$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $Netflix(NFLX)$ If they can't justify astronomical valuations for OpenAI and Anthropic while software trades at these levels... Salesforce and UiPATH are in a much better position than OpenAI or Anthropic when it comes to safe AI implementation, given their existing base of thousands of customers. Quality software companies like Salesforce and UiPATH could be the next AMD, MU, or NVDA. The big difference is that software isn't cyclical and has recurring, expone
$Palantir Technologies Inc.(PLTR)$ The bears here might not have the full picture. From an industry perspective, they're clearly winning the AI race for legacy ERP company systems... customer after customer... building AI stacks for companies that can't get their data across the enterprise.
$Advanced Micro Devices(AMD)$ It was around $126 a year ago, and now it's $535+. This multi-phase re-rating has been driven by AI demand, multiple expansion, and sustained trend participation. The price action now is more momentum-driven than valuation-driven, with dips likely to hold support as long as the higher structure remains intact. The key is continuation versus consolidation.
$NVIDIA(NVDA)$ NVDA has been a steady climber. This time last year, the floor was around the mid-$100s, and now it's around $200. Marking this down: by June 2027, the NVDA floor will be at a minimum in the high-$200s.
$Advanced Micro Devices(AMD)$ Can't wait for the next few quarters' earnings reports. The market cap is still small compared to NVDA. Small market cap plus massive near-term picks and shovels earnings – this could be an 800-1000 stock in a few quarters, a real moonshot.
$Advanced Micro Devices(AMD)$ Agreed, strong move. The stock has basically stayed at or above that 547 level all day after the jump. Not much selling pressure.
TOP 20 fastest-growing AI infrastructure companies: 11. $Aehr Test(AEHR)$ | AEHR Test Systems -- 75% 12. $Astera Labs, Inc.(ALAB)$ | Astera Labs -- 50% 13. $Broadcom(AVGO)$ | Broadcom -- 50% 14. Samsung -- 50% 15. $NVIDIA(NVDA)$ | NVIDIA -- 48% While consensus remains focused on NVDA (48%), it only ranks 15th here. This shows the AI arms race has moved beyond pure compute, into the deep waters of network scaling and system-level validation. The standout here is ALAB (50%). Riding a massive 93% YoY revenue surge, ALAB has just been officially tapped for inclusion into the Nasdaq-100 index this mont