$Advanced Micro Devices(AMD)$  I'm already positioned for upside on earnings. Not sure if I want to take on the downside too.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$  $Vistra Energy Corp.(VST)$ Here is what AI is saying about possible Fed hikes below. All priced in already, and possibly too much.

$Apple(AAPL)$  looks like it's nearing the end of wave ((v)). I think the pullback in black wave ((iv)) has already finished, and $Apple(AAPL)$  is now moving up in wave ((v)), targeting a break above 352.60. While more upside seems likely, the rally from the 10.01.2026 low appears to be in its final stages. Once wave ((v)) completes, a larger-degree corrective pullback could follow.

$Apple(AAPL)$  It is simply one of the best economic indicators for the markets. People are about to buy iPhone duos and MacBook Pro Touches on Klarna lease programs. Who wouldn't invest at these stock prices?

$300 looks like it could act as short-term resistance for GOOGL. $Berkshire Hathaway(BRK.B)$  is the kind of name you buy with a multi-year or even multi-decade horizon, so that fits fine. $Occidental(OXY)$  has recovered quite a bit. Not forgetting the 1000% he has made over his career, and he still holds $Apple(AAPL)$  and KO. I think Google will be a fine company to acquire and invest into, at $250 or $350 if your holding period goes beyond Thanksgiving.

Back in 2018, I remember seeing people here throw out $Advanced Micro Devices(AMD)$  to $200 constantly, and they usually got made fun of for it. Some of it may have been sarcasm at the time, but here we are now, with $1000 actually becoming part of the conversation.

$Intel(INTC)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ To be fair, AI is bumping up against previous resistance. It needs to break through this level.

$Advanced Micro Devices(AMD)$ The issue with the stock market is that most people just follow the news and social media. Real traders tend to focus on the numbers and volume.

$Apple(AAPL)$ Apple will have limited iPhone Duo units available in stores on Friday.

$Apple(AAPL)$  By the time the Apple skeptics realize compute is going to shift more toward edge devices, it will be too late for them. There is so much power in one device now, and that is why I am going with the Duo this time around. Power and screen real estate.

$Apple(AAPL)$ Apple has a cult following and people will pay any amount for an iPhone. It's not hard to imagine $5,000 iPhones eventually. Kind of like the Disney cult. Cook could charge $10,000, and the Apple crowd would still buy it all up.

$Apple(AAPL)$  Nothing announced so far, but I'll keep waiting for the foldable iPhone.

I have never been more bullish on META. A collaboration between $Meta Platforms, Inc.(META)$  and $Apple(AAPL)$ ? This could go to $1000.

$Advanced Micro Devices(AMD)$ Kind of funny to watch. People are panicking and selling hard, including after hours, even though we already know the revenue numbers and TSMC crushed those figures. Data center demand, RAM, DRAM, all of that is obviously off the charts, and every report has been confirming it. The narrative hasn't changed. China doesn't change the narrative either, since nobody in the West is going to use their chips for data center or AI infrastructure. DRAM and RAM, maybe, but that's not AMD's wheelhouse anyway. The whole rates thing, we've known about that for a while now. We knew a second hike was coming in December, and it likely continues. But we also have the midterms, and we know a ceasefire will be happening very soon. E

$Oracle(ORCL)$ This reminds me of $Advanced Micro Devices(AMD)$  in the first half of last year, sitting around 120 for months. I bought 2,000+ shares of AMD back then, and now it's a $570 stock, 5x from 18 months ago. Today I'm holding 2,000 shares of Oracle, and I believe it could also 2x in the next 12-18 months.

$Advanced Micro Devices(AMD)$ I don't always buy calls. But when I do, they're AMD calls.

$Advanced Micro Devices(AMD)$ Average daily range is now 23.72. A whale picked up 350K in calls for the 625 strike expiring Friday. Still plenty of time for a squeeze going into ER.

$Apple(AAPL)$  is still expected to see one more leg lower into the 324-314 Blue Box area. This pullback should complete Wave 4, setting the stage for the next rally to finish blue Wave (1). The Blue Box support zone may offer opportunities for buyers.

$Advanced Micro Devices(AMD)$  At this point it doesn't matter what people say about the OpenAI report. The damage was already done, and there's no way to go back and fix it. It is what it is.

I think investors focus way too much on revenue growth. For $Advanced Micro Devices(AMD)$ , what I care about is Data Center operating income. For $Uber(UBER)$ , it's FCF. For $Netflix(NFLX)$ , margins. For $SoFi Technologies Inc.(SOFI)$ , fee based revenue. Growth quality matters more than growth alone.