To The Moon

$NVIDIA(NVDA)$  looks like it could be setting up for a significant move. On the technical side, I'm keeping a close eye on the $214 support zone. If that level keeps holding, the next upside target I'm looking at is $224+. Nvidia's dominance in AI remains clear. Bloomberg reported the company is raising prices on servers powered by its AI chips by more than 15%, with the increases expected to affect systems shipping early next year, including those using the Vera Rubin and Grace Blackwell platforms. That kind of pricing power says a lot about demand strength. With Nvidia's Q2 FY2026 earnings scheduled for Wednesday, August 26, the setup gets more interesting. Strong technical support combined with a major earnings catalyst could create the c

$Advanced Micro Devices(AMD)$ Both AMD options I sold last week, calls and puts, are set to expire worthless. There's a particular feeling when you've collected all that premium and realize that by the end of the contract period, you've made bank. Still waiting on that sub $450 AMD price target.

Waiting until Monday seems like the right call to me. Max pain at 31 is wild given where we are, so I'll take it. Without the macro noise, things would look very different. Amazing how the world has it all clocked out. After strength all day at POC, at the cloud, and all the averages, suddenly the momentum faded. Hilarious, but the day isn't done. $SUPER MICRO COMPUTER INC(SMCI)$  is battling VWAP while $IREN Ltd(IREN)$  is fighting the top of the cloud. The patterns are trading in tandem, just at different stages. SMCI has the clearer path upward with less resistance than IREN. Depending on where it settles, I may add more SMCI. With all this volume, that shelf will keep building under 37.40. I

$SUPER MICRO COMPUTER INC(SMCI)$  Higher highs, higher lows on the weekly/monthly.

$SUPER MICRO COMPUTER INC(SMCI)$  That seller at 36.22 probably had a rough time after work. Six for six winning SMCX trades on my end.

$SUPER MICRO COMPUTER INC(SMCI)$ 76 new jobs were added to the career site today. That's the highest single-day total I've seen since I started tracking this. Global growth looks like it's ramping up.

$SUPER MICRO COMPUTER INC(SMCI)$ If it breaks 38.16, we fly. Almost there. It's got this.

$SUPER MICRO COMPUTER INC(SMCI)$ While bears argue over headlines, Supermicro is positioned directly inside the infrastructure buildout powering the biggest AI workloads on earth. NVDA has a deep platform/OEM relationship with them across next-gen GPU systems. AMD is tied in through Instinct-based AI infrastructure, and Intel through longstanding server/platform collaboration. Supermicro systems are also deployed in xAI's massive AI clusters, with major hyperscale and neocloud customers driving rack-scale demand. Their direct liquid-cooling technology is built for increasingly power-dense AI factories. Now combine that positioning with $11.1B quarterly revenue, $60B+ in new orders, a record backlog, and $65B–$72B FY27 revenue guidance. Every

$SUPER MICRO COMPUTER INC(SMCI)$  Why can't this be in the 50s or 100s? The company makes around 70 billion in revenue and the market cap is only about 25 billion.

$SUPER MICRO COMPUTER INC(SMCI)$  A pullback to 35.75 would be a nice consolidation setup after the recent big move, setting up for the next leg up in my view. The top of the ichimoku is also being tested right here. A move back to 39.45 might just leave that lower fib level behind if there's follow-through. Watching for fireworks.