$Invesco QQQ(QQQ)$ Intel news is out. From here, it feels like things are going to move fast. When you know, you know. $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$AppLovin Corporation(APP)$ I've been in this game long enough to know that the market will leave things for dead for no reason that seems logical to me, and then reverse course entirely 12-18 months later. I've got quite a few 10x's under my belt at this point, where the market was right the first time, it dipped down to a fraction of the high, only to soar to much higher all time highs. I was in $Cloudflare, Inc.(NET)$  since $30, shortly after the IPO, watched it go up over $200, and then go back down to $35, sitting at $350 today. A decade ago I was in $Advanced Micro Devices(AMD)$  at $4. The market couldn't make up its mind despite Lisa Su deliv

$Advanced Micro Devices(AMD)$ AMD closed at $459 on September 1st and at $611 on September 30th. Up $152 over that stretch, so there's a lot to like there. Now moving into October, the focus turns to the run-up to earnings.

$Palantir Technologies Inc.(PLTR)$ The ADP jobs report came in well above expectations, adding 90K jobs versus the 35-65K consensus. PCE also looked better than expected, though the Iran situation still seems unsettled. The bigger concern is stagflation. I remember how rough that was on the economy.

$Advanced Micro Devices(AMD)$  Some of the larger options bets on index names today: $6.55M hit the Dec 18 '26 $230 NVDA puts while NVDA was near $230.00 — roughly 4,629 contracts at $14.15, day volume 5,147 vs OI 9,370, latest option mark $15.43 (+9% vs entry). $3.63M hit the Jan 15 '27 $720 AMD calls, mostly new positioning, while AMD was near $610.00 — roughly 967 contracts at $37.50, day volume 998 vs OI 876, latest option mark $37.76 (+1% vs entry). $2.97M hit the Nov 20 '26 $210 ANET calls as a sweep while ANET was near $202.00 — roughly 2,170 contracts at $13.70, day volume 2,296 vs OI 2,327, latest option mark $13.75 (flat vs entry). $2.88M hit the Dec 18 '26 $660 AMD calls while AMD was near $611.00 — ro

$Palantir Technologies Inc.(PLTR)$  has decent flow as well. The 200C for 10/02 is looking interesting — watching for continuation. Manage risk and position size accordingly.

Some valid points have been raised here, while another view keeps bringing Trump into every discussion. CRM and $Palantir Technologies Inc.(PLTR)$  aren't the same business. I can easily imagine AI eventually commoditizing pieces of traditional CRM. Palantir is doing something harder, embedding AI into proprietary data and operations to help companies actually run better and make more money. Competition will come. Great. There's an enormous amount of business to go around. Valuation is worth debating. But fighting a freight train that's compounded by multiples while yelling Trump, meme and CRM isn't much of a thesis.

$NVIDIA(NVDA)$ Calendar 2027 earnings are projected to grow 70 to 80%. A calendar 2027 PE of 15? That would be a bargain of a lifetime.

$Advanced Micro Devices(AMD)$  AMD at $630 looks pretty realistic. AMD usually runs hard into earnings. From $630, a 20% move gets us to $750. In the month leading up to AMD's last earnings, it was up 100 points. A 20% total move over 23 trading days isn't really that outlandish heading into what could be an eye-opening guide from AMD, with three full quarters of MI 450 in the results. Earnings should rise quite substantially after this quarter.

$Advanced Micro Devices(AMD)$  is still in a bullish sequence. Pullbacks in 3 or 7 swings are expected to find buyers, with the next extension targeting the $624–$687 area.

$Advanced Micro Devices(AMD)$ It's trading around $565 on Hyperliquid right now. That could point to another strong upside day.

Bdorts had a big day, with the account up 29.60%, driven by the $Advanced Micro Devices(AMD)$  550c and 560c alerts returning 90% and 85% respectively.

$Advanced Micro Devices(AMD)$ The key new piece here is a read-through from Piper Sandler after AMD's September 15 Q3 pre-quiet-period call with investor relations. Analyst David O'Connor notes that AMD told the sell side that CPU and GPU ramps remain on schedule and demand continues to run well ahead of available supply. AMD's available supply is reportedly sufficient to support current guidance, with potential to exceed it. The discussion covered Helios, Venice EPYC, HBM supply, the upcoming scale-up architecture, margins, and GPU/CPU availability. Piper's view was that the business is running essentially full steam ahead, with the programs on track and demand exceeding supply. Piper estimates FY2026 to 2030 AMD revenue CAGR of roughly 50% a

$Palantir Technologies Inc.(PLTR)$  Chipotle is working with Palantir to track food safety risks.

$NVIDIA(NVDA)$ Bears don't seem to understand how cheap this company is.

$Palantir Technologies Inc.(PLTR)$  With a 2.2B share float, I'm honestly surprised the volatility isn't higher. $Meta Platforms, Inc.(META)$  has a similar float but rips and drops wildly from one day to the next. That stability says a lot about who's holding this stock and the conviction.

$Advanced Micro Devices(AMD)$  You can spin a narrative, but you can't stop the train.

$Palantir Technologies Inc.(PLTR)$ Nobody should take Burry seriously. His Palantir price target is literally $1. It sounds cliche, but he's truly a moron. The company posted a 93% revenue increase, has zero debt, and has the greatest CEO and Peter Thiel. Palantir's software is very important for the United States Navy and other branches of the military. I'm long Palantir. Embrace great American companies.

$Advanced Micro Devices(AMD)$  Shorts are still complaining about the high PE. They don't seem to realize the forward PE dropped to 30 after the last earnings.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Bloom Energy Corp(BE)$ $SUPER MICRO COMPUTER INC(SMCI)$ Everywhere you look, the next legs of the AI buildout are setting up for another strong run. By the time this run shows any signs of slowing down, product and development life cycles will have shifted into a multi-faceted replacement cycle of new products, and into clearly sustainable territory. That would show once and for all that the Mag7 and multiple private industries at the granular level have deep enough pockets and annual cash