$Advanced Micro Devices(AMD)$ That's a breakaway gap. Based on my gap theory, this points to a move toward around $600 at minimum. Another thing: the last up-down interval was 18% to 14%, which played out a couple of months ago. What followed that was a 33% to 28% interval. If a similar pattern repeats, it could potentially take us toward the number 666. Algorithms can behave that way sometimes.
$NVIDIA(NVDA)$ It seems pretty clear that all-time highs are on the horizon for Nvidia. The company's revenues have increased significantly in two key areas, and I think we could see one of their best earnings reports ever. Recent data from IDC shows Nvidia's networking business has surged, making them the revenue leader in the global data center Ethernet switch market for the first time in Q1 2026. Additionally, there's a report suggesting Nvidia's H2 data center revenue is 20% above consensus.
I'm watching $Broadcom(AVGO)$ and $NVIDIA(NVDA)$ here as both appear to have completed a clean pullback into prior demand zones. The tape feels less like distribution and more like rotation back into core AI leaders. The timing stands out… price stabilization is happening right after visible dip absorption, and there's been talk of longer-dated positioning (2028 LEAPs) stepping in during the weakness last week. I'm not saying this is a straight-line move, but structurally, this is often how leadership resets before the next expansion leg in a strong cycle: shakeout, reclaim, then continuation. If AI semis remain the dominant macro theme, these are the names that typically lead on both momentum