To The Moon

$Apple(AAPL)$  A key part of Dan Ives' bullish thesis on Apple focuses on AI-driven monetization opportunities. He said artificial intelligence could add between $75 and $100 per share to Apple's valuation as the company integrates AI features across its ecosystem and starts generating revenue from those offerings. Beyond valuation gains, Ives sees AI creating a meaningful new revenue stream for Apple's services business. The analyst estimated that AI-powered products and services could generate an additional $15 billion to $20 billion in annual services revenue over time. With Apple's services segment already bringing in around $100 billion annually, Ives believes AI could provide another layer of growth for on

$Advanced Micro Devices(AMD)$  The industry is placing a big bet on unified memory architectures (UMA). CPU, GPU, and memory sharing one massive pool isn’t just a nice-to-have—it’s becoming critical for AI PCs, workstations, and high-performance platforms. Large models need memory, and UMA solves that. David McAfee pointed to Strix Halo and NVIDIA’s moves as proof that UMA is the future. Agentic AI and supersized models thrive on this setup. The bottom line is that UMA is shaping next-gen computing. It's an early trend with huge implications for AI, gaming, and desktops.

$Advanced Micro Devices(AMD)$ My PC has a 7900xtx and a 5800x3D with a 4k OLED monitor. It's a great setup, and it's significantly more affordable than a comparable Nvidia/Intel rig. That's why I went with AMD. Dollar for dollar, they're the best.

$Advanced Micro Devices(AMD)$  I think we might see $530 today and hopefully a push to $550 soon. Getting close to that warrant unlock period, AMD should finally wake up.

$Advanced Micro Devices(AMD)$ AMD will put up the best quarterly revenue in the history of the company in Q3. Don't trust me, go look for yourself.

$PDD Holdings Inc(PDD)$ could very well go higher from here. On a super red day it's still green. Guess selling is exhausted by this point

$Intel(INTC)$ ... You can buy a 1) nationally strategically important company, 2) with a huge moat (only a few can spend 100+ billion to compete), 3) for less than its TANGIBLE book value, 4) that has spent more than its current market cap on capex into fabs (good chance of future significant returns), 5) making stuff (chips) the future (AI, EVs, and other tech) is built on, 6) with a good chance of being a tech leader

$XPeng Inc.(XPEV)$ It's time for us to the moon, opps actually mars.

$MAIN INTERNATIONAL ETF(INTL)$I missed this; Blackwell provides a 30x performance uplift to H100? At a 25x lowering of power consumption?From one generation to the next? Is this hyperbole?I was trying to read up on the prospects for Gaudi 3, and falcon shoresNot sure how to process this

$MAIN INTERNATIONAL ETF(INTL)$Easy run to $30 by the EOY!!