$Advanced Micro Devices(AMD)$ Just punched through to new all-time highs. That's not a quiet grind, that's real momentum pressing right into the recent high and not backing off. This is the kind of chart setup worth watching closely.

$Cerebras Systems(CBRS)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$  An interesting take from a Bank of America analyst on NVIDIA's ecosystem. The argument is that NVIDIA's setup is becoming heavily reliant on custom ASICs, optics, switching, photonics, and data movement/memory layers. A lot of names are getting attention because of their role in trying to plug those GPU deficiencies — MRVL, various photonics companies, HBM players like Micron, and others. The idea is that NVIDIA's GPU limitations have created a multi-trillion dollar ecosystem

$Advanced Micro Devices(AMD)$ Lisa Su unveiled the Helios rack at CES. It's positioned as the world's best AI rack. Helios is a 7,000 pound rack developed with Meta, weighing more than two compact cars.

$Apple(AAPL)$ Bought 335c 10/7 contracts. I'm willing to let these contracts go to zero. Risk has been assessed already. Discipline over emotions. Not financial advice.

$Advanced Micro Devices(AMD)$ Options now expire on Mondays, Wednesdays and Fridays. Shorts get pretty desperate to push AMD down on those days. AMD could pop on Tuesday.

$Advanced Micro Devices(AMD)$ Looking at Advanced Micro Devices, the setup reads clearly bullish to me. 8 of 9 matrix cells are pointing upward, with an average conviction score of 3.62 out of 5. As of 11 Sep 2026, the snapshot shows broad alignment across technicals, sentiment, and fundamentals. The fundamental side is supported by doubling data center revenue and long-term secular AI expansion, which helps offset demanding short-term valuation multiples. Technically, the stock is holding a strong uptrend above its 200-day moving average, with positive momentum behind it. Sentiment is also supportive, with low short interest and firm institutional backing. I would reconsider the stance if data center growth decelerates sharply or if price act

$Navitas Semiconductor Corp(NVTS)$ Short-term sell-offs aren't something I get too worked up about, since that's how it usually goes. This is the kind of setup where I've been building my position and taking gains in NVTX. It's the same approach that made me six figures with $Advanced Micro Devices(AMD)$  and AMDL.

$Apple(AAPL)$  Bought 340c 10/16; light position. Risk management is key. Discipline over emotions. NFA.

$NVIDIA(NVDA)$ The board has approved a $150B increase to the company's share-repurchase program, bringing the total buyback authorization to $235B. That eclipses the $110B stock buyback $Apple(AAPL)$  unveiled in May 2024, and comes just 4 months after Nvidia's board added $80B to its buyback program. Nvidia said in a Monday presentation that its investment portfolio includes 13 public companies and 229 private companies, and that its return on investment for exits is greater than 3x the amount it put in. Nvidia plans to return excess FCF from those investments in the form of share repurchases and a gradually growing dividend. Nvidia also said it would partner with Wall Street firms and partial

$Apple(AAPL)$ Looks like the broader market could be rough going forward, but $Paradiumai Inc(PAAI)$  should hold up well.

$Apple(AAPL)$ Apple doesn't need to win the AI infrastructure race to benefit from AI. Their edge is having a huge installed device base and control over the hardware, operating system, and services ecosystem. Any successful AI rollout gets massive distribution right away.

$Advanced Micro Devices(AMD)$ Did I just become a multi millionaire because of this stock... I think so.

$Apple(AAPL)$ Demand for the iPhone 18 lineup looks stronger. Backlog will be 3-5 weeks as reviews drop in, and the Duo is likely to have a pretty wild wait time.

$Apple(AAPL)$ 2026 estimates point to smartphone sales declining more than 14% by year end. The drop is tied to sharp memory cost increases, which are forcing price hikes to avoid major profit losses. The bigger question is where the sales declines and price hikes will hurt the most. Android is forecast to take the hardest hit, with up to a 25% decline in sales spread across all Android makers. That hits them hardest in their bread and butter low-end budget tiers, and somewhat in the midrange as well. This does not include Huawei, which may see a small decline in absolute sales. Samsung and Chinese OEMs cannot absorb the cost increases, so they have to raise prices, which may reduce sales and demand at those price points. That is just how thi

$SPDR S&P 500 ETF Trust(SPY)$ Best thing that can happen for bulls is flushing out the gamblers. Markets only go up once the non-investors and lousy traders are gone. A clean 15% reset would actually help. $Meta Platforms, Inc.(META)$  $Apple(AAPL)$  $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$ 

I think once the rate decision is out of the way, the market could bounce back, and $Advanced Micro Devices(AMD)$  with some momentum might have a clear path past 520.

$Apple(AAPL)$ Bears betting against this 2k phone are going to get wrecked.

$Apple(AAPL)$ Q3 results show the ecosystem keeps getting stronger. iPhone demand is still solid, Services reached an all-time high of $21.2B, and Vision Pro adoption is picking up real momentum. The focus on AI innovation and sustainability is delivering value to shareholders, not just changing the tech landscape. With a strong product pipeline for fall and a disciplined capital return program, there's good reason to be confident about long-term value creation. Apple's team continues to execute well. The future looks bright.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Technically, there's a falling wedge reversal forming. I'll keep an eye on it and may get into calls. $Apple(AAPL)$  breakout looks like it's coming up.

BTC.XThe first leg up was from $63K to $80K. The second leg is happening now from $80K to $92K, and then we could see a third green candle from $92K to $103K before a small pause. After October/November, the biggest bull cycle should be here for the next 1064 days. 365/1064. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$  $Apple(AAPL)$