// COMPARE

Nvidia gained 0.78% to $214.25 in a mixed AI-name session. Yahoo Finance ran a 'bubble' segment on the AI trade; Micron's 850% YTD run highlighted memory leverage, not chip-design weakness.

NVDA is the AI capex bet's purest expression — even bubble worries don't dent it until hyperscaler capex forecasts soften. Samsung shipping HBM4E samples reinforces the demand stack.

$220 is the resistance to break for a clean leg higher. PCE Friday + any data-center capex commentary from cloud-provider guides. Support $208; loss opens $200.

Tesla closed at $442.10 (+0.40%), drifting higher with the broader Nasdaq. SpaceX-merger overhang dominated the news flow; production headlines absent.

TSLA is trading as a SpaceX-merger event rather than a fundamental EV story right now — shareholders are pricing dilution risk versus optionality. Robotaxi narrative is on the bench until next datapoint.

Any official SpaceX-merger terms or Musk commentary. June delivery numbers loom. Resistance $450; support $432. Break of $430 would be the first technical warning.