To The Moon

$Advanced Micro Devices(AMD)$  still looks impulsive from the 9/03 low, with upside potential toward the $553–$580 zone.

$Advanced Micro Devices(AMD)$ Seems like every tech bull is piled in here right now. Bears are fully extinct.

$New Era Helium Inc(NUAI)$ Soon to the Moon => $50 +++ $HYPERSCALE DATA INC(GPUS)$  $Phathom Pharmaceuticals(PHAT)$  $IREN Ltd(IREN)$  $Microsoft(MSFT)$ 

What stock will you actually hold until 2030? For me, $Advanced Micro Devices(AMD)$  and $SoFi Technologies Inc.(SOFI)$  are easy long-term holds. They still have years of major EPS scaling ahead with solid business models — the chance of failing is small while the upside is high.

$NVIDIA(NVDA)$ $Invesco QQQ(QQQ)$ $VanEck Semiconductor ETF(SMH)$ Looks like Jensen is aiming for all-time highs.

$Microsoft(MSFT)$ To me, MSFT going from $30 to over $500 felt like it happened in no time at all. So the idea of it reaching $600 doesn't seem impossible. Nobody knows exactly where the stock will go, but if the business keeps growing and executing, $600 isn't an unrealistic number to consider. That's why I'm looking at MSFT with a long-term perspective rather than worrying about every short-term move.

$Advanced Micro Devices(AMD)$ Stop the whining, AMD is fine. I'm keeping my position and expect to be rewarded over time. My DCA is 31.375. Believe it or sell and move on.

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $Invesco QQQ(QQQ)$ $Vanguard Total Stock Market ETF(VTI)$ $Vanguard S&P 500 ETF(VOO)$ I have come to a conclusion today: Microsoft is the pony to win the AI race. I am still holding off on adding until the overdue correction, but I will be all-in when that happens. Functionally, they have the least committed CapEx with the most versatile platform for deployment. They also have killer partnerships and the capacity to take on debt. Things are starting to line up. When all this AGI stuff collapses,

$Microsoft(MSFT)$ This looks like a macro pullback. We'll be fine, no reason to stress. Unless someone bought calls, which wasn't the smartest move, in which case they might be in a rough spot.

$NVIDIA(NVDA)$ I still think too many traders are sleeping on AXG. The global stablecoin market is already $300B+. Meanwhile, AXG is building AXUSD plus AXBHD and reported $1.04B in stablecoin and fiat trading volume. Not saying it's Tether today, but the second USDT thesis deserves attention.