@Tiger V:$Advanced Micro Devices(AMD)$ I made an additional investment in AMD (NASDAQ:AMD) due to its compelling long-term growth prospects. The company’s expansion in AI-driven data centers and rising demand positions it well for accelerated revenue growth in 2027. With a potential third gigawatt-scale customer, possibly Microsoft, alongside Meta Platforms and OpenAI, AMD is strengthening its leadership in high-performance computing. The company clarified that equity deals are not required for such contracts, seeing them instead as strategic partnerships that can accelerate market share gains. This reinforces my confidence in AMD’s ability to capitalize on the AI and accelerator market trends.
@Tiger V:$Amazon.com(AMZN)$ elevated spending continues through 2027. I added to my position in Amazon.com Inc. following the market’s cautious reaction to its Q4 2025 results. While UBS Group AG lowered its price target to $301 due to higher-than-expected FY2026 capital expenditure guidance of $200 billion, the increased investment signals Amazon’s long-term commitment to expanding infrastructure and AI capabilities. More importantly, UBS expects Amazon Web Services growth to accelerate sharply to 38% in 2026 from 19% in 2025. If sustained spending continues, AWS could maintain mid-30% growth through 2027, strengthening Amazon’s dominant position in cloud computing and supporting long-term shareholder value.
@Shyon:$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to accumulate SOXL using a dollar-cost averaging (DCA) approach because it aligns with how I view long-term semiconductor growth rather than short-term price movements. SOXL is inherently volatile due to its leveraged structure, and trying to time perfect entry points is, in my experience, more luck than skill. By spreading my entries over time, I stay invested in the structural upside of the semiconductor cycle without letting short-term noise dictate my decisions. Another key reason is my conviction in the long-term demand drivers behind semiconductors. AI, data centers, high-performance computing, and advanced manufacturing are not temporary trends—they are becoming core infra