$Apple(AAPL)$ It's up 22% year to date and hasn't been getting much attention. Now it's pushing against the recent high with some solid momentum behind it.
$Advanced Micro Devices(AMD)$ The company could be one of the next major ones to reach a $1T valuation, provided its execution stays strong. It's positioned around two key AI trends: the growing inference market and its full-stack Helios rack systems for large-scale AI deployments. As agentic AI becomes more common, workloads might need more CPU capacity alongside GPUs, which could shift traditional data center architectures. The opportunity is large, but it all comes down to execution: turning AI demand, product launches, and ecosystem adoption into sustained revenue and earnings growth.
$Taiwan Semiconductor Manufacturing(TSM)$ All focus is on this upcoming report. The expectation is they will beat. It looks like market makers have already sold it down in preparation for potential short attacks. They've positioned themselves. A strong beat from TSMC would be significant for the market, and especially for AMD since they are a major customer.
My OTM covered calls on $Advanced Micro Devices(AMD)$ have been working out well. It's a win-win: either $Advanced Micro Devices(AMD)$ goes up by $100 in just over a week, or I get paid $626 in cash to keep the shares I wanted to hold anyway.
$Advanced Micro Devices(AMD)$ It showed great resilience last week. I'm watching to see if this can lead a broader semiconductor rebound. The tech setup looks like an all-time high breakout is loading.
$Advanced Micro Devices(AMD)$ You can tell this isn't a bubble by how much everyone keeps talking about a bubble. It feels more like scare-mongering to try and get shares.
$Micron Technology(MU)$ I've been seeing a lot of posts about Apple negotiating with blacklisted memory suppliers. To start, Micron just donated $250 million. Also, by definition, 'blacklisted' means they can't be used. On top of that, blacklisted companies likely don't have the production capacity to meet Apple's demand.
Apple Inc. $Apple(AAPL)$ and American Express AXP. This is another incremental but important expansion for the Apple Pay ecosystem. The “Pay with Points” integration reduces checkout friction within Apple Pay, while also tightening the link between card rewards and in-app spending behavior. For $American Express(AXP)$ , it reinforces Membership Rewards stickiness and usage frequency. For $Apple(AAPL)$ , it further entrenches Apple Pay as a default payment layer across consumer transactions. It's not a headline-driven revenue catalyst on its own, but it continues the broader theme of Apple steadily turning payments into an embedded financial layer,