To The Moon

Two key compute bottlenecks worth keeping in mind, one architectural and the other economic. Architectural: the memory wall. Compute capacity in FLOPS has gone up massively, but the speed at which data can be fetched from memory like HBM or GDDR has grown much more slowly. Around 55% of AI accelerator bill of materials is memory these days, because more and more has to be added just to keep up with the gap in FLOPS. Economic: tokens per watt. GPU power consumption keeps rising with each new chip generation. That creates a strong incentive for hyperscalers to raise token throughput using specialized CPUs built around heterogeneous computing. Under that setup, the traditional CPU focuses strictly on application logic and orchestration, while dedicated CPUs handle data movement, security, and

$Palantir Technologies Inc.(PLTR)$ Generational wealth being built with this stock.

$Advanced Micro Devices(AMD)$ Lisa Su could become a key figure for Elon when it comes to physical AI and his robotics ambitions. I think this is worth watching.

$Surf Air Mobility Inc.(SRFM)$ Surf is actually super interesting right now. I bought this stock over a week ago, but the $Palantir Technologies Inc.(PLTR)$  SurfOS systems going commercial was a big part of my initial investment thesis 14 months ago. I haven't come back to this stock since that big run last year, and I'm intrigued. They've stopped spending as much cash on electrification and are pursuing that through partnerships like their one with $Beta Technologies Inc(BETA)$ , while the software is their main focus as they still operate and advance their own airline.

$Advanced Micro Devices(AMD)$ On the daily chart, AMD is in a top phase, with momentum sitting in the top 5% of its own history. The setup shows 84% odds that bars like today will print another thrust bar within 30 sessions. There are also some parabolic markers showing up.

$Advanced Micro Devices(AMD)$ Looks like a bullish engulfing pattern, also known as a bear trap sandwich, and a new all-time high.

$Palantir Technologies Inc.(PLTR)$ Logged on today and noticed the bears have gone completely silent, which isn't surprising. After years of nonstop FUD calling PLTR an overvalued, overpriced, bloated bubble pig meme stock that's unsustainable, the growth numbers are smothering the noise. Alex Karp raised the bar on the earnings call a month ago, driving the entire company toward the same blistering pace as U.S. commercial at 134%, which puts PLTR on a path to $19B revenue by end of 2027. Deals and customers keep accelerating weekly, growth rates are still climbing, 93% overall and 149% U.S. commercial last quarter. The Mag 7 and hyperscalers are pouring massive capex into AI infrastructure that desperately needs what only Palantir delivers.

AMD is back on traders' screens as semis catch a bid, and Micron's DDR5 validation work adds another catalyst. If you're trading the move, AMD exposure isn't limited to the stock itself. These ETFs carry some of their largest portfolio weights in $Advanced Micro Devices(AMD)$ : $Amplify Video Game Leaders ETF(GAMR)$  at 9.58%, $TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF(TMGN)$  at 9.51%, $Virtus Zevenbergen Innovative Growth ETF(ZINN)$  at 6.52%, and $Kurv High Income ETF(KYLD)$  at 6.23%.

$Advanced Micro Devices(AMD)$ Bring on the rate hikes. This doesn't change the AI narrative. EPS is still heading to 30 over time.

$Palantir Technologies Inc.(PLTR)$  PLTR is closing in on the 200 mark soon. They haven't even rolled out worldwide yet and they're already at 10 billion a year. Monster in the making, nothing compares to what they have. 5 billion just this quarter or more.