To The Moon

$Advanced Micro Devices(AMD)$ It's a long game. Now it's $NVIDIA Corp(NVDA)$ 'a time apparently, but as the years go on ML will be integrated from Center to Edge. That's AMD's game. AMD's partnership with $Intel(INTC)$ to ensure X86 superiority is a key long term move.Dr. Su...Dr. Su quite a strategic thinker. INTC has been bypassed....for now...maybe for good? NVDA is a specialist. AMD will win the long term game, IMHO. There is something else: LLMs are crude representations of NNs. They do what they do through crushing and very expensive power....100,000 GPUs really, why so small. This sort of inefficiency sets up disruption.

$Taiwan Semiconductor Manufacturing(TSM)$ Dismissing TSMC as "overvalued" misses the bigger picture: TSMC is not merely a semiconductor company—it’s the backbone of the global tech ecosystem. So basically, TSMC’s unparalleled leadership in advanced semiconductor manufacturing, strategic geopolitical importance, and robust financials position it as a highly valuable long-term investment.

$Amazon.com(AMZN)$ I think Starlink is ways ahead and with the backing of SpaceX, it's doubtful Amazon Project Kuiper will ever catch up on cost and performance. On the other hand, with Amazon's easy path to customer acquisition, I think it can be a strong competitor and it's probably a two-horse market, which will end up being attractive for both.

$Advanced Micro Devices(AMD)$ There's been much excitement about AI over the last year or so. Many tech stocks have gone along for the ride. But $NVIDIA Corp(NVDA)$ by far has been the primary beneficiary of this enthusiasm for AI. With AMD the AI wave has just accelerated their long planned revival of GPU. Insatiable demand has breached NVDA's incumbent market defenses. It's now open field running for AMD rather than trench warfare. This enables AMD to achieve in 2 years what otherwise may have taken 5 or more years.AMD has a clear technical lead with chiplets over NVDA and that gap will only widen. Jensen will soon regret this. NVDA is in trouble but the market doesn't know it y

$NVIDIA Corp(NVDA)$ the market is definitely savvy and always on the lookout for potential upside in earnings and revenue. NVIDIA two years ago was trading at what seemed like a bargain, but they’ve since proven their worth by blowing past earnings estimates.That’s the thing with growth stocks—if a company can consistently exceed expectations, it can change the whole narrative. Investors start to see the potential and value in a way that can drive the stock up significantly. If NVIDIA continues to innovate and show strong results, it might surprise us all again. It’s a reminder that staying on top of earnings and market trends is crucial for making informed investment decisions!

$JD-SW(09618)$ Yeah, JD was just hovering a little over 100 before, and then boom—it shot up. I took a closer look, and honestly, the rise seems pretty steep considering we're heading into Singles’ Day. I mean, you'd think with all the promotions, they'd be ramping up for some serious action. But instead, the stock's already run up so much. Makes you wonder if all the hype has already been priced in, and now they're just riding the wave before the sales actually hit.

$Marathon Digital Holdings Inc(MARA)$ Mara Holdings really surprised me with its incredible bullish momentum! I remember entering at $15.77, and it felt like a wild ride from the get-go. Watching the stock hit all my profit targets was just exhilarating. It’s like every time I checked, the price was climbing higher and higher, and I couldn’t help but feel that rush of excitement.

$Advanced Micro Devices(AMD)$ AMD sharp correction after the AI event, re-tested and held the rising 50 SMA. Sentiment is horrible on this name. Whales w $40M in November 160 calls still in position, which shows conviction. Chart is not the most bullish, but 50 SMA is rising and price held. AMD is flexing its muscles with a 2% jump, proving it's more than just a chip off the old block! With significant Power Inflow at $154.73, get ready for some bullish vibes. LongImage

$Coinbase Global, Inc.(COIN)$ COIN Trade Idea: Oct 25th 230C 💡Trigger: Above 216 📈Target: 238 🎯Stop: 210 🛑Closed at 220.21. COIN broke out above 200 last week and closed at 220 on Friday. IF COIN can defend 216 as a higher low early this week we can see a move to 272 this year. Calls can work as long as 216 holds. COIN has been basing in a range for most of the year, especially since March. Let's see if COIN can run to 300+ Q1 2025.Image

$Meta Platforms, Inc.(META)$ META share price crashed in 2022 and the reaction was - we need to massively cut spending. That movement has been very successful and this is an extension of that policy. Meta is letting its employees know its not fucking around with company money. That's why META share price up 64% in 2024.