$Advanced Micro Devices(AMD)$  There's talk of an Anthropic deal announcement coming this month. The stock could be in the $700s soon.

$NVIDIA(NVDA)$ Shorts on NVDA might be in for a tough time.

$NVIDIA(NVDA)$ PT $245

Some slides from $Churchill Capital Corp XI(CCXI)$  Agility Robotics. The key takeaway is that the US humanoid supply chain could be less dependent on China than many think. A "75% US-sourced parts" figure, along with a potential mass production BOM under $30K, is a significant shift from the early unit cost narrative of around $145K that people often focus on. The RoboFab target of roughly 10,000 units with US-based sites in Salem, Pittsburgh, and Fremont also helps reduce concerns about export controls and supply chain risk. Backers like $Amazon.com(AMZN)$ , SoftBank, Foxconn, and $NVIDIA(NVDA)$  add some credibility to their scaling execution pl

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ That session was quite satisfying. I liked how we observed the opening price backtest the $745 level. Around the time it was approaching the high of the day, those $747 puts looked actionable when the price was under $748.

$Advanced Micro Devices(AMD)$ The stock is pushing into new all-time highs today, with momentum and analyst sentiment lining up. The direction isn't surprising, but the strength is still worth noting. What's happening: Price hitting fresh all-time highs Analysts continuing to raise price targets Some projections now stretching into the $700+ range Why I think people are paying attention: When you get new highs and rising targets at the same time, it usually means the market is still actively repricing the longer-term AI earnings story, rather than just reacting to short-term moves. This feels less like a one-day headline and more like an ongoing re-rating.

$Advanced Micro Devices(AMD)$ I could afford to buy everyone a round today. Thanks, Lisa.

$Advanced Micro Devices(AMD)$ On the 5-minute chart, the shorts let it touch the 200 EMA and then sold. It needs to get above the $532 - $538.50 zone. This area definitely needs to be owned by the bulls.

$Advanced Micro Devices(AMD)$ Market cap is back above $870B, putting it less than $130B away from joining the elite $1 Trillion club. Driven by accelerating data center growth and upcoming next-gen AI chip ramps, the market is highly focused on whether AMD can clear this historic milestone soon.

$Advanced Micro Devices(AMD)$ AMD has already had a strong run, but the structural demand for compute is still in its early stages. The AI cycle isn't a single phase—it evolves, and AMD's chiplet architecture gives it the flexibility to adapt across different workloads and generations of demand. Add in Lisa Su's execution track record, and the long-term positioning becomes more about staying relevant across cycles than trying to call the exact peak. The key idea is that it's not about predicting the next AI wave, but about being structurally positioned for it.

$NVIDIA(NVDA)$ Looks like an easy move to 220-225 on Monday.

$Sidus Space Inc.(SIDU)$ This is a small-cap company with a serious customer list. NASA, DoD, Space Force, and the Intelligence Community (NRO, CIA) are all downstream customers. This isn't a speculative space play; they're already delivering to them. The supply chain runs through $GE Aerospace(GE)$ , $Advanced Micro Devices(AMD)$ , and $3M(MMM)$  for hardware. Launch dependency on $SpaceX(SPCX)$  ties them to the broader new space ecosystem. The customer mix is almost entirely government. That means sticky contracts, but also concentration risk. It's a mega

$Advanced Micro Devices(AMD)$ AMD shares back in 2014-15 were trading between roughly $1.8 to $3.5 per share. Today it's around the $500 range, about a 200X increase in roughly 12 years. That journey has been excruciating to watch at times. But imagine if it could repeat even a fraction of that performance over the next 10 years. Could it grow 10X? 30X? Or even more? Who knows. Smoothing out the yearly leaps and dips (AMD doesn't just fluctuate), if it rises by an average of 50% each year, in 10 years AMD could be worth about 60 times its current value. At the same rate, in 5 years it could reach around 8 times. So, stay patient, stay smart, and ignore the noise. Sticking with it could lead somewhere. Super long AMD.

$Advanced Micro Devices(AMD)$ Everyone is focused on the daily price moves while completely ignoring the underlying story. AMD isn't the same company it was 3, 5, or 10 years ago. New products are launching, data center keeps expanding, market share is growing, and Lisa Su has built a reputation for consistently underpromising and overdelivering. Could there be pullbacks along the way? Sure. But as long as execution remains strong, I think the next 12-24 months could be very interesting. A lot of people are still valuing AMD based on what it was, not what it's becoming. I'm staying long because the story has never been about next week or next month; it's about where this company could be a few years from now if management continues to execute.

$NVIDIA(NVDA)$ At the Inflection event, Jensen Huang highlighted Nebius, noting its rapid rebuild for the AI era — scaling from a single data center to gigawatt-level AI factories in just two years. $NEBIUS(NBIS)$  is positioning itself around the next phase of AI infrastructure: shifting from “token maxxing” to “value maxxing,” with compute being built closer to where real demand is concentrated. The key takeaway is not just the speed of scaling, but its alignment with AI infrastructure demand curves — moving from experimentation to industrial-scale deployment.

$NVIDIA(NVDA)$ I often remind the shorts that Nvidia has been up 11 of the last 13 years. I've been living through it. Is that performance good, great, or unbelievably outstanding?

The market's AI narrative is still too narrow. For two years, AI has been priced basically as GPUs. But the real system is much bigger: CPUs, networking, memory, storage, and inference layers are all scaling alongside accelerators. Every GPU workload still drives heavy CPU demand. $Advanced Micro Devices(AMD)$  has highlighted this, $Dell Technologies Inc.(DELL)$  is already seeing server refresh strength, and even $NVIDIA(NVDA)$ 's next-gen systems still rely on Xeon-class host CPUs. The debate is stuck on "who wins GPUs," while a multi-year server/CPU cycle is quietly building underneath. This doesn't mean one winner -

$Advanced Micro Devices(AMD)$ A trillion is inevitable.

$Advanced Micro Devices(AMD)$ Who's made big bucks from AMD and AMDL? $GraniteShares 2x Long AMD Daily ETF(AMDL)$ 

$Advanced Micro Devices(AMD)$  520500 is looking like the new support, and the next level could be 535. For BB, that $10.35 resistance is now looking like support.