$Apple(AAPL)$ I'd rather buy NREDF now than chase AAPL at its current overvalued price. Apple is a world-class company, but NRED is much smaller and early in its development, giving it a completely different potential for growth and success. The Wilmac data update confirms this: NRED has identified a 42-hectare target zone with high charge activity at a depth of approximately 300 meters, with readings above 25 ms compared to background values of approximately 11 ms. The anomaly is located above the proposed intrusive body and remains open to the north. AAPL offers scale and stability. NRED offers prospective copper and gold deposits with a clearly defined new target zone.

CRWV's earnings tonight really paint a clear picture of where AI infrastructure is right now. Revenue came in at $2.58B, roughly doubling year-over-year, with a $104 billion backlog. They added another $25B in new commitments after the quarter ended, brought on 500MW of capacity, and management is saying they are effectively sold out for 2026. Then you look at SMCI, which is helping supply this whole buildout. They posted $11.12B in quarterly revenue, up 93% year-over-year, with $1.17 billion in GAAP profit. Adjusted EPS hit $1.70 versus the $0.92 expected, gross margin at 17.5%, and they are sitting on over $60B in new orders plus a record backlog. FY27 revenue guidance is $65 to $72 billion. CRWV's main constraint does not seem to be demand. It is about getting enough compute and infrast

$Hydrofarm Holdings Group, Inc.(HYFM)$ The team seems to be working on it, though shorts are pushing back pretty hard. In my view, the true value should be at least $5 per share.

$Advanced Micro Devices(AMD)$ $Amazon.com(AMZN)$ A world where billions of personal agents, enterprise agents, and locally run models coexist is going to need an absolutely massive amount of CPUs, GPUs or accelerators, memory, networking, and cloud infrastructure.

$SUPER MICRO COMPUTER INC(SMCI)$ August 11 earnings could be the moment the market finally wakes up to SMCI. Q4 revenue was guided near the low end of $11–$12.5B. $60B+ in new orders received during Q4. Record backlog heading into FY27. AI infrastructure spending is still exploding. NVIDIA/AMD rack-scale demand plus liquid cooling — that's SMCI's playground. The stock is still trading like the AI boom passed SMCI by. Meanwhile, the order book says the exact opposite. If management delivers strong FY27 guidance and shows those massive orders converting into revenue, this valuation could get repriced fast. This isn't just about one quarter. It's about whether SuperMicro belongs at the center of the next phase of AI data-center buildout. I'm loo

$Advanced Micro Devices(AMD)$ AMD completed a three-wave drop and reached the Equal Legs Blue Box between 437.76 and 360.77, where buyers stepped in exactly as expected. The reaction from that zone looks impulsive, which suggests another leg higher should follow before any deeper correction unfolds.

$Apple(AAPL)$  I'm adding more at 309 now. It's held this level, and from where I stand, a recovery is just a matter of time. Reminds me of when I bought GOOG at 319.00 after earnings — it spent several days around that level or slightly below, and then it took off. I could see more people rotating into AAPL because it feels safer than the semi trades. This is just my opinion.

$Advanced Micro Devices(AMD)$ Looking for 620-630ish after the ER. The chart is bull flagging nicely and all the indicators have cooled down, so it's the perfect setup to continue the rip. Lisa just needs to deliver and she likely will with the guidance. Helios will start selling now, but I think what will surprise is the CPU demand and price hikes.

I'm targeting a $500K portfolio by 2030, currently sitting at $205K. My five-year price targets on the positions are $Advanced Micro Devices(AMD)$  at $1,040, $NEBIUS(NBIS)$  at $808, $SoFi Technologies Inc.(SOFI)$  at $93, and $IREN Ltd(IREN)$  at $335. The whole portfolio is built around long-term themes like AI infrastructure, cloud and compute, fintech, digital health, and space communications. Not every target is likely to hit, but if even a few of these companies execute over the next five years, the upside could be meaningful. The goal isn't to predict every move — it's to own high-quality growt

$Advanced Micro Devices(AMD)$ 492On the Hyper Liquid platform, I wouldn't be surprised if it opens around $500 to $510 in the next session.

$Apple(AAPL)$ I don't see any real reason for the stock to drop. They beat on both the top and bottom line. I'm planning to add to my position at a lower price. Their new product line should push the stock above 400 before year end. This sell-off feels like an overreaction over nothing.

$SanDisk Corp.(SNDK)$ $Astera Labs, Inc.(ALAB)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ From where I stand, this is more of a level to start adding than selling. Just my personal take.

$Advanced Micro Devices(AMD)$  This is setting up to be a massive short squeeze next week, depending on how many people cover their shorts before earnings. The price here just looks silly.

$Advanced Micro Devices(AMD)$ Thinking about it logically, it's not just AMD dragging lower. The entire market is down. If it were only AMD, that would be a different story. Right now, there really aren't many places to generate returns outside of AI. Gold is falling, oil isn't stable, and interest rates are likely to stay where they are or see only a slight cut at most. Trump will likely be forced to step in and stabilize the stock market, since there's no reason to upset very wealthy people.

$Apple(AAPL)$  Any bearish takes have been completely wiped out, especially from those who focus on charts but never understood sector rotation. The remaining bulls here know how to buy the dip.

$SPDR S&P 500 ETF Trust(SPY)$ People at the lower end pay for access, carrying something like 35% APR on a depreciating asset. The middle pays for status, leasing so they can feel fluid. The ultra-wealthy sit on the other side of the spread, collecting the interest, the lease fees, and the buybacks. Tim Cook isn't selling phones. He's selling a temporal tax on anyone who can't wait 12 months. The real kicker is that they thank him for it. That stops looking like capitalism to me. It looks more like mathematical inevitability once you let compound interest work against a huge chunk of the population. $Apple(AAPL)$  isn't a tech play. It's a behavioral finance ETF with a logo.

$Klarna Group plc(KLAR)$ $Apple(AAPL)$ 's leasing program is basically a perpetual subscription that lets customers always have the newest Apple devices each year without committing to owning them. The long-term financial angle here is that it turns Apple customers into recurring, predictable Klarna customers for years.

$Marvell Technology(MRVL)$ Quite the round trip. I got in at $168. The position is currently down 5% overall. Still have some dry powder left. $Advanced Micro Devices(AMD)$ 

$Apple(AAPL)$  Apple's stock jumped on Friday and is now trading near all-time highs. The question is whether that momentum can carry into another breakout soon, or if sellers will step in and cool things off.

$Apple(AAPL)$ Would love to see AAPL keep pushing higher and breaking its all-time high records. I don't think now is the right time to talk about a stock split — still feels too early after the last one. Staying long and letting it compound.