To The Moon

$Advanced Micro Devices(AMD)$ Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars predominantly towards AI infrastructure next year.Though there have recently been concerns about the durability of this AI spending from Big Tech and others downstream, these fears have been assuaged, with management teams stepping out to highlight AI revenue streams approaching and surpassing $10 billion with demand still outpacing capacity.

$Advanced Micro Devices(AMD)$ May 14 2021 AMD was $74.59 now in 2024 on May 14th at  $153.16 or even today at $138.37 that’s roughly a 100% gain.  So it is absolutely true… AMD has indeed gained since 2021.But Go ahead though, cherry pick away as I just did.   It’s your post.But that’s not important.  What is important is what AMD is going to do!$250 Christmas I have said all year.  Regardless $250 is coming.  Some just may not be long enough to appreciate that.

$Advanced Micro Devices(AMD)$ Assuming AMD trades in line with the Nasdaq-100 index's forward earnings multiple after five years and achieves $13.86 per share in earnings, its stock price could be worth $416 at that time. That would be a jump of 180% from current levels, indicating that AMD stock could continue to remain a top investment over the next five years as well.

$Advanced Micro Devices(AMD)$ Increasing sales. Record revenue.Increasing margins, profits and free cash flow.Increasing spending on R&D and investing for growth (ZT Systems allows vertical integration and synergies)And if the rumors are true....: Increasing efficiencies and reducing costs on headcount.More bullish than ever before.

$Intel(INTC)$ INTC being down because of potential conflict with China is silly. Potential conflict with China should have the stock go up. Sure, there could be pain in the short term but long term that is bullish for INTC. The stock should carry a higher PE if there are issues with China. Also, this guarantees INTC becomes a business to important to fail. Again, a higher PE would be mandated.

$Advanced Micro Devices(AMD)$ The news media has everyone day trading, with story after story questioning if now is the time to buy or sell. You really need to ignore these people. I don't know how many negative stories I read about TSLA and PLTR this year, and thankfully I didn't listen to any of them. And yes, I am very bullish on AMD.

$Intel(INTC)$ There is a very real possibility Intel could benefit from both CHIPs and Trump. Trump is determined to rock the boat on nearly everything. He will likely impose tariffs and start a trade and tariff war. This could help Intel. Trump could also repeal the CHIPs act. But, if the CHIPs funds are given prior to Jan 20, 2025, Intel could have the best of both worlds.

$Advanced Micro Devices(AMD)$ AMD has gained 5.7 percentage points of market share in the x86 desktop CPU market in the third quarter compared to the second, the largest quarterly share gain since 2016, when they began announcing their Ryzen architecture.It also represents an incredible improvement of ten percentage points compared to the previous year. AMD also achieved a strong increase in revenue share, jumping 8.5 percentage points from the previous quarter, indicating that it is selling its high-end CPU models well.

$Intel(INTC)$ I expect the CHIPS ACT funding to come within a month's time. At this point Intel should be basing around $30, and this news would quickly blast it to $37 which is the recent pivot right.We're headed back to $50 to get over the trend line before the cup and handle pattern breakdown.This was most likely the final flushout and panic before Intel reclaims $50 and heads for $100.

$Advanced Micro Devices(AMD)$ AMD is poised to surge.  The political  reduction in market uncertainty and great earnings with new products including AI products will ignite AMD.AMD's one-year forward Price-to-Earnings Growth ("PEG") Ratio is 0.41 (Fiscal 2025 forward P/E of 24.83 divided by EPS growth rate of 60.04). Some investors consider a PEG ratio of one fairly valued. So, investors may undervalue AMD's projected earnings growth rate in 2025. If the stock sells at a fair valuation PEG ratio of 1.0, it would be $324.82, up nearly 116%.