$Advanced Micro Devices(AMD)$ AMD is moving again! What's trigger it? AMD’s latest big move is mainly AI-related, but there were two very specific catalysts on Friday (Aug 14): 1. Baird raised its AMD price target to $1,250 — the highest on Wall Street. That helped trigger the sharp move as investors reassessed AMD’s upside from AI/data-center growth. 2. AMD’s $4.75B debt offering was viewed positively. AMD raised the money without issuing new shares, so there is no immediate equity dilution. Investors interpreted this as giving AMD more financial firepower for its AI expansion, supply commitments and data-center investment. 3. The broader semiconductor/AI trade is recovering. Semiconductor stocks have been rebounding strongly, with analysts pointi

$ASML Holding NV(ASML)$  ASML valuation — August 2026 At about US$1,741/share, ASML has a market value of roughly US$685B. The important point is that the valuation looks expensive on 2026 earnings, but considerably more reasonable if ASML delivers the very strong earnings growth currently expected. ASML’s Q2 was excellent: revenue was €9.33B, net income €2.92B, and management raised 2026 revenue guidance to €43–45B, with 54–56% gross margin. My valuation framework Analyst consensus currently puts 2026 EPS around €37.90, with a range of €31.81–€40.42. Using roughly €38 EPS: Scenario P/E Approx. fair value* View Bear 30× ~€1,140 Significant correction Conservative 35× ~€1,330 Some downside Base 40× ~€1,520 Roughly fair Bull 45× ~€1,710 At

$Li Auto(LI)$ is an interesting company. I am still deciding whether to cut losses or hold.... The positives 1. Strong brand in China Li Auto has built a loyal customer base in the premium SUV segment. Its focus on family vehicles has helped it differentiate itself from many EV competitors. 2. Large cash position The company still has a substantial cash balance, giving it flexibility to invest in new models, AI, and autonomous driving even during a difficult period. 3. New product cycle The refreshed L-series and newer models have been attracting orders, and management expects deliveries to improve as these launches roll out. The concerns The biggest issue is profitability. Earlier this year: * Gross margin fell sharply. * The company reported an op

$NVIDIA(NVDA)$ I may trim $NVIDIA(NVDA)$  and move my capital around. But would definitely buy back it is drops back to around $200 mark. Even though NVIDIA (NVDA) has been trading sideways recently, the underlying business continues to strengthen. A flat stock price doesn’t necessarily mean the investment thesis has weakened—it can simply reflect that earnings are catching up with valuation. Here are the main reasons long-term investors continue to hold NVDA. 1. AI spending is still in the early innings The biggest bullish argument hasn’t changed. The world’s largest cloud providers—Microsoft, Amazon, Google, Meta, Oracle, and xAI—are collectively planning to spend hundreds of billions of dolla

$ASML Holding NV(ASML)$ top up around $1730, holding it for longer term investment. Will it break $2000 by end of the year? Will see! ASML Holding (NASDAQ: ASML) — Investment Summary ASML is one of the highest-quality companies in the semiconductor industry because it has a near-monopoly on extreme ultraviolet (EUV) lithography machines, which are essential for manufacturing the world’s most advanced chips. Customers such as TSMC, Samsung, Intel, and SK Hynix depend on ASML’s technology, and there is currently no viable competitor in EUV. Investment thesis Positives * Exceptional moat: Sole supplier of EUV lithography systems. * AI tailwind: AI data center spending is driving demand for advanced chips, boosting orders. * Long backlog: Many advance

$Micron Technology(MU)$ I continue to topup $Micron Technology(MU)$  believing it will hit over 1500 sooner or later the space my fellow investors!  Micron Technology (NASDAQ: MU) remains one of the strongest long-term AI infrastructure investments, but it’s also one of the most cyclical semiconductor stocks. The key question is whether AI-driven memory demand can outweigh the industry’s traditional boom-and-bust cycles. Bull case * AI memory demand remains exceptionally strong. High-bandwidth memory (HBM) used in AI accelerators from companies like Nvidia continues to be supply constrained, allowing Micron to command premium pricing. * Record financial performance. Micron recently reported ear

$Advanced Micro Devices(AMD)$ how high can $Advanced Micro Devices(AMD)$  go... quick AI search as follow:  AMD (NASDAQ: AMD) – Investment Analysis Overall Rating: Buy for long-term growth (8.8/10) AMD remains one of the strongest AI infrastructure investments, although it’s also one of the more volatile semiconductor stocks. What I like 1. AI data center growth ⭐⭐⭐⭐⭐ This is now AMD’s primary growth engine. * EPYC server CPUs continue gaining market share from Intel. * Instinct AI accelerators are increasingly being adopted by hyperscalers. * Large cloud providers continue expanding AI infrastructure spending. 2. Exceptional leadership Lisa Su has built AMD into one of the best-run semicondu

$Vanguard Total Stock Market ETF(VTI)$ I have started to put my money into quality ETFs and this is one of them. Long run it is good and also if you need capital, it can be liquidate quickly too. 

$NVIDIA(NVDA)$ $NVIDIA(NVDA)$  hasn't been existing lately. But it is still a good investment to have. I believe It is just a matter of time before it hits $300. Go $NVIDIA(NVDA)$  

$Vanguard Total Stock Market ETF(VTI)$ Accumulating this over time and every time it drops back, I buy some. It is always good to keep $Vanguard Total Stock Market ETF(VTI)$  and other quality ETFs for long run. It adds To stock profile stability! 

$Advanced Micro Devices(AMD)$ Most high tech shares dropped on Friday. Good chance that they will bounce back a little this week. Top my $Advanced Micro Devices(AMD)$  and other chips related shares. Fingers crossed for this week! 

$Advanced Micro Devices(AMD)$ How high tis this go? I reckon to $750 by end of the year! $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$  $Intel(INTC)$  

$Vanguard Total Stock Market ETF(VTI)$ growing my ETFs and this is one of them. Ideally my aim is to have 20-30% of my portfolio on ETFs, rest of individual stocks. $Vanguard Total Stock Market ETF(VTI)$  $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Russell 2000 ETF(IWM)$  

$Micron Technology(MU)$ had been buying and selling a few rounds now. While holding the stock for long term, the strategy of buy the dip and sell the high works well! $Micron Technology(MU)$  is one of my star stocks for the year! 

$Circle Internet Corp.(CRCL)$ Good to see $Circle Internet Corp.(CRCL)$  make a move. It is just starting... I want to hold this for long term!

$Micron Technology(MU)$ How much higher can $Micron Technology(MU)$  hit???? I bet to $900 by end of the year if it goes at this rate! 

$Advanced Micro Devices(AMD)$ how high can $Advanced Micro Devices(AMD)$  go??? The stock has been shinning this year and I believe it will continue to shine. The fundamental of the business is good and worth for long term investment. For me, I buy whe it drops to certain value and when RSI indicators show oversold. I sell some to make profit when there's overbought signal! This works out very well! 

$ASML Holding NV(ASML)$ this stock is unstoppable! The only problem I have is I don't have enough of it! $ASML Holding NV(ASML)$  with ROE over 50% and I believe it will continue to rock! 

$Advanced Micro Devices(AMD)$ I hold both $NVIDIA(NVDA)$  and $Advanced Micro Devices(AMD)$  no doubt both are very good company. Both will continue to shine in the stock market world, $Advanced Micro Devices(AMD)$  is just starting to rock after a sealed deal with $Meta Platforms, Inc.(META)$  !

$Advanced Micro Devices(AMD)$ is back! I am looking forward for $Advanced Micro Devices(AMD)$  to hit over $260 again soon (if war situation is improving)