To The Moon

$NVIDIA(NVDA)$  Buying Nvidia at these levels puts you at a valuation similar to the 2019 lows and the 2022 lows.

$Advanced Micro Devices(AMD)$ AMD got a price target upgrade to $710 from $575, with an Outperform rating. The call is from CLSA's analyst Bhavtosh Vajpayee. He now sees $20 EPS at AMD likely in 2027 instead of 2030, which is around 30% above consensus. He also thinks $50,000 per MI455X GPU, roughly twice what was previously estimated. A very bullish upgrade and notes.

$NVIDIA(NVDA)$ Nvidia is the most valuable company in the world, and at the same time it still looks like one of the best bargains out there. The median price target is now $324.

$Advanced Micro Devices(AMD)$ This looks like exactly the kind of setup that works well here. I think there's a good chance we head a lot higher.

$NVIDIA(NVDA)$ $Solowin Holdings(AXG)$ HAS has a second USDT-type potential written all over the story. $28.05M revenue, $1.04B trading volume, $226M AX ONE payment volume, and 10 RWA projects worth $52M tokenized. It's not Tether scale yet, but the regulated stablecoin angle is getting seriously interesting.

$NVIDIA(NVDA)$ the calls are missepriced on the low side today

$Advanced Micro Devices(AMD)$  $Cisco(CSCO)$ AMD, Cisco and Humain now have AI infrastructure live in Saudi Arabia. The deployment runs on AMD Instinct MI355X GPUs and Cisco Silicon One-based networking, serving Humain customers there and beyond. It also uses AMD EPYC CPUs and Cisco networking gear, with the Cisco N9000 Series interconnecting the MI355X GPUs in a fabric built for scale, low latency and operational resilience. That setup lets Humain offer GPU-as-a-service across use cases like model training and inferencing. On top of that, the three companies plan to deploy up to 250 MW of AI infrastructure using AMD Instinct MI400 Series GPUs, AMD EPYC CPUs, AMD RO

$NVIDIA(NVDA)$ Appreciate the dividend bump. Going to put it toward another share again. Almost feels like free money.

$Advanced Micro Devices(AMD)$ Tom Nash put out an AMD video on YouTube covering his price increase estimates over a 5-year horizon. He sees AMD benefiting from CPU demand and expects a major run. His bear case: 158% from $480, or $758.40. Mid case: 534% from $480, or $2,563.20. Best case: 1500% from $480, or $7,200. He thinks the best case will play out. I assume this includes at least one 10-for-1 stock split.

$Advanced Micro Devices(AMD)$ AI and memory look like one of the biggest gold rushes of a lifetime, with real money available across a lot of stocks. But the macro side keeps getting hit hard by interest rates and the Fed. Post-COVID, Powell got that wrong. Now oil and inflation make it tough for any risk asset to thrive. Then there are the shorts and market manipulators like Michael Burry, where the media and CNBC cover every word as if it were reported fact. The biggest risk for retail traders, though, is the Cboe. They are making billions from the open interest options market, specifically zero-day options. Buying in the morning and selling at the close. AMD, MU, Nvidia. The stock runs green, then gets slammed red hard into the close. That