below zero, which is treated as an active sell signal.
META’s last cross above the zero line came right after it crossed below the 200-day moving average, which is framed as a massive buy signal after the prior weekly sell signal had already led to a major correction.
META is still 35% off its all-time high, but the chart call leaves open a return to that high and a run to $900 over the next couple years.
NVDA is on a weekly buy signal, originally crossing around $141, and is now around $224 and climbing.
NVDA is described as preparing to test its all-time high, with the caveat that no exact near-term target like 227 or 242 is being claimed.
Even with a pullback, NVDA is expected to test the range on the chart and those levels are said to be likely to produce a brand new all-time high.
NVDA is still operating under an extremely long-term weekly buy signal that is turning up now, which is the basis for the claim that it has been worth buying the dip and could have a lot of runway ahead.
NVDA is up 78% since taking the throne as the world’s most valuable company and is presented as having more upside left.
The contrast is explicit: NVDA is the stronger setup now, while META remains below the zero line on weekly MACD and may not have put in its bottom yet.