Two key compute bottlenecks worth keeping in mind, one architectural and the other economic. Architectural: the memory wall. Compute capacity in FLOPS has gone up massively, but the speed at which data can be fetched from memory like HBM or GDDR has grown much more slowly. Around 55% of AI accelerator bill of materials is memory these days, because more and more has to be added just to keep up with the gap in FLOPS. Economic: tokens per watt. GPU power consumption keeps rising with each new chip generation. That creates a strong incentive for hyperscalers to raise token throughput using specialized CPUs built around heterogeneous computing. Under that setup, the traditional CPU focuses strictly on application logic and orchestration, while dedicated CPUs handle data movement, security, and

$Palantir Technologies Inc.(PLTR)$ Generational wealth being built with this stock.

$Advanced Micro Devices(AMD)$ Lisa Su could become a key figure for Elon when it comes to physical AI and his robotics ambitions. I think this is worth watching.

$Surf Air Mobility Inc.(SRFM)$ Surf is actually super interesting right now. I bought this stock over a week ago, but the $Palantir Technologies Inc.(PLTR)$  SurfOS systems going commercial was a big part of my initial investment thesis 14 months ago. I haven't come back to this stock since that big run last year, and I'm intrigued. They've stopped spending as much cash on electrification and are pursuing that through partnerships like their one with $Beta Technologies Inc(BETA)$ , while the software is their main focus as they still operate and advance their own airline.

$Advanced Micro Devices(AMD)$ On the daily chart, AMD is in a top phase, with momentum sitting in the top 5% of its own history. The setup shows 84% odds that bars like today will print another thrust bar within 30 sessions. There are also some parabolic markers showing up.

$Advanced Micro Devices(AMD)$ Looks like a bullish engulfing pattern, also known as a bear trap sandwich, and a new all-time high.

$Palantir Technologies Inc.(PLTR)$ Logged on today and noticed the bears have gone completely silent, which isn't surprising. After years of nonstop FUD calling PLTR an overvalued, overpriced, bloated bubble pig meme stock that's unsustainable, the growth numbers are smothering the noise. Alex Karp raised the bar on the earnings call a month ago, driving the entire company toward the same blistering pace as U.S. commercial at 134%, which puts PLTR on a path to $19B revenue by end of 2027. Deals and customers keep accelerating weekly, growth rates are still climbing, 93% overall and 149% U.S. commercial last quarter. The Mag 7 and hyperscalers are pouring massive capex into AI infrastructure that desperately needs what only Palantir delivers.

AMD is back on traders' screens as semis catch a bid, and Micron's DDR5 validation work adds another catalyst. If you're trading the move, AMD exposure isn't limited to the stock itself. These ETFs carry some of their largest portfolio weights in $Advanced Micro Devices(AMD)$ : $Amplify Video Game Leaders ETF(GAMR)$  at 9.58%, $TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF(TMGN)$  at 9.51%, $Virtus Zevenbergen Innovative Growth ETF(ZINN)$  at 6.52%, and $Kurv High Income ETF(KYLD)$  at 6.23%.

$Advanced Micro Devices(AMD)$ Bring on the rate hikes. This doesn't change the AI narrative. EPS is still heading to 30 over time.

$Palantir Technologies Inc.(PLTR)$  PLTR is closing in on the 200 mark soon. They haven't even rolled out worldwide yet and they're already at 10 billion a year. Monster in the making, nothing compares to what they have. 5 billion just this quarter or more.

$Advanced Micro Devices(AMD)$  The impulse rally from the Sept 03, 2026 low is pushing toward the 553–580 zone before profit-taking and the next pullback can play out. The latest take keeps the bullish path in focus while leaving selling off the table.

$Palantir Technologies Inc.(PLTR)$ Where are the bulls? I miss the hopeful banter about this overpriced tech that keeps popping. I hope it makes a run soon. I'll be buying more PLTZ. I love this stock. Cheers.

$Advanced Micro Devices(AMD)$ AMD is absolutely ripping. Up 6.5% to around $509 while the broader market is red. S&P 500 and Nasdaq are both around -0.5%, oil is pushing toward $100, yields are elevated, and the broader market is under pressure. Yet AMD is showing massive relative strength on a strong day for semiconductors. This is exactly the kind of price action you want to see from a high-conviction holding. Still my largest position. Still extremely bullish.

$Palantir Technologies Inc.(PLTR)$ The interesting part is that Thiel laid out the playbook for PLTR in Zero to One, but it seems like nobody reads anymore.

$Palantir Technologies Inc.(PLTR)$ This week should be a blockbuster. There's a lot of very positive sentiment coming out of Karp's interviews during the G7, and word is the Bootcamps are overflowing with new customers. Karp is a true genius of a CEO with an AI growth vision that is the envy of many. Palantir's trajectory to be the #1 AI company on the planet is right on course. It's where Amazon was 20 years ago, revving the engines and just getting started.

$Advanced Micro Devices(AMD)$  is still in a long-term bullish trend, but the stock is consolidating after its substantial advance. Short-term momentum has cooled, with RSI near neutral and price moving around the short-term averages. Key support sits at $460–$470, while $510–$525 is the critical breakout area. Holding above support keeps the bullish structure intact. A breakout above $525 could open the way toward $550–$575.

$Advanced Micro Devices(AMD)$  Do people really think crying about chasing gambles, impatience, and unrealistic timelines will fix their pain? If you can't be patient and diligent, AMD will eat you alive. Not AMD per se, but the market maker will take all your little lunch money.

$SUPER MICRO COMPUTER INC(SMCI)$ HPE just handed the market yet another confirmation that the AI infrastructure buildout is picking up speed, coming right on the heels of Dell. HPE's quarter: - Revenue hit $12.2B, up 34% YoY - Server revenue reached $6.8B, up 35% - Data-center networking jumped 112% - Cloud & AI revenue came in at $9B, up 25% - They raised the FY26 growth outlook to 34–37% - October-quarter revenue guidance of $13.9–$14.8B blew past the $13B consensus The takeaway here is pretty clear: AI infrastructure spending is not slowing down. Dell confirmed it. HPE confirmed it. And SMCI sits right in the middle of the hyperscale AI buildout that both of these companies are scrambling to capture. The piece tries to paint hyperscale

$Infleqtion(INFQ)$ Nice commentary comparing it to NVDA. Once Wall Street realizes the potential, this could be the next $Robinhood(HOOD)$  or PLTR. $SPDR S&P 500 ETF Trust(SPY)$ 

$SUPER MICRO COMPUTER INC(SMCI)$ The relationship angle here is worth following. Anthropic's reported $35 BILLION Lambda deal puts a spotlight on Supermicro: a strategic equity investor in Lambda and an established supplier of its Blackwell GPU servers and liquid cooling. That gives SMCI potential upside through future equipment orders and the value of its investment. The ownership percentage is undisclosed, and a deal-specific hardware award remains unconfirmed—but the existing business ties are real. Supermicro already helps power the company pursuing this massive expansion. That's a compelling reason to stay bullish. $NVIDIA(NVDA)$  $Invesco QQQ(QQQ)$&nbs