To The Moon

I note that $Meta Platforms, Inc.(META)$  will deploy 6 gigawatts of $Advanced Micro Devices(AMD)$ -based data centre capacity, covering the MI450 accelerator and subsequent generations. The deal is valued at tens of billions of dollars, with reports indicating it could reach up to $60 billion in the medium term. As part of the agreement, $Advanced Micro Devices(AMD)$  is issuing $Meta Platforms, Inc.(META)$  performance-based warrants to acquire 160 million shares of common stock (roughly 10% of the company); these warrants vest in tranches, with final tranches tied to milestones including

$NVIDIA(NVDA)$  I have to admit, I voted for TACO—so much shame and regret.

The DOW is above 50k, which isn't bad considering stimulus is being removed via government spending cuts. I'm hoping $NVIDIA(NVDA)$  runs up ahead of earnings. Long term player.

$Advanced Micro Devices(AMD)$ You all know they'll beat on both revenue and profit lines, right? They're going to crush earnings.

$NVIDIA(NVDA)$  There's talk circulating about a merger between $Microsoft(MSFT)$  and NVDA.

$NVIDIA(NVDA)$  Strong margins: Despite global trade headwinds, profitability remains robust.

$Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$  is working closely with AMD... doesn't want to be solely tied to NVDA... significant increase in AI spend... where do you think some of that will go?

Analysts assign a strong buy rating to NVDA. Market sentiment shows they view $NVIDIA(NVDA)$  as central to the AI boom, with growth prospects outweighing valuation concerns.

$Advanced Micro Devices(AMD)$  is growing faster than gold, with the snowball effect underway. It might hit 600$ sooner than expected. What do you think?

$NVIDIA(NVDA)$ If you're thrilled to see NVDA, one of the greatest American companies ever, fail, then you're certainly not Americans.