$SUPER MICRO COMPUTER INC(SMCI)$ Imagine a company like $Advanced Micro Devices(AMD)$  or $Dell Technologies Inc.(DELL)$  putting up projections like this with expanding margins. It feels almost unreal that we are still trading at this level. Mcap is 20 billion, and revenue projections are 60-70 billion. The stock seems undervalued here.

$IREN Ltd(IREN)$ ANTHZZX.P$NVIDIA(NVDA)$  Hoping to see confirmation from Anthropic with Iren later on. That could send the share price up toward $40.

$Microsoft(MSFT)$  OCT30 545C still looks actionable. Zone: $529.79 to $537.25 Invalidation: close under $524.48 Objectives: $553.72, then $590 The math works out to about 3.8% upside to the first objective and 10.6% to the second, against 1.7% risk at invalidation. That's roughly 6 to 1 to the second target. Microsoft closed at $533.52, up 0.8 percent, after buyers held the $528.48 low and kept price well above the $524.48 low from Friday. The floor from last week is still intact, and earnings on October 28 give a clear date to work toward. If the report is strong, there's room back toward the $553.72 high first. A close under $524.48 means that floor has given way, plain and simple. Watching $535.57 as well. T

$Advanced Micro Devices(AMD)$  Buying puts on SOXS bounces is the way to play this. These leveraged inverse ETFs are built to decay over time, and the brief green moves tend not to last. The repeated reverse splits aren't random, they come from negative roll yield, daily resets, and the structural drag baked into the fund. Profiting here isn't about perfect timing, it's about using puts when the fund bounces to target that built-in weakness. Retail traders keep getting drawn into these, and the floor can disappear quickly.

$Advanced Micro Devices(AMD)$ TSMC is expected to post record profit amid the AI boom. The world's largest contract chipmaker looks set to report its sixth straight quarter of record net income. Investors are keeping a close eye on the upcoming results for any updates on margins.

$CoreWeave, Inc.(CRWV)$ I picked up a sizable position on the dip because I believe in AI, especially the $NVIDIA(NVDA)$  ecosystem. Now it's just about being patient.

Alpha is on mags and not in AI infra or banks. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$  $SpaceX(SPCX)$  AAPL. Throw on software as well.

$Apple(AAPL)$ Still one of my main watches. Price is pressing right under the $345 area while holding an ascending structure. A clean break of structure above $345 with strong volume could open the door for a quick push toward $350 and potentially new ATH territory. I'm not chasing into resistance though, I want confirmation first. $Microsoft(MSFT)$  — Showing some of the better relative strength in tech right now. Price keeps respecting the rising trend while consolidating underneath $543. Above $543 I'll be watching for a clean breakout with volume. Below $535, I'd rather be patient and wait for price to reset before considering another continuation setup.

$Navitas Semiconductor Corp(NVTS)$ The 2026 Open Compute Project Global Summit is taking place in San Jose, California, and the most relevant presentation for GaN and Navitas is NVIDIA's session on deploying Navitas 800V DC power systems for AI factories. There are also additional sessions covering 800V DC system requirements and power distribution.

$Cerebras Systems(CBRS)$ There's potential to get back above $200 within about a week.

$NVIDIA(NVDA)$  Not worried at all about OpenAI revenue. It's growing massively and should keep growing.

$Advanced Micro Devices(AMD)$ Citi raised its price target on AMD, and the stock caught a lift. The momentum looks far from over. This one seems like a no-brainer to me.

$NVIDIA(NVDA)$ It was strange how the business news hosts kept dancing around their guest Simon Leopold today. But when you put out a $550 target for the next 12 months and they have a soft news agenda, they have to defend it somehow. Why would they bring up the actual numbers? Just saying.

Microsoft Introduces AI Coding Model That Runs on Laptops; DeepSeek V4 Flash Runs on 60GB Machines, Outperforming GPT-5 on Some Coding Tasks. $Microsoft(MSFT)$  — Microsoft says it's faster, uses 25% fewer tokens, and costs about one-quarter as much as its original version.

$SpaceX(SPCX)$ Options traders seem to carry a lot of anxiety about the underlying stock. I don't use margin or options. I buy, hold, and add shares to all my investments on dip days. I sleep well. $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$  $Alphabet(GOOGL)$  AMD. Bought Google shares post IPO at 88.

I think we'll have a good run through early November, though things are still uncertain after the election. $NVIDIA(NVDA)$  looks way too cheap here. At this point, it feels like it's only a matter of time until it runs.

$Microsoft(MSFT)$  The monthly MACD cross is in place, and this looks like it can continue running over the coming months. Dips are likely to get bought up quickly by algos. There could be a bigger move ahead for these indices. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 

$Advanced Micro Devices(AMD)$  Paid 4x for a physical AI software company at 8 billion, when that company was valued at 2 billion. What a premium. $Innodata(INOD)$  management said physical AI is the hot area. I would even add AI regulatory exposure. It runs 24/7. Now we have both. What a gem this is, so undervalued.

$Microsoft(MSFT)$ Wells Fargo raised its price target on Microsoft to $725 from $700, keeping an Overweight rating. Microsoft also made it onto Wells' Q4 "Tactical Ideas list." The analyst pointed to a "favorable tactical setup" into Q4, citing key catalysts like the realization of its AI advantage, the Ignite conference in November, and new segment reporting. Wells sees momentum "shifting back to" Microsoft in mega cap tech as the company "delivers on AI monetization story alongside balanced investment approach."

$Advanced Micro Devices(AMD)$ Finally took my chips off the table. What a run though. I got in around 2013. Still bullish long-term, but I'm wondering what dilution will look like now that the Meta and OpenAI warrants are in the money. Will look to reenter sometime in the near future.