To The Moon

$Advanced Micro Devices(AMD)$ 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.