$Amazon.com(AMZN)$ A lot of people are wondering if we see $270+ tomorrow—honestly, I think that's quite likely. Today was a fun ride. For those shorting names like $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ , here's a suggestion: study the book more carefully, focus on revenue and earnings growth, and how cash flow is actually generated. On the FCF and capex debate—some of the smartest companies with the strongest balance sheets are choosing to invest aggressively in equipment, data centers, and long-term assets right now instead of just paying dividends or buying back stoc

$Advanced Micro Devices(AMD)$  If you think about it, history suggests the play is simply to buy and hold. Decided to just mute the trolls.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ People are selling on any headline. The idea that China is going to overtake the US in AI — to me, that narrative is pretty hard to take seriously.

$NVIDIA(NVDA)$ Jensen is now paying us a nice cash payment every quarter while we wait for new record highs. Honestly, this investment just keeps getting better every year.

$NVIDIA(NVDA)$ NVDA CEO Jensen Huang was recently in the news, saying the AI cycle is still in its early stages. He pointed out that most major technology cycles typically last 10 to 15 years before reaching maturity. From his perspective, AI is just at the start of that long-term curve, which suggests demand for AI infrastructure and computing could keep expanding for years rather than peaking soon.

$NVIDIA(NVDA)$ I think it could be around $208-210 soon.

$NVIDIA(NVDA)$  The comparison that AI is the new oil is out there, and Nvidia seems to be a leading name in that space.

$Advanced Micro Devices(AMD)$ That's a breakaway gap. Based on my gap theory, this points to a move toward around $600 at minimum. Another thing: the last up-down interval was 18% to 14%, which played out a couple of months ago. What followed that was a 33% to 28% interval. If a similar pattern repeats, it could potentially take us toward the number 666. Algorithms can behave that way sometimes.

$Advanced Micro Devices(AMD)$  Keep an eye on $NVIDIA(NVDA)$  and ORCL. It looks like market makers still have an interest in them. $Oracle(ORCL)$  has been showing some support at these lower levels for a few days now.

$Advanced Micro Devices(AMD)$  $ServiceNow(NOW)$ $Rackspace Technology(RXT)$ $CrowdStrike Holdings, Inc.(CRWD)$ Nothing to complain about.

$NVIDIA(NVDA)$ The market looks a bit oversold after that oil spike. I think it could reverse to the upside.

$Advanced Micro Devices(AMD)$ 50% since $Invesco QQQ(QQQ)$  bottom

$NVIDIA(NVDA)$ It seems pretty clear that all-time highs are on the horizon for Nvidia. The company's revenues have increased significantly in two key areas, and I think we could see one of their best earnings reports ever. Recent data from IDC shows Nvidia's networking business has surged, making them the revenue leader in the global data center Ethernet switch market for the first time in Q1 2026. Additionally, there's a report suggesting Nvidia's H2 data center revenue is 20% above consensus.

I'm watching $Broadcom(AVGO)$  and $NVIDIA(NVDA)$  here as both appear to have completed a clean pullback into prior demand zones. The tape feels less like distribution and more like rotation back into core AI leaders. The timing stands out… price stabilization is happening right after visible dip absorption, and there's been talk of longer-dated positioning (2028 LEAPs) stepping in during the weakness last week. I'm not saying this is a straight-line move, but structurally, this is often how leadership resets before the next expansion leg in a strong cycle: shakeout, reclaim, then continuation. If AI semis remain the dominant macro theme, these are the names that typically lead on both momentum

$Advanced Micro Devices(AMD)$  Institutions were scooping up those cheap shares all last week and this morning. $Nike(NKE)$  and $Ondas Holdings Inc.(ONDS)$  are seeing similar institutional buying. Looks like a move up could be coming soon.

$Intel(INTC)$ AMD held up relatively well too, and the bull flag breakout pattern is still intact. Looking for a reclaim of 131.

A simple growth basket, no noise, just concentrated AI leadership – but the market still seems to care more about positioning than simplicity. This is essentially a “four-stock mega-cap compounding core”: $NVIDIA(NVDA)$  - ~$6K | AI compute backbone, demand still structurally above supply $Microsoft(MSFT)$  - ~$4K | cloud + enterprise AI monetization + sticky cash flows $Alphabet(GOOG)$  - ~$3K | search + cloud + TPU stack quietly compounding $Advanced Micro Devices(AMD)$  - ~$3K | AI secondary compute beneficiary with upside if share gains continue This approach works for one reason: you’re not bettin

$Advanced Micro Devices(AMD)$  Consolidation in this range builds confidence for the next leg up. Super long AMD.

$NVIDIA(NVDA)$ Memory content per GPU cycle isn't slowing down. H100 is around 80GB, Rubin around 288GB, Rubin Ultra around 1000GB. That's a massive step function in memory intensity. If this trend continues, suppliers like $Micron Technology(MU)$ , HYNIX, SMSD aren't in a "cycle"... they're in a structural demand shift tied to AI compute scaling. The market is still debating whether this is cyclical or structural - but the numbers don't really look "cyclical" anymore. Curious how others are modeling this.

$NVIDIA(NVDA)$ This is no longer just an AI story. It's becoming the infrastructure layer behind the next generation of computing. Every major trend—AI models, autonomous systems, robotics, cloud computing, and data centers—requires more computing power. The question isn't whether AI adoption continues. The question is how much compute demand will grow over the next decade. Markets focus on quarterly results. Long-term investors focus on structural trends. Watching closely.