The AI data center trend is still a major driver for semiconductors. $Advanced Micro Devices(AMD)$ is holding a solid uptrend, and the upcoming Q2 earnings are being watched closely to see if the growth story continues. Expectations are fairly high: • Revenue growth is projected around +46% YoY. • Data center demand is still a key catalyst. • AI infrastructure spending keeps expanding. The main question now is whether the earnings can validate the current momentum and set up the next move higher.
$Advanced Micro Devices(AMD)$ The trend is still stacked and clean, with moving averages lining up the way institutional investors like to see before they continue adding. There's a lot of talk about a trillion-dollar market cap out there, but the chart alone suggests this uptrend remains very much intact. I'm watching it closely.
$Palantir Technologies Inc.(PLTR)$ Looking at the historical returns, there's been massive volatility. The year-to-date performance for 2026 is down -29%, which looks like a consolidation phase after those huge multi-bagger runs from 2024-2025. It's finding some local support around the $125-$128 zone. I'm expecting a technical bounce early next week as sellers get exhausted. The long-term structural uptrend is still intact, at least from my view.
$Palantir Technologies Inc.(PLTR)$ Sometimes, when you zoom out far enough, the company's story and the stock price just don't line up. Five years ago, it was basically: government contracts, slow commercial traction, just barely breaking into profitability. Fast forward to now: it's a global AI/data infrastructure player, commercial adoption is scaling fast, there's cash on the balance sheet, and consistent profitability is showing up in the numbers. Same ticker… but a completely different business profile underneath it. Price will always move with sentiment and positioning, but the underlying shift in the business is what actually compounds over time.
$NVIDIA(NVDA)$ Physical AI stocks are having a strong day. I'm not going to overhype it, but this narrative is clearly starting to pick up more attention again. Nvidia CEO Jensen Huang said, "The next frontier of AI is physical AI. AI is now beginning to understand the laws of physics." What I'm seeing in the market: More flow into robotics and real-world AI names. The "Physical AI" theme is getting re-priced across multiple stocks. Nvidia is still at the center of that narrative. Why it matters: We're slowly shifting from AI that lives in data centers and screens to AI that actually interacts with the physical world, like robotics, automation, and embodied intelligence. That's the part traders are starting to lean into.