$Advanced Micro Devices(AMD)$ Riding the AI and semi wave right now. The whole sector is showing strength as compute demand keeps climbing. The datacenter growth story still looks intact. I like the setup here.

$NVIDIA(NVDA)$ $Trump Media & Technology(DJT)$ Trump's latest financial disclosure shows he bought as much as $1.6 million and sold as much as $1 million worth of Nvidia stock in August. The filing came out around the same time he was preparing to give Nvidia CEO Jensen Huang the nation's highest honor for scientific achievement.

$Advanced Micro Devices(AMD)$ Still a buy and ranking pretty high on my model.

$NVIDIA(NVDA)$  Nvda 240s coming and higher. JeffG is a great poster of Nvda news. I don't have to do research with JeffG covering it. Thank you!

$NVIDIA(NVDA)$  I get emotional sometimes because this company is so great. I'll see you in the morning, God willing and if the creek don't rise.

$Advanced Micro Devices(AMD)$  How long can you hold? Currently at 160 P/E, premium levels.

$NVIDIA(NVDA)$ I will take an all-time high record close any and every day. Cheers to the bulls.

$NVIDIA(NVDA)$ On this forum, you can see two types of people: the ones watching history happen and the ones actually taking part in it. It's not too hard to tell them apart. I'm glad I've been on the participating side. Jensen keeps delivering.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ Shout out to everyone holding. Just a bit longer until we see how this plays out.

$Advanced Micro Devices(AMD)$ Venice CPUs look sold out a year early. Reports say 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments — as 256-core TSMC-2nm parts ride agentic-AI demand, setting AMD up for record server-share gains.

$Advanced Micro Devices(AMD)$  AMD has entered into a definitive agreement to acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li. The move brings a world-class team of researchers and model experts into AMD, which should strengthen its ability to develop AI hardware, software and systems around the needs of emerging models and applications. Lisa Su framed it around understanding how models are evolving. Fei-Fei and the World Labs team bring research leadership and model expertise, and the idea is to use that insight to build hardware, software and systems that power the next generation of AI and strengthen the open AI ecosystem. The all-stock transaction is valued at approximately $8.2B and is

$Advanced Micro Devices(AMD)$  AMD is acquiring Fei-Fei Li's World Labs for roughly $8.2 billion. This is way bigger than just another AI acquisition. World Labs is building spatial intelligence models for robotics, simulation, and interactive 3D environments. After the deal closes, Fei-Fei Li will become AMD's Chief Scientist, reporting directly to Lisa Su. AMD doesn't just want to sell the compute powering the next generation of AI. They want to help build and understand the models that determine what that compute needs to become. This is a huge move from Lisa Su.

$Advanced Micro Devices(AMD)$  I want to share the biggest mistake I've ever made. Back in April 2018, I bought AMD at around $12 a share, putting almost my entire 401(k) into it. The stock pulled back a little, and I sold everything. Why? Because for years before that, AMD had traded between roughly $3 and $10 for a very long stretch. I believed it was a solid company, which is exactly why I bought it. But that long history of staying in the $3 to $10 range made me uneasy. So at the first sign of weakness, I got out. Those shares would be worth more than 200 times what I paid today. I could have been a multimillionaire. Honestly, I feel like a complete fool. If there's a lesson here, it's to trust your own resea

$Advanced Micro Devices(AMD)$  Just woke up. Did I miss anything? My accounts are back at all-time highs and making new ones.

$Advanced Micro Devices(AMD)$  I like this stock, but I'd be careful buying at this level. The shorts who were calling for $350 have gone completely quiet since Monday.

$Advanced Micro Devices(AMD)$ It's kind of funny to assume I don't know AMD will hit 600. I do know that. Why wouldn't I?

$Advanced Micro Devices(AMD)$ I exited as of Friday, but I'm rooting for the bulls going forward. Hope the market cap reaches 1T soon.

$Advanced Micro Devices(AMD)$ We first closed above $500 back on May 26, finishing at $503.89. Since then it's been nearly 4 months of accumulation, with an interval VWAP of $508 from that point to now. Just a simple observation, but it's interesting. 4 months is a strong base.

$SELLAS Life Sciences Group Inc.(SLS)$ $NVIDIA(NVDA)$ General market info from Bespoke is useful. Historically, markets have tended to rise when the first rate hike begins.

$Advanced Micro Devices(AMD)$ A short squeeze toward 600+ by month end could be getting underway. A dovish rate hike would likely calm the bond market and bring yields down. The squeeze setup is here.