To The Moon

$Advanced Micro Devices(AMD)$ AMD’s forward Price-to-Earnings (P/E) ratio of 22.73x is cheaper than those of NVDA (26.67x), AVGO (29.85x), and MRVL (25.58x), making shares a bargain at current prices. AMD's day is coming. AMD about to Bloom with open source.

$NVIDIA(NVDA)$ I found the idea of Nvidia building its own Ai factories. In theory that allows Nvidia to keep more data/feedback in house and that would help speed up R&D at potentially a cheaper capex input. It would also allow Nvidia to monetize the information generated by their own Ai factories.

$Advanced Micro Devices(AMD)$ AMD around $100 +- looks like it has strong support, both technical and psychological. Most people are sleeping on AMD...this year will be huge both in AI and in GPU sales while we are already the major player in CPU

$NVIDIA(NVDA)$ Ready for Huang to shock the world and announce doubling and tripling of capacity and SOLD OUT status for the next 2 years. I don't know that will happen but I for one would not be shocked. NVDA is in a strong bargaining position with hyperscalers competing to secure more and more compute power. They certainly could be negotiating long term purchase contracts with strong protections against inflation and tariffs.

$Advanced Micro Devices(AMD)$ Amd Ai business revenue went from $0 to $5 billion in one year, so keep looking at the P/E. Amd is the only viable alternative to nvda. Sells of the new gpu are in very strong demand selling out within hours. President Trump pro semi sector posture wanting to bring industry back to the U.S. and Hyperscale's committing billions in investments this year. ZT systems closing anytime now MI350 due in a few months. MI400 next year 'aka' nvda killer. Ask yourself do you really think this stock is going to hang around these prices for long? This is the buy zone! $250 by Christmas AMD will make you rich!

$NVIDIA(NVDA)$ How about $149 per share for this fiscal year, and then $190 per share for the next year? Look at the average earnings estimates for this year and next, then apply the P/E from the TECH EFTs, which are around 33 times earnings, and you get the above mentioned share prices. Not too shabby.

$Advanced Micro Devices(AMD)$ Futures taking off like a rocketship. Massive short squeeze tomorrow. My basis is glad it's up a percent, but that doesn't really help me too much. I will continue to wait. I think with the right news and ER numbers, this could get to $170 by the end of the year.

$NVIDIA(NVDA)$ I have taken advantage of several “Dips of Fear” over the last few years, and you know what? there has always been rapid bounce back to normalcy. Sorry bud, but the next dip of fear may be a long way off. The Games are over as the new accumulation spread is 119-140.

$Advanced Micro Devices(AMD)$ AMD is growing and taking market share in the GPU sector, while creating an AI-DEDICATED-CPU sector before it's becoming a thing (and very timely in line with the release of DeepSeek-like models). I'm sure that the share price will align accordingly in the coming years, I'm staying long at least until 2027. GLTAL!

$NVIDIA(NVDA)$ NVIDIA Full-Stack Inference The Future of AI Inference — High-performance open-source inference stack for optimal data center deployment and value. Redefining inference to make applied AI and reasoning faster, more efficient and scalable. Just talked with someone in the know, "demand is greater than ever, don't sell a share..." Hold or Buy the Dip! The longs will be rewarded!