To The Moon

$Advanced Micro Devices(AMD)$  AMD's acquisition of MEXT should help with the next leg up.

$Advanced Micro Devices(AMD)$ I admire those who are long AMD.

$Advanced Micro Devices(AMD)$ Futures are up big pre-market, looks like it could be a $50 day for AMD.

Q1 2026 free cash flow margins are starting to tell a pretty interesting story. $Duolingo, Inc.(DUOL)$  at 50% FCF margin. It's quietly one of the most efficient scaled consumer software models out there. $NVIDIA(NVDA)$  at 51.2%. Still the backbone of AI infrastructure economics—pricing power and demand tailwind remain intact. $Palantir Technologies Inc.(PLTR)$  at 54.6%. High-margin software compounding with accelerating cash conversion. When you line them up like this, the market isn't just rewarding growth anymore—it's rewarding cash generation at scale. That's the real filter now. The “green bird” isn't just sentiment… it's cash flow showing u

The more I look into AI infrastructure, the harder it is to overlook this company. Its current valuation is around $55B, while management is targeting roughly $53B in revenue by 2029. That's a revenue profile most companies would dream of. The market seems fixated on debt and near-term expenses, but interest costs won't stay high forever. Meanwhile, AI demand keeps accelerating. The relationship with $NVIDIA(NVDA)$  only strengthens its long-term story. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  is a great company too, but its valuation gap versus $CoreWeave, Inc.(CRWV)$  is starting to look stretched.

$Advanced Micro Devices(AMD)$  Bank of America forecasts the CPU market to grow fivefold by 2030. The stock could see $1000.

$NVIDIA(NVDA)$ Some bears seem to think Nvidia's market share is going to decline. I'd argue that what's actually happening is the entire AI pie keeps getting bigger. A bigger pie means more slices for everyone.

$NVIDIA(NVDA)$  See you at $300 by year end.

$Taiwan Semiconductor Manufacturing(TSM)$  TSM pulling in $13.2B in May revenue, still growing 30.1% YoY. Every time I think these numbers can't get any crazier, they somehow do. I've been looking at this report for a while now.

$Advanced Micro Devices(AMD)$ This is one strong stock. I don’t think I’ve ever seen it battle back as hard as it has in the last three instances.