To The Moon

$Apple(AAPL)$  Apple's stock jumped on Friday and is now trading near all-time highs. The question is whether that momentum can carry into another breakout soon, or if sellers will step in and cool things off.

$Apple(AAPL)$ Would love to see AAPL keep pushing higher and breaking its all-time high records. I don't think now is the right time to talk about a stock split — still feels too early after the last one. Staying long and letting it compound.

$Ondas Holdings Inc.(ONDS)$ Well, the algorithms are clearly not working in favor of the short sellers at the moment. The situation looks quite challenging for them.

A look at the top holdings in a portfolio for Q1 2026 shows a clear focus. The top five are $Trump Media & Technology(DJT)$  at 38%, $NVIDIA(NVDA)$  and $Apple(AAPL)$  each at 8%, and $Broadcom(AVGO)$  and $Microsoft(MSFT)$  each at 7%. The common theme across these picks appears to be strong brands, exposure to AI, technology leadership, and long-term growth potential. From where I stand, tracking where significant capital is positioned can often reveal important market themes. The biggest opportunities sometimes come from understanding these themes

$Advanced Micro Devices(AMD)$ After a 190% move, it's now consolidating. The question is whether it pushes higher or sees a Wave 4 dip. It's at $508.31, up 2.53%, sitting on what looks like horizontal support. The run has been stretched from the clean setups around $90 and $190, with valuations at 22x PS, 164x PE, and 56x forward PE. The power behind it comes from 35% TTM revenue growth and 125% TTM earnings growth. The company has pivoted into a full-stack AI play with Instinct, EPYC, Pensando, ROCm, ZT, and Helios. Back to fundamentals, a break to the right side could trigger a vertical squeeze.

$Apple(AAPL)$ It's pretty surprising that some investors are selling Apple at 327 when most price targets are in the 370-400 range. It seems like they're not too interested in making a profit.

$Apple(AAPL)$  It's up 22% year to date and hasn't been getting much attention. Now it's pushing against the recent high with some solid momentum behind it.

$Advanced Micro Devices(AMD)$  The company could be one of the next major ones to reach a $1T valuation, provided its execution stays strong. It's positioned around two key AI trends: the growing inference market and its full-stack Helios rack systems for large-scale AI deployments. As agentic AI becomes more common, workloads might need more CPU capacity alongside GPUs, which could shift traditional data center architectures. The opportunity is large, but it all comes down to execution: turning AI demand, product launches, and ecosystem adoption into sustained revenue and earnings growth.

$Advanced Micro Devices(AMD)$ $Dell Technologies Inc.(DELL)$ $Ambiq Micro(AMBQ)$ Holding up quite well. $Apple(AAPL)$  $Goldman Sachs(GS)$  Looking better!

$Taiwan Semiconductor Manufacturing(TSM)$ All focus is on this upcoming report. The expectation is they will beat. It looks like market makers have already sold it down in preparation for potential short attacks. They've positioned themselves. A strong beat from TSMC would be significant for the market, and especially for AMD since they are a major customer.