$SUPER MICRO COMPUTER INC(SMCI)$ I've been saying for months that this is massively undervalued, and it can still double from these levels. Revenue and earnings are growing faster than AMD and Dell. Yet SMCI is still trading as a value stock with a PE of 12.68. On a forward PE basis it's at 7.81, roughly a quarter of AMD's and a third of Dell's. Gross margins accelerated by 720 basis points last quarter. The massive growth is still ahead, with 60 billion in open orders. That's more than five quarters of revenue that will be reported. Dell's year-to-date stock gains are 300%, while SMCI is only up 43% YTD. Holding.

$NVIDIA(NVDA)$ It might be worth just tuning out the rest of the market noise and focusing on AI spend and demand. As long as that keeps going up, Nvidia's stock price should follow. The logic feels pretty straightforward.

$Cerebras Systems(CBRS)$ AMD is a partner worth noting here, same as with Cerebras. They also have a big contract with OpenAI, and that feels like another solid signal of what this company is working on. Contracts with AMZN are in the mix too. Say what you want, but to me the setup looks bullish.

$UiPath(PATH)$ I didn't sell any long positions today. I did sell more short puts for a credit though. $ServiceNow(NOW)$  $Microsoft(MSFT)$  $IBM(IBM)$ 

$NVIDIA(NVDA)$ For long-term holders, the daily, weekly, even monthly moves really don't mean much with this stock. The yearly chart tells the real story. Some get frustrated when it goes nowhere for 6, 7, 8, 9, or 10 months, but that hardly matters as long as NVDA keeps delivering market-beating yearly returns. It has closed green in 11 of the past 13 years.

$NVIDIA(NVDA)$  As long as AI spending and demand keep growing, Nvidia's stock price will follow. We're in year four and counting.

$NVIDIA(NVDA)$  The setup shared earlier is now up more than 40%. Now the attention shifts to the 206 area. A clean break and hold above that level would strengthen the bullish structure and keep momentum favoring buyers. From here, it's about confirmation, not prediction.

$NVIDIA(NVDA)$ I went long on MU, STX, WDC, INTC, MRVL, ARM, MSFT, SNDK, and AMZN yesterday, and they are all up more in after-hours alone than what NVDA longs can make in a year. Not really sure why anyone bothers with that one anymore.

$ServiceNow(NOW)$ $Adobe(ADBE)$ $Salesforce.com(CRM)$ $Advanced Micro Devices(AMD)$ The market's been feeling more like a casino lately, driven by algorithms and sector rotations rather than fundamentals. One week chips are the hot trade and software gets dumped; the next week software rallies while chips get crushed. It's a never-ending tennis match with billions of dollars bouncing from one group of stocks to another. Companies can post record earnings, raise guidance, and announce major deals, only to see their shares fall because the algorithms have already moved on. Meanwhile, stocks with weaker res

$Microsoft(MSFT)$  This is a monster stock. I never sell, just keep adding, buying on dips, and letting it compound. Then repeat.

$Microsoft(MSFT)$ Glad to see this move. Just holding from here or hoping it pushes toward $440.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Amkor Technology(AMKR)$ $Advanced Micro Devices(AMD)$ The pullback is either the mother of all overreactions, or artificial intelligence is officially dead and as a society we're done advancing technology. Pick a side — it's that simple.

$ServiceNow(NOW)$ $Advanced Micro Devices(AMD)$ ServiceNow has been carrying my portfolio these past few days. I'm just waiting for AMD to have its moment soon.

$Advanced Micro Devices(AMD)$  485This is a key zone. Price last touched it around mid-July. Closing above it would be a decent start for a bounce, from where I stand.

$Alphabet(GOOGL)$ Google just raised its capital expenditure outlook by another $15 billion. That's the second guidance increase this year, after spending had already doubled from previous levels. The reason seems pretty straightforward: demand for AI compute is outpacing available capacity. Sundar Pichai's message last quarter was clear when he said they were compute constrained. With a $462 billion cloud backlog to fulfill, Google appears to be choosing aggressive spending over slowing down. Some funds were reportedly reducing tech exposure heading into earnings. Google's response was to commit even more to AI infrastructure. This capacity race is playing out across other major players too, like $Meta

Noticed a major bank just upped its price target on $NVIDIA(NVDA)$  to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

Hold on, look at these numbers: $Microsoft(MSFT)$  at $394, down 18.7% YTD. $Palantir Technologies Inc.(PLTR)$  at $132, down 27.4% YTD. $ServiceNow(NOW)$  at $103, down 32.7% YTD. $Oracle(ORCL)$  at $126, down 36.9% YTD. After declines like these, is it really fair to label these companies as "uninvestable"? The market seems to be pricing in a lot of fear, but the long-term narratives around AI, cloud, and enterprise software haven't gone away. For investors willing to be patient, these stocks are starting to look quite interesting.

$NVIDIA(NVDA)$  Another AI company has hit GPU capacity limits and paused new signups due to overwhelming demand. That's precisely why the AI infrastructure story is still unfolding. Demand for compute continues to grow, and NVIDIA remains at the core of it.

$Advanced Micro Devices(AMD)$ The SOXX ETF is down about 19% from its recent high of 666, putting it just 1% away from bear market territory. AMD is holding up a bit better, down around 15% from its high of 584. The setup looks interesting heading into AMD's AI day next week, followed by their earnings report in three weeks.

$Advanced Micro Devices(AMD)$  Bears couldn't manage to push for a lower low today. From a technical standpoint, if the market makers really wanted the price down, today would have been the day for a dump.