To The Moon

$Advanced Micro Devices(AMD)$ Now even light loafer admits it's going to 300. Funny how things change.

$Advanced Micro Devices(AMD)$ It's going to reach $1000 soon, and we're at the same point Nvidia was 4 years ago.

$Advanced Micro Devices(AMD)$ A little schizophrenic tug of war here – AMD bulls are pushing ahead.

$Advanced Micro Devices(AMD)$ ARK recently sold 44,000 AMD shares. I hope the stock price keeps going up so she regrets that call.

$NVIDIA(NVDA)$ Will NVIDIA close above 190 and stay there? I'd say it's 50-50. The stock seems very close to finding a new trading range. They have so much cash it's almost a problem finding new places to invest, but honestly, that's a good problem to have.

$NVIDIA(NVDA)$  Let's be real, our tech isn't slowing down. Every step forward brings new risks, and it's easy to focus on that. But we've been here before. As people, we adapt, we figure things out, and we grow past the challenges. That's what we've always done. So instead of fearing innovation, maybe it's better to lean into it. Learn it, understand it, and make it work for us. Like with the internet before and smartphones, it's going to be similar with AI.

$Advanced Micro Devices(AMD)$  From my perspective, the coming quarter will see very high sales in China. AMD has kept a low profile in that region to avoid Trump's attention. China is going big into inference, and CPU is the essential block.

$NVIDIA(NVDA)$  Some of us bulls have been through two splits: a 10-for-1 and a 4-for-1. What about that Valley Kid? Not too shabby, my bitter friend.

$39.3B in one quarter? $NVIDIA(NVDA)$  is on fire. They have the technology, the demand, and the momentum. The only thing slowing them down is U.S. export rules. Lift those and watch them dominate globally.

$Advanced Micro Devices(AMD)$  CEO Lisa Su teases the MI450 ramp, a 6GW Meta AI deal, and a 35% growth target.