$Advanced Micro Devices(AMD)$ It's trading around $565 on Hyperliquid right now. That could point to another strong upside day.

Bdorts had a big day, with the account up 29.60%, driven by the $Advanced Micro Devices(AMD)$  550c and 560c alerts returning 90% and 85% respectively.

$Advanced Micro Devices(AMD)$ The key new piece here is a read-through from Piper Sandler after AMD's September 15 Q3 pre-quiet-period call with investor relations. Analyst David O'Connor notes that AMD told the sell side that CPU and GPU ramps remain on schedule and demand continues to run well ahead of available supply. AMD's available supply is reportedly sufficient to support current guidance, with potential to exceed it. The discussion covered Helios, Venice EPYC, HBM supply, the upcoming scale-up architecture, margins, and GPU/CPU availability. Piper's view was that the business is running essentially full steam ahead, with the programs on track and demand exceeding supply. Piper estimates FY2026 to 2030 AMD revenue CAGR of roughly 50% a

$Palantir Technologies Inc.(PLTR)$  Chipotle is working with Palantir to track food safety risks.

$NVIDIA(NVDA)$ Bears don't seem to understand how cheap this company is.

$Palantir Technologies Inc.(PLTR)$  With a 2.2B share float, I'm honestly surprised the volatility isn't higher. $Meta Platforms, Inc.(META)$  has a similar float but rips and drops wildly from one day to the next. That stability says a lot about who's holding this stock and the conviction.

$Advanced Micro Devices(AMD)$  You can spin a narrative, but you can't stop the train.

$Palantir Technologies Inc.(PLTR)$ Nobody should take Burry seriously. His Palantir price target is literally $1. It sounds cliche, but he's truly a moron. The company posted a 93% revenue increase, has zero debt, and has the greatest CEO and Peter Thiel. Palantir's software is very important for the United States Navy and other branches of the military. I'm long Palantir. Embrace great American companies.

$Advanced Micro Devices(AMD)$  Shorts are still complaining about the high PE. They don't seem to realize the forward PE dropped to 30 after the last earnings.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Bloom Energy Corp(BE)$ $SUPER MICRO COMPUTER INC(SMCI)$ Everywhere you look, the next legs of the AI buildout are setting up for another strong run. By the time this run shows any signs of slowing down, product and development life cycles will have shifted into a multi-faceted replacement cycle of new products, and into clearly sustainable territory. That would show once and for all that the Mag7 and multiple private industries at the granular level have deep enough pockets and annual cash

$Advanced Micro Devices(AMD)$ AMD-adjacent companies are crushing their earnings, yet even with $600+ price targets, it somehow isn't translating into an imminent takeoff for AMD.

$Palantir Technologies Inc.(PLTR)$ At this pace, my weekly lottos are going to end up ITM.

$Palantir Technologies Inc.(PLTR)$ A highly volatile stock acting highly volatile. What a shock.

$NVIDIA(NVDA)$  Really happy for NVDA bulls here. I hold a lot of shares in my HSA account, so this move has been good for me too. That said, I took a 6K loss this morning in another account from short term puts. It was dumb, especially right after a gain of 18K over the past 2 months. I know better than to mess with short term options. Long term options only, taking gains, and mostly shares. I overtraded and started chasing this morning. Dumbass of the day.

$NVIDIA(NVDA)$  Bears and clowns really aren't the sharpest tools in the shed. NVDA has finished up in 11 of the past 13 years, and its returns have beaten the market over that stretch. Is it up in 2026, bears and clowns? I never get tired of reminding them.

$Palantir Technologies Inc.(PLTR)$  Bessent's Treasury purchases look like a deliberate move to push BITCOIN higher. It's not about what they say, it's the result that matters. Trump wants higher rates, not lower. He talks, but the war and tariff actions plus the rhetoric are feeding higher inflation. Bessent and Trump working together to lift BITCOIN and metals, and the commodity index is at its highest ever. PLTR is just a tool, a meme stock. Algorithmic trading rips right out of the gate in the first minutes of trading. Hard to look at all that and not see what's going on.

$NVIDIA(NVDA)$  I added more today. These are just small pullbacks, and next week NVDA should push back over $230 again. This market always moves with the bulls.

$Palantir Technologies Inc.(PLTR)$ "sneaky sneaky" thinking #mrdeeds along with $SpaceX(SPCX)$ 

$Palantir Technologies Inc.(PLTR)$ Another low volume day. Still, not many seem interested in selling. It's interesting to see this kind of behavior persist for going on three weeks now.

$Advanced Micro Devices(AMD)$  AMD and IBM took quantum leaps on Friday. Shares in both companies jumped to record highs after Reuters reported that IBM has found it could run a key quantum computing error-correcting algorithm on an easy-to-get and reasonably priced chip made by AMD. History will repeat, at least that's the view worth keeping in mind.