The market is throwing a massive tantrum. Aside from $Micron Technology(MU)$ , the major indexes, and mega-cap semis, almost everything has crashed. Photonics plays like $AXT Inc(AXTI)$  / $Silver Verde May Mining Co., Inc.(SIVE)$  and space stocks like ASTS / $Rocket Lab USA, Inc.(RKLB)$  are down 40% in a month. AI leaders like $Palantir Technologies Inc.(PLTR)$  and software names like $Salesforce.com(CRM)$  have seen heavy corrections. This feels like a classic margin liquidation overshoot, triggered by fe

$Palantir Technologies Inc.(PLTR)$ Bottoming here, I'm adding. LT.

$Palantir Technologies Inc.(PLTR)$  Market sentiment is a bit extreme right now. Bears are looking for short profits, while bulls are hoping for a 3-4x move from $80. It's pretty straightforward, and nobody is going to get 100% of what they want.

$Palantir Technologies Inc.(PLTR)$ Many indicators point to significant price volatility, likely due to a high volume of in-the-money options. But what's also evident is the substantial opportunity. Accumulation has been ongoing throughout.

$Palantir Technologies Inc.(PLTR)$ Cathie Wood bought another $10 million this morning. I'm still holding my position, the company itself is solid.

$Rackspace Technology(RXT)$ Congrats to those who saw the opportunity when $Palantir Technologies Inc.(PLTR)$  and $Advanced Micro Devices(AMD)$  got on board. Gajen Kandiah, CEO of Rackspace Technology, said, "Governing AI infrastructure in regulated environments with defined accountability is not something you bolt on after the fact. It must be built in from the start. Rackspace and AMD are building exactly that and, in doing so, establishing a new category of enterprise AI infrastructure that the market has been asking for." "Enterprise AI is quickly moving from experimentation to production, and that requires a compute foundation engineered for p

$Advanced Micro Devices(AMD)$  This stock went from $570 down to $507 and is now climbing back up. I'm used to volatility, but this feels like another level. Is this what the market is like now?

$Advanced Micro Devices(AMD)$  It's firmly on track toward a $1 trillion market cap. The current momentum signals there's still a massive runway left for long-term growth.

$Advanced Micro Devices(AMD)$ AMD is up $355 since March 30th, for a 181% gain. Not too bad, huh.

$Palantir Technologies Inc.(PLTR)$ Similar to INTC, this is a strategically important company with significant national interest implications. A higher valuation multiple is justified, and a return to all-time highs before year-end would not be unreasonable at all.

$Palantir Technologies Inc.(PLTR)$  The stock has been quite weak over the past week. However, the $128 support level is still holding so far. Let's see if it can regain momentum and move higher in the coming days.

$Palantir Technologies Inc.(PLTR)$ Palantir Technologies continues to show the growing impact of its AIP, with its U.S. commercial business delivering strong momentum.

$Advanced Micro Devices(AMD)$ What stands out here isn't just growth—it's the acceleration curve. The net income trajectory being modeled is roughly: - 2025: ~$4.3B - 2026: ~$12.1B - 2027: ~$21.5B - 2028: ~$30.7B If even part of this path is realized, you're not looking at a flat earnings story. You're looking at a compounding ramp driven by AI compute demand, data center expansion, and tighter supply dynamics in advanced semiconductors. The market usually struggles with names like this early on because the slope feels "too steep"... until it doesn't. The key point is this: it's not the 2025 number that matters. It's whether the 2027–2028 inflection is structurally intact.

$Advanced Micro Devices(AMD)$  This MEXT acquisition is one of those deals that might not look flashy on the surface, but it actually targets a real pain point in data centers. Essentially, it's AMD quietly working to tighten up its system-level stack. What MEXT brings: Helps reduce memory bottlenecks Makes flash perform closer to DRAM Expands usable capacity while cutting infrastructure costs Why I'm paying attention to this? Because in AI workloads, memory is starting to matter almost as much as compute itself. And the reality is, a lot of scaling limits today aren't just GPU-related... they're tied to memory and data flow. So even small efficiency gains here can compound across massive clusters. It feels more

$Rumble Inc.(RUM)$ Trending. Time to buy the laggers. 22K+ GPUs, 9 data centers, only $1.5B market cap right now, potential next. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  $Advanced Micro Devices(AMD)$  $Intel(INTC)$ 

$Advanced Micro Devices(AMD)$ The stock has been in a strong structural uptrend since April, and the positioning narrative around long-dated upside bets reflects that broader momentum. The idea is straightforward: if early buyers accumulated deep ITM leaps around the $220 area and are still holding, it signals conviction in a multi-leg expansion rather than a short-term trade. From a price structure standpoint, the move from $220 toward the current range already represents a major re-rating phase. The next question is whether momentum can sustain a continuation leg or if we enter a digestion phase after the initial expansion. The bullish projection toward $600–640 assumes continued AI-driven demand, strong semiconductor leadership, and no majo

I think a big volume surge is coming soon. We're getting close to what could be company-changing news, shifting from headwinds to tailwinds. $ARS PHARMACEUTICALS INC(SPRY)$  $Nu Holdings Ltd.(NU)$  $Palantir Technologies Inc.(PLTR)$  look undervalued.

$Advanced Micro Devices(AMD)$ Oracle's results are positive for AMD. Rising CAPEX means more money for AMD.

$Advanced Micro Devices(AMD)$ AMD is still up 105% over the past six months, while NVDA is only up 10%.

$Palantir Technologies Inc.(PLTR)$  It was really strong today.