$NVIDIA(NVDA)$ Q2 FY27 revenue came in at $96.2B, up 106% YoY. Data Center revenue was $89B, up 117%. Net income reached $59.7B, up 126%, with gross margin at 75%. Q3 guidance is $108B+, implying roughly 89%+ YoY growth. Hyperscaler AI capex is approaching $800B in 2026 and $1.3T in 2027. Triple digit growth plus 75% margins and massive AI capex tailwinds.

$Advanced Micro Devices(AMD)$ She dropped to $440 a couple of trading days ago. I wish I had pulled the trigger to add more instead of waiting for $430.

Quick look at AI chip valuations by annualizing the latest quarterly adjusted EPS: $Broadcom(AVGO)$ : EPS $3.32 → ~$13.28 annualized → ~27× P/E $NVIDIA(NVDA)$ : EPS $2.22 → ~$8.88 annualized → ~high-20s/low-30s P/E $Advanced Micro Devices(AMD)$ : EPS $1.66 → ~$6.64 annualized → ~70×+ P/E $Marvell Technology(MRVL)$ : EPS $0.94 → ~$3.76 annualized → ~low-40s P/E Not a traditional P/E calculation, just annualizing the latest quarter, but it gives an interesting snapshot of current earnings power. AVGO at ~27× looks surprisingly reasonable given its AI growth.

$Advanced Micro Devices(AMD)$ The run here isn't over. Earnings put both the fear trade and the overhyped expectations to rest. The market is using this as a chance to rotate, and semis are just catching their breath. The next quarterly report should finally bring guidance on the full Helios and EPYC ramp. I'm expecting a solid run toward the 600-700 range by end of year, and over 1,000 a share in 2027.

$Advanced Micro Devices(AMD)$ AMD shareholders are picking up on TSMC's public statement about accelerating its ramp of 14 2nm fabs (10 in Taiwan, 4 in Arizona) to support AMD's massive J-curve quarters and years ahead (starting from Q4 2026, with guidance issued in November). From TSMC's perspective, this is its most aggressive ramp to date. Also, these 2nm fabs are designed to accommodate future nodes (1.4nm and 1.6nm), which suggests AMD can keep expanding its allocation and is on track to become TSMC's second-largest customer in 2027-2028.

$NVIDIA(NVDA)$ I'm staying long NVDA because every year I keep adding more shares. Imagine being on the other side of that. Truth hurts.

$NVIDIA(NVDA)$ NVDA has finished green in 11 of the past 13 years. Wondering if 2026 will keep that pattern going.

$Advanced Micro Devices(AMD)$ NVDA's after-hours numbers will make it pretty clear how far behind AMD really is. NVDA is still the leader here.

Cathie Wood sold her $Palantir Technologies Inc.(PLTR)$  position. That almost certainly means the $NVIDIA(NVDA)$  report is going to exceed expectations and lift the entire AI sector. She is our own special "Wrong Way Corrigan."

$NVIDIA(NVDA)$ Jensen, on behalf of all bulls, thank you for everything you do. Much appreciated.

$Advanced Micro Devices(AMD)$ The global AI market has grown at a 38.5% CAGR, which is three times faster than the S&P 500. At this point, it doesn't really matter which chip stock you pick as long as you hold. This market is on fire.

$Advanced Micro Devices(AMD)$ AI isn't going anywhere. Data centers and power plants are getting approved left and right. Trump's message is basically climb aboard or be left behind.

$Advanced Micro Devices(AMD)$ This looks like it's heading back to $530-$540 without much trouble. There could be one small drop lower first, so it might get a little bumpy.

$NVIDIA(NVDA)$ Motley Fool is saying NVDA could climb 20% after earnings because the stock looks undervalued. The setup seems pretty solid right now.

$NVIDIA(NVDA)$ Some critics call Nvidia's plan to finance the AI buildout circular: help customers finance GPUs, then sell them Nvidia GPUs. David Sacks argues that misses what Jensen Huang is actually building, and why he thinks it's brilliant: "Let me tell you what's so brilliant about what Jensen did here. The numbers are getting so big that the TAM is getting constrained by the ability to finance this buildout. And what he's doing is alleviating that finance constraint so that he can grow as big as the TAM actually is. Just to take one example. Elon wants to add somewhere around six to eight gigawatts next year. We know that would cost three to four hundred billion of capex. The company just raised a hundred billion in its equity and debt

$NVIDIA(NVDA)$ NVDA has delivered market-beating returns in 11 of the past 13 years. I've been invested since 2013, so I've seen it firsthand. The bearish takes honestly crack me up. And NVDA is already up almost 20% in 2026. Some bears are asking if I should sell all my shares now — that's the part I find funny.

$NVIDIA(NVDA)$ Jensen Huang talks about $500 billion as if it's pocket change. Hard not to respect that kind of confidence.

Microsoft has been running really strong over the past month. What's interesting is just how concentrated the moves have been. A handful of names basically did the heavy lifting for the S&P 500: $Microsoft(MSFT)$ : +26.2% — 119 points $NVIDIA(NVDA)$ : +8.8% — 64 points $Amazon.com(AMZN)$ : +14.3% — 55 points $Broadcom(AVGO)$ : +16.0% — 41 points $Alphabet(GOOGL)$ : +4.9% — 16 points When you look under the hood, the rally is a lot narrower than the headline index numbers suggest. To me, that just reinforces the same story — this market is still bein

$SpaceX(SPCX)$ 106% shorted. That's just absurd. Whether the company is profitable or not doesn't really matter here — some Wall Street hedge fund went all in on the short side, and they're likely going to get blown up by a margin call once 150 hits. $Alphabet(GOOGL)$  already invested 95 billion into this, and may have added more on the dip. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  NVDA. I wouldn't short this; it's way too dangerous. It could hit 150 in ten minutes or a week, feels like a ticking moment.

$NVIDIA(NVDA)$ I worry about a lot of things, but never Nvidia. Look at who is in charge. Musk and Jensen — that is a special relationship.