$NVIDIA(NVDA)$ NVDA has been a steady climber. This time last year, the floor was around the mid-$100s, and now it's around $200. Marking this down: by June 2027, the NVDA floor will be at a minimum in the high-$200s.

$Advanced Micro Devices(AMD)$ Institutional investors seem to like those buys at $515.

$NVIDIA(NVDA)$  It's way too early to count yearly gains now. Nvidia regularly beats the market averages.

$Advanced Micro Devices(AMD)$ Can't wait for the next few quarters' earnings reports. The market cap is still small compared to NVDA. Small market cap plus massive near-term picks and shovels earnings – this could be an 800-1000 stock in a few quarters, a real moonshot.

$Advanced Micro Devices(AMD)$  Agreed, strong move. The stock has basically stayed at or above that 547 level all day after the jump. Not much selling pressure.

TOP 20 fastest-growing AI infrastructure companies: 11. $Aehr Test(AEHR)$  | AEHR Test Systems -- 75% 12. $Astera Labs, Inc.(ALAB)$  | Astera Labs -- 50% 13. $Broadcom(AVGO)$  | Broadcom -- 50% 14. Samsung -- 50% 15. $NVIDIA(NVDA)$  | NVIDIA -- 48% While consensus remains focused on NVDA (48%), it only ranks 15th here. This shows the AI arms race has moved beyond pure compute, into the deep waters of network scaling and system-level validation. The standout here is ALAB (50%). Riding a massive 93% YoY revenue surge, ALAB has just been officially tapped for inclusion into the Nasdaq-100 index this mont

$Advanced Micro Devices(AMD)$ Based on tonight's news, the price might test $550 tomorrow.

$Advanced Micro Devices(AMD)$  Normally I'd say V for victory, but this V is for vindication.

$Palantir Technologies Inc.(PLTR)$ It's sitting within nine dollars of its 52-week low. Stocks with this kind of earnings potential usually don't fall below their 52-week lows. I wouldn't be surprised to see it start moving out of this base, especially if the next earnings report is as good as the last few.

$Palantir Technologies Inc.(PLTR)$  The stock is steadily climbing back up, shouldn't take long. I still think $225 is a possibility.

$Advanced Micro Devices(AMD)$  The bears haven't figured it out yet. They can short AMD all they want. They'll regret it in a few months. What they're doing is just scalping for small gains. The real profit is in the long-term outlook for AI. Not a day goes by without AI being mentioned in daily life. Google and Meta need to spend more to build out these AI data centers. Who's really missing the point here? The bears or the bulls?

$Advanced Micro Devices(AMD)$ So much capital is being spent on GPUs and CPUs that some companies are even issuing debt to buy more. It will all show up in earnings eventually, but you know the stock tends to run up ahead of that date.

$NVIDIA(NVDA)$  Buy and hold at this low forward pe

The more I look at $Palantir Technologies Inc.(PLTR)$ , the more I think people are underestimating how sticky those government and enterprise relationships can be. Everyone is focused on valuation. Very few are thinking about what happens if the execution continues for another five years. You don't have to love the stock, but it's hard not to respect what the management has built.

$Palantir Technologies Inc.(PLTR)$ Consolidation on the weekly chart. Anything in the $120s to low $130s is a good area to add.

$Advanced Micro Devices(AMD)$ Healthy pullbacks are fine; after a 300% gain, you don't want it to just shoot straight up anyway. Checking the price daily is a bit of a waste of time. I've always liked a fast-growing underdog that's moving faster than Intel and gaining ground on Nvidia. I own both, though. Anything under $500 feels like a gift.

$Palantir Technologies Inc.(PLTR)$ PLTR earnings are doubling every year, so it should be hitting new highs. Once it starts rolling higher, it might not stop. That would be pretty amazing.

$Palantir Technologies Inc.(PLTR)$ 128 is a point of interest.

$NVIDIA(NVDA)$ CEO Jensen Huang is once again signaling what the market already knows. Demand remains "enormous" across the entire stack—everything from wafers and silicon photonics to basic cable connectors is still tight. That's not a minor bottleneck; it's a full supply chain constraint. On top of that, he hinted there may be additional announcements coming tomorrow… which tends to keep NVDA in the spotlight. The bottom line: this isn't a demand issue; it's a supply struggle trying to keep up with an accelerating AI buildout.

$Zapata Quantum Inc(ZPTA)$ I find it interesting that the only news Stocktwits published for the last year on Zapata is that story where an analyst scoffed at the potential 1250% gain? And, what, it's more like a 300,000% gain since then? I mean, we've had great news these last few weeks, especially the $Palantir Technologies Inc.(PLTR)$  hire. Why aren't the press releases making it to our news feed?