To The Moon

$Apple(AAPL)$  People still want Apple products, and we're just at the start of a new upgrade cycle. Demographics and inflation also feed right into software revenue. Own the market and charge accordingly.

$Advanced Micro Devices(AMD)$ Forward PE is 74. This should come down significantly after blowout earnings. A couple of years ago, Nvidia had a 70 PE, and then it dropped to 30 after they beat earnings by double the amount.

$Advanced Micro Devices(AMD)$ AMD stock is seeing some short-term volatility due to the broader semiconductor selloff, but the bullish momentum remains strong. Analysts like UBS have raised their price target to $670. The company was recently named the "Company to Beat" in enterprise AI server CPUs by Gartner.

$Advanced Micro Devices(AMD)$ An estimate says AMD could reach $1500 per share by 2030. I can wait. Super long AMD.

$Advanced Micro Devices(AMD)$  The ATH close was 547.26. Long positions have nothing to be concerned about here. The line to cross is 547. It may not happen today, but it's coming.

$Apple(AAPL)$  400They raised their price target, which puts it at over $582 technically. The current price looks like a nice discount.

$Advanced Micro Devices(AMD)$  AMD's stock price is on track to triple every two years. Earnings growth is explosive, driven by demand for AI agents and efficient compute. Both Intel and Nvidia chips run hot and consume a lot of power, which may be hard to sustain.

$SUPER MICRO COMPUTER INC(SMCI)$ Updating my pre-earnings analysis before factoring in the potential for revenue to double. If they succeed, that would double AMD's revenue. Even without the additional revenue, SMCI trades at a huge discount compared to AMD and even compared to its own five-year history. And their EPS growth is much higher. I've never understood the previous drop or why it's still trading around $30 like a value stock. All companies need capital to fund this kind of growth. I'm still holding.

$Advanced Micro Devices(AMD)$  Don't fall for that narrative. AMD hasn't even reached the full potential value of its CPU business alone. It's by far the most efficient supplier of high-performance, low-power compute. If demand is truly massive and sustained for years, it should win out due to the advantages of scale and economics.

$Apple(AAPL)$ Innovative anodes from STI could be a key component for future smartphones.