$NVIDIA(NVDA)$  NVIDIA has so many ways to win. Through their countless partnerships, investments, and of course top-tier chips and software. Increasing the dividend and share buybacks is appreciated as well. Thank you, Jensen. Keep doing what you do.

$Advanced Micro Devices(AMD)$ When I look at AMD, the main reason I'm optimistic is their strong positioning in the data-center and industry-wide AI build-out. The financials matter, but the real backbone of the thesis is the hardware they're shipping and the roadmap they're executing. On the CPU side, AMD's EPYC line is doing the heavy lifting. Genoa (Zen 4) goes up to 96 cores, Bergamo (Zen 4c) pushes that to 128 cores for dense cloud environments, and Siena covers the lower-power edge and telco space. The next generation, Turin (Zen 5), is expected to raise the bar again on performance and efficiency. EPYC keeps taking share from Intel due to better performance per watt, higher core density, and stronger memory bandwidth. As AI workloads ge

$Advanced Micro Devices(AMD)$ The shift toward agentic AI and inference plays to AMD's strengths. First, both require much higher CPU-to-GPU ratios: training at about 1:8, inference at around 1:4, and agentic AI at 1:1. AMD leads in the high-performance data center CPU market, so this is a significant tailwind. On top of that, data center CPU prices should also rise, as agentic AI needs more cores, which should push prices higher.

$Advanced Micro Devices(AMD)$ AMD is still in a strong bullish trend, trading well above its short, medium, and long-term support levels. Momentum indicators are mostly bullish, but oscillators are showing overbought conditions, which could mean some short-term consolidation. The expected range for the next five days is $400 to $440, with an 80% chance of more upside and limited downside risk.

$Advanced Micro Devices(AMD)$ Shorts just never learn. For INTC, any short-term dip looks like an opportunity to head back above $600. Short-term target is $165 to $180. Equating the AI revolution with the Dot-Com bust feels like a false comparison. Kind of laughable, honestly.

$Advanced Micro Devices(AMD)$ One thing's for sure, you never know with AMD. It's been consolidating for a while. It could surprise everyone with a $50 gap up, especially since most target prices are now at $500+. Or maybe not.

$Advanced Micro Devices(AMD)$ I think the investor conference in the near term should push the price to ATH.

$Advanced Micro Devices(AMD)$ Here's some interesting math on price moves. A move from 500 to 600 is a 20% increase. From 600 to 700, it's a 16% move. From 700 to 800, it's 14%. From 800 to 900, it's 12.5%. The percentage gain needed to reach each subsequent 100-point level is actually decreasing. That's the interesting part.

$NVIDIA(NVDA)$ Nvidia recently got a boost from Wall Street, with some suggesting the company could reach a $20 trillion valuation. Good luck to everyone.

$Advanced Micro Devices(AMD)$  Congrats to those who turned their $10,000 AMD investment into over $1,500,000!

$NVIDIA(NVDA)$  I've watched firsthand as Nvidia has confounded, frustrated, and angered many bears over the years. Do I expect that to stop? No chance.

$Advanced Micro Devices(AMD)$ Everything points to a new wave of incredible demand for enterprise CPUs, driven by agentic AI. No company is positioned to benefit more from this than AMD (and Intel). Intel's earnings beat was largely due to this unforeseen CPU demand from the AI push. AMD should be moving a huge volume of EPYC Zen 5 high-core-count CPUs and Threadrippers. This ought to show up as a solid bump in the upcoming earnings (though some of that may already be priced in). If it doesn't, then we have a problem. It seems they're prioritizing their upcoming Zen 6 Venice to be the first Zen 6 on 2nm. If the market is truly clamoring for high-performance enterprise CPUs, these 256-core, 512-thread monsters should sell extremely well.

$Advanced Micro Devices(AMD)$  There are tens of billions more being poured into chips, an ongoing investment frenzy. I see AMD reaching 600 in 2026, it's that straightforward.

$Advanced Micro Devices(AMD)$ I expect AMD to cross $400 after earnings next week.

$Advanced Micro Devices(AMD)$  According to this model, every gigabyte of deployed compute capacity translates to $10 billion in revenue with a 30% gross margin. The Meta and OpenAI deals alone account for a combined 12 GB, albeit over several years. The vestable warrants tied to these deals don't become dilutive until AMD's share price reaches the $400-$600 range, at which point the impact would likely be immaterial. There might even be a stock split similar to NVDA. In my view, $400 will be a minimal trading level by 2026. I appreciate what AMD and Lisa Su are executing.

$NVIDIA(NVDA)$ Just like with $200, everyone knows it's not if but when NVDA hits a new all-time high.

$Advanced Micro Devices(AMD)$ In my view, AMD's CPU business alone is worth more than $1 trillion. When it moves, I think it'll happen very quickly. It could even reach $2-3 trillion in the next 12 months.

$Advanced Micro Devices(AMD)$ AMD will have a huge blowout very soon, just like Marvell is having now. Twice as big.

$Advanced Micro Devices(AMD)$ Now even light loafer admits it's going to 300. Funny how things change.

$Advanced Micro Devices(AMD)$ It's going to reach $1000 soon, and we're at the same point Nvidia was 4 years ago.