To The Moon

Bdorts had a big day, with the account up 29.60%, driven by the $Advanced Micro Devices(AMD)$  550c and 560c alerts returning 90% and 85% respectively.

$Advanced Micro Devices(AMD)$ The key new piece here is a read-through from Piper Sandler after AMD's September 15 Q3 pre-quiet-period call with investor relations. Analyst David O'Connor notes that AMD told the sell side that CPU and GPU ramps remain on schedule and demand continues to run well ahead of available supply. AMD's available supply is reportedly sufficient to support current guidance, with potential to exceed it. The discussion covered Helios, Venice EPYC, HBM supply, the upcoming scale-up architecture, margins, and GPU/CPU availability. Piper's view was that the business is running essentially full steam ahead, with the programs on track and demand exceeding supply. Piper estimates FY2026 to 2030 AMD revenue CAGR of roughly 50% a

$Palantir Technologies Inc.(PLTR)$  Chipotle is working with Palantir to track food safety risks.

$NVIDIA(NVDA)$ Bears don't seem to understand how cheap this company is.

$Palantir Technologies Inc.(PLTR)$  With a 2.2B share float, I'm honestly surprised the volatility isn't higher. $Meta Platforms, Inc.(META)$  has a similar float but rips and drops wildly from one day to the next. That stability says a lot about who's holding this stock and the conviction.

$Advanced Micro Devices(AMD)$  You can spin a narrative, but you can't stop the train.

$Palantir Technologies Inc.(PLTR)$ Nobody should take Burry seriously. His Palantir price target is literally $1. It sounds cliche, but he's truly a moron. The company posted a 93% revenue increase, has zero debt, and has the greatest CEO and Peter Thiel. Palantir's software is very important for the United States Navy and other branches of the military. I'm long Palantir. Embrace great American companies.

$Advanced Micro Devices(AMD)$  Shorts are still complaining about the high PE. They don't seem to realize the forward PE dropped to 30 after the last earnings.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Bloom Energy Corp(BE)$ $SUPER MICRO COMPUTER INC(SMCI)$ Everywhere you look, the next legs of the AI buildout are setting up for another strong run. By the time this run shows any signs of slowing down, product and development life cycles will have shifted into a multi-faceted replacement cycle of new products, and into clearly sustainable territory. That would show once and for all that the Mag7 and multiple private industries at the granular level have deep enough pockets and annual cash

$Advanced Micro Devices(AMD)$ AMD-adjacent companies are crushing their earnings, yet even with $600+ price targets, it somehow isn't translating into an imminent takeoff for AMD.