To The Moon

Cerebras and $Advanced Micro Devices(AMD)$  are partnering on a new disaggregated AI inference system designed to split workloads across both platforms. The architecture: $Advanced Micro Devices(AMD)$  Helios handles prompts and long context windows. Cerebras' Wafer-Scale Engine focuses on ultra-fast, low-latency token generation. The companies claim the combined system could deliver up to 5x more tokens per second per watt compared with Cerebras alone. Initial availability is expected through Cerebras Cloud in the second half of 2026. This partnership highlights a major AI trend: The future may not be about one chip winning everything — it will be about specialized systems working together to max

$Advanced Micro Devices(AMD)$ So many experts around here. The stock is struggling with the broader market weakness and Brent crude pushing above $100.

$Ondas Holdings Inc.(ONDS)$ If AMD can get past $7.50, the next level to watch could be around $9.20. $Strategy(MSTR)$ 

$Palantir Technologies Inc.(PLTR)$ It's interesting how the more the stock rises, the more noise we get from those who don't see the value. It's important to focus on what you actually own. A lot of participants here aren't in a position to make significant long-term holds. Personally, I'm holding my position.

$Palantir Technologies Inc.(PLTR)$  Need a harder bump up tomorrow.

$Zeta Global Holdings Corp.(ZETA)$ According to Zeta Global's CEO David Steinberg, the company's agreement with Palantir is the largest deal they've ever done. He believes the market currently doesn't fully grasp how valuable it's going to be.

$NVIDIA(NVDA)$ There's more news from Nokia. They've just inked a 5G expansion deal with Taiwan Mobile to speed up the rollout of AI-native mobile networks across Taiwan. Taiwan Mobile has been a Nokia customer for a while, and this expanded agreement includes Nokia's latest AirScale hardware and its AI software stack, aimed at automating and running the network. This move seems to align with the vision Jensen Huang outlined when Nvidia invested $1 billion in Nokia. It looks like Nokia is trying to establish itself as a key infrastructure provider for these AI-native networks.

$Advanced Micro Devices(AMD)$  We've seen some solid upgrades over the last few days. It's likely only a matter of time before the more cautious analysts also start raising their price targets. I'm looking forward to the earnings report in a couple of weeks.

$Palantir Technologies Inc.(PLTR)$ Once you get into their heads, there's nothing sweeter. I haven't lost an ounce of sleep over it. We know what we own here.

$Advanced Micro Devices(AMD)$ It looks like they're keeping the price pinned, allowing the moving averages to catch up. When they do decide to move it higher, the technical support levels will be in place, which could set the stage for a significant upward move.