To The Moon

$Advanced Micro Devices(AMD)$ All the money heading into memory stocks does not make a lot of sense to me, but folks are chasing $Micron Technology(MU)$ , $Western Digital(WDC)$ , and the like.

$NVIDIA(NVDA)$  The frustrating aspect is the uncertainty. If the US wants security, that's fine, but it should set clear KYC/end-use rules and move forward. It's the 'pending review' limbo that unsettles customers and investors.

What's happening with $NVIDIA(NVDA)$ ? The whole stock market is up over 500 points, but we're down $5.5. Is it all because OpenAI might not get $100 billion? OpenAI should be down. $NVIDIA(NVDA)$  is the company with the $100 billion opportunity. They will get something. Why should $NVIDIA(NVDA)$  suffer? We should be in the high $190s. $Micron Technology(MU)$  and San Disk are hitting all-time highs. I hope $Advanced Micro Devices(AMD)$  performs exceptionally well. If not, we will sink further.

$NVIDIA(NVDA)$  might cancel its 100B deal with OpenAI. OpenAI has openly stated they plan to standardise on $NVIDIA(NVDA)$  for training and $Advanced Micro Devices(AMD)$  for inference. Jensen is reportedly angry. This is strange because he has publicly claimed that $Advanced Micro Devices(AMD)$ 's chips have no real value even when free. What is he worried about?

$NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Capex $115-135 Billion vs estimates $110Billion

$Advanced Micro Devices(AMD)$ Wells Fargo analyst reaffirmed Overweight rating on the stock with $345.00 price target

$NVIDIA(NVDA)$  investment over speculation, long-term patience over short-term action

$NVIDIA(NVDA)$ Raking it in while bears and trolls whine. Man, I adore this stock.

$NVIDIA(NVDA)$ Really happy for that guy in the leather jacket. Keep up the excellent work, my friend. We bulls appreciate it.

$Advanced Micro Devices(AMD)$  This wonderful business remains super cheap, and I see plenty of room for upside.