$NVIDIA(NVDA)$ Motley Fool is saying NVDA could climb 20% after earnings because the stock looks undervalued. The setup seems pretty solid right now.

$NVIDIA(NVDA)$ Some critics call Nvidia's plan to finance the AI buildout circular: help customers finance GPUs, then sell them Nvidia GPUs. David Sacks argues that misses what Jensen Huang is actually building, and why he thinks it's brilliant: "Let me tell you what's so brilliant about what Jensen did here. The numbers are getting so big that the TAM is getting constrained by the ability to finance this buildout. And what he's doing is alleviating that finance constraint so that he can grow as big as the TAM actually is. Just to take one example. Elon wants to add somewhere around six to eight gigawatts next year. We know that would cost three to four hundred billion of capex. The company just raised a hundred billion in its equity and debt

$NVIDIA(NVDA)$ NVDA has delivered market-beating returns in 11 of the past 13 years. I've been invested since 2013, so I've seen it firsthand. The bearish takes honestly crack me up. And NVDA is already up almost 20% in 2026. Some bears are asking if I should sell all my shares now — that's the part I find funny.

$NVIDIA(NVDA)$ Jensen Huang talks about $500 billion as if it's pocket change. Hard not to respect that kind of confidence.

Microsoft has been running really strong over the past month. What's interesting is just how concentrated the moves have been. A handful of names basically did the heavy lifting for the S&P 500: $Microsoft(MSFT)$ : +26.2% — 119 points $NVIDIA(NVDA)$ : +8.8% — 64 points $Amazon.com(AMZN)$ : +14.3% — 55 points $Broadcom(AVGO)$ : +16.0% — 41 points $Alphabet(GOOGL)$ : +4.9% — 16 points When you look under the hood, the rally is a lot narrower than the headline index numbers suggest. To me, that just reinforces the same story — this market is still bein

$SpaceX(SPCX)$ 106% shorted. That's just absurd. Whether the company is profitable or not doesn't really matter here — some Wall Street hedge fund went all in on the short side, and they're likely going to get blown up by a margin call once 150 hits. $Alphabet(GOOGL)$  already invested 95 billion into this, and may have added more on the dip. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  NVDA. I wouldn't short this; it's way too dangerous. It could hit 150 in ten minutes or a week, feels like a ticking moment.

$NVIDIA(NVDA)$ I worry about a lot of things, but never Nvidia. Look at who is in charge. Musk and Jensen — that is a special relationship.

$Advanced Micro Devices(AMD)$ I'm looking at a $600 to $700 stock price and a minimum 5-for-1 stock split, not too far down the road.

$Advanced Micro Devices(AMD)$ Someone bought 1DTE $475 calls on AMD, around $1.19M near the ask. The contract premium is now above $4.7M, and the net call premium is at +$58.8M. AMD is pushing toward $496, and the $500 level is in focus.

$Ondas Holdings Inc.(ONDS)$ Looks like a good bounce from the 5m 200 EMA. $Palantir Technologies Inc.(PLTR)$  $Lockheed Martin(LMT)$  $Kratos Defense & Security Solutions(KTOS)$  $Advanced Micro Devices(AMD)$ 

$Advanced Micro Devices(AMD)$ It gets dropped just so they can pump it afterward. Seems to happen every time.

$Advanced Micro Devices(AMD)$ Some advice that has held up well over time. It rarely pays off to panic and bail on an AMD earnings report. The after-hours action around AMD ERs often looks like textbook market maker manipulation, designed to shake people out and get them to hand over their shares. The three-day rule usually applies here. If history is any guide, this kind of move tends to create a buying opportunity. Just don't be the mark.

$Advanced Micro Devices(AMD)$ I wouldn't be upset if we somehow closed at that $500 level today. Not saying it will happen, but my heart certainly wouldn't be broken.

$Advanced Micro Devices(AMD)$ For anyone who bought AMD at higher prices, it's worth being patient and keeping a long-term view. There isn't anything fundamentally broken with AMD right now, the broader market sentiment is just leaning bearish. If the underlying thesis hasn't changed, pullbacks like this can be seen as chances to add. At some point, looking back, those buys made when sentiment was poor might end up looking like the right call. Over time, red days stop feeling like a threat. They start to look more like what they often are: opportunities, not reasons to panic.

$Advanced Micro Devices(AMD)$ Earnings report is the only thing that can turn this around. The numbers are going to be amazing.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Intel(INTC)$ Data over the past year shows an incredibly rapid growth rate in token demand, which serves as a proxy for computational power. OpenRouter data indicates that from July 2025 to July 2026, average weekly token demand increased by more than 2,200%.

$Navitas Semiconductor Corp(NVTS)$ Micron, AMD, and SMCI are looking strong. I think this trend could continue.

For investors with a long time horizon, a market pullback can present opportunities to build positions in quality companies that have solid long-term drivers. Looking at a few names: - $Zeta Global Holdings Corp.(ZETA)$  is around $21, having delivered 19 consecutive quarters of beating and raising estimates. Revenue is growing at about 50% year-over-year. - $Nokia Oyj(NOK)$  is near $10, backed by a $1B investment from NVIDIA, with its AI and cloud revenue showing strong growth. - $SoFi Technologies Inc.(SOFI)$  trades around $17. Its CEO has purchased over $2.25M in shares through multiple buys this year. - $

$Advanced Micro Devices(AMD)$ I think there's a chance we could see a major short squeeze coming up. It might be the biggest one of the year, with a move of 10%+.

NVIDIA has laid out its full AI infrastructure stack. The AI buildout extends well beyond just GPUs. As adoption picks up, every layer of the ecosystem is becoming critical. First, the compute and chip layer. $NVIDIA(NVDA)$  is the clear leader in AI GPUs and accelerated computing platforms. $ARM Holdings(ARM)$  provides the CPU architecture that powers next-generation AI devices and data centers. $Advanced Micro Devices(AMD)$  is expanding its presence in AI GPUs, CPUs, and enterprise computing. $Micron Technology(MU)$  is a key supplier of HBM and DRAM memory, which is essential for both AI training and