$NVIDIA Corp(NVDA)$  Yeah nah not this time, too much momentum.

$NVIDIA Corp(NVDA)$  Yeah it is

$NVIDIA Corp(NVDA)$  Yeah I will. 

$NVIDIA Corp(NVDA)$  will do in the next month

$NVIDIA Corp(NVDA)$  will hit 150 by the end of the week, if not, next week sometime.

$Advanced Micro Devices(AMD)$  This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers & entertainment so at least it is attached to some big ticket consumer spending going forward.

Not for much longer.

With the volatility in AI stocks Nvidia could easily hit 180 by years end, it could do that in the next month.

$Advanced Micro Devices(AMD)$ no, not in the near future.

Not today, but perhaps next week 

$NVIDIA Corp(NVDA)$  Yeah I reckon this next trading session will just about do it, if not before in pre-market

$NVIDIA Corp(NVDA)$  Yeah nah, I think I will hold. The fundamentals are way too strong to sell at $130. Same for AMD, strong fundamentals so will hold those as well. Restriction of exports will encourage China to invest into more R&D.

$Advanced Micro Devices(AMD)$  Not in the GPU market. However AMD is more diverse and outside of AI, it has market share in everyday processing, which the world still needs.

$NVIDIA Corp(NVDA)$  Yeah it will hit $140, the question is when, probably not today, perhaps next week, this month, certainly before end of year.

$NVIDIA Corp(NVDA)$  Nvidia has had skin in the fast parallel processing game for decades with graphics accelerators. You cannot bring that together overnight. I suspect thier most valuable asset are thier human resources. Would be interesting to put a replacement price on that.

1&8 5&7

$SUPER MICRO COMPUTER INC(SMCI)$  $40 represents good value with pe of about 20. The next two weeks will be interesting.

$SUPER MICRO COMPUTER INC(SMCI)$ Around 40.50 is a buy price