$ServiceTitan(TTAN)$ $Braze, Inc.(BRZE)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ AI stocks other than NVIDIA look set to benefit from the upcoming dinner with POTUS and Xi. A big move higher could be coming for them, in my view. Meanwhile, $NVIDIA(NVDA)$  has just been stuck trading sideways between 220 and 229 for months. Honestly, it is getting a bit boring.

$Microsoft(MSFT)$  Micro caps have been treating me well lately. I took sizable positions in two names after the big drops on Friday, $Reto Eco-solutions Inc.(RETO)$  and PAAI. Feels like a bit of a gamble, but when a stock drops hard on no bad news, it usually gets a decent bounce. I'm expecting 45-50%.

$Advanced Micro Devices(AMD)$ Pre-market is open for business. AMD is officially in beast mode now. The opening should be very interesting.

$Advanced Micro Devices(AMD)$  AI models are pointing to a move above 600 this month. Piper Sandler and Bank of America have both renewed price targets above 600. Nice spot for anyone holding December calls.

$Advanced Micro Devices(AMD)$ This could hit $700+ within 3 months.

$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$ This looks very positive for sensor suppliers already approved on the Hyperion 10 sensor ecosystem. I recall pointing out that NVIDIA would be pushing OEMs to standardize their sensor suite. That seems to be playing out.

$Advanced Micro Devices(AMD)$  Just consolidating for now, waiting for the next move. All these fake news articles get a bit boring. While chasers keep chasing, options traders end up losing. Real investors just hold the gold and make the money moves.

$Microsoft(MSFT)$ AI script for the win today. The ABCD pattern on the daily points to a 550 target into the EOY, with a break above the 515 area, alongside time, price, and volume. Traders will trade while posers post charts all day.

$ARM Holdings(ARM)$ AI or no AI, companies still need ARM. That's the part bears keep missing. Smartphones. Cloud servers. Automotive. Edge devices. IoT. Data centers. ARM architecture is embedded across the entire technology ecosystem. AI is the accelerator, not the entire thesis. If AI spending keeps exploding, ARM wins. If AI cools off, companies still need faster, more efficient chips. That's what makes ARM different. It's not just an AI trade. It's an everything-compute trade. The world keeps demanding more compute, more efficiency and lower power consumption. ARM gets paid either way.

$Advanced Micro Devices(AMD)$  Looks like big players will lean on Anthropic and OpenAI headlines to move things around. Max pain for the upcoming week is at $435, and with triple witching Friday coming up there could be a good opportunity to buy this week.

$Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$  Hyperscalers likely benefit if AI advancement slows down. Capex would decrease, which is exactly what investors have been hoping for. Cash flow would improve, and smaller players dropping out would make them more profitable earlier than planned. At the same time, development probably can't slow down because of the risk of losing to China, since they likely wouldn't follow any rules if they were established. So it looks like a

$Advanced Micro Devices(AMD)$  still looks impulsive from the 9/03 low, with upside potential toward the $553–$580 zone.

$Advanced Micro Devices(AMD)$ Seems like every tech bull is piled in here right now. Bears are fully extinct.

$New Era Helium Inc(NUAI)$ Soon to the Moon => $50 +++ $HYPERSCALE DATA INC(GPUS)$  $Phathom Pharmaceuticals(PHAT)$  $IREN Ltd(IREN)$  $Microsoft(MSFT)$ 

What stock will you actually hold until 2030? For me, $Advanced Micro Devices(AMD)$  and $SoFi Technologies Inc.(SOFI)$  are easy long-term holds. They still have years of major EPS scaling ahead with solid business models — the chance of failing is small while the upside is high.

$NVIDIA(NVDA)$ $Invesco QQQ(QQQ)$ $VanEck Semiconductor ETF(SMH)$ Looks like Jensen is aiming for all-time highs.

$Microsoft(MSFT)$ To me, MSFT going from $30 to over $500 felt like it happened in no time at all. So the idea of it reaching $600 doesn't seem impossible. Nobody knows exactly where the stock will go, but if the business keeps growing and executing, $600 isn't an unrealistic number to consider. That's why I'm looking at MSFT with a long-term perspective rather than worrying about every short-term move.

$Advanced Micro Devices(AMD)$ Stop the whining, AMD is fine. I'm keeping my position and expect to be rewarded over time. My DCA is 31.375. Believe it or sell and move on.

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $Invesco QQQ(QQQ)$ $Vanguard Total Stock Market ETF(VTI)$ $Vanguard S&P 500 ETF(VOO)$ I have come to a conclusion today: Microsoft is the pony to win the AI race. I am still holding off on adding until the overdue correction, but I will be all-in when that happens. Functionally, they have the least committed CapEx with the most versatile platform for deployment. They also have killer partnerships and the capacity to take on debt. Things are starting to line up. When all this AGI stuff collapses,

$Microsoft(MSFT)$ This looks like a macro pullback. We'll be fine, no reason to stress. Unless someone bought calls, which wasn't the smartest move, in which case they might be in a rough spot.