AMD is back on traders' screens as semis catch a bid, and Micron's DDR5 validation work adds another catalyst. If you're trading the move, AMD exposure isn't limited to the stock itself. These ETFs carry some of their largest portfolio weights in $Advanced Micro Devices(AMD)$ : $Amplify Video Game Leaders ETF(GAMR)$  at 9.58%, $TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF(TMGN)$  at 9.51%, $Virtus Zevenbergen Innovative Growth ETF(ZINN)$  at 6.52%, and $Kurv High Income ETF(KYLD)$  at 6.23%.

$Advanced Micro Devices(AMD)$ Bring on the rate hikes. This doesn't change the AI narrative. EPS is still heading to 30 over time.

$Palantir Technologies Inc.(PLTR)$  PLTR is closing in on the 200 mark soon. They haven't even rolled out worldwide yet and they're already at 10 billion a year. Monster in the making, nothing compares to what they have. 5 billion just this quarter or more.

$Advanced Micro Devices(AMD)$  The impulse rally from the Sept 03, 2026 low is pushing toward the 553–580 zone before profit-taking and the next pullback can play out. The latest take keeps the bullish path in focus while leaving selling off the table.

$Palantir Technologies Inc.(PLTR)$ Where are the bulls? I miss the hopeful banter about this overpriced tech that keeps popping. I hope it makes a run soon. I'll be buying more PLTZ. I love this stock. Cheers.

$Advanced Micro Devices(AMD)$ AMD is absolutely ripping. Up 6.5% to around $509 while the broader market is red. S&P 500 and Nasdaq are both around -0.5%, oil is pushing toward $100, yields are elevated, and the broader market is under pressure. Yet AMD is showing massive relative strength on a strong day for semiconductors. This is exactly the kind of price action you want to see from a high-conviction holding. Still my largest position. Still extremely bullish.

$Palantir Technologies Inc.(PLTR)$ The interesting part is that Thiel laid out the playbook for PLTR in Zero to One, but it seems like nobody reads anymore.

$Palantir Technologies Inc.(PLTR)$ This week should be a blockbuster. There's a lot of very positive sentiment coming out of Karp's interviews during the G7, and word is the Bootcamps are overflowing with new customers. Karp is a true genius of a CEO with an AI growth vision that is the envy of many. Palantir's trajectory to be the #1 AI company on the planet is right on course. It's where Amazon was 20 years ago, revving the engines and just getting started.

$Advanced Micro Devices(AMD)$  is still in a long-term bullish trend, but the stock is consolidating after its substantial advance. Short-term momentum has cooled, with RSI near neutral and price moving around the short-term averages. Key support sits at $460–$470, while $510–$525 is the critical breakout area. Holding above support keeps the bullish structure intact. A breakout above $525 could open the way toward $550–$575.

$Advanced Micro Devices(AMD)$  Do people really think crying about chasing gambles, impatience, and unrealistic timelines will fix their pain? If you can't be patient and diligent, AMD will eat you alive. Not AMD per se, but the market maker will take all your little lunch money.

$SUPER MICRO COMPUTER INC(SMCI)$ HPE just handed the market yet another confirmation that the AI infrastructure buildout is picking up speed, coming right on the heels of Dell. HPE's quarter: - Revenue hit $12.2B, up 34% YoY - Server revenue reached $6.8B, up 35% - Data-center networking jumped 112% - Cloud & AI revenue came in at $9B, up 25% - They raised the FY26 growth outlook to 34–37% - October-quarter revenue guidance of $13.9–$14.8B blew past the $13B consensus The takeaway here is pretty clear: AI infrastructure spending is not slowing down. Dell confirmed it. HPE confirmed it. And SMCI sits right in the middle of the hyperscale AI buildout that both of these companies are scrambling to capture. The piece tries to paint hyperscale

$Infleqtion(INFQ)$ Nice commentary comparing it to NVDA. Once Wall Street realizes the potential, this could be the next $Robinhood(HOOD)$  or PLTR. $SPDR S&P 500 ETF Trust(SPY)$ 

$SUPER MICRO COMPUTER INC(SMCI)$ The relationship angle here is worth following. Anthropic's reported $35 BILLION Lambda deal puts a spotlight on Supermicro: a strategic equity investor in Lambda and an established supplier of its Blackwell GPU servers and liquid cooling. That gives SMCI potential upside through future equipment orders and the value of its investment. The ownership percentage is undisclosed, and a deal-specific hardware award remains unconfirmed—but the existing business ties are real. Supermicro already helps power the company pursuing this massive expansion. That's a compelling reason to stay bullish. $NVIDIA(NVDA)$  $Invesco QQQ(QQQ)$&nbs

$SUPER MICRO COMPUTER INC(SMCI)$ This still looks like one of the most mispriced AI infrastructure stories in the market. FY2026 delivered: - $39.1B revenue - 77.8% YoY growth - $2.23B net income - $2.77B operating income - $3.26 diluted EPS The more interesting part is what SMCI is turning into. This is no longer just a server vendor. Supermicro is building complete AI factories: compute, racks, networking, power, liquid cooling, software, services, and deployment. Add to that NVIDIA Blackwell, GB200 / GB300, Vera Rubin, AMD EPYC, MI350, Helios / MI455X, direct liquid cooling, and full-rack AI infrastructure. The 10-K shows a company scaling into the heart of the AI data-center buildout while revenue and profits are already growing fast. $39

The recent Jackson Hole presentation seemed hawkish enough to trigger some preemptive S&P correction. I'm firmly in the September maintain-rates camp, and I'd be happy to scoop up some lower lows on names like $Rocket Companies(RKT)$  if market fear keeps hedging running up into the decision. Alternatively, there's the approach of dancing with dips and chasing new highs in $Advanced Micro Devices(AMD)$  or whatever. I've seen so many signals that they want to run it hot, and the bond market seems to be the tail wagging the dog back toward "normalcy." The other path is an epic inflation death spiral — which they're very capable of bungling into reality. $Ro

$SUPER MICRO COMPUTER INC(SMCI)$ Nvidia just delivered another strong data point for the AI infrastructure thesis. Revenue came in at $96.2B versus $92.3B expected, Data Center revenue was $89B versus $86.3B expected, and net income hit $59.7B. Management expects growth to accelerate, and Nvidia is helping unlock as much as $500B in data-center financing. Those GPUs don't operate by themselves. They need servers, racks, networking, power architecture, and increasingly liquid cooling at scale. That's where Supermicro fits in. SMCI is positioned directly in the AI infrastructure buildout with Nvidia platforms and rack-scale solutions, while also participating in the broader ecosystem with AMD and major AI customers. Nvidia just told Wall Street

$Advanced Micro Devices(AMD)$  NVDA will smash earnings and that should push the broader tech sector higher.

$SUPER MICRO COMPUTER INC(SMCI)$ Bears keep chasing headlines while the AI infrastructure story just gets bigger. FY26 Q4 revenue came in at $11.1B, nearly doubled YoY. Non-GAAP gross margin was 17.6%, quarterly net income hit $1.18B, and FY27 revenue guidance is $65B–$72B. The company sits directly in the NVIDIA/AI infrastructure buildout. At these levels, the market is pricing SMCI as if the AI boom already passed it by. I see the opposite: massive revenue scale, improving profitability, and relentless AI compute demand. The valuation disconnect won't last forever. I'm bullish. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

$Palantir Technologies Inc.(PLTR)$ Palantir's AI Sovereignty stack puts the company at the core of AI in a way no other company is or can be. Everything else in AI can be copied — GPUs, memory, infrastructure — but this is a real moat, bigger than most people realize.

$SUPER MICRO COMPUTER INC(SMCI)$ The rerating looks like it's only getting started. Setting aside the noise, the numbers are hard to ignore: $11.1B in Q4 revenue, nearly 100% YoY growth, over $60B in new Q4 orders, $1.70 adjusted EPS, and a FY27 revenue outlook of $65B–$72B. AI infrastructure demand keeps expanding, and SMCI is positioned right in the middle of it. Meanwhile, Wall Street treats AI demand as a major positive when discussing $NVIDIA(NVDA)$ , $Dell Technologies Inc.(DELL)$ , and $CoreWeave, Inc.(CRWV)$ , but suddenly reaches for every risk-related word when SMCI comes up. That's fine. An