To The Moon

$Advanced Micro Devices(AMD)$  The average analyst price target is at $289.35. I think we'll see it soon.

$Microsoft(MSFT)$ The ride higher from here should be enjoyable. Get ready, this might rip upwards.

$Microsoft(MSFT)$  MSFT remains very cheap if held for a year. It could easily reach 500.

$Advanced Micro Devices(AMD)$ Amazon CEO Jassy said in his annual shareholder letter on Thursday that the company is considering selling its own AI chips to third parties, which could increase competition with Nvidia and AMD. Amazon is up huge today!

$Advanced Micro Devices(AMD)$  AMD seems to be doing fairly well with the deadline approaching. Not sure when the MM will let it run, but I don’t think they can keep AMD down for too long.

$NVIDIA(NVDA)$ In my view, this is more a story of policy failure than one of product weakness. The stock may experience some wobbling due to the market's aversion to uncertainty, yet the presence of grey-market workarounds indicates that demand outweighs regulation. That is politically uncomfortable, but as an investor, it is difficult to interpret this as a sign that the AI cycle is fading.

The role of $NVIDIA(NVDA)$  in AI is already well understood, but its expansion into physical AI is significant. The company is not merely selling GPUs; it is constructing the infrastructure that enables machines to perceive, simulate, and interact with the real world. Its platforms, which span computing, simulation, and robotics frameworks, are effectively becoming the foundational layer for training and deploying physical systems.

$NVIDIA(NVDA)$ Mark, why did you not warn everyone about FSM?

$NVIDIA(NVDA)$  Crude oil is under $100...that is quite surprising. Additionally, the FCC may revoke some licenses of the gaslighting networks that harm our prosperity. I do not care if you disagree or even foolishly hate America, but no propaganda, no lies...take it elsewhere.

Once again, sellers had the door slammed in their face as they continue to dig their own graves. $Advanced Micro Devices(AMD)$  is at $201+.