$Advanced Micro Devices(AMD)$  In the second quarter, Druckenmiller opened a position in Nvidia rival Advanced Micro Devices (NASDAQ:AMD), buying 72,900 shares for a 0.8% portfolio weight. It's clearly not his biggest bet, but it does show some interest in getting exposure to a chip specialist during this phase of the AI story.

$SUPER MICRO COMPUTER INC(SMCI)$ Dell just gave the AI infrastructure space another major signal of validation. Q2 EPS printed at $7.04 versus $4.91 expected, revenue about $47B against $44.9B expected, and the stock moved up roughly 8%. The beat is clearly being driven by AI demand. Barron's even pointed out that Dell's server business is booming on AI infrastructure demand, that SMCI already posted better-than-expected Q4 earnings with a positive full-year outlook, and that Cisco also put up solid numbers tied to AI hardware. This is starting to look like more than a one-company story. It is shaping up as a full AI hardware capex supercycle. If Dell gets rewarded for explosive AI server demand, the market has a weaker case to keep ignoring

$Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Broadcom(AVGO)$ Even if Nvidia has the powerful GPUs, AMD holds the industry's widest high-performance computing portfolio, spanning x86, ARM, FPGA, and GPU. Landing Google's custom ASIC is only a matter of time for AMD, because FPGA will scale into mainstream high-performance computing.

$Advanced Micro Devices(AMD)$ Helios vs. NVDA Vera Rubin, but SMCI could win either way. The AI battle is moving beyond individual GPUs. The next frontier is complete rack-scale AI infrastructure: GPUs + CPUs + networking + power + liquid cooling + software. NVIDIA Vera Rubin: 72-GPU rack-scale architecture, Vera CPUs, NVLink and the massive CUDA ecosystem. NVIDIA remains the platform to beat. AMD Helios: 72-GPU rack architecture built around Instinct accelerators, EPYC, ROCm and open infrastructure. AMD doesn't need to dethrone NVIDIA. Capturing even 10-20% of future hyperscale deployments could be massive. And this is why I'm especially bullish on SuperMicro. Whether customers choose AMD or NVIDIA, somebody has to turn those chips into dense

$Apple(AAPL)$ Sharp drops like this one very often get bought right back up with Apple. I'm expecting a push back toward 315 to 317.

$Advanced Micro Devices(AMD)$ Lotto calls. Not just because of this level and the potential inverse head and shoulders setup, or the tendency for 11%/12% moves, but also because I'm betting it won't close red for five straight days in a week.

$Apple(AAPL)$  BofA Securities reiterated Apple at Buy with a $380 price target, pointing to edge AI and new product optionality. They remain bullish on the name, with ecosystem strength, edge AI, and new product opportunities seen as drivers of long-term upside.

$Apple(AAPL)$  While plenty of other tech companies are burning money trying to push AI onto their customers, Apple is preparing a slate of new products over the next couple of years that seem designed to put AI to practical use. And they didn't need to go broke building data centres to do it.

$Advanced Micro Devices(AMD)$ AMD looks set to push toward the $505-506 area, right around where the 50-day average sits. We bounced off the 100-day moving average today, and the stock has been trading in a range this week. By the end of this week, $520-530 seems within reach. And with $NVIDIA(NVDA)$  earnings coming up next week, there's a chance AMD gets back to the $570-580 range.

$Advanced Micro Devices(AMD)$  Not too bad for us longs. AMD down 4%, NVDA down 5%, INTC down 7%. If the noise from the current administration would settle down, things could recover.

$Qualcomm(QCOM)$ Fun fact: AMD has almost the same EPS numbers and roughly the same revenue as QCOM. Yet AMD's market cap is 834 billion, while QCOM's is 174 billion. The difference is that AMD is growing and Qualcomm is shrinking. That said, once Qualcomm starts growing again, the share price could conceivably quadruple to $640 a share.

$Apple(AAPL)$ Rothschild & Co Redburn upgraded Apple to Buy from Neutral, with analyst Timm Schulze-Melander setting a $400 price target, up from $260. The firm sees iPhone sales growing 12% annually, or up to 14% above consensus expectations, through fiscal 2030, driven by Apple's entry into the premium foldable market with the iPhone Ultra. Stronger than consensus iPhone earnings and a "strategic reset" to Apple Intelligence leave Rothschild's estimates 18% above fiscal 2030 consensus. They also have confidence that Apple's relative valuation multiple is "well supported," and believe Apple may be able to "assert itself as the gatekeeper of consumer AI, delegating AI workloads to a subservient fleet of open-source models, monetized via A

$Advanced Micro Devices(AMD)$  USAEquityResearch Up 514.39 (+6.50%) Trend: Bullish RSI (14): 53.5 — neutral territory MACD: bullish, above signal line and rising Volume: normal Key Levels Resistance: 552.33 Support: 429.56 20-MA: 494.24 | 50-MA: 510.40 Educational content only. Not financial advice.

$Apple(AAPL)$ Hard to believe it didn't bounce off the $299.74–$302.16 support level on the daily. Still looking at $317.40+ as the target going forward.

$Apple(AAPL)$ 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.