To The Moon

$NVIDIA(NVDA)$ I'm just trying to offer some perspective here. The fundamental story hasn't shifted. As long as AI spending and demand continue to grow, Nvidia's stock price is likely to follow. The overall AI market keeps expanding, and Nvidia captures the dominant share of that. The stock has been up for four consecutive years, which doesn't seem like a random occurrence. The bearish arguments just don't hold up to the trend.

$Advanced Micro Devices(AMD)$  Nvidia's last split was 4 years ago, and it's been 20 years for the other one. From where I stand, Nvidia should be trading around $1,980. For any newer investors wondering why AMD seems to be outpacing Nvidia right now, the gap isn't even close.

$Advanced Micro Devices(AMD)$ Bank of America raised its AMD price target not long ago, making the case that agentic AI could push the server CPU market past $170 billion by 2030. So, which view is it?

$Advanced Micro Devices(AMD)$ Three-year EPS CAGR: 63.1%. This is why I keep coming back to AMD. AI accelerators, data center CPUs, and operating leverage could drive earnings growth much faster than revenue over the next few years. The market loves revenue stories, but earnings are what usually sustain big moves. Is AMD still early in this cycle, or has the market already priced most of it in?

$Advanced Micro Devices(AMD)$ AMD will reach a $1 trillion market cap when the stock price hits $613.50.

$Advanced Micro Devices(AMD)$  Dream scenario: $1,200, then a split, then hitting $1,000 again, followed by dividends.

AI infrastructure remains the dominant market theme. Nothing about it has slowed down; it's only expanding. $NVIDIA(NVDA)$  is the compute backbone, with demand still compounding across hyperscalers. $Broadcom(AVGO)$  is a networking and custom silicon cash engine. $Advanced Micro Devices(AMD)$  is a second-wave AI compute beneficiary. $ASML Holding NV(ASML)$  is the lithography bottleneck with structural leverage. $ARM Holdings(ARM)$  is the architecture layer embedded in mobile and AI edge. The trend isn't fading. It's scaling.

$NVIDIA(NVDA)$  NVDA has been up four years in a row, but I'm not going to be the one to tell the bears that.

$Advanced Micro Devices(AMD)$ AMD is gaining a notable foothold in the lucrative AI accelerator and data center markets, aiming to take some share from the industry leader, Nvidia. In the server CPU space, the company is significantly expanding its reach. Projections estimate this total addressable market will surge to over $120 billion by 2030, which positions AMD's Epyc processors for potential parabolic revenue growth.

$Advanced Micro Devices(AMD)$  I'm buying a few shares on the dips. Can't afford much more, but every time it makes me money.