$Advanced Micro Devices(AMD)$  Just woke up. Did I miss anything? My accounts are back at all-time highs and making new ones.

$Advanced Micro Devices(AMD)$  I like this stock, but I'd be careful buying at this level. The shorts who were calling for $350 have gone completely quiet since Monday.

$Advanced Micro Devices(AMD)$ It's kind of funny to assume I don't know AMD will hit 600. I do know that. Why wouldn't I?

$Advanced Micro Devices(AMD)$ I exited as of Friday, but I'm rooting for the bulls going forward. Hope the market cap reaches 1T soon.

$Advanced Micro Devices(AMD)$ We first closed above $500 back on May 26, finishing at $503.89. Since then it's been nearly 4 months of accumulation, with an interval VWAP of $508 from that point to now. Just a simple observation, but it's interesting. 4 months is a strong base.

$SELLAS Life Sciences Group Inc.(SLS)$ $NVIDIA(NVDA)$ General market info from Bespoke is useful. Historically, markets have tended to rise when the first rate hike begins.

$Advanced Micro Devices(AMD)$ A short squeeze toward 600+ by month end could be getting underway. A dovish rate hike would likely calm the bond market and bring yields down. The squeeze setup is here.

This AI scare looks like a pretty transparent attempt at regulatory capture, trying to build a moat. The timing also seems designed to create noise for people to argue over while the actual experts have to sit through talking heads debating it on TV. None of that changes anything for $IREN Ltd(IREN)$ , though. They still have H2-4 coming by the end of the year, and the DSX showcase at Sweetwater with $NVIDIA(NVDA)$  is next. Ridiculous.

$Advanced Micro Devices(AMD)$ Dan Ives sees the reaction to Dari Amodei's weekend memo as an overreaction, and he expects a rapid rebound. I agree with that view.

It sounds a bit out there, but XanaduAI is expanding capacity across the board, both hardware and software. The stock is currently at 9 and could dip lower, but over the long run $Xanadu Quantum Technologies Ltd(XNDU)$  looks like it should pay off. I'd be surprised if $Advanced Micro Devices(AMD)$  moves to acquire it before the end of the year.

$Advanced Micro Devices(AMD)$  Let the roller coaster ride begin again. I've held the stock for over 10 years, so none of this is new to me. I remember when it went from 30.00 to 17.00, and I just bought more at 17.00. Was I wrong?

$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Don't overcomplicate it, just buy the dip on BTC.X and META.

Sold some shorter-term calls to free up capital. $520 is always interesting since it tends to ping pong between $500 and $550. Hoping I'm wrong and it jumps to $600+. Cash is king. $Advanced Micro Devices(AMD)$ 

$Advanced Micro Devices(AMD)$ Michael Burry said he is covering some of his shorts and reducing the size of his bearish bets. That is honestly where a lot of the short-side noise seems to come from. I still do not get what part of the historic AI supercycle is hard to understand. This is not a bubble, it is a tech revolution.

$Intel(INTC)$ Trump has a big position here. He's going to keep finding ways to push this toward record highs during his term. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Broadcom(AVGO)$  $Qualcomm(QCOM)$  $NVIDIA(NVDA)$ 

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$ Bonds and oil are pushing stocks lower.

$NVIDIA(NVDA)$  According to 60 analysts polled by S&P Global, this currently has a consensus rating of STRONG BUY with an average price target of $325.99, representing a forecasted upside of 41.51%. The highest estimate is $515.00.

$NVIDIA(NVDA)$ $IREN Ltd(IREN)$ $HIVE Digital Technologies Ltd(HIVE)$ $Keel Infrastructure Corp(KEEL)$ Congrats to the dip buyers and holders.

$Advanced Micro Devices(AMD)$  Looks like quiet accumulation on the weekly chart. I don't see any distribution bars at all there. On the daily there are a few, maybe 4-6 over the last 4 months.

$SUPER MICRO COMPUTER INC(SMCI)$ 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