$NVIDIA(NVDA)$ NVDA has been a steady climber. This time last year, the floor was around the mid-$100s, and now it's around $200. Marking this down: by June 2027, the NVDA floor will be at a minimum in the high-$200s.
$Advanced Micro Devices(AMD)$ Can't wait for the next few quarters' earnings reports. The market cap is still small compared to NVDA. Small market cap plus massive near-term picks and shovels earnings – this could be an 800-1000 stock in a few quarters, a real moonshot.
$Advanced Micro Devices(AMD)$ Agreed, strong move. The stock has basically stayed at or above that 547 level all day after the jump. Not much selling pressure.
TOP 20 fastest-growing AI infrastructure companies: 11. $Aehr Test(AEHR)$ | AEHR Test Systems -- 75% 12. $Astera Labs, Inc.(ALAB)$ | Astera Labs -- 50% 13. $Broadcom(AVGO)$ | Broadcom -- 50% 14. Samsung -- 50% 15. $NVIDIA(NVDA)$ | NVIDIA -- 48% While consensus remains focused on NVDA (48%), it only ranks 15th here. This shows the AI arms race has moved beyond pure compute, into the deep waters of network scaling and system-level validation. The standout here is ALAB (50%). Riding a massive 93% YoY revenue surge, ALAB has just been officially tapped for inclusion into the Nasdaq-100 index this mont
$Palantir Technologies Inc.(PLTR)$ It's sitting within nine dollars of its 52-week low. Stocks with this kind of earnings potential usually don't fall below their 52-week lows. I wouldn't be surprised to see it start moving out of this base, especially if the next earnings report is as good as the last few.