To The Moon

$Advanced Micro Devices(AMD)$ Remember a while back at an airport bar, a stranger suggested focusing more on AMD. A belated thank you for that.

$Advanced Micro Devices(AMD)$  In the field of Agentic AI, AMD seems to be the clear leader from where I stand. In comparison, Nvidia is relying on the relatively weaker ARM technology and that Groc solution, which doesn't look like it will scale well on large models.

$Advanced Micro Devices(AMD)$  On N's earnings call, Jensen said their biggest segment growth next quarter will be CPUs, and everyone knows AMD does it best. The best is yet to come.

$Advanced Micro Devices(AMD)$  Open AI got a positive outcome in the suit against Musk. I think that could translate to good news for AMD as well.

$NVIDIA(NVDA)$ Google hits all-time highs again, up another 3%, take that bears.

$Advanced Micro Devices(AMD)$  Big money is selling, while the little guys are buying. See you at 300.

$Advanced Micro Devices(AMD)$  Despite the strong rally, AMD's valuation still looks attractive relative to its growth outlook. It trades at a P/E multiple of 60.12, which seems reasonable given expectations for earnings growth of 82.57% in 2026 and 60.64% in 2027. That kind of growth suggests the stock could still have meaningful upside potential. Wall Street sentiment remains positive as well, with analysts keeping a “Strong Buy” rating on AMD.

$Advanced Micro Devices(AMD)$ The prospect of outsized returns is what catches many investors' attention. Bitcoin's past bull runs have created life-changing gains for some. For countless investors, the biggest draw is the possibility of substantial profits. Bitcoin has demonstrated how powerful market rallies can generate enormous returns.

$Advanced Micro Devices(AMD)$ I think AMD is well-positioned timing-wise, covering both GPU and CPU for agents and inference.

$NVIDIA(NVDA)$ Don't just focus on channels like CNBC or Fox News. Instead, look at job postings from large corporations that mention Figma, Adobe, and AI skills. Check out Figma's own hiring, their posts, YouTube content, and Creator Designs — they showcase the demand for Figma and AI expertise. Designers are now expected to have development skills, and developers are becoming scarcer as technical skills take precedence over creativity. Designers are now the most sought-after talent.