$Palantir Technologies Inc.(PLTR)$ It's good to see they're integrated with Microsoft now. Azure is already delivering results, and Palantir's AIP seems to be a big part of that success.
It's actually refreshing not having a Fed chair constantly trying to influence the market and getting algos to hang on every word. Warsh seems to be about staying out of the way and keeping quiet. The Fed turned into a circus and a speaking tour over the last couple of years, with members seemingly enjoying being interviewed and moving markets with every remark. This feels like a much-needed change with Warsh at the helm. $SPDR S&P 500 ETF Trust(SPY)$ $Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ $Micron Technology(MU)$ $Palantir Technologies Inc.(PLTR)$&
$Advanced Micro Devices(AMD)$ Looks like the weak hands got shaken out again, and they'll probably lose their savings due to panic and poor decisions. Now that the stock seems to have bottomed out, I'm planning to buy and see how it moves from here. Feels like it's hit a rock bottom.
The AI race looks like it might be moving into a new phase. Lisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters. As AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity. The market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built. For $Advanced Micro Devices(AMD)$ , the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely. AI isn't slowing do
$Advanced Micro Devices(AMD)$ AMD just landed what could be one of its biggest AI opportunities to date. Reports suggest Anthropic is planning to buy tens of billions of dollars worth of AMD AI servers powered by the MI450 GPU. On the other side, AMD could invest up to $5 billion in Anthropic over time. This looks like more than just a single partnership. It signals that leading AI companies and hyperscalers are actively building out more alternatives in the AI infrastructure market.
The deal with Anthropic is now confirmed. AMD has secured significant compute commitments from nearly all the major players in AI. $Advanced Micro Devices(AMD)$ is trading strongly, moving past $555, up over 2.6%. The management's execution appears solid as commercial adoption picks up and compute scaling accelerates.
Portfolio momentum is starting strong as earnings season approaches. The portfolio opened higher this week, with $Advanced Micro Devices(AMD)$ leading gains at +5.41%. Focus is shifting toward upcoming earnings, especially $Alphabet(GOOGL)$ , as investors watch for fresh catalysts. Strong names continue to attract attention. The market always leaves clues, so it helps to track price action, key levels, and confirmation signals. We're in the final trading hour. It's worth watching the closing volume to see if the strength holds.