$Apple(AAPL)$ $NVIDIA(NVDA)$ Apple just moved back above Nvidia as the world's most valuable company. After the recent AI selloff, money is rotating back toward the "safer" tech name. Feels like it could be temporary relief, but maybe it's the start of a longer-term shift in preference.
$Apple(AAPL)$ Even when the broader market is selling off, this one keeps grinding higher by about $4 a day. Reminds me of Dell. I'd stay away from puts here.
$Advanced Micro Devices(AMD)$ Picked up more shares during the fake manipulation. My position is loaded for another run past 700. Some of the bears act like the sky is falling, but they have nothing useful to add. Market makers control this one, and I move with it.
$Apple(AAPL)$ Apple got a price-target bump from a Wall Street analyst on a positive view of the company's holiday-quarter sales. JPMorgan analyst Samik Chatterjee reiterated his overweight rating on Apple and raised his price target to $360 from $340.
$Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $GraniteShares 2x Long AMD Daily ETF(AMDL)$ Baird analyst Tristan Gerra's $1250 price target on AMD was the first truly aggressive upgrade on the Street. The target looks extreme compared to current consensus estimates, but it's not as implausible as many investors assume, especially given how fast the AI compute landscape is evolving. Gerra's thesis rests on AMD leveraging its growing leadership in both AI CPUs and GPUs to capture roughly 15% of a projected $1.4 trillion AI compute TAM by 2