$Advanced Micro Devices(AMD)$ The issue with the stock market is that most people just follow the news and social media. Real traders tend to focus on the numbers and volume.
$Apple(AAPL)$ By the time the Apple skeptics realize compute is going to shift more toward edge devices, it will be too late for them. There is so much power in one device now, and that is why I am going with the Duo this time around. Power and screen real estate.
$Apple(AAPL)$ Apple has a cult following and people will pay any amount for an iPhone. It's not hard to imagine $5,000 iPhones eventually. Kind of like the Disney cult. Cook could charge $10,000, and the Apple crowd would still buy it all up.
$Advanced Micro Devices(AMD)$ Kind of funny to watch. People are panicking and selling hard, including after hours, even though we already know the revenue numbers and TSMC crushed those figures. Data center demand, RAM, DRAM, all of that is obviously off the charts, and every report has been confirming it. The narrative hasn't changed. China doesn't change the narrative either, since nobody in the West is going to use their chips for data center or AI infrastructure. DRAM and RAM, maybe, but that's not AMD's wheelhouse anyway. The whole rates thing, we've known about that for a while now. We knew a second hike was coming in December, and it likely continues. But we also have the midterms, and we know a ceasefire will be happening very soon. E
$Oracle(ORCL)$ This reminds me of $Advanced Micro Devices(AMD)$ in the first half of last year, sitting around 120 for months. I bought 2,000+ shares of AMD back then, and now it's a $570 stock, 5x from 18 months ago. Today I'm holding 2,000 shares of Oracle, and I believe it could also 2x in the next 12-18 months.