To The Moon

$Advanced Micro Devices(AMD)$   I've been following AMD closely, and this latest update from their Analyst Day definitely caught my attention. The CEO's confidence in tripling profits and capturing a meaningful share of the data center AI market shows just how aggressively AMD is positioning itself in the AI race. What really stands out to me is their target to hit $100 billion in data center chip revenue within five years — that's a bold statement, and it signals that AMD is no longer content playing second fiddle to Nvidia $NVIDIA Corp(NVDA)$  . I think what's fueling my optimism is AMD's execution speed. Over the past year, the comp

I'm still holding onto my gold position because the overall bull trend looks far from over. With geopolitical tensions, sticky inflation, and ongoing central bank buying, the long-term fundamentals continue to favor gold. Even though short-term pullbacks are normal, the metal has held up impressively well despite stronger U.S. data and rising yields — which tells me there's deep underlying demand. I've also noticed that more Wall Street analysts are now reaffirming or even raising their price targets toward $5,000, and that's not surprising. The market is starting to price in the next wave of monetary easing and potential liquidity injections. When real interest rates start to ease again, gold historically performs best — and I believe that cycle could be approaching in the next few quarte

I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky. CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption risin

Among the high ex-dividend stocks this week, I like IBM $IBM(IBM)$ the most. It offers both stable dividends and AI-driven growth potential. With an analyst price target around $205 and a yield near 3.6%, IBM provides a solid mix of income and upside, backed by strong cash flow and consistent execution. Compared to high-yield names like Alexander’s $Alexander's(ALX)$ , IBM stands out for its innovation and resilience in tech infrastructure and enterprise AI. It’s a dependable choice for investors seeking balance between yield and long-term appreciation. I’m also watching Nexstar Broadcasting $Nexstar

With Circle's $Circle Internet Corp.(CRCL)$   Q3 earnings just around the corner, I'm quite curious to see how the market will react to its second public report. The company is still in the early phase of proving itself beyond being a "stablecoin issuer" — it's positioning as an infrastructure play in digital payments and tokenized finance. Analysts'estimates of around $699 million in revenue and EPS of $0.175 suggest solid growth, but the key will be whether Circle can show meaningful progress in scaling USDC adoption and expanding beyond crypto-native use cases. At around $100, I'd say Circle looks fairly valued based on its fundamentals and market potential, though it's not cheap. The stock already prices in a premium for its leadersh

SoftBank's sale of $5.83 billion worth of Nvidia shares definitely caught my attention, especially coming just ahead of Nvidia's earnings next week. However, I don't see it as an outright bearish signal. SoftBank has been known for actively managing its portfolio and realizing profits when positions become outsized, particularly after strong rallies. Considering Nvidia's massive run over the past year, it's understandable that SoftBank would want to secure gains and rebalance its exposure. For me, the key question isn't why SoftBank sold, but what Nvidia's upcoming earnings could reveal about AI demand momentum. Nvidia remains the backbone of the AI infrastructure buildout, and as long as hyperscalers and enterprises continue investing heavily in GPUs, its fundamentals stay strong. The ris

Personally, I see ARK $ARK Innovation ETF(ARKK)$  Invest's recent Tesla trim as more of a routine profit-taking move rather than a loss of conviction. Cathie Wood has a long history of rebalancing her positions after significant rallies, and with Tesla's share price rebounding sharply in recent weeks, it makes sense for ARK to lock in some gains. Given how volatile Tesla can be, trimming a small portion doesn't necessarily signal a bearish view — it's simply portfolio management discipline at work. As for me, I'm not rushing to sell. I still believe Tesla $Tesla Motors(TSLA)$  $Direxion Daily TSLA Bull 1.5X Shares(TS

I believe the rally in NAND flash stocks like SanDisk $SanDisk Corp.(SNDK)$ still has room to run. The AI boom is driving structural demand for data storage in servers and data centers, while supply remains tight after years of production cuts. With major manufacturers shifting capacity toward HBM, NAND prices are likely to stay firm, supporting strong earnings momentum. Although valuations have risen, fundamentals remain solid. SanDisk’s multiple price hikes and improving margins reflect real pricing power, and even after a massive rally, its valuation still lags Nvidia’s. That suggests the market hasn’t fully priced in its long-term AI-driven growth potential

$CoreWeave, Inc.(CRWV)$ During this round of market turbulence, I've taken the opportunity to accumulate more shares of CoreWeave following its post-earnings selloff. While the company's latest quarterly results fell short of expectations, my conviction in its long-term potential remains intact. In fact, I view this dip as a chance to strengthen my position in a company that stands at the forefront of the AI infrastructure revolution. The earnings miss was largely due to near-term challenges — mainly capacity expansion delays and higher operational expenses from scaling its data centers. These short-term headwinds, while disappointing to the market, don't change the underlying growth story. CoreWeave continues to play a pivotal role in provid

I find the recent surge in storage stocks like Micron $Micron Technology(MU)$  , Western Digital $Western Digital(WDC)$  , and Seagate $Seagate Technology PLC(STX)$  fascinating, especially as the AI boom continues to reshape the semiconductor landscape. Micron's 7% jump to around $254 caught my attention — it shows how quickly sentiment can shift when investors see lasting AI-driven demand. Memory chips, once seen as cyclical, are now being revalued as essential components of AI infrastructure, from data centers to edge computing. What stands out to me is that