$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ I'm really looking forward to next week. This week felt like a continuation of September, which tends to be the worst month for stock markets, and it was full of bad news and false flags.

$Micron Technology(MU)$ 1160 by Friday. $Advanced Micro Devices(AMD)$  680. Don't listen to the noise, it's moving and everyone wants what they're selling.

$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ Sticking with winners like Micron and AMD makes the market feel pretty easy these days.

If you invested $10,000 in Nvidia a decade ago, you would now have $1,430,000. $NVIDIA(NVDA)$ 

$Advanced Micro Devices(AMD)$ Super Intelligence will eventually expand into personal assistants, personal robots, personal consultants, and professional assistants. It will become a ubiquitous device, much like an automobile, cell phone, or personal computer. AMD leads the market with Strix Halo 395max, an emerging platform for personal super intelligence. The market for super intelligence is comparable in size to the global automobile market.

$Advanced Micro Devices(AMD)$ This just hit the news wire a few minutes ago. Just a reminder that if you're long, you're on the right side of things.

$Advanced Micro Devices(AMD)$ This one looks headed to $700 sooner than later. The CPU super cycle has been building for a while, but the market keeps getting hung up on P/E.

$Vanguard Emerging Markets Ex-China ETF(VEXC)$ I hold the Vanguard Emerging Markets Ex-China ETF and it's back near record highs, helped by TSMC hitting a new all-time high recently. TSMC is the largest position in the fund at 23.15% of holdings. Five Taiwanese companies make up the top 10, with the top 4 all based in Taiwan. $Taiwan Semiconductor Manufacturing(TSM)$  $iShares MSCI Taiwan ETF(EWT)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ We're now spitting distance to our target from here. Still long in the trend trade.

$Advanced Micro Devices(AMD)$ Lisa Su has been spotted arriving in Taiwan. She's reportedly set to meet with TSM to secure advanced packaging capacity, along with other bottlenecked suppliers. Earlier this year, AMD secured FOPLP capacity from Powertech through 2030.

$Advanced Micro Devices(AMD)$  This company is firing on all cylinders. Credit to Lisa for seeing the AI opportunity early. I'm holding this one long-term.

$NVIDIA(NVDA)$ There are plenty of things I worry about, but Nvidia has never been one of them. A big part of that comes down to Jensen Huang.

$Advanced Micro Devices(AMD)$ HPE just landed a $1.2B Vultr order for AMD Helios systems, with Vultr saying AI demand "continues to outpace available capacity." That gives AMD its first real Helios proof point at scale, while HPE gets a clean win as AI spending moves deeper into full rack systems.

$Advanced Micro Devices(AMD)$ No technical evidence of it breaking below its channel. Should see a recovery near $630 in premarket.

$NVIDIA(NVDA)$  I don't think Wall Street or anyone really understands how big China opening up is for Nvidia. The stock should be at 300, and it's still grossly undervalued. At some point it's just going to pop, take off, and everyone will chase it.

$Advanced Micro Devices(AMD)$  continues to extend into fresh all-time highs, with a 5-wave advance targeting the $660–$688 area before the next 3-wave pullback unfolds.

$Advanced Micro Devices(AMD)$  Under $600? Forget about it anytime soon, because we are going to the moon.

$NEBIUS(NBIS)$ Finally, $NVIDIA(NVDA)$  is showing some strength for its middle child.

$Advanced Micro Devices(AMD)$  is moving higher inside an impulsive structure, with further upside possible toward $638 before the next pullback takes place. All Group 3 Midday Hourly charts have been updated for members.

$Advanced Micro Devices(AMD)$ Tony Zhang on CNBC just said he thinks AMD should be $750 by November — that seems like a very reasonable price target. AMD is on a strong run.