$NVIDIA(NVDA)$ Key takeaways. Platform Dominance: CEO Jensen Huang emphasizes that Nvidia's strength lies in its full AI platform—CUDA software, NVLink, Spectrum-X, BlueField, and manufacturing orchestration—not just the chips themselves. Revenue & Growth: Q1 FY27 revenue reached $81.6B, up 85% YoY, with Data Center Networking surging 199%, showing customers buy integrated ecosystems, not standalone silicon. Ecosystem Lock-In: Multi-year commitments—$119B in supply and $30B in cloud deals—demonstrate deep platform lock-in, making it hard for rivals to compete.

$Advanced Micro Devices(AMD)$ Wondering how many short accounts AMD is going to wipe out this time.

$Advanced Micro Devices(AMD)$ AMD sells physical hardware to data centers, and the demand is strong. That demand isn't going away for several more years. This is just one day on a long-term growth path. No need to overreact.

Semiconductor sector charts are showing highly synchronized technical setups today. $Advanced Micro Devices(AMD)$  is regaining traction near $490.33, $NVIDIA(NVDA)$  is holding its ground at $208.64, and $Micron Technology(MU)$  is flashing a massive breakout. I'm keeping a close eye on these relative strength trends for a broader sector rotation confirmation.

$Advanced Micro Devices(AMD)$  AMD is quietly becoming one of the strongest AI infrastructure stories in the market. It's only about 20% away from a $1T market cap, yet the growth profile remains impressive: Revenue +38% YoY Data center revenue +57% YoY to $5.8B Free cash flow +166% YoY Net income +95% YoY Next-quarter revenue guidance +46% YoY The key point is that data center is now both AMD's largest and fastest-growing segment, creating a powerful growth flywheel. With deployments from $Meta Platforms, Inc.(META)$ , OpenAI, and $Oracle(ORCL)$ , plus the MI450 still ahead, AMD's AI story may still be in its early in

This "Core 4" portfolio is quite something. $AST SpaceMobile, Inc.(ASTS)$  $NEBIUS(NBIS)$  $Ondas Holdings Inc.(ONDS)$  $Advanced Micro Devices(AMD)$  Some of these charts look almost Photoshopped, but they're real. Every pullback so far has been an opportunity. Every breakout shows conviction. If you're into space, AI, defense, and semiconductors, this setup could potentially deliver significant returns by 2032. I'm keeping a close eye on them and adding when I can.

$Advanced Micro Devices(AMD)$  AMD is quietly becoming one of the most important AI infrastructure compounding stories right now. Forward projections suggest a steep profit ramp over the next three years: • 2026: ~$13.8B (+274% YoY) • 2027: ~$24.7B (+78% YoY) • 2028: ~$35.4B (+43% YoY) What stands out here isn't just the growth rate, but the consistency of acceleration across cycles. AMD is increasingly positioned as the only credible challenger expanding share across both CPU and GPU layers of the AI stack at the same time. That dual exposure is rare in this market and is exactly why sentiment keeps shifting in its favor. If these trajectories hold, AMD stops being a "second choice" and becomes a structural pill

I'm adding to my $Marvell Technology(MRVL)$  position today ahead of the possible S&P 500 inclusion announcement tomorrow. If it gets selected to join the S&P 500, that change would take place after June 19th. This company is well positioned to address several current and emerging bottlenecks across the entire AI supply chain, including: - Networking - Optical Interconnects - Silicon Photonics - Co-Packaged Optics (CPO) - Advanced Packaging - Switching These might seem unfamiliar now, but they're likely to become ubiquitous in the next 1-3 years. While we're on the topic, $SIVERS SEMICONDUCTORS AB(SIVEF)$  is also worth a look. $SIVERS SEMICONDUCT

$Advanced Micro Devices(AMD)$ Dell said its AI server revenue increased 757% from a year earlier to $16.1 billion. The company now expects AI server revenue of roughly $60 billion for fiscal 2027, up from its prior expectations of $50 billion. This shows the huge need for AMD.

$NVIDIA(NVDA)$ Jensen the genius. Always has a plan.

$Advanced Micro Devices(AMD)$ Strong close. As long as the $460 level holds, AMD continues to appear optimistic.

$NVIDIA(NVDA)$ Just a note on NVIDIA. Every major institution, pension fund, ETF, and growth portfolio either already owns NVIDIA or is looking to add on weakness. AI demand isn't slowing down—if anything, it's accelerating. Datacenter spending keeps climbing, the Blackwell ramp is just getting started, and Nvidia remains the clear leader. It's hard to stay bearish when the world's biggest money managers keep making NVDA a core holding.

$Advanced Micro Devices(AMD)$ NVDA earnings are coming up soon after the close. To all the sellers out there, see you at $600.

$Advanced Micro Devices(AMD)$ AMD shareholders now own a piece of Marvel Technology, and I'm not complaining.

$Advanced Micro Devices(AMD)$ I think shorts might end up driving AMD to new highs... again.

$NVIDIA(NVDA)$ I'm more inclined to trust the analysts who seem knowledgeable—they all think the stock is heading higher into earnings, so I'll just go with their predictions.

$NVIDIA(NVDA)$ Wells Fargo raised their price target on Nvidia to $315 from $265, maintaining an Overweight rating. Susquehanna adjusted their target to $275 from $250, keeping a Positive rating. SIG analyst Christopher Rolland also increased his target to $275 from $250, maintaining a Buy rating.

$Advanced Micro Devices(AMD)$ I think this could pretty easily be a $1000 stock. If SanDisk could do it, this one will for sure.

$Advanced Micro Devices(AMD)$  Following the earnings report on Wednesday, May 6th, Goldman Sachs set a target of $450 and Bernstein projected $525, among several other upgrades. If we break 430, the stock could head towards 500.

$NVIDIA(NVDA)$ Good to see this. Wall Street is finally starting to accept that AI is here to stay, and constantly worrying about capital investments seems a bit overdone. Let's see how this stock goes, Jensen is a genius.