To The Moon

$NVIDIA(NVDA)$  The framework for large tech is shifting from "apps and platforms" toward full-stack AI infrastructure control. With SPCX now public, the market lens is expanding to who owns the physical backbone of the AI economy, not just software margins. The new leadership map looks like this: • NVDA is the accelerated compute backbone. • TSLA is for autonomy, robotics, and physical AI systems. • META has data ownership, global ad distribution, and the AI monetization layer. • SPCX provides launch systems, satellite comms, space infrastructure, and orbital compute optionality. • AAPL covers consumer hardware, the OS layer, and on-device AI at global scale. The key transition is that leadership is no longer j

The market is at all-time highs, but valuation gaps remain wide beneath the surface. $CoreWeave, Inc.(CRWV)$  trades about 45% below $NEBIUS(NBIS)$  despite stronger backlog growth and improving fundamentals. $NVIDIA(NVDA)$  is at around 20x forward earnings versus roughly 22x for the semis index. $Meta Platforms, Inc.(META)$  is at about 18x forward compared to the ~27x average for hyperscalers. These aren't stories of weakness; they're potential rerating setups in a strong liquidity environment. When momentum persists, spreads like these rarely stay open for long.

$NVIDIA(NVDA)$  I also hold Marvell, Vertiv, Broadcom, and Bloom Energy, but they just don't move the needle like Nvidia does. The reason? I didn't go through a 10-for-1 split and obtain thousands of shares overnight. Nvidia is the king for a reason, and even Apple knows where to go for the best AI chip.

$NVIDIA(NVDA)$ Now we get a decent cash payout every three months from Jensen, which makes waiting for new record highs easier.

$Advanced Micro Devices(AMD)$ 511.57RSI 60.45 • ATR% 6.33 • vol↓ Support & Resistance — UPDATED 2026-06-12 3 Days | Support: $448.33 – $448.33 | Resistance: $521.71 – $521.71 5 Days | Support: $437.23 – $437.23 | Resistance: $521.71 – $521.71 7 Days | Support: $437.23 – $437.23 | Resistance: $532.19 – $532.19 20 Days | Support: $393.36 – $393.36 | Resistance: $546.44 – $546.44 60 Days | Support: $192.83 – $192.83 | Resistance: $546.44 – $546.44 100 Days | Support: $188.22 – $188.22 | Resistance: $546.44 – $546.44 200 Days | Support: $149.22 – $149.22 | Resistance: $546.44 – $546.44 Momentum leans bullish with RSI at 60.45. Volatility sits at 6.33% ATR, indicating contraction. Volume shows vol↓, signaling trader attention to recent flow. --

$Advanced Micro Devices(AMD)$ The good ones: NVDA, MU, and AMD are all actually making money. NVDA has $53B in cash against only $12.8B in debt, and generated $125B in operating cash flow over the last twelve months. MU guided Q3 revenue of $33.5B with an 81% gross margin and is actively paying down debt, reducing it by over $5B in the last three quarters. AMD is the most conservative of the three — clean balance sheet, real GAAP earnings, strong FCF.

$Advanced Micro Devices(AMD)$  I still think $600 by EOY, $1000 by next summer. The demand far exceeds the supply here until at least early '28.

$Advanced Micro Devices(AMD)$ The stock is currently backtesting the key 1.618 log Fibonacci support level. Following a massive historical run from $200 to $540, a technical retest of this magnitude is entirely normal and healthy to digest gains. This is a crucial area for bulls to defend.

$NVIDIA(NVDA)$  Some bears might not realize that NVDA has become a real force now. It seems like a lot of things can't get done without this company somehow being involved. There are countless partnerships, amazing investments, and top-tier chips and software.

$Advanced Micro Devices(AMD)$ We had a solid close; hopefully we can take some profits from the positions added over the past two days on dips.