$NVIDIA(NVDA)$ On this forum, you can see two types of people: the ones watching history happen and the ones actually taking part in it. It's not too hard to tell them apart. I'm glad I've been on the participating side. Jensen keeps delivering.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ Shout out to everyone holding. Just a bit longer until we see how this plays out.

$Advanced Micro Devices(AMD)$ Venice CPUs look sold out a year early. Reports say 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments — as 256-core TSMC-2nm parts ride agentic-AI demand, setting AMD up for record server-share gains.

$Advanced Micro Devices(AMD)$  AMD has entered into a definitive agreement to acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li. The move brings a world-class team of researchers and model experts into AMD, which should strengthen its ability to develop AI hardware, software and systems around the needs of emerging models and applications. Lisa Su framed it around understanding how models are evolving. Fei-Fei and the World Labs team bring research leadership and model expertise, and the idea is to use that insight to build hardware, software and systems that power the next generation of AI and strengthen the open AI ecosystem. The all-stock transaction is valued at approximately $8.2B and is

$Advanced Micro Devices(AMD)$  AMD is acquiring Fei-Fei Li's World Labs for roughly $8.2 billion. This is way bigger than just another AI acquisition. World Labs is building spatial intelligence models for robotics, simulation, and interactive 3D environments. After the deal closes, Fei-Fei Li will become AMD's Chief Scientist, reporting directly to Lisa Su. AMD doesn't just want to sell the compute powering the next generation of AI. They want to help build and understand the models that determine what that compute needs to become. This is a huge move from Lisa Su.

$Advanced Micro Devices(AMD)$  I want to share the biggest mistake I've ever made. Back in April 2018, I bought AMD at around $12 a share, putting almost my entire 401(k) into it. The stock pulled back a little, and I sold everything. Why? Because for years before that, AMD had traded between roughly $3 and $10 for a very long stretch. I believed it was a solid company, which is exactly why I bought it. But that long history of staying in the $3 to $10 range made me uneasy. So at the first sign of weakness, I got out. Those shares would be worth more than 200 times what I paid today. I could have been a multimillionaire. Honestly, I feel like a complete fool. If there's a lesson here, it's to trust your own resea

$Advanced Micro Devices(AMD)$  Just woke up. Did I miss anything? My accounts are back at all-time highs and making new ones.

$Advanced Micro Devices(AMD)$  I like this stock, but I'd be careful buying at this level. The shorts who were calling for $350 have gone completely quiet since Monday.

$Advanced Micro Devices(AMD)$ It's kind of funny to assume I don't know AMD will hit 600. I do know that. Why wouldn't I?

$Advanced Micro Devices(AMD)$ I exited as of Friday, but I'm rooting for the bulls going forward. Hope the market cap reaches 1T soon.

$Advanced Micro Devices(AMD)$ 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.