1. Nvidia dominates the AI ecosystem through hardware, software, and system control across training, inference, and networking; 2. Strategic partnerships with companies like Astera Labs and growth drivers like China market access and the Omniverse platform support strong revenue growth; 3. Despite high valuations, favorable PEG ratios and rapid growth justify investment, though US-China tensions pose risks.

1. President Trump's commitment to AI strengthens Nvidia's position with bipartisan support for AI protectionism policies and significant investments like Project Stargate; 2. Project Stargate's potential $500b investment in US data centers boosts Nvidia's market demand; 3. Nvidia's dominance is secured by its superior CUDA ecosystem and strategic partnerships, despite competition from AMD, Intel, and custom silicon efforts; 4. Nvidia's Blackwell chip will power next-gen AI, driving revenue growth and maintaining its leadership in the AI hardware market.

1. Palantir's Q3 results exceeded expectations with 30% YoY revenue growth and strong AIP demand; 2. The recent presidential election adds significant upside potential for Palantir's AI solutions; 3. Despite high valuation, Palantir's exceptional growth justifies a premium with forward EPS expected to grow 97.51% YoY.

1. Negative sales growth in the energy/functional beverage sector has impacted Celsius' stock performance; 2. Strong growth in the sugar-free category and increased shelf space; 3. Expansion in market share, especially in convenience channels and Amazon, with potential for long-term growth through new product launches and international expansion.