To The Moon

$Apple(AAPL)$  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.

Mag 7 holding strong despite retail chasing upcoming IPOs. YTD Performance: $Alphabet(GOOGL)$  +10.4% | $4.24T $Apple(AAPL)$  +7.5% | $4.27T $NVIDIA(NVDA)$  +6.7% | $4.87T $Amazon.com(AMZN)$  +4.5% | $2.55T $Tesla Motors(TSLA)$  -11.9% | $1.45T Big tech resilience shows who really runs the AI and cloud game. Retail may panic, but the Mag 7 keep grinding.

$Apple(AAPL)$  I think it's going higher. All these big AI companies besides Apple are spending like crazy for one reason: to get business from companies like Apple. Apple will reap all the AI rewards without having to own a single data center.

$Apple(AAPL)$ Months from now, when we're all using Siri AI features every day, we might look back at this selloff and regret not having bought AAPL at these levels.

$Advanced Micro Devices(AMD)$  Bought more today at $447, good price. The 650 shares purchased since Friday are already showing a profit.

$Apple(AAPL)$ Looks like another accumulation opportunity for longs.