To The Moon

$Moderna, Inc.(MRNA)$ A computer chip isn't more valuable than a successful cancer cure, or than electrical devices. Humanity matters more than components.

$Advanced Micro Devices(AMD)$ It's nothing but the market right now. Until the market gets healthier, we're going to flail along just like the rest of QQQ. Longs know exactly what time it is.

$Advanced Micro Devices(AMD)$  I don't put much weight on chart patterns. Fundamentals are what matter to me. Sometimes you just need a little more patience.

$Apple(AAPL)$  MEDS looks like it could be the next one to run 500%. ZSTK just moved 500% today on similar news. MEDS has a 1m float with low dilution risk, 3X their market cap in cash, and multiple pending catalysts. Also adding some AAPL.

I sold a big chunk of my holdings last year at about 180, which was 12X my initial investment. Half of it went into a boring, professionally managed retirement account. With the half I kept, $Advanced Micro Devices(AMD)$  was a major purchase and that position has more than doubled. So overall, I'm feeling pretty good about how it played out.

$Advanced Micro Devices(AMD)$  Bill Davis of Charles Schwab sees plenty of upside in the AI chip space and names AMD as a key winner.

$Apple(AAPL)$ 52.5MSomeone sold 2,222 deep ITM $330 puts at $23.65 with 4 days to expiry. Those puts are $25 in the money. The premium is $23.65, so only $1.35 of extrinsic value remains. Nobody opens a short put position for $1.35 of extrinsic on $52.5M of capital. This looks like a close. Someone owned those puts as downside protection, and they just ripped the hedge off. That is bullish. They are saying they no longer need protection against AAPL dropping. The dealer who was short stock to hedge those puts now buys shares back to unwind. That is 222,200 deltas of mechanical buying pressure being released into the market. $52.5M of downside protection removed from AAPL 4 days before Friday opex. That lines up with everything the chain has b

$Broadcom(AVGO)$ This one has a peg of .47 percent. There isn't another name in semis with that kind of peg. A possible buyout by $Alphabet(GOOG)$  could be on the table. That would be a pretty juicy takeover. $Advanced Micro Devices(AMD)$ 's peg sits at 1.01, so this is roughly twice as cheap as AMD. I'm holding here. $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  GOOG.

$Apple(AAPL)$  AERT keeps combining hardware, software, services, and a massive global ecosystem, while steadily expanding its AI capabilities. Their latest results show strong growth, with quarterly revenue hitting $21.9M and adjusted EBITDA climbing to $4.1M.

$Apple(AAPL)$  Looking at Jefferies' calls on AAPL over the past roughly 18 months, the pattern hasn't been particularly reliable as a signal. The same-day moves tend to be small or even go the opposite direction, and the one-week performance often ends up better than what their bearish take would imply.