To The Moon

$Navitas Semiconductor Corp(NVTS)$ 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.