To The Moon

$NVIDIA(NVDA)$ Jensen said 70% growth in 2028, and that chip sales will double next year. Hard to ignore those numbers when thinking about where NVDA could be headed.

$NVIDIA(NVDA)$ My approach with this stock hasn't changed in over a decade. Trust Jensen and just sit back.

$Advanced Micro Devices(AMD)$  Institutions buying and holding is what matters here. Day traders are better off staying away. A split would lower the share price and attract more piggyback day traders, but I would rather see long-term holders.

$Advanced Micro Devices(AMD)$  I still think it needs to reach the 200MA before the next real up-move, just like the previous time. If it wants new highs earlier than that, I wouldn't mind either.

$NVIDIA(NVDA)$  Median price target is now $326. From here, the risk/reward looks compelling.

$Advanced Micro Devices(AMD)$ AMD probably deserves more appreciation from the market, given that demand for AI chips is still well above supply. I could see it reaching $850 in around 12 months.

$NVIDIA(NVDA)$ Bears whining and crying is your best move. It doesn't work, but it's your best move. Please don't ever stop. Investing for over a decade is highly profitable. But this bears/clowns stuff is very entertaining.

$NVIDIA(NVDA)$ It's trading under its 50DMA, but that may not last much longer. There's a gap to fill toward ~$218, and the $210 support area held.

$Advanced Micro Devices(AMD)$  Microsoft is planning to expand its data-center capacity to around 38 gigawatts by 2032, more than triple its current footprint, according to a Bloomberg report citing people familiar with the matter. Only about 2 gigawatts of the company's current 12-gigawatt capacity is centered on AI-specific chips, and that share is expected to grow to about a third of the 38 gigawatts it plans to have online. Tech companies have been pouring billions into data centers to power generative AI services like ChatGPT and Copilot, which need massive computing power. Microsoft forecast stronger-than-expected cloud growth, offering fresh evidence that its big AI investments are starting to pay off and

$SanDisk Corp.(SNDK)$ Good chance it opens green. But there are plenty of trendlines ready to provide support if they want to push it down. $Micron Technology(MU)$  $Seagate Technology PLC(STX)$  $Western Digital(WDC)$  $Advanced Micro Devices(AMD)$