To The Moon

$Advanced Micro Devices(AMD)$ After a 190% move, it's now consolidating. The question is whether it pushes higher or sees a Wave 4 dip. It's at $508.31, up 2.53%, sitting on what looks like horizontal support. The run has been stretched from the clean setups around $90 and $190, with valuations at 22x PS, 164x PE, and 56x forward PE. The power behind it comes from 35% TTM revenue growth and 125% TTM earnings growth. The company has pivoted into a full-stack AI play with Instinct, EPYC, Pensando, ROCm, ZT, and Helios. Back to fundamentals, a break to the right side could trigger a vertical squeeze.

$Apple(AAPL)$ It's pretty surprising that some investors are selling Apple at 327 when most price targets are in the 370-400 range. It seems like they're not too interested in making a profit.

$Apple(AAPL)$  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.

$Advanced Micro Devices(AMD)$ $Dell Technologies Inc.(DELL)$ $Ambiq Micro(AMBQ)$ Holding up quite well. $Apple(AAPL)$  $Goldman Sachs(GS)$  Looking better!

$Taiwan Semiconductor Manufacturing(TSM)$ 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.