$Advanced Micro Devices(AMD)$ What are bulls going to do today? The same thing they do every day: take over the world.

$Advanced Micro Devices(AMD)$ AMD looks like a great stock to me, on track to become a trillion-dollar company with a share price of 600 in 2026.

$NVIDIA(NVDA)$ Oil is going up. It will hit $120 a barrel. People haven't seen anything like this. - Trump

$NVIDIA(NVDA)$  While Jensen Huang’s comments on AGI may invite discussion, they reflect the pace at which AI capabilities are advancing. Systems are more flexible and broadly useful than ever, and NVIDIA’s infrastructure has been a key driver behind that progress.

$NVIDIA(NVDA)$  Here's a novel idea... let's discuss the stock price of NVDA.

$NVIDIA(NVDA)$ This partnership involves AES, Constellation, Invenergy, NextEra Energy and Vistra, focusing on constructing a novel AI factory that connects directly to the power grid. These facilities will operate using Nvidia's Vera Rubin DSX design and DSX Flex software, enabling quicker integration into grid services while also serving as flexible energy assets. In simple terms, these are not just data centres; they are designed to both consume and support electricity systems.

Competition is certainly increasing with $Advanced Micro Devices(AMD)$  and custom chips from major tech firms such as $Meta Platforms, Inc.(META)$  and $Alphabet(GOOGL)$ , yet it still seems secondary. The real advantage is not merely hardware; it is $NVIDIA(NVDA)$ 's ecosystem. That is what maintains their lead, and while others are catching up on chips, they remain behind on the platform that actually runs AI at scale.

For those who still do not understand, even when $NVIDIA(NVDA)$  is not green for a minute, the vast companies they invest in and use their product are increasing in value, which we longterm holders enjoy on every quarterly earnings report.

$NVIDIA(NVDA)$ I observe that $IREN Ltd(IREN)$  has announced agreements to purchase over 50,000 B300 GPUs from Nvidia, a move expected to expand its total GPU fleet to around 150,000 units.

$NVIDIA(NVDA)$  is up $4 when the entire world expected it to be down $15. This is good, very good.

Due to this brief "war", $NVIDIA(NVDA)$  is likely to sell millions more chips. $NVIDIA(NVDA)$  stands to make billions of dollars from this "war" as their chips will be destroyed with each launch.

$Advanced Micro Devices(AMD)$ If MI chips keep gaining share, this could run again.

What makes $NVIDIA(NVDA)$  hard to replace isn’t just GPU performance. It’s the integration with memory, networking, CUDA tooling, and hyperscaler architecture. That ecosystem lock-in doesn’t disappear in the short term.

$Advanced Micro Devices(AMD)$  Alright, everyone, calm down a bit and don't overreact. Oh dear, what a group of lightweight individuals! Markets fluctuate, stocks fluctuate. If you can't handle the pressure, then step away. Go ahead and secure your 3% return, sleep soundly, but watch inflation erode your wealth until you're broke. If you never take risks in life, you'll never achieve anything. Be brave!

$Advanced Micro Devices(AMD)$ All the money heading into memory stocks does not make a lot of sense to me, but folks are chasing $Micron Technology(MU)$ , $Western Digital(WDC)$ , and the like.

$NVIDIA(NVDA)$  The frustrating aspect is the uncertainty. If the US wants security, that's fine, but it should set clear KYC/end-use rules and move forward. It's the 'pending review' limbo that unsettles customers and investors.

What's happening with $NVIDIA(NVDA)$ ? The whole stock market is up over 500 points, but we're down $5.5. Is it all because OpenAI might not get $100 billion? OpenAI should be down. $NVIDIA(NVDA)$  is the company with the $100 billion opportunity. They will get something. Why should $NVIDIA(NVDA)$  suffer? We should be in the high $190s. $Micron Technology(MU)$  and San Disk are hitting all-time highs. I hope $Advanced Micro Devices(AMD)$  performs exceptionally well. If not, we will sink further.

$NVIDIA(NVDA)$  might cancel its 100B deal with OpenAI. OpenAI has openly stated they plan to standardise on $NVIDIA(NVDA)$  for training and $Advanced Micro Devices(AMD)$  for inference. Jensen is reportedly angry. This is strange because he has publicly claimed that $Advanced Micro Devices(AMD)$ 's chips have no real value even when free. What is he worried about?

$NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Capex $115-135 Billion vs estimates $110Billion

$Advanced Micro Devices(AMD)$ Wells Fargo analyst reaffirmed Overweight rating on the stock with $345.00 price target