$Apple(AAPL)$  400They raised their price target, which puts it at over $582 technically. The current price looks like a nice discount.

$Advanced Micro Devices(AMD)$  AMD's stock price is on track to triple every two years. Earnings growth is explosive, driven by demand for AI agents and efficient compute. Both Intel and Nvidia chips run hot and consume a lot of power, which may be hard to sustain.

$SUPER MICRO COMPUTER INC(SMCI)$ Updating my pre-earnings analysis before factoring in the potential for revenue to double. If they succeed, that would double AMD's revenue. Even without the additional revenue, SMCI trades at a huge discount compared to AMD and even compared to its own five-year history. And their EPS growth is much higher. I've never understood the previous drop or why it's still trading around $30 like a value stock. All companies need capital to fund this kind of growth. I'm still holding.

$Advanced Micro Devices(AMD)$  Don't fall for that narrative. AMD hasn't even reached the full potential value of its CPU business alone. It's by far the most efficient supplier of high-performance, low-power compute. If demand is truly massive and sustained for years, it should win out due to the advantages of scale and economics.

$Apple(AAPL)$ Innovative anodes from STI could be a key component for future smartphones.

Mag 7 holding strong despite retail chasing upcoming IPOs. YTD Performance: $Alphabet(GOOGL)$  +10.4% | $4.24T $Apple(AAPL)$  +7.5% | $4.27T $NVIDIA(NVDA)$  +6.7% | $4.87T $Amazon.com(AMZN)$  +4.5% | $2.55T $Tesla Motors(TSLA)$  -11.9% | $1.45T Big tech resilience shows who really runs the AI and cloud game. Retail may panic, but the Mag 7 keep grinding.

$Apple(AAPL)$  I think it's going higher. All these big AI companies besides Apple are spending like crazy for one reason: to get business from companies like Apple. Apple will reap all the AI rewards without having to own a single data center.

$Apple(AAPL)$ Months from now, when we're all using Siri AI features every day, we might look back at this selloff and regret not having bought AAPL at these levels.

$Advanced Micro Devices(AMD)$  Bought more today at $447, good price. The 650 shares purchased since Friday are already showing a profit.

$Apple(AAPL)$ Looks like another accumulation opportunity for longs.

$Advanced Micro Devices(AMD)$ Just keep in mind that over the next 6 months and beyond, the probability leans towards the overall market moving higher from here. Those who are long here believe AMD will outperform the rising market. I'm in that camp.

$Advanced Micro Devices(AMD)$ The rally is around 189% from the February 2026 low. A pullback is expected, which could provide the next long opportunity after a 3, 7, or 11 swings correction. Buyers could look to enter in the extreme area of a 3, 7, or 11 swings correction against the February 2026 low before the rally continues.

$Apple(AAPL)$  A key part of Dan Ives' bullish thesis on Apple focuses on AI-driven monetization opportunities. He said artificial intelligence could add between $75 and $100 per share to Apple's valuation as the company integrates AI features across its ecosystem and starts generating revenue from those offerings. Beyond valuation gains, Ives sees AI creating a meaningful new revenue stream for Apple's services business. The analyst estimated that AI-powered products and services could generate an additional $15 billion to $20 billion in annual services revenue over time. With Apple's services segment already bringing in around $100 billion annually, Ives believes AI could provide another layer of growth for on

$Advanced Micro Devices(AMD)$  The industry is placing a big bet on unified memory architectures (UMA). CPU, GPU, and memory sharing one massive pool isn’t just a nice-to-have—it’s becoming critical for AI PCs, workstations, and high-performance platforms. Large models need memory, and UMA solves that. David McAfee pointed to Strix Halo and NVIDIA’s moves as proof that UMA is the future. Agentic AI and supersized models thrive on this setup. The bottom line is that UMA is shaping next-gen computing. It's an early trend with huge implications for AI, gaming, and desktops.

$Advanced Micro Devices(AMD)$ My PC has a 7900xtx and a 5800x3D with a 4k OLED monitor. It's a great setup, and it's significantly more affordable than a comparable Nvidia/Intel rig. That's why I went with AMD. Dollar for dollar, they're the best.

$Advanced Micro Devices(AMD)$  I think we might see $530 today and hopefully a push to $550 soon. Getting close to that warrant unlock period, AMD should finally wake up.

$Advanced Micro Devices(AMD)$ AMD will put up the best quarterly revenue in the history of the company in Q3. Don't trust me, go look for yourself.

$PDD Holdings Inc(PDD)$ could very well go higher from here. On a super red day it's still green. Guess selling is exhausted by this point

$Intel(INTC)$ ... You can buy a 1) nationally strategically important company, 2) with a huge moat (only a few can spend 100+ billion to compete), 3) for less than its TANGIBLE book value, 4) that has spent more than its current market cap on capex into fabs (good chance of future significant returns), 5) making stuff (chips) the future (AI, EVs, and other tech) is built on, 6) with a good chance of being a tech leader

$XPeng Inc.(XPEV)$ It's time for us to the moon, opps actually mars.