To The Moon

SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the m

$Tesla Inc.(TSLA)$ revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle ma

Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.Additionally, chip

DeepSeek complicates outlook for AI theme, but the fundamental case for stocks' lofty valuations hasn't changed. Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed."In our view this is a correction and not the start of a sustained bear market," the Goldman team said in a report shared with MarketWatch."Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, puttin

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