$NVIDIA(NVDA)$ Nvidia is the most valuable company in the world, and at the same time it still looks like one of the best bargains out there. The median price target is now $324.

$Advanced Micro Devices(AMD)$ This looks like exactly the kind of setup that works well here. I think there's a good chance we head a lot higher.

$NVIDIA(NVDA)$ $Solowin Holdings(AXG)$ HAS has a second USDT-type potential written all over the story. $28.05M revenue, $1.04B trading volume, $226M AX ONE payment volume, and 10 RWA projects worth $52M tokenized. It's not Tether scale yet, but the regulated stablecoin angle is getting seriously interesting.

$NVIDIA(NVDA)$ the calls are missepriced on the low side today

$Advanced Micro Devices(AMD)$  $Cisco(CSCO)$ AMD, Cisco and Humain now have AI infrastructure live in Saudi Arabia. The deployment runs on AMD Instinct MI355X GPUs and Cisco Silicon One-based networking, serving Humain customers there and beyond. It also uses AMD EPYC CPUs and Cisco networking gear, with the Cisco N9000 Series interconnecting the MI355X GPUs in a fabric built for scale, low latency and operational resilience. That setup lets Humain offer GPU-as-a-service across use cases like model training and inferencing. On top of that, the three companies plan to deploy up to 250 MW of AI infrastructure using AMD Instinct MI400 Series GPUs, AMD EPYC CPUs, AMD RO

$NVIDIA(NVDA)$ Appreciate the dividend bump. Going to put it toward another share again. Almost feels like free money.

$Advanced Micro Devices(AMD)$ Tom Nash put out an AMD video on YouTube covering his price increase estimates over a 5-year horizon. He sees AMD benefiting from CPU demand and expects a major run. His bear case: 158% from $480, or $758.40. Mid case: 534% from $480, or $2,563.20. Best case: 1500% from $480, or $7,200. He thinks the best case will play out. I assume this includes at least one 10-for-1 stock split.

$Advanced Micro Devices(AMD)$ AI and memory look like one of the biggest gold rushes of a lifetime, with real money available across a lot of stocks. But the macro side keeps getting hit hard by interest rates and the Fed. Post-COVID, Powell got that wrong. Now oil and inflation make it tough for any risk asset to thrive. Then there are the shorts and market manipulators like Michael Burry, where the media and CNBC cover every word as if it were reported fact. The biggest risk for retail traders, though, is the Cboe. They are making billions from the open interest options market, specifically zero-day options. Buying in the morning and selling at the close. AMD, MU, Nvidia. The stock runs green, then gets slammed red hard into the close. That

$Advanced Micro Devices(AMD)$ According to its latest SEC filing, Danske Bank A/S significantly expanded its position in Advanced Micro Devices during Q2, raising its stake by 81.7%. The institution purchased 855,599 additional shares, bringing its total holding to 1,902,942 shares of the chipmaker. AMD now represents about 2.2% of Danske Bank A/S's investment portfolio, serving as its eighth-largest asset. By the close of the period, the bank held approximately 0.12% of AMD's outstanding shares, valued at $1.105 billion.

$Advanced Micro Devices(AMD)$ AMD is planning to invest more than $10 billion in Taiwan, but that doesn't mean TSMC is the only one that benefits. AMD keeps getting bigger, and the money is expected to flow across Taiwan's broader semiconductor ecosystem, including advanced packaging, chip substrates used in advanced chip packaging, and manufacturing capacity for complete AI systems. These investments are expected to run through 2029 and help its partners scale production of next-generation products like the Helios AI racks.

$Advanced Micro Devices(AMD)$  AMD's record $4.75 billion bond offering gives it the financial flexibility to support the accelerating 2-to-5-year stock price targets, with the long-term consensus moving higher as capital constraints get de-risked. Before the raise, Wall Street's 12-month average target was around $546 to $582, but the fresh capital lets institutional analysts model more aggressive multi-year growth. The bond sale directly affects the 2028 to 2029 valuation models by giving AMD the balance sheet capacity to meet the big commitments ahead. AMD entered the second half of 2026 with $30.3 billion in unconditional commitments for wafers, substrates, and components. Securing $4.75 billion at favorable

$Advanced Micro Devices(AMD)$ RMTG is expanding Cellgenic into Argentina, setting up a regulated platform for biologics distribution, physician education, and regional growth across Latin America.

$NVIDIA(NVDA)$  I've said this before, more than a few times actually. As long as AI spending and demand keep rising, NVDA's stock price should keep climbing with it. Four years and counting.

A few names on my radar right now. $Dell Technologies Inc.(DELL)$  broke out of an ascending flag on the weekly, but it is failing to hold $500. I am looking at puts below $485 and calls above $500. If it clears $500, there is a chance for a bigger breakout toward $525 and $550. $Advanced Micro Devices(AMD)$  is forming a tight channel on both the daily and weekly charts. I am watching for an upside move above $515 and $520 for a potential breakout toward $540 and beyond. $Micron Technology(MU)$  announced the launch of its $250M Micron Ventures Paradigm Fund. The stock is breaking out of its channel. Watching to see if it breaks $1,000 to add calls f

$Ondas Holdings Inc.(ONDS)$ A breakout above $10.58 could be significant. The setup looks worth watching.

$Ondas Holdings Inc.(ONDS)$ Nobody seems to be selling, it feels like most are holding on because they don't want to miss a potential breakout above $14, and then a move past $16 toward $20+. $BlackBerry(BB)$  $Red Cat Holdings Inc.(RCAT)$  $Unusual Machines Inc(UMAC)$  $Advanced Micro Devices(AMD)$ 

NASDAQ 100 stocks that have more than doubled in 2026 (Part 2). The list keeps getting stronger: $Marvell Technology(MRVL)$  +157%, $Western Digital(WDC)$  +152%, $Lumentum(LITE)$  +142%, $Advanced Micro Devices(AMD)$  +126%. A clear theme here — semiconductors and AI infrastructure continue to dominate the strongest performers. After moves this large, I'm more interested in watching which names can hold their gains than simply chasing performance. The next move usually starts before everyone notices. Stay prepared, not reactive.

$Netlist, Inc.(NLST)$ I've been buying NLST whenever I can. Been following this name for about a year now. I asked Grok what could be the next SNDK or MU, and this is the one that came up. Still feels early here.

$Taiwan Semiconductor Manufacturing(TSM)$ I don't think the biggest AI opportunities come from just watching a single stock. They come from understanding the rotation. The way I track the AI ecosystem goes through semiconductors first: SMH, and within that NVDA, TSM, AVGO. The key insight for me is that capital tends to rotate before the headlines show up. When one part of the AI ecosystem gets crowded, money often moves into the next bottleneck. That's why I track sector strength and weakness instead of chasing yesterday's winners. The AI buildout is a multi-year cycle. The goal is finding where capital is moving before everyone notices. Follow my profile for more AI infrastructure, sector rotation, and next-generation technology analysis.

$Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $Marvell Technology(MRVL)$ Portfolio's holding up well today. Managed to catch this dip almost perfectly, though of course I wish I had added more. Now just waiting to see how AMD plays out so the setup can carry some momentum into the next session.