To The Moon

$Advanced Micro Devices(AMD)$ Intel's pain has often been AMD's gain. I've watched Intel drop on earnings plenty of times, and then AMD comes out with its own report and moves up.

$Oracle(ORCL)$ The $225 billion annual revenue figure for 2030 is based on Oracle's current backlog and business-as-usual projections. It doesn't fully capture the exponential growth potential from AI compute demand, OCI, AI agents, or the broader wave of enterprise AI adoption across industries. Even at $225 billion in annual revenue, a 21x P/E could support a $450 stock price if earnings margins hold up. Wall Street knows exactly what's coming. Those who panic-sell at the bottom in 2026 may regret it for the rest of their lives. $Palantir Technologies Inc.(PLTR)$  $Intel(INTC)$  $NVIDIA(NVDA)$ 

$NVIDIA(NVDA)$  NVDA has returned 238%, 39%, and 171% over the last three years. The stock is also up in 2026. The numbers are hard to argue with.

$Advanced Micro Devices(AMD)$ Volume is picking up and momentum looks positive. I think it's a reasonable time to start a position.

$Advanced Micro Devices(AMD)$ NOV20 545C in play. Zone: $527.56 to $535.00 Invalidation: close under $514.01 Objectives: $556.79, then $568.62 The math works out to a 4.8% move to the first objective and 7.0% to the second, against 3.3% risk on the invalidation, so better than 2 to 1 to the second target. This is a chip name that fell hard for weeks and then found its footing on Monday, climbing almost 3 percent to close near 531 dollars. The setup is a swing into the November 3 report after the close, and that report is the next big test of whether demand for its server chips is still growing the way buyers hope. If the bounce holds above the Monday low near 514 dollars, the path back runs first to 556 dollars and 79 cents, then to 568 dollar

$Meta Platforms, Inc.(META)$ Circular financing again? $NVIDIA(NVDA)$  AMD. The actual term circular financing was also used for the electricity boom deals back in the 1920s. The core ideas here are solid, but the speed and nature of capital flows, charged with leverage and heavy speculation, have started to rhyme with that period. It feels like giving a kid a gun versus an adult. Long term I'm bullish, but smart money already has a sleeve ready for the inevitable three steps forward, one step back.

$NVIDIA(NVDA)$ What goes down must come up, though Nvidia doesn't really follow that pattern.

$BlackBerry(BB)$ Above $9.55, this could push toward $10.35. That move could come fast. $Advanced Micro Devices(AMD)$  $Invesco QQQ(QQQ)$ 

$NVIDIA(NVDA)$ For the bears and the clowns out there, just think about it for a second. Do you really want to bet against the two smartest people on the planet?

$Advanced Micro Devices(AMD)$ Loving the bearishness for AMD. This is what we need to see. Technical analysis tells us what's about to come soon.