$Apple(AAPL)$ Wall Street has been offloading. They had to use their own money to try to draw in buyers, and not a single institution took the bait. Now they have to put that money back. The one-month chart doesn't lie, but Cramer does.
$UiPath(PATH)$ Just a reminder that analysts had $Advanced Micro Devices(AMD)$ with targets under $100, and now some of those targets are above $600. As the price gets pushed up by buyers, analyst targets tend to follow.
This may be one of the most important AI infrastructure trends to watch right now. AI chips are getting hotter and more power-hungry, and liquid cooling is rapidly moving from optional to essential. TrendForce expects liquid-cooling penetration in AI chips to reach 33% in 2025, 53% in 2026, and 60% in 2027. Now look where Supermicro sits. Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with $SUPER MICRO COMPUTER INC(SMCI)$ , combining Cisco networking with Supermicro's liquid-cooled GPU servers and rack-to-fabric cooling. And this isn't just about today's GPUs. The infrastructure is designed to support NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. That's a big deal. As GPU density rises, t
$Advanced Micro Devices(AMD)$ AMD shares are moving higher after Raymond James upgraded the stock from Outperform to Strong Buy and raised its price target from $565 to $641.
This valuation makes zero sense to me. Forget the noise and look at the numbers. Q4 revenue came in at $11.1B, up roughly 91% YoY. Net income was $1.18B versus $195M a year ago. Non-GAAP gross margin expanded to 17.6% from 9.6% YoY. Q1 FY27 revenue guidance is $14.5B–$15.5B, and full-year FY27 guidance sits at $65B–$72B. Management also reported more than $60B of new orders during Q4. This is a company sitting directly in the middle of the AI infrastructure supercycle, with servers, rack-scale systems and liquid cooling. The market can play games with the price in the short term, but eventually earnings, revenue and cash flow have to matter. At $65B–$72B in projected FY27 revenue, $SUPER MICRO COMPUTER INC(SMCI)$ is being valued like the AI
$Advanced Micro Devices(AMD)$ AMD is investing more than $10 billion in Taiwan to build advanced chip packaging with TSMC. Use some common sense here. This is not stopping at 500. I'm putting my money in it. It's going to be over 1000 shortly.
$Moderna, Inc.(MRNA)$ A computer chip isn't more valuable than a successful cancer cure, or than electrical devices. Humanity matters more than components.
$Advanced Micro Devices(AMD)$ It's nothing but the market right now. Until the market gets healthier, we're going to flail along just like the rest of QQQ. Longs know exactly what time it is.
$Advanced Micro Devices(AMD)$ I don't put much weight on chart patterns. Fundamentals are what matter to me. Sometimes you just need a little more patience.