To The Moon

$Advanced Micro Devices(AMD)$ UBS raised their AMD price target to $730 from $700, keeping a Buy rating, off the back of what they picked up from AMD's AI Day. $30 X 40pe = $1200 $30 X 50pe = $1500 Financial Projections and Forecasts - 2027 Server CPU Revenue: Projected at about $35 billion. - 2028 Server CPU Revenue: Expected to reach roughly $60 billion. - 2027 Data Center GPU Revenue: Estimated at around $44 billion. - Earnings Per Share (EPS): Projected at roughly $19 for calendar 2027 and approaching $30 for calendar 2028. Key Growth Drivers - Server CPU Outlook: Stronger market share, robust CPU roadmaps, and high profit margins outperforming the corporate average. - Supply Visibility: Improved supply-chain expectations and capital expen

$Cerebras Systems(CBRS)$ Cerebras seems to be building one of the strongest AI partnership ecosystems out there pretty quickly. Just this week, CRWD integrated Cerebras inference into their Falcon AI Detection and Response, bringing ultra-fast AI inference to cybersecurity. AMD also partnered with Cerebras on a joint AI inference platform that combines AMD compute with Cerebras' wafer-scale technology. The broader ecosystem keeps growing too. AMZN is integrating with Trainium for AWS customers, FLEX is expanding U.S. supercomputer manufacturing, 200MW of European AI capacity is planned by 2027, and OpenAI workloads are already running on Cerebras systems. The trend looks clear from where I stand. Cerebras isn't trying to replace the ecosystem

$Advanced Micro Devices(AMD)$ Performance on inference is looking really strong. I think hyperscalers are going to love these chips.

$Ondas Holdings Inc.(ONDS)$ 8.30Looking at $Kratos Defense & Security Solutions(KTOS)$ , it could open around $8.50 and potentially test the $9.20 level intraday if it breaks above $9. Also watching $Lockheed Martin(LMT)$ , $Palantir Technologies Inc.(PLTR)$ , and AMD.

$NVIDIA(NVDA)$  I've been thinking NVDA will end the year closer to $300 than $200.

$NVIDIA(NVDA)$ From where I stand, the bears and clowns are missing the point. Compute capacity is scarce and in high demand, and honestly, that's not going to change anytime soon. The entire AI market just keeps expanding.

$NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$  $Marvell Technology(MRVL)$ $Bloom Energy Corp(BE)$ AI trades are the ones you make and get rich from. Everything else needs a year or two to really see the results.

I'm looking at a few stocks while the market seems to be in a fearful state. When the focus is on short-term panic, I'm more interested in long-term business potential. $NVIDIA(NVDA)$  at $200. I see a potential target of $350+ by 2028. $UnitedHealth(UNH)$  at $400. I see a potential target of $450+ by 2028. $SoFi Technologies Inc.(SOFI)$  at $17.5. I see a potential target of $40+ by 2028. Volatility can create opportunities, but conviction is key. The goal isn't to predict every single move, but to own strong companies with enough runway to grow. There can be a lot of opportunities if you know where to look.

Even with the market selling off hard, my smaller account is doing okay. That's mainly because I took some profits, kept some cash on hand, and moved into other sectors. $Advanced Micro Devices(AMD)$  $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$ 

$Tesla Motors(TSLA)$ I'm looking for NVDA, AMD, and RIVN to potentially move into the 405-410 range.