$Advanced Micro Devices(AMD)$ Dr. Fei-Fei Li, co-founder and CEO of World Labs and often called the "Godmother of AI," is joining AMD as Executive Vice President and Chief Scientist. She will report directly to AMD CEO Lisa Su.

$NVIDIA(NVDA)$ Break through the historical high as soon as possible.

$SPDR S&P 500 ETF Trust(SPY)$ $Advanced Micro Devices(AMD)$  A 5-8% move today isn't out of the question, and part of that range already played out. Once the market opens and shorts are forced to buy, that could push it even higher. Most of my watchlist is green right now, and the few red names are defensive, energy, or just low-quality stocks.

$Xanadu Quantum Technologies Ltd(XNDU)$ If anyone still doubts that interest rates dominate stock prices for small-caps and micro-caps, just look at Xanadu. Over the past two weeks they have partnership deals with $Advanced Micro Devices(AMD)$  and $ASML Holding NV(ASML)$ , plus Mitsubishi Chemical, new facility funding from the Canadian Government, a major partnership with $Lockheed Martin(LMT)$ , the PennyLane software, and the stock is still below the SPAC deal price.

$NVIDIA(NVDA)$ Nvidia believers have been making money across the past, present, and future while bears keep getting proven wrong. What does 70% growth in 2028 really mean?

$Advanced Micro Devices(AMD)$ AMD's new $100,000 AI workstation meets the minimum requirements for a personal AGI bot. Professionals will all need one, the same way they need a college education and a car. Skilled trades will need a robot helper version too. AGI at that level can replace many occupations — teaching, medicine, surgery, trucking, roofing, masonry, plumbing.

$Advanced Micro Devices(AMD)$  Today's AMD drop feels more like a sentiment scare than a broken thesis. Bernstein reiterated Buy with a $650 target the same day the stock got hit. Still solid upside from here. The big contracts didn't disappear because of one essay. OpenAI at 6 GW, Meta at 6 GW, and Anthropic with up to 2 GW plus the $5B investment are already signed multi-year deals. Those GPUs and Helios racks are still getting built. Q2 data center revenue more than doubled, margins hit 56%, and they're still guiding data center to more than double again in 2027. "Pacing the frontier" isn't shutting off demand. Inference, existing models, and agentic workloads still need a ton of silicon. AMD's EPYC CPUs even

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Feels like support has been found and strong buying could start to kick in. This doesn't feel like a selloff event. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

$Advanced Micro Devices(AMD)$ Textbook bull flag off the 21ema on the weekly. Holding up well and looks primed for more upside. This wants $500+ over time. $NVIDIA(NVDA)$  ; $Micron Technology(MU)$ 

$Advanced Micro Devices(AMD)$ AMD shares climbed 2% in Asian markets after the chipmaker introduced a new workstation aimed at running very large AI models without relying entirely on cloud infrastructure. The Threadripper Halo Station combines AMD's 96-core Ryzen Threadripper PRO 9995WX processor with two liquid-cooled Instinct MI350P accelerators. The system can be expanded to four accelerators, offering between 288 GB and 576 GB of HBM3E memory.

$Advanced Micro Devices(AMD)$ 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.