To The Moon

$Advanced Micro Devices(AMD)$ Higher highs, higher lows.

$Advanced Micro Devices(AMD)$ AMD is showing a three-wave advance into new all-time highs. As long as the pullback holds support, the structure suggests another leg higher could follow.

That reaction to the Meta news this morning seems way overdone. Just recently we had the cleanest leaders breaking all-time highs. $Marvell Technology(MRVL)$  $Advanced Micro Devices(AMD)$  $Intel(INTC)$  $Taiwan Semiconductor Manufacturing(TSM)$  $NEBIUS(NBIS)$  and others. The underlying thesis hasn't changed for me. I'm focusing on pullback entries around the 8/21 moving averages.

$Advanced Micro Devices(AMD)$ Big move could be coming for these stocks. $Ondas Holdings Inc.(ONDS)$  $BlackBerry(BB)$  $Nike(NKE)$  $SoFi Technologies Inc.(SOFI)$ 

$SanDisk Corp.(SNDK)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Stocks could see some selling pressure until July 1st, if not for the rest of this week. That's just typical quarter-end market behavior. I'm expecting things to improve next week, though, depending on the US monthly jobs report. It comes out this Thursday instead of Friday due to the 3-day July 4th holiday in the US.

$IBM(IBM)$ $Taiwan Semiconductor Manufacturing(TSM)$  $NVIDIA(NVDA)$ IBM has produced the world's first sub-1 nanometer chip technology, featuring a transistor architecture at the 0.7 nanometer node. This is in character for the tech giant—its research division produced the first prototype for a 2 nanometer node chip back in May 2021. With that development, "we highlighted the research, and now all leading foundries are manufacturing these," IBM Research Director Jay Gambetta said in an interview with Barron's. "I think this is going to be as big as that. It's a completely new paradigm." AI chips are built on 5 nanomete

$Advanced Micro Devices(AMD)$ There's no other company that can supply world-class compute as efficiently as AMD. This will be crucial in a severe long-term supply deficit. The $10 trillion estimates might seem far-fetched, but it's looking more and more likely in my view.

It still feels underappreciated by the market within the broader AI compute cycle. Some are starting to view it less as a cyclical chip stock and more as a structural winner. The key idea is that AMD is increasingly seen as a unique, scaled player in key AI compute areas. Competition is narrowing in certain high-end segments. The narrative is slowly shifting from challenger to core infrastructure layer. This matters because markets often misprice platform winners early in the cycle. Re-rating tends to happen quickly once adoption scales. AI compute demand is still in the early stages of a multi-year expansion. Some bulls even argue this setup could support a path to a multi-trillion valuation over time, assuming execution holds. Right now, $Advanced Mi

$Taiwan Semiconductor Manufacturing(TSM)$ SoftBank's Masayoshi Son expects ARM's value to increase tenfold as AI workloads become more CPU-intensive. He also noted that Intel's manufacturing is becoming critical as tech giants look for alternatives to TSMC. He sees potential deals with companies like Nvidia and Apple as factors that could drive Intel's value higher.

$Taiwan Semiconductor Manufacturing(TSM)$ BofA raised its price target on TSMC to $590 from $490 and maintains a Buy rating. The analyst notes that amid growing agentic AI demand, they expect much stronger CPU demand, which will consume more capacity across advanced front-end manufacturing and back-end packaging. Reflecting a stronger outlook for CPU and AI GPU/ASIC demand, they've lifted TSMC sales expectations for 2026 and 2027 to 40% and 39% year-over-year growth, respectively.