$NVIDIA(NVDA)$ NVIDIA and TSM are at the heart of the AI revolution. NVIDIA designs the computing power driving AI, while TSM manufactures the advanced chips that make it possible. Both are positioned to benefit as AI expands across every industry. Skeptics focus on a potential bubble. The big picture is that AI is still in its early stages, demand continues to grow, and the long-term opportunities are enormous. Wall Street analysts see significant upside in both companies, reflecting expectations for continued earnings growth and expanding AI demand. AI isn't just a trend. It's a fundamental shift in how the world operates. We're still in the early innings. The companies building the infrastructure today will
$Advanced Micro Devices(AMD)$ As of October 2026, AMD has achieved 5.75 million AI tokens per second in a large-scale inference benchmark, using 512 AMD Instinct MI355X GPUs. This was reported in the September 2026 MLPerf Inference 6.1 results.
$Advanced Micro Devices(AMD)$ I really like this. It separates the gamblers from the investors. It's going to be fine. The discount won't last, so enjoy it while it's here. The only time you lose is when you panic sell.
$Micron Technology(MU)$ The only ones getting hurt here are amateur traders getting crushed by IV on low-quality weekly options. Most people who understand what they are looking at are adding aggressively. The market seems unable to price reports this strong at this market cap. Something similar played out with NVDA. Moments like this are when leveraged exposure in the underlying makes sense to me. It is no longer about the extreme numbers themselves, but the macro sentiment and bonds. Time to get ready. $Roundhill Memory ETF(DRAM)$