To The Moon

Actually, a pretty smart move by Lisa. Tying her customer into possible small ownership in the company. $Meta Platforms, Inc.(META)$  is going to be loyal to $Meta Platforms, Inc.(META)$  and not do this deal unless it is in their best interest! This speaks volumes for the technology that $Advanced Micro Devices(AMD)$  has… $Meta Platforms, Inc.(META)$  and Open AI is betting on them! So am I!

$NVIDIA(NVDA)$ One of the best stocks of all time, still less than 10% from all-time highs. Nothing but love. Thank you Jensen.

$Advanced Micro Devices(AMD)$  is one stock where AH is predictable for the opening.

The market appears to be shifting back towards fundamentals rather than hype and momentum. This could be one reason why $NVIDIA(NVDA)$  is diverging from the trend of its 'peers': $Advanced Micro Devices(AMD)$  and AVGO. I remain extremely bullish in the long term, of course.

$NVIDIA(NVDA)$  The U.S. spent $30 billion to replace textbooks with laptops and tablets. The outcome is a generation less cognitively capable than their parents.

I'm a bull on $NVIDIA(NVDA)$ , but the earnings do worry me. They'll need to blow the doors off every single part of their report. Wall Street shorts are sitting back, waiting to knock $NVIDIA(NVDA)$  down. If they miss by even a fraction in any area, there could be a major selloff, at least $50. I hate to think it, and I hate to say it. They do this to every stock, no matter what—$Broadcom(AVGO)$  for example, alab another. Good luck, and I truly hope I'm very wrong.

$Advanced Micro Devices(AMD)$ I think President Trump is the master at setting bear traps.

$NVIDIA(NVDA)$ Shorts are the ones who always wonder why they never get invited. They go to weddings but only talk about funerals. They would rather go through life under rain clouds than enjoy it.

$NVIDIA(NVDA)$  seems well-positioned to carry on with its upward momentum. Those holding long positions can likely continue to enjoy the ride.

Broad-based strength: Beyond just AI GPUs, demand for $Advanced Micro Devices(AMD)$ 's EPYC server CPUs is exceptionally robust, and the company is seeing strong demand for Ryzen processors in PCs and laptops.