To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ The broader market is in its second day of consolidation. AI, semiconductors, memory, and data-center infrastructure names are all taking a breather after a strong run. This kind of pause usually shakes out late bulls and weak hands, and lets the market reset before the next leg. I'm not chasing here, just watching the setup. $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Broadcom(AVGO)$  $Advanced Micro Devices(AMD)$  The next move could come fast. I'd rather be ready before momentum returns than end up as the

$Advanced Micro Devices(AMD)$ It tends to run up about two weeks after the quarterly report, just like it has in previous cycles. The usual pattern is a push down, accumulation, then a move higher. I'm holding shares with a cost basis of $68 and that's what I'm watching for.

$Advanced Micro Devices(AMD)$ The foundation looks solid now, so we can start moving higher. If Lisa drops some new developments, things could really take off. The Taalas acquisition sounds like it could pay off in a big way.

$Advanced Micro Devices(AMD)$  AMD trading at $489.28, down 11.37%. The company is broadening its reach beyond GPUs by acquiring specialized AI inference silicon pioneer Taalas, deepening its push into dedicated inference hardware to capture surging AI demand. I'm watching the technical pullbacks near support for opportunities to scale in, and there's a structural resistance breakout in play too.

$Advanced Micro Devices(AMD)$ Institutions seem to be picking up cheap shares like they're loading up at a buffet.

$Advanced Micro Devices(AMD)$ Even when it was at its all-time high a while back, AMD still wasn't trading at fair value for just the CPU business alone, in my view.

$Advanced Micro Devices(AMD)$ Shareholders might be overlooking what could turn out to be the biggest growth acceleration phase yet. Q4 looks like it could become a major inflection point, with AI accelerator demand ramping and revenue growth potentially entering a new phase. The recent pullback has created some debate, but valuation is what matters here. AMD is currently trading around roughly 20x P/S, 4–6x forward P/S, and 13–17x forward P/E. The bigger question is how much lower AMD can go if it continues gaining share in AI. The bull case centers on strong CPU leadership, a growing GPU opportunity, the ROCm ecosystem closing the gap with CUDA, and increasing adoption from AI labs, hyperscalers, and developers. The AI race won't have only o

$Amazon.com(AMZN)$ A lot of people are wondering if we see $270+ tomorrow—honestly, I think that's quite likely. Today was a fun ride. For those shorting names like $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ , here's a suggestion: study the book more carefully, focus on revenue and earnings growth, and how cash flow is actually generated. On the FCF and capex debate—some of the smartest companies with the strongest balance sheets are choosing to invest aggressively in equipment, data centers, and long-term assets right now instead of just paying dividends or buying back stoc

$Advanced Micro Devices(AMD)$  If you think about it, history suggests the play is simply to buy and hold. Decided to just mute the trolls.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ People are selling on any headline. The idea that China is going to overtake the US in AI — to me, that narrative is pretty hard to take seriously.