$SUPER MICRO COMPUTER INC(SMCI)$ This Barron's piece on $Dell Technologies Inc.(DELL)$  basically confirms the AI server boom is still accelerating. Dell is expected to post $44.9B revenue, with server/networking revenue projected at $25.2B, up 95% YoY. The part that stands out for bulls is the valuation. Dell trades around 21.5x forward earnings, nearly double its 5-year average of 10.9x. Barron's specifically points to Supermicro's better-than-expected Q4 earnings and its bullish FY outlook as evidence that AI infrastructure demand remains strong. SMCI just delivered FY26 revenue of $39.1B, up 78%, along with over $60B in new orders and a record backlog entering FY27. Q4 revenue came in at $11

$NVIDIA(NVDA)$ Every beat and raise quarter just keeps lifting the floor for NVDA. The ceiling hasn't been touched yet.

$NVIDIA(NVDA)$  The average one-year analyst target sits at 323, which is more than 100 points above the current price. From where I stand, this stock looks like a good long-term bet.

$NVIDIA(NVDA)$ 70% growth in 2028 for a 5 trillion dollar company. Unprecedented. That's why I'd never bet against this company.

$Advanced Micro Devices(AMD)$  54 analysts cover AMD. 6 have it as a strong buy and 39 as a buy, with an average price target of $614. No sell ratings at all. Raymond James just raised their target to $641. I think those 54 people know a lot more about AMD than the basher clowns posting here.

$Advanced Micro Devices(AMD)$ AMD is a powerhouse waiting to take off. I said a while back that after a few more NVDA quarters, we would start seeing cracks in NVDA's armor. One quarter is already in, and the buzz is building. AMD could really move in the short term, and Lisa Su is a strong leader.

$UiPath(PATH)$ Jensen Huang brought up UiPath later in the $NVIDIA(NVDA)$  earnings call.

$NVIDIA(NVDA)$ Cantor Fitzgerald has the highest target out there at $350, which implies nearly 68% upside from the last close, while they reiterated their Overweight rating. The view is that investors are underweight NVDA and once this stock starts moving, it could move very, very fast. No rearview mirror here.

$Advanced Micro Devices(AMD)$ AMD shareholders just realized AMD is going to bounce back stronger than before because FY2027 P/E is going to collapse to under 20x at this price ($465) next year, with the strongest J-curve quarter print from Q4 2026. Growing at triple digits should trade at a premium, not less than FY2027 20x P/E. AMD is the biggest Agentic AI winner with the best CPU and GPU. ROCm is now closing the gap to the point of plug and play or zero-day support out of the box. Dr. Lisa Su is the queen of sandbagging, and when she said growing "well over 100%", the queen of inference will get it done. TSMC's third largest customer and soon to be second largest. Best TCO, TDP and lowest $/M tokens on inference and training.

$Advanced Micro Devices(AMD)$  Taalas has built a chip with a single AI model wired directly into its metal layers, with no programmability at all, so one part runs one model and nothing else. In the public demo it returns a complete answer in about 33 milliseconds, which works out at roughly 14,200 tokens per second for one user, where an H200 sits nearer 230. When the company came out of stealth, plenty of people wrote the approach off, because a chip locked to a single model looks obsolete as soon as the model changes, and nobody had answered that objection. Then, three hours before I recorded this, AMD signed an agreement to acquire them, which tells you somebody at AMD has worked out where a fixed-function i

$Intel(INTC)$ $NVIDIA(NVDA)$ Chips could turn around soon? I'm hoping so.

$Advanced Micro Devices(AMD)$ This TPU collaboration with Google might actually have some substance to it.

$Advanced Micro Devices(AMD)$  It seems pretty clear they are still applying heavy pressure here. Without that deliberate suppression, my guess is we would be at least around 550 by now. But that is okay, because this is usually what sets up those oversized, wild rally days later on. Just need to stay patient, the move is coming.

$SUPER MICRO COMPUTER INC(SMCI)$ The market disrespect here is getting a bit ridiculous when you look at the latest earnings numbers. Q4 revenue came in at $12.68B, up 138% YoY. FY26 revenue is tracking around $40B, up 82% YoY. Non-GAAP gross margin sits at 17.1%. They pulled in over $60B of new orders during Q4, finished with a record year-end backlog, and the FY27 revenue outlook is at least $72B. That $72B outlook represents roughly 80% growth from an already enormous FY26 revenue base. And now management is getting directly in front of institutional investors at Oppenheimer, Citi and Goldman Sachs. Bears are still trading the old story. I'm trading the numbers and the forward trajectory. If Wall Street finally rerates SMCI and shorts star

$SPDR S&P 500 ETF Trust(SPY)$ The broader market is in its second day of consolidation. AI, semiconductors, memory, and data-center infrastructure names are all taking a breather after a strong run. This kind of pause usually shakes out late bulls and weak hands, and lets the market reset before the next leg. I'm not chasing here, just watching the setup. $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Broadcom(AVGO)$  $Advanced Micro Devices(AMD)$  The next move could come fast. I'd rather be ready before momentum returns than end up as the

$Advanced Micro Devices(AMD)$ It tends to run up about two weeks after the quarterly report, just like it has in previous cycles. The usual pattern is a push down, accumulation, then a move higher. I'm holding shares with a cost basis of $68 and that's what I'm watching for.

$Advanced Micro Devices(AMD)$ The foundation looks solid now, so we can start moving higher. If Lisa drops some new developments, things could really take off. The Taalas acquisition sounds like it could pay off in a big way.

$Advanced Micro Devices(AMD)$  AMD trading at $489.28, down 11.37%. The company is broadening its reach beyond GPUs by acquiring specialized AI inference silicon pioneer Taalas, deepening its push into dedicated inference hardware to capture surging AI demand. I'm watching the technical pullbacks near support for opportunities to scale in, and there's a structural resistance breakout in play too.

$Advanced Micro Devices(AMD)$ Institutions seem to be picking up cheap shares like they're loading up at a buffet.

$Advanced Micro Devices(AMD)$ Even when it was at its all-time high a while back, AMD still wasn't trading at fair value for just the CPU business alone, in my view.