To The Moon

$Advanced Micro Devices(AMD)$ We first closed above $500 back on May 26, finishing at $503.89. Since then it's been nearly 4 months of accumulation, with an interval VWAP of $508 from that point to now. Just a simple observation, but it's interesting. 4 months is a strong base.

$SELLAS Life Sciences Group Inc.(SLS)$ $NVIDIA(NVDA)$ General market info from Bespoke is useful. Historically, markets have tended to rise when the first rate hike begins.

$Advanced Micro Devices(AMD)$ A short squeeze toward 600+ by month end could be getting underway. A dovish rate hike would likely calm the bond market and bring yields down. The squeeze setup is here.

This AI scare looks like a pretty transparent attempt at regulatory capture, trying to build a moat. The timing also seems designed to create noise for people to argue over while the actual experts have to sit through talking heads debating it on TV. None of that changes anything for $IREN Ltd(IREN)$ , though. They still have H2-4 coming by the end of the year, and the DSX showcase at Sweetwater with $NVIDIA(NVDA)$  is next. Ridiculous.

$Advanced Micro Devices(AMD)$ Dan Ives sees the reaction to Dari Amodei's weekend memo as an overreaction, and he expects a rapid rebound. I agree with that view.

It sounds a bit out there, but XanaduAI is expanding capacity across the board, both hardware and software. The stock is currently at 9 and could dip lower, but over the long run $Xanadu Quantum Technologies Ltd(XNDU)$  looks like it should pay off. I'd be surprised if $Advanced Micro Devices(AMD)$  moves to acquire it before the end of the year.

$Advanced Micro Devices(AMD)$  Let the roller coaster ride begin again. I've held the stock for over 10 years, so none of this is new to me. I remember when it went from 30.00 to 17.00, and I just bought more at 17.00. Was I wrong?

$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Don't overcomplicate it, just buy the dip on BTC.X and META.

Sold some shorter-term calls to free up capital. $520 is always interesting since it tends to ping pong between $500 and $550. Hoping I'm wrong and it jumps to $600+. Cash is king. $Advanced Micro Devices(AMD)$ 

$Advanced Micro Devices(AMD)$ Michael Burry said he is covering some of his shorts and reducing the size of his bearish bets. That is honestly where a lot of the short-side noise seems to come from. I still do not get what part of the historic AI supercycle is hard to understand. This is not a bubble, it is a tech revolution.