To The Moon

$Advanced Micro Devices(AMD)$  Consolidation in this range builds confidence for the next leg up. Super long AMD.

$NVIDIA(NVDA)$ Memory content per GPU cycle isn't slowing down. H100 is around 80GB, Rubin around 288GB, Rubin Ultra around 1000GB. That's a massive step function in memory intensity. If this trend continues, suppliers like $Micron Technology(MU)$ , HYNIX, SMSD aren't in a "cycle"... they're in a structural demand shift tied to AI compute scaling. The market is still debating whether this is cyclical or structural - but the numbers don't really look "cyclical" anymore. Curious how others are modeling this.

$NVIDIA(NVDA)$ This is no longer just an AI story. It's becoming the infrastructure layer behind the next generation of computing. Every major trend—AI models, autonomous systems, robotics, cloud computing, and data centers—requires more computing power. The question isn't whether AI adoption continues. The question is how much compute demand will grow over the next decade. Markets focus on quarterly results. Long-term investors focus on structural trends. Watching closely.

$Advanced Micro Devices(AMD)$ The market is still heavily underestimating AMD. This is essentially a "one-of-a-kind" company with almost no real competition in its core dominant sectors. As the macro demand for AI and server compute continues to scale, AMD remains firmly on track toward a massive $5T market cap long-term. Its structural moat is unmatched.

$Penguin Solutions, Inc.(PENG)$ (Penguin Solutions) has been named an invitation-only NVIDIA AI Factory Specialized Partner. This official validation adds strong credibility to its full-stack AI infrastructure capabilities and positions the company to capture expanding enterprise demand for training, inference, and agentic AI workloads.

Infrastructure has been the leading theme, and I don't see any reason for that to have changed. If anything, it's only accelerated. Chips: $NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Advanced Micro Devices(AMD)$  $ASML Holding NV(ASML)$  AI infrastructure has been the market's leading theme for years, and the trend appears to be accelerating, if anything. NVDA remains the leader in AI compute, AMD continues to gain share, AVGO benefits from the exploding demand for AI networking and custom silicon, while ASML controls a critical manufacturing bottleneck. As AI expands from training to inference and from cloud t

I keep circling back to these three names: $CoreWeave, Inc.(CRWV)$ , $NVIDIA(NVDA)$ , and META. Not saying they're perfect, but the risk/reward here still feels reasonable compared to a lot of the crowded AI trades. $CoreWeave, Inc.(CRWV)$  Still trading about 48% below $NEBIUS(NBIS)$  even with roughly double the backlog. If that backlog actually converts, the market is clearly underestimating where margins can go over time. $NVIDIA(NVDA)$  Feels weird calling it "underrated," but relative to its growth, it's still not that stretched. Trading around 16x

$SpaceX(SPCX)$ Cathie Wood bought $525M of SPCX today. Also keeping an eye on INTC and NVDA.

$Advanced Micro Devices(AMD)$ We'll be just fine, no worries about this stock. What we're seeing has nothing to do with the fundamentals. Less than 60 percent of average daily volume is self-explanatory.

$NVIDIA(NVDA)$ Key takeaways. Platform Dominance: CEO Jensen Huang emphasizes that Nvidia's strength lies in its full AI platform—CUDA software, NVLink, Spectrum-X, BlueField, and manufacturing orchestration—not just the chips themselves. Revenue & Growth: Q1 FY27 revenue reached $81.6B, up 85% YoY, with Data Center Networking surging 199%, showing customers buy integrated ecosystems, not standalone silicon. Ecosystem Lock-In: Multi-year commitments—$119B in supply and $30B in cloud deals—demonstrate deep platform lock-in, making it hard for rivals to compete.