To The Moon

$Advanced Micro Devices(AMD)$ Shareholders might be overlooking what could turn out to be the biggest growth acceleration phase yet. Q4 looks like it could become a major inflection point, with AI accelerator demand ramping and revenue growth potentially entering a new phase. The recent pullback has created some debate, but valuation is what matters here. AMD is currently trading around roughly 20x P/S, 4–6x forward P/S, and 13–17x forward P/E. The bigger question is how much lower AMD can go if it continues gaining share in AI. The bull case centers on strong CPU leadership, a growing GPU opportunity, the ROCm ecosystem closing the gap with CUDA, and increasing adoption from AI labs, hyperscalers, and developers. The AI race won't have only o

$Amazon.com(AMZN)$ A lot of people are wondering if we see $270+ tomorrow—honestly, I think that's quite likely. Today was a fun ride. For those shorting names like $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ , here's a suggestion: study the book more carefully, focus on revenue and earnings growth, and how cash flow is actually generated. On the FCF and capex debate—some of the smartest companies with the strongest balance sheets are choosing to invest aggressively in equipment, data centers, and long-term assets right now instead of just paying dividends or buying back stoc

$Advanced Micro Devices(AMD)$  If you think about it, history suggests the play is simply to buy and hold. Decided to just mute the trolls.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ People are selling on any headline. The idea that China is going to overtake the US in AI — to me, that narrative is pretty hard to take seriously.

$NVIDIA(NVDA)$ Jensen is now paying us a nice cash payment every quarter while we wait for new record highs. Honestly, this investment just keeps getting better every year.

$NVIDIA(NVDA)$ NVDA CEO Jensen Huang was recently in the news, saying the AI cycle is still in its early stages. He pointed out that most major technology cycles typically last 10 to 15 years before reaching maturity. From his perspective, AI is just at the start of that long-term curve, which suggests demand for AI infrastructure and computing could keep expanding for years rather than peaking soon.

$NVIDIA(NVDA)$ I think it could be around $208-210 soon.

$NVIDIA(NVDA)$  The comparison that AI is the new oil is out there, and Nvidia seems to be a leading name in that space.

$Advanced Micro Devices(AMD)$ That's a breakaway gap. Based on my gap theory, this points to a move toward around $600 at minimum. Another thing: the last up-down interval was 18% to 14%, which played out a couple of months ago. What followed that was a 33% to 28% interval. If a similar pattern repeats, it could potentially take us toward the number 666. Algorithms can behave that way sometimes.

$Advanced Micro Devices(AMD)$  Keep an eye on $NVIDIA(NVDA)$  and ORCL. It looks like market makers still have an interest in them. $Oracle(ORCL)$  has been showing some support at these lower levels for a few days now.