To The Moon

$Advanced Micro Devices(AMD)$  AMD just hit $1T market cap — and my position is flying Holding AMD through this run has been one of my better calls. The stock recently crossed the $1 trillion market-cap mark for the first time, trading around the $630 level after a strong multi-day surge. Year-to-date it’s up roughly 180-195%. That’s the kind of move that turns solid positions into serious gains. What’s driving it is simple and measurable: • Data center revenue more than doubled year-over-year in the latest reported quarter (to about $6.7B). • Overall company revenue grew ~50%. • Demand for EPYC CPUs and Instinct accelerators from hyperscalers and AI customers continues to accelerate. Management has guided for data center to more than double a

The strongest recurring theme is not "AI software", it's the physical infrastructure required to build AI. AMD > GPUs/CPUs/networking SMCI > servers/racks/cooling MPWR > power management CDNS > chip design QCOM > semiconductor/IP That is actually the part I'd like to pay attention to.

$Advanced Micro Devices(AMD)$  AMD just hit $1T market cap — and my position is flying Holding AMD through this run has been one of my better calls. The stock recently crossed the $1 trillion market-cap mark for the first time, trading around the $630 level after a strong multi-day surge. Year-to-date it’s up roughly 180-195%. That’s the kind of move that turns solid positions into serious gains. What’s driving it is simple and measurable: • Data center revenue more than doubled year-over-year in the latest reported quarter (to about $6.7B). • Overall company revenue grew ~50%. • Demand for EPYC CPUs and Instinct accelerators from hyperscalers and AI customers continues to accelerate. Management has guided for data center to more than double a

The strongest recurring theme is not "AI software", it's the physical infrastructure required to build AI. AMD > GPUs/CPUs/networking SMCI > servers/racks/cooling MPWR > power management CDNS > chip design QCOM > semiconductor/IP That is actually the part I'd like to pay attention to.