To The Moon

$Advanced Micro Devices(AMD)$ Earnings-driven stock price swings probably depend more on election results than on earnings themselves. Market makers are pushing AI names lower to accumulate shares. I would not be surprised if they use any excuse to drag prices down further. Helios shipped late in the quarter, so expectations of a large Helios contribution seem unwarranted. CPU sales were superb. Guidance will likely be tempered by Lisa Su's conservative style. Otherwise, guidance would be the moon, Alice. Long term is what matters. Long term, AMD revenue and profits could double every one or two years. That is good enough for me. It beats inflation and ten year Treasury bonds.

$Advanced Micro Devices(AMD)$  There are a lot of opinions floating around about how the election plays out, especially what happens with the House and Senate, and how that could affect the stock market.

King of the AI Supercycle. Bulls aren't just buying chips—they're owning the ultimate tollbooth for global AI compute. Unmatched catalysts: the record buyback with $150B authorization expansion ($235B total) provides massive downside support. Software dominance looks clear too, since the $12.9B Hugging Face acquisition secures control over AI software distribution. On infra scale, the next-gen Vera Rubin architecture is driving enterprise deal momentum. The TaC setup: 1. Creation: $NVIDIA(NVDA)$  establishes itself as the indispensable AI sovereign platform. 2. Amplification: massive buybacks and developer lock-in absorb float, choking supply. 3. Reversal defense: $90B+ free cash flow insulates valuation from cyclical pullbacks. Bottom line:

$Advanced Micro Devices(AMD)$ There's a solid buying opportunity here ahead of Q3 earnings, since the report should include Q4 guidance with Helios sales.

$NVIDIA(NVDA)$ I'll give one reason I've kept holding this stock for more than a decade: READY.

$APPLIED DIGITAL CORP(APLD)$ Let the earnings settle. It should be back up within 48 hours. On the bright side, $Microsoft(MSFT)$  absolutely crushed it.

$Oracle(ORCL)$ A $450 price target by 2030 is not unrealistic. Based on Oracle's projected FY2030 adjusted EPS of $21, here is what different P/E multiples imply: 15x P/E gives $315, 18x gives $378, 20x gives $420, 22x gives $462, 25x gives $525, and 30x gives $630. A $450 share price implies a P/E of just 21.4x. If Oracle delivers its projected 35%+ annualized revenue growth through FY2030 while continuing to expand its AI cloud business, a 21.4x forward earnings multiple would hardly be aggressive. $Intel(INTC)$  $Palantir Technologies Inc.(PLTR)$  $NVIDIA(NVDA)$ 

$Advanced Micro Devices(AMD)$  Agentic AI could make AMD the next $5T company. New multi-year agreements are worth watching, and this looks like just the beginning.

$Advanced Micro Devices(AMD)$ It keeps tapping into the supply zone and getting rejected there. A clean break above that level could really get some momentum going.

Celestica's earnings could be a solid bullish signal for Intel. Celestica ($Celestica(CLS)$ ) just reported strong Q3 results: revenue up 83%, EPS up 109%, and a 2027 revenue outlook of $40 billion. Those numbers point to a real acceleration in AI infrastructure spending. Why could this matter for Intel? AI data centers don't just run on Nvidia GPUs. They also need powerful server CPUs for workloads, networking, storage, and increasingly complex AI agents. Server CPU supply constraints are already being discussed, so stronger infrastructure demand could translate into better demand and pricing power for Intel's Xeon processors. Celestica's results don't guarantee an Intel earnings beat on Thursday, but the bigger picture looks encouraging: AI