$SUPER MICRO COMPUTER INC(SMCI)$ This week could be a big catalyst. With $Hewlett Packard Enterprise(HPE)$  and $Dell Technologies Inc.(DELL)$  earnings on deck, strong AI infrastructure demand, server growth, or upbeat guidance from either company could lift the entire sector, and SuperMicro may have the most room to run. SMCI is already trading at a valuation discount despite massive AI exposure and strong revenue growth. If Dell and HPE confirm that enterprise AI spending is still accelerating, the market may have to re-rate SMCI. My target: mid-$40s is absolutely in play this week if earnings and guidance reinforce the AI infrastructure bull cas

$Advanced Micro Devices(AMD)$ Revenue is projected to grow from 50 billion a year to 85 billion. Earnings are expected to go from 7.5 billion a year to 15 billion next year, based on the average estimate. That would bring the PE from 68 down to 32. The market cap is less than 10 times next year's revenue. They're growing at 35 to 40 percent according to the average estimate. That would bring the PEG to less than one. Stop claiming it's too expensive.

$SUPER MICRO COMPUTER INC(SMCI)$ I pulled together the strongest recent SMCI data we have as of August 27, 2026. I can't independently verify newer filings or news right now since web search is disabled, so this is based on the most recent data available to me. The valuation disconnect on SMCI is getting hard to ignore. FY26 revenue came in at $39.1B, up from $22.0B. Q4 revenue was $11.1B, with net income around $1.18B. Non-GAAP EPS for Q4 was $1.70 versus $0.41 a year ago. Gross margin improved to 17.6% from 9.6%. They also have $60B+ in new orders and a record year-end backlog. Guidance for FY27 is $65B–$72B in revenue, with Q1 FY27 guided at $14.5B–$15.5B. Meanwhile, SMCI has been trading around roughly 8.6x forward earnings, compared with

$Advanced Micro Devices(AMD)$ Rough day on light volume. Nvidia once again showed why it's the undisputed king. Volume ran about double the usual, the stock climbed 8%, and it's now only $10 away from its all-time high.

$Palantir Technologies Inc.(PLTR)$ Stacking paper and in my own world. Thank you, Palantir.

$Palantir Technologies Inc.(PLTR)$ I'll keep watching some shorts put on a clown show until the day I finally decide to block them.

$NVIDIA(NVDA)$  I have to give him credit for everything. A true genius, and I feel like I made a smart call by ignoring the market noise and holding through the dips.

$Palantir Technologies Inc.(PLTR)$ CRM is now running on PLTR, just like Anthropic. And months ago PLTR partnered with NVDA. Our CEO keeps getting ahead of everyone on these wins. Dr. Karp likes to win. Don't trade it, own it.

$Advanced Micro Devices(AMD)$  I never understood selling at 8:00pm when you had the whole day and after hours to do it.

$Zapata Quantum Inc(ZPTA)$ Some people clearly know something, and that's fine by me. We'll find out the good news soon enough. $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $IONQ Inc.(IONQ)$  $Quantinuum(QNT)$ 

$Palantir Technologies Inc.(PLTR)$ Volume looks weak again today. Feels like more sideways action is probably in store.

$Palantir Technologies Inc.(PLTR)$  In a year from now, if the share price is sitting somewhere between $225 and $250, what's the take then? Still going on about the girl's school and the collapse of the global monetary system, or will it just be silence?

$NVIDIA(NVDA)$ I don't know much. But when this actually moves, it's going to gap up and run. Catching that won't be easy.

$Intel(INTC)$ Intel finally has a clear line of sight on what needs to happen. To deliver on what's coming, they need a cushion and need to be ready for distribution. It feels more like a signal of strength, getting from where they are now to where they ought to be. The foundation is laid, and rapid change forward is coming.

$NVIDIA(NVDA)$ TSM just put out another strong AI-demand signal. July sales jumped 44.7% YoY to roughly $14.5B, which suggests AI chip demand is still running hot. Through the first 7 months, TSMC has generated about $89B in revenue, and its 2026 growth outlook has moved above 40%. The impact is showing up across the AI supply chain. TSM is the manufacturing powerhouse, NVDA is the AI accelerator leader, and AAPL remains a major advanced-chip customer. The bigger takeaway here is that AI demand is not cooling down. TSM has become one of the clearest real-time reads on whether the AI buildout is still accelerating, and the numbers right now are pointing firmly in that direction.

$Palantir Technologies Inc.(PLTR)$  It seems like a lot of people are missing the real takeaway from this earnings report. It's important to understand what you actually hold here.

My total profit from $Palantir Technologies Inc.(PLTR)$  is now approaching $2 million. What an incredible ride. My precious!

$Palantir Technologies Inc.(PLTR)$ A 30% rally followed by a pullback feels pretty normal. Some profit-taking was expected, and $152 seems to be acting as support now. My thesis hasn't really changed. The year-end target is still $200+.

$NVIDIA(NVDA)$ Bears put their trust in Burry. Bulls put their trust in Jensen. Do I really have to say it? Who knows more about AI and where it is going?

$NVIDIA(NVDA)$ SpaceX has decided to go all in on Nvidia GPUs, according to Elon. He says they're using them exclusively now because they're simply the best option available.