To The Moon

$APPLIED DIGITAL CORP(APLD)$ Let the earnings settle. It should be back up within 48 hours. On the bright side, $Microsoft(MSFT)$  absolutely crushed it.

$Oracle(ORCL)$ A $450 price target by 2030 is not unrealistic. Based on Oracle's projected FY2030 adjusted EPS of $21, here is what different P/E multiples imply: 15x P/E gives $315, 18x gives $378, 20x gives $420, 22x gives $462, 25x gives $525, and 30x gives $630. A $450 share price implies a P/E of just 21.4x. If Oracle delivers its projected 35%+ annualized revenue growth through FY2030 while continuing to expand its AI cloud business, a 21.4x forward earnings multiple would hardly be aggressive. $Intel(INTC)$  $Palantir Technologies Inc.(PLTR)$  $NVIDIA(NVDA)$ 

$Advanced Micro Devices(AMD)$  Agentic AI could make AMD the next $5T company. New multi-year agreements are worth watching, and this looks like just the beginning.

$Advanced Micro Devices(AMD)$ It keeps tapping into the supply zone and getting rejected there. A clean break above that level could really get some momentum going.

Celestica's earnings could be a solid bullish signal for Intel. Celestica ($Celestica(CLS)$ ) just reported strong Q3 results: revenue up 83%, EPS up 109%, and a 2027 revenue outlook of $40 billion. Those numbers point to a real acceleration in AI infrastructure spending. Why could this matter for Intel? AI data centers don't just run on Nvidia GPUs. They also need powerful server CPUs for workloads, networking, storage, and increasingly complex AI agents. Server CPU supply constraints are already being discussed, so stronger infrastructure demand could translate into better demand and pricing power for Intel's Xeon processors. Celestica's results don't guarantee an Intel earnings beat on Thursday, but the bigger picture looks encouraging: AI

$Advanced Micro Devices(AMD)$  delivered exactly as expected from the Blue Box support area. On 10.11.2026, a high-probability buying zone between 588.63 and 560.45 was identified. Buyers stepped in aggressively from the Blue Box, triggering a strong rally and allowing long positions to secure partial profits while keeping exposure for further upside. The Blue Box was reached, buyers responded, and the bullish sequence remains intact.

$Advanced Micro Devices(AMD)$ AI chip demand gets most of the attention, but inspection and automation equipment could be overlooked winners of the AI buildout. The manufacturing complexity around that growth creates another layer of opportunity in the equipment supply chain.

$NVIDIA(NVDA)$  207.02The -$210.18 level holds, and there's a chance we bounce this week.

$Advanced Micro Devices(AMD)$ More good news for AMD. Meta is raising even more cash to fund the AI build-out, as much as $95B.

$Meta Platforms, Inc.(META)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ It's interesting how many people don't view this as an opportunity. The stock market is the only place where a discount doesn't seem to attract buyers.