To The Moon

The AI race looks like it might be moving into a new phase. Lisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters. As AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity. The market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built. For $Advanced Micro Devices(AMD)$ , the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely. AI isn't slowing do

$Advanced Micro Devices(AMD)$ AMD just landed what could be one of its biggest AI opportunities to date. Reports suggest Anthropic is planning to buy tens of billions of dollars worth of AMD AI servers powered by the MI450 GPU. On the other side, AMD could invest up to $5 billion in Anthropic over time. This looks like more than just a single partnership. It signals that leading AI companies and hyperscalers are actively building out more alternatives in the AI infrastructure market.

The deal with Anthropic is now confirmed. AMD has secured significant compute commitments from nearly all the major players in AI. $Advanced Micro Devices(AMD)$  is trading strongly, moving past $555, up over 2.6%. The management's execution appears solid as commercial adoption picks up and compute scaling accelerates.

$Advanced Micro Devices(AMD)$ AMD's upcoming AI event could be a positive catalyst for the stock.

Portfolio momentum is starting strong as earnings season approaches. The portfolio opened higher this week, with $Advanced Micro Devices(AMD)$  leading gains at +5.41%. Focus is shifting toward upcoming earnings, especially $Alphabet(GOOGL)$ , as investors watch for fresh catalysts. Strong names continue to attract attention. The market always leaves clues, so it helps to track price action, key levels, and confirmation signals. We're in the final trading hour. It's worth watching the closing volume to see if the strength holds.

$Palantir Technologies Inc.(PLTR)$ I'm looking to add before it hits the 140s.

$Palantir Technologies Inc.(PLTR)$  AIP is proving to be a game changer for commercial revenue. While governments remain the cash cow, adoption in the private sector is moving faster than expected.

Here are 10 stocks I'm currently buying or adding to: 1. $Meta Platforms, Inc.(META)$  under $600 2. $Applied Optoelectronics(AAOI)$  under $100 3. $Palantir Technologies Inc.(PLTR)$  under $120 4. $Hims & Hers Health Inc.(HIMS)$  under $30 5. $IREN Ltd(IREN)$  under $40 These are my preferred entry levels, not price targets. I'm looking for long-term value. At these levels, which high-growth name has the highest future potential? Looking past short-term noise, these tickers have significant structural tailwinds:

$Advanced Micro Devices(AMD)$ It looks like a test of the 600 level could happen sooner rather than later.

$Advanced Micro Devices(AMD)$  The $1 trillion market cap mark, around $613.40 per share, could be reached soon. The company is advancing in AI and has upcoming earnings catalysts.