Cathie Wood sold her $Palantir Technologies Inc.(PLTR)$ position. That almost certainly means the $NVIDIA(NVDA)$ report is going to exceed expectations and lift the entire AI sector. She is our own special "Wrong Way Corrigan."
$Advanced Micro Devices(AMD)$ The global AI market has grown at a 38.5% CAGR, which is three times faster than the S&P 500. At this point, it doesn't really matter which chip stock you pick as long as you hold. This market is on fire.
$Advanced Micro Devices(AMD)$ AI isn't going anywhere. Data centers and power plants are getting approved left and right. Trump's message is basically climb aboard or be left behind.
$Advanced Micro Devices(AMD)$ This looks like it's heading back to $530-$540 without much trouble. There could be one small drop lower first, so it might get a little bumpy.
$NVIDIA(NVDA)$ Some critics call Nvidia's plan to finance the AI buildout circular: help customers finance GPUs, then sell them Nvidia GPUs. David Sacks argues that misses what Jensen Huang is actually building, and why he thinks it's brilliant: "Let me tell you what's so brilliant about what Jensen did here. The numbers are getting so big that the TAM is getting constrained by the ability to finance this buildout. And what he's doing is alleviating that finance constraint so that he can grow as big as the TAM actually is. Just to take one example. Elon wants to add somewhere around six to eight gigawatts next year. We know that would cost three to four hundred billion of capex. The company just raised a hundred billion in its equity and debt