To The Moon

$Advanced Micro Devices(AMD)$  Don't fall for that narrative. AMD hasn't even reached the full potential value of its CPU business alone. It's by far the most efficient supplier of high-performance, low-power compute. If demand is truly massive and sustained for years, it should win out due to the advantages of scale and economics.

$Apple(AAPL)$ Innovative anodes from STI could be a key component for future smartphones.

Mag 7 holding strong despite retail chasing upcoming IPOs. YTD Performance: $Alphabet(GOOGL)$  +10.4% | $4.24T $Apple(AAPL)$  +7.5% | $4.27T $NVIDIA(NVDA)$  +6.7% | $4.87T $Amazon.com(AMZN)$  +4.5% | $2.55T $Tesla Motors(TSLA)$  -11.9% | $1.45T Big tech resilience shows who really runs the AI and cloud game. Retail may panic, but the Mag 7 keep grinding.

$Apple(AAPL)$  I think it's going higher. All these big AI companies besides Apple are spending like crazy for one reason: to get business from companies like Apple. Apple will reap all the AI rewards without having to own a single data center.

$Apple(AAPL)$ Months from now, when we're all using Siri AI features every day, we might look back at this selloff and regret not having bought AAPL at these levels.

$Advanced Micro Devices(AMD)$  Bought more today at $447, good price. The 650 shares purchased since Friday are already showing a profit.

$Apple(AAPL)$ Looks like another accumulation opportunity for longs.

$Advanced Micro Devices(AMD)$ Just keep in mind that over the next 6 months and beyond, the probability leans towards the overall market moving higher from here. Those who are long here believe AMD will outperform the rising market. I'm in that camp.

$Advanced Micro Devices(AMD)$ The rally is around 189% from the February 2026 low. A pullback is expected, which could provide the next long opportunity after a 3, 7, or 11 swings correction. Buyers could look to enter in the extreme area of a 3, 7, or 11 swings correction against the February 2026 low before the rally continues.

$Apple(AAPL)$  A key part of Dan Ives' bullish thesis on Apple focuses on AI-driven monetization opportunities. He said artificial intelligence could add between $75 and $100 per share to Apple's valuation as the company integrates AI features across its ecosystem and starts generating revenue from those offerings. Beyond valuation gains, Ives sees AI creating a meaningful new revenue stream for Apple's services business. The analyst estimated that AI-powered products and services could generate an additional $15 billion to $20 billion in annual services revenue over time. With Apple's services segment already bringing in around $100 billion annually, Ives believes AI could provide another layer of growth for on