$Advanced Micro Devices(AMD)$ If you think Nvidia stole the show, you are not paying attention. AMD continues to take market share and has more room to run. Nvidia will be range-bound, subject to the law of large numbers.

$Broadcom(AVGO)$ Broadcom looks ridiculously cheap at a forward PE of only 19. Historically this hyper growth company has traded at roughly double that. This could easily push past $450 after strong earnings on September 2nd. Trump also loaded up on a big position in these on June 2nd. $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

$SUPER MICRO COMPUTER INC(SMCI)$ My take on SMCI's latest 10-K is that it's a massive bullish signal. FY2026 numbers: $39.1B revenue, up 77.8% YoY. $4.23B gross profit, $2.77B operating income, $2.23B net income, and $3.26 diluted EPS versus $1.68 last year. This isn't just revenue growth. Supermicro is evolving into a complete AI data-center infrastructure provider. Its DCBBS platform integrates servers, storage, networking, racks, liquid cooling, power distribution, software, services and support into full AI-factory deployments. The technology positioning is exactly where you want it: NVIDIA Blackwell / Blackwell Ultra, GB200 / GB300 NVL72, NVIDIA Vera Rubin, AMD EPYC + MI350, AMD Helios / MI455X. Management says AI has substantially incre

AI is running into a power problem. AI chip-driven electricity demand is projected to surge to roughly 315 GW globally by 2033, more than +1,100% above 2025 levels. The US alone could account for around 200 GW, or nearly 64% of this new demand. And it's not just total consumption. AI data centers can experience massive power swings when hundreds of thousands of GPUs ramp up simultaneously, pushing electricity usage far above normal design levels. That puts additional strain on batteries, generators, cooling systems, transformers, and other critical infrastructure, potentially driving higher maintenance and replacement costs. The AI boom isn't just a chip story. A massive buildout of new energy and power infrastructure is going to be needed to support it.

$Advanced Micro Devices(AMD)$ I have never been this bullish on AMD. AI companies are doing 150 bln in ARR from consumer and enterprise, and we're looking at around 450 bln in ARR closing 2027. All of this capex will be justified.

$American Fusion Inc.(AMFN)$ I have been telling people about Texatron and American Fusion, and how it's still under 20 cents a share. That probably won't last much longer. $Palantir Technologies Inc.(PLTR)$  $Meta Platforms, Inc.(META)$  $Tesla Motors(TSLA)$  $NVIDIA(NVDA)$ 

$Eli Lilly(LLY)$ Eli Lilly has a $40 million investment in ABSI. This looks like a 5-10 bagger since it appears to be the first drug that permanently regrows hair. It will likely start a bidding war, and Lilly wants to have a say or a strategic advantage in being first in line to acquire. AMD has also invested $20 million in ABSI. The phase 2 data should be stellar when it comes out, since monkeys and humans share 99% DNA. They appear to have one of the best, or first, AI-driven drug discovery platforms, so I would expect more compounds and partnerships soon.

$Advanced Micro Devices(AMD)$ AMD has reportedly hit an estimated 4x improvement in AI energy efficiency as of mid-2026, ahead of the 3x target it had set for this stage and more than double the historical trendline at the same point. That puts the company on a decent trajectory toward its 2030 goal of a 20x increase in rack-scale energy efficiency for AI training and inference. It also reflects the work AMD has been doing across silicon, systems, and software to help customers run AI workloads more efficiently.

$NVIDIA(NVDA)$ If you didn't take profits when it was spiking to $227.9, that's not Jensen's fault — that's on your trading discipline.

$Capricor Therapeutics(CAPR)$ Damn, that was quick. I had a feeling it would pop soon and was planning to add more, but I missed the move for now. This month is shaping up nicely though.

$Micron Technology(MU)$ It looks like we could be heading toward 1000+ pretty quickly now.

$KraneShares CSI China Internet ETF(KWEB)$ $NVIDIA(NVDA)$  $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $Alibaba(BABA)$ If you're looking for exposure to Chinese stocks, one thing to consider is that China actually has the infrastructure to support AI, while the US does not. Around 60% of US firms are already using Chinese AI models. The pricing power looks like it keeps growing as China pours a massive amount of capital into its infrastructure.

$NVIDIA(NVDA)$  I think NVDA is just getting started here. I'm expecting to see more new all-time highs from it in 2026.

$Ondas Holdings Inc.(ONDS)$ Seems like a bit of a clown covering situation here. The idea is that shorts are covering at these lows because they want to reload at $10.40, so it doesn't feel like a real shift in direction. I'm not letting the noise shake me out. $Palantir Technologies Inc.(PLTR)$  $Lockheed Martin(LMT)$  $Advanced Micro Devices(AMD)$  $Kratos Defense & Security Solutions(KTOS)$ 

$Innodata(INOD)$ Keeps rising in my research tool scoring. #2 of 213. Right between $NVIDIA(NVDA)$  and AMZN.

$NVIDIA(NVDA)$ Feels like a good time to take some profits. No need to get greedy here. $Advanced Micro Devices(AMD)$  and $Broadcom(AVGO)$  — 2027 is the year for these. They go up and down.

$NVIDIA(NVDA)$ TSMC earnings are coming out before the open tomorrow. Given how closely NVIDIA is tied to them, the numbers could serve as an early bullish signal for NVDA.

$Advanced Micro Devices(AMD)$  just picked up a new path into AI inference. The Taalas deal gives AMD exposure to fixed-function AI chips, where models are embedded directly into silicon to deliver faster and cheaper inference. Taalas has already demonstrated chips running a smaller version of Meta's Llama 3.1. The bigger picture: AMD is not only chasing GPU scale anymore. It's targeting the cost and efficiency side of AI deployment. Taalas is already developing chips for larger and more advanced models, suggesting this could be more than a one-off experiment.

$Advanced Micro Devices(AMD)$ I noticed AMD kept bouncing off $495.00 all day, so I checked the $500.00 and $495.00 call options. It looks like hedge funds aren't going to let those calls print. I'm very long AMD, but I still hope call gamblers lose a lot of money. They're clueless.

Just sharing something I've noticed over the past few years. Every time I held through earnings, even when the numbers were a huge beat, the stock still sold off. I've watched others hold through earnings on stocks I didn't own and they'd rocket on good results. But never on my picks. So the last three times I just held the run-up into earnings and sold around noon on the day of the report. Made a solid return and got out before the drop. I did this with $SanDisk Corp.(SNDK)$  and $Advanced Micro Devices(AMD)$ , and I'll be doing the same with NVDA. Something to keep in mind. You're gambling with earnings every single time, and gambling isn't a smart way to trade. Not saying these stocks won't bo