To The Moon

$Advanced Micro Devices(AMD)$ Some perspective helps sometimes. Looking at the quarterly chart, each bar represents one quarter. Near term action may stay choppy, but the longer term trend still points higher. Earnings keep climbing too. Long-term bullish.

$Advanced Micro Devices(AMD)$  At some point in the not too distant future, data centers should be able to source a full rack from a single place, and CPU/GPU demand will likely be off the charts. I keep adding when I can. The future looks bright and full racks are ahead.

$Advanced Micro Devices(AMD)$ MI450 shipments start next week and you're bearish?

$Advanced Micro Devices(AMD)$ Upgrades keep coming in. This has been an extended consolidation phase. The next move higher could be explosive. Anyone still sitting on the sidelines risks missing it.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ NVDA earnings could be a major catalyst for the entire AI infrastructure trade. This is not just about Nvidia's EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $Dell Technologies Inc.(DELL)$  and $Hewlett Packard Enterprise(HPE)$ 

$Advanced Micro Devices(AMD)$ Worth keeping in mind that for AMD to meet their part of the OpenAI deal and for all of OpenAI's shares to vest, AMD has to get above 600. Until then it's an investment, not a trade.

Despite the recent weakness, $Advanced Micro Devices(AMD)$  is holding its support zone of $462, with a gap to fill towards $500.

$Advanced Micro Devices(AMD)$ This stock will eventually get to $1000+, but it will go through the ringer first. Right now it looks like it's setting up a trap.

$Advanced Micro Devices(AMD)$  AMD's $4.7B debt sale likely won't dilute shares since it's issuing bonds, not new equity. Also worth keeping in mind that AMD currently has a $10M share buyback program in place. The only thing some push back on is the PE. Forward PE is 69. But the growth metrics are strong.

$Advanced Micro Devices(AMD)$  I wouldn't be surprised to see this chart split evenly into thirds eventually. The good part is that this looks like a growth market again, with the model pointing to server CPUs around $220B by 2030, compared to $25-30B right now.