$Advanced Micro Devices(AMD)$ It should top out between 325 and 350, then we'll enter a consolidation period until around Q4, at which point it goes parabolic to 400. As I said, AMD will double in 2026. Just marking this post.
$NVIDIA(NVDA)$ I think Trump approving AI chip exports to China could actually be a smart economic move. It keeps our tech companies competitive globally, preserves revenue streams, and maintains influence over the broader AI ecosystem.
$NVIDIA(NVDA)$ While Jensen Huang’s comments on AGI may invite discussion, they reflect the pace at which AI capabilities are advancing. Systems are more flexible and broadly useful than ever, and NVIDIA’s infrastructure has been a key driver behind that progress.