Bill Baruch called in to Halftime to walk through two AI infrastructure moves. He added to Nvidia ahead of earnings, saying he was underweight relative to the S&P and bumped the position to 8.25 percent. He likes the setup at 20 times forward against earnings growth above 100 percent, and with the 500 billion dollar financing deal mitigating the main bear case, he thinks the fundamentals warrant significant multiple expansion. The chart backs it up in his view, with the stock holding its 200 day moving average through the late July weakness and a name that typically runs into its print. On Oracle, he noted technical resistance from 155 to 165 but likes the NeoCloud story, calling Oracle the best of them at 18 times forward. If AI succeeds, Oracle succeeds. He remains extremely bullish on compute into year end. Watch the full discussion here.