$NVIDIA(NVDA)$  I'm looking forward to seeing more short sellers on Nvidia.

There are three stocks currently trading at what are arguably decade-low valuations. Looking ahead to 2028, some have set price targets for them. $NVIDIA(NVDA)$  is at $200 with a target of $300+. $Amazon.com(AMZN)$  is at $240 with a target of $350+. $Visa(V)$  is at $330 with a target of $400+.

$NVIDIA(NVDA)$ I'm just trying to offer some perspective here. The fundamental story hasn't shifted. As long as AI spending and demand continue to grow, Nvidia's stock price is likely to follow. The overall AI market keeps expanding, and Nvidia captures the dominant share of that. The stock has been up for four consecutive years, which doesn't seem like a random occurrence. The bearish arguments just don't hold up to the trend.

$Advanced Micro Devices(AMD)$  Nvidia's last split was 4 years ago, and it's been 20 years for the other one. From where I stand, Nvidia should be trading around $1,980. For any newer investors wondering why AMD seems to be outpacing Nvidia right now, the gap isn't even close.

$Advanced Micro Devices(AMD)$ Bank of America raised its AMD price target not long ago, making the case that agentic AI could push the server CPU market past $170 billion by 2030. So, which view is it?

$Advanced Micro Devices(AMD)$ Three-year EPS CAGR: 63.1%. This is why I keep coming back to AMD. AI accelerators, data center CPUs, and operating leverage could drive earnings growth much faster than revenue over the next few years. The market loves revenue stories, but earnings are what usually sustain big moves. Is AMD still early in this cycle, or has the market already priced most of it in?

$Advanced Micro Devices(AMD)$ AMD will reach a $1 trillion market cap when the stock price hits $613.50.

$Advanced Micro Devices(AMD)$  Dream scenario: $1,200, then a split, then hitting $1,000 again, followed by dividends.

AI infrastructure remains the dominant market theme. Nothing about it has slowed down; it's only expanding. $NVIDIA(NVDA)$  is the compute backbone, with demand still compounding across hyperscalers. $Broadcom(AVGO)$  is a networking and custom silicon cash engine. $Advanced Micro Devices(AMD)$  is a second-wave AI compute beneficiary. $ASML Holding NV(ASML)$  is the lithography bottleneck with structural leverage. $ARM Holdings(ARM)$  is the architecture layer embedded in mobile and AI edge. The trend isn't fading. It's scaling.

$NVIDIA(NVDA)$  NVDA has been up four years in a row, but I'm not going to be the one to tell the bears that.

$Advanced Micro Devices(AMD)$ AMD is gaining a notable foothold in the lucrative AI accelerator and data center markets, aiming to take some share from the industry leader, Nvidia. In the server CPU space, the company is significantly expanding its reach. Projections estimate this total addressable market will surge to over $120 billion by 2030, which positions AMD's Epyc processors for potential parabolic revenue growth.

$Advanced Micro Devices(AMD)$  I'm buying a few shares on the dips. Can't afford much more, but every time it makes me money.

$NVIDIA(NVDA)$  The framework for large tech is shifting from "apps and platforms" toward full-stack AI infrastructure control. With SPCX now public, the market lens is expanding to who owns the physical backbone of the AI economy, not just software margins. The new leadership map looks like this: • NVDA is the accelerated compute backbone. • TSLA is for autonomy, robotics, and physical AI systems. • META has data ownership, global ad distribution, and the AI monetization layer. • SPCX provides launch systems, satellite comms, space infrastructure, and orbital compute optionality. • AAPL covers consumer hardware, the OS layer, and on-device AI at global scale. The key transition is that leadership is no longer j

The market is at all-time highs, but valuation gaps remain wide beneath the surface. $CoreWeave, Inc.(CRWV)$  trades about 45% below $NEBIUS(NBIS)$  despite stronger backlog growth and improving fundamentals. $NVIDIA(NVDA)$  is at around 20x forward earnings versus roughly 22x for the semis index. $Meta Platforms, Inc.(META)$  is at about 18x forward compared to the ~27x average for hyperscalers. These aren't stories of weakness; they're potential rerating setups in a strong liquidity environment. When momentum persists, spreads like these rarely stay open for long.

$NVIDIA(NVDA)$  I also hold Marvell, Vertiv, Broadcom, and Bloom Energy, but they just don't move the needle like Nvidia does. The reason? I didn't go through a 10-for-1 split and obtain thousands of shares overnight. Nvidia is the king for a reason, and even Apple knows where to go for the best AI chip.

$NVIDIA(NVDA)$ Now we get a decent cash payout every three months from Jensen, which makes waiting for new record highs easier.

$Advanced Micro Devices(AMD)$ 511.57RSI 60.45 • ATR% 6.33 • vol↓ Support & Resistance — UPDATED 2026-06-12 3 Days | Support: $448.33 – $448.33 | Resistance: $521.71 – $521.71 5 Days | Support: $437.23 – $437.23 | Resistance: $521.71 – $521.71 7 Days | Support: $437.23 – $437.23 | Resistance: $532.19 – $532.19 20 Days | Support: $393.36 – $393.36 | Resistance: $546.44 – $546.44 60 Days | Support: $192.83 – $192.83 | Resistance: $546.44 – $546.44 100 Days | Support: $188.22 – $188.22 | Resistance: $546.44 – $546.44 200 Days | Support: $149.22 – $149.22 | Resistance: $546.44 – $546.44 Momentum leans bullish with RSI at 60.45. Volatility sits at 6.33% ATR, indicating contraction. Volume shows vol↓, signaling trader attention to recent flow. --

$Advanced Micro Devices(AMD)$ The good ones: NVDA, MU, and AMD are all actually making money. NVDA has $53B in cash against only $12.8B in debt, and generated $125B in operating cash flow over the last twelve months. MU guided Q3 revenue of $33.5B with an 81% gross margin and is actively paying down debt, reducing it by over $5B in the last three quarters. AMD is the most conservative of the three — clean balance sheet, real GAAP earnings, strong FCF.

$Advanced Micro Devices(AMD)$  I still think $600 by EOY, $1000 by next summer. The demand far exceeds the supply here until at least early '28.

$Advanced Micro Devices(AMD)$ The stock is currently backtesting the key 1.618 log Fibonacci support level. Following a massive historical run from $200 to $540, a technical retest of this magnitude is entirely normal and healthy to digest gains. This is a crucial area for bulls to defend.