To The Moon

$Apple(AAPL)$  Nothing announced so far, but I'll keep waiting for the foldable iPhone.

I have never been more bullish on META. A collaboration between $Meta Platforms, Inc.(META)$  and $Apple(AAPL)$ ? This could go to $1000.

$Advanced Micro Devices(AMD)$ Kind of funny to watch. People are panicking and selling hard, including after hours, even though we already know the revenue numbers and TSMC crushed those figures. Data center demand, RAM, DRAM, all of that is obviously off the charts, and every report has been confirming it. The narrative hasn't changed. China doesn't change the narrative either, since nobody in the West is going to use their chips for data center or AI infrastructure. DRAM and RAM, maybe, but that's not AMD's wheelhouse anyway. The whole rates thing, we've known about that for a while now. We knew a second hike was coming in December, and it likely continues. But we also have the midterms, and we know a ceasefire will be happening very soon. E

$Oracle(ORCL)$ This reminds me of $Advanced Micro Devices(AMD)$  in the first half of last year, sitting around 120 for months. I bought 2,000+ shares of AMD back then, and now it's a $570 stock, 5x from 18 months ago. Today I'm holding 2,000 shares of Oracle, and I believe it could also 2x in the next 12-18 months.

$Advanced Micro Devices(AMD)$ I don't always buy calls. But when I do, they're AMD calls.

$Advanced Micro Devices(AMD)$ Average daily range is now 23.72. A whale picked up 350K in calls for the 625 strike expiring Friday. Still plenty of time for a squeeze going into ER.

$Apple(AAPL)$  is still expected to see one more leg lower into the 324-314 Blue Box area. This pullback should complete Wave 4, setting the stage for the next rally to finish blue Wave (1). The Blue Box support zone may offer opportunities for buyers.

$Advanced Micro Devices(AMD)$  At this point it doesn't matter what people say about the OpenAI report. The damage was already done, and there's no way to go back and fix it. It is what it is.

I think investors focus way too much on revenue growth. For $Advanced Micro Devices(AMD)$ , what I care about is Data Center operating income. For $Uber(UBER)$ , it's FCF. For $Netflix(NFLX)$ , margins. For $SoFi Technologies Inc.(SOFI)$ , fee based revenue. Growth quality matters more than growth alone.

Wednesday’s biggest analyst calls: Yorkville Ives initiates Apple as outperform Evercore ISI upgrades NetApp to outperform from in line DA Davidson reiterates Micron as buy Cantor Fitzgerald upgrades Humana to overweight from neutral TD Cowen upgrades Marvell to buy from hold $Micron Technology(MU)$  $Apple(AAPL)$  $NetApp(NTAP)$  $Humana(HUM)$  $Marvell Technology(MRVL)$