Infrastructure has been the leading theme, and I don't see any reason for that to have changed. If anything, it's only accelerated. Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ AI infrastructure has been the market's leading theme for years, and the trend appears to be accelerating, if anything. NVDA remains the leader in AI compute, AMD continues to gain share, AVGO benefits from the exploding demand for AI networking and custom silicon, while ASML controls a critical manufacturing bottleneck. As AI expands from training to inference and from cloud t
I keep circling back to these three names: $CoreWeave, Inc.(CRWV)$ , $NVIDIA(NVDA)$ , and META. Not saying they're perfect, but the risk/reward here still feels reasonable compared to a lot of the crowded AI trades. $CoreWeave, Inc.(CRWV)$ Still trading about 48% below $NEBIUS(NBIS)$ even with roughly double the backlog. If that backlog actually converts, the market is clearly underestimating where margins can go over time. $NVIDIA(NVDA)$ Feels weird calling it "underrated," but relative to its growth, it's still not that stretched. Trading around 16x
$Advanced Micro Devices(AMD)$ We'll be just fine, no worries about this stock. What we're seeing has nothing to do with the fundamentals. Less than 60 percent of average daily volume is self-explanatory.
$NVIDIA(NVDA)$ Key takeaways. Platform Dominance: CEO Jensen Huang emphasizes that Nvidia's strength lies in its full AI platform—CUDA software, NVLink, Spectrum-X, BlueField, and manufacturing orchestration—not just the chips themselves. Revenue & Growth: Q1 FY27 revenue reached $81.6B, up 85% YoY, with Data Center Networking surging 199%, showing customers buy integrated ecosystems, not standalone silicon. Ecosystem Lock-In: Multi-year commitments—$119B in supply and $30B in cloud deals—demonstrate deep platform lock-in, making it hard for rivals to compete.
$Advanced Micro Devices(AMD)$ AMD sells physical hardware to data centers, and the demand is strong. That demand isn't going away for several more years. This is just one day on a long-term growth path. No need to overreact.
Semiconductor sector charts are showing highly synchronized technical setups today. $Advanced Micro Devices(AMD)$ is regaining traction near $490.33, $NVIDIA(NVDA)$ is holding its ground at $208.64, and $Micron Technology(MU)$ is flashing a massive breakout. I'm keeping a close eye on these relative strength trends for a broader sector rotation confirmation.
$Advanced Micro Devices(AMD)$ AMD is quietly becoming one of the strongest AI infrastructure stories in the market. It's only about 20% away from a $1T market cap, yet the growth profile remains impressive: Revenue +38% YoY Data center revenue +57% YoY to $5.8B Free cash flow +166% YoY Net income +95% YoY Next-quarter revenue guidance +46% YoY The key point is that data center is now both AMD's largest and fastest-growing segment, creating a powerful growth flywheel. With deployments from $Meta Platforms, Inc.(META)$ , OpenAI, and $Oracle(ORCL)$ , plus the MI450 still ahead, AMD's AI story may still be in its early in
This "Core 4" portfolio is quite something. $AST SpaceMobile, Inc.(ASTS)$ $NEBIUS(NBIS)$ $Ondas Holdings Inc.(ONDS)$ $Advanced Micro Devices(AMD)$ Some of these charts look almost Photoshopped, but they're real. Every pullback so far has been an opportunity. Every breakout shows conviction. If you're into space, AI, defense, and semiconductors, this setup could potentially deliver significant returns by 2032. I'm keeping a close eye on them and adding when I can.