$Advanced Micro Devices(AMD)$ For now, this one looks like a fairly straightforward buy when it drops into air pockets.

I wouldn't call it the next $Palantir Technologies Inc.(PLTR)$ , but $Surf Air Mobility Inc.(SRFM)$  certainly feels more like a subsidiary.

$Advanced Micro Devices(AMD)$  Not long ago, this was an $80 stock. Some probably wish they could have bought it at $2, like back in early 2016. When a quality company like $Nike(NKE)$  trades near a 10-year low, it is worth doing the homework and looking for opportunity while most others are fearful.

$Advanced Micro Devices(AMD)$ Data center is becoming a serious profit engine. Quarterly data center operating income just hit $2.1B, up from roughly $1B two years ago. Everyone talks about AI revenue and market share, but this is what I really care about. AMD isn't just selling more into data centers anymore. It's turning that growth into real operating profit.

$Advanced Micro Devices(AMD)$  Lisa Su told reporters in Taipei that chip demand is outpacing supply and should stay "very high" for the next few years, even as AMD increases output. The company will also raise its own production next year.

$Advanced Micro Devices(AMD)$ I'm not usually one for the hype, but 850 is only about 30% away. Just saying.

$Advanced Micro Devices(AMD)$ The AMD PT upgrade season has started. They were right before when the vast majority raised their price targets above $600, even though a lot of people laughed at the time. Now the same pattern is playing out again as another wave of AMD PT upgrades begins. The latest one from BNP is $960. When BNP recently raised them to $600 from $460, people laughed then too. Just saying.

$Advanced Micro Devices(AMD)$ AMD big million-dollar call buyers. $3.9M in November 20 $650 calls at ask, $1.7M in November 20 $630 calls above ask, $2.3M in October 30 $670 calls at ask. $9.9M total call flow versus $1.6M put flow. Aggressive call buying lighting up the tape.

$Advanced Micro Devices(AMD)$ AMD still looks like the bullish sequence has room to extend. The structure remains on the right side after completing wave ((iv)) near 596.06. The advance from that low is developing impulsively, and the current pullback looks like wave iv. The expected next move would be a push higher in wave v toward the 648 area to complete wave (iii), then a corrective pullback in wave (iv) toward roughly 634-636, followed by another move higher. Key level is 596.06.

Two key compute bottlenecks worth keeping in mind, one architectural and the other economic. Architectural: the memory wall. Compute capacity in FLOPS has gone up massively, but the speed at which data can be fetched from memory like HBM or GDDR has grown much more slowly. Around 55% of AI accelerator bill of materials is memory these days, because more and more has to be added just to keep up with the gap in FLOPS. Economic: tokens per watt. GPU power consumption keeps rising with each new chip generation. That creates a strong incentive for hyperscalers to raise token throughput using specialized CPUs built around heterogeneous computing. Under that setup, the traditional CPU focuses strictly on application logic and orchestration, while dedicated CPUs handle data movement, security, and

$Palantir Technologies Inc.(PLTR)$ Generational wealth being built with this stock.

$Advanced Micro Devices(AMD)$ Lisa Su could become a key figure for Elon when it comes to physical AI and his robotics ambitions. I think this is worth watching.

$Surf Air Mobility Inc.(SRFM)$ Surf is actually super interesting right now. I bought this stock over a week ago, but the $Palantir Technologies Inc.(PLTR)$  SurfOS systems going commercial was a big part of my initial investment thesis 14 months ago. I haven't come back to this stock since that big run last year, and I'm intrigued. They've stopped spending as much cash on electrification and are pursuing that through partnerships like their one with $Beta Technologies Inc(BETA)$ , while the software is their main focus as they still operate and advance their own airline.

$Advanced Micro Devices(AMD)$ On the daily chart, AMD is in a top phase, with momentum sitting in the top 5% of its own history. The setup shows 84% odds that bars like today will print another thrust bar within 30 sessions. There are also some parabolic markers showing up.

$Advanced Micro Devices(AMD)$ Looks like a bullish engulfing pattern, also known as a bear trap sandwich, and a new all-time high.

$Palantir Technologies Inc.(PLTR)$ Logged on today and noticed the bears have gone completely silent, which isn't surprising. After years of nonstop FUD calling PLTR an overvalued, overpriced, bloated bubble pig meme stock that's unsustainable, the growth numbers are smothering the noise. Alex Karp raised the bar on the earnings call a month ago, driving the entire company toward the same blistering pace as U.S. commercial at 134%, which puts PLTR on a path to $19B revenue by end of 2027. Deals and customers keep accelerating weekly, growth rates are still climbing, 93% overall and 149% U.S. commercial last quarter. The Mag 7 and hyperscalers are pouring massive capex into AI infrastructure that desperately needs what only Palantir delivers.

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.