Noticed a major bank just upped its price target on $NVIDIA(NVDA)$  to $250. Saw a small after-hours move on the stock. It closed the regular session at $207.29, up 1.97% on volume of 106.5 million shares. This kind of news tends to give short-term sentiment a lift, even if the fundamentals haven't really changed. For me, the thing to watch is whether it can stay above $210. As for my own position, I'm still holding. My own target is around $220, and I'm keeping an eye on the $200 level as a risk control point. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

Hold on, look at these numbers: $Microsoft(MSFT)$  at $394, down 18.7% YTD. $Palantir Technologies Inc.(PLTR)$  at $132, down 27.4% YTD. $ServiceNow(NOW)$  at $103, down 32.7% YTD. $Oracle(ORCL)$  at $126, down 36.9% YTD. After declines like these, is it really fair to label these companies as "uninvestable"? The market seems to be pricing in a lot of fear, but the long-term narratives around AI, cloud, and enterprise software haven't gone away. For investors willing to be patient, these stocks are starting to look quite interesting.

$NVIDIA(NVDA)$  Another AI company has hit GPU capacity limits and paused new signups due to overwhelming demand. That's precisely why the AI infrastructure story is still unfolding. Demand for compute continues to grow, and NVIDIA remains at the core of it.

$Advanced Micro Devices(AMD)$ The SOXX ETF is down about 19% from its recent high of 666, putting it just 1% away from bear market territory. AMD is holding up a bit better, down around 15% from its high of 584. The setup looks interesting heading into AMD's AI day next week, followed by their earnings report in three weeks.

$Advanced Micro Devices(AMD)$  Bears couldn't manage to push for a lower low today. From a technical standpoint, if the market makers really wanted the price down, today would have been the day for a dump.

$AST SpaceMobile, Inc.(ASTS)$ $NVIDIA(NVDA)$ $ASML Holding NV(ASML)$ $SpaceX(SPCX)$ It's hard to see how anyone could overlook this company and not be a holder. It really stands out.

$Apple(AAPL)$ Trades at 34x forward earnings. For reference, if Nvidia were trading at that valuation, it would be at $305 per share. From where I stand, it's worth asking which company, Apple or Nvidia, is in a better position to succeed right now. Seems like it should be straightforward.

$Advanced Micro Devices(AMD)$ This will breakout soon.

$NVIDIA(NVDA)$ Just as a side note, Nvidia is now the market leader in another category. It has overtaken Cisco and Arista Networks in Ethernet switching market share. It's another achievement for Jensen, showing his leadership.

There's a potential powerful breakout setup in the works. From a technical standpoint, when a solid name goes through a long consolidation, the next move can be significant. $Advanced Micro Devices(AMD)$  appears to be forming what looks like an ascending triangle setup, a pattern that often indicates building buying pressure and potential momentum expansion. Confirmation is key though. A clean breakout supported by strong volume could set the stage for the next move higher. It's one to watch as the AI semiconductor race plays out. It could shape up to be the setup some have been looking for.

$NVIDIA(NVDA)$ The chart is showing a healthier setup after a few weeks of consolidation. While some other AI leaders paused, capital seems to have been rotating toward the stronger names in the group. Momentum looks to be improving on the chart, with the MACD turning up and price moving back above the 20EMA. The technical picture is encouraging, but the bigger factor is still execution. If AI infrastructure spending continues and demand stays strong, this kind of consolidation could form a new base rather than signal a reversal.

$Advanced Micro Devices(AMD)$ The $538.50 to $546.60 zone has been a level to watch. The $546.60 mark is significant as it was the first high before the move above $550. A break through this area could set up a new trend toward $600+.

$NVIDIA(NVDA)$  Still holding NVDA, and it's been a solid four-year run.

$Advanced Micro Devices(AMD)$ $Oracle(ORCL)$  is among the top performers. It looks like there could be significant developments for these two companies leading up to 2027.

$Rackspace Technology(RXT)$ The stock's down for no good reason. Sure, they'll see slightly lower revenues as they shift that idle power and space over to HPC, but they're still putting up amazing revenue numbers and their EBITDA is much higher than most other cloud players right now. They also just partnered with Palantir. The revised revenue forecast is now $2.45 billion to $2.55 billion, down from the previous estimate of $2.6 billion to $2.7 billion. Adjusted EBITDA is now expected to be $285 million to $295 million, compared to the earlier guidance of $305 million to $315 million. Rackspace stated that beyond 2026, the plan is to ramp the Enterprise AI business to a cumulative capacity of 15 MW by the end of 2027 and a total of 30 MW by t

$Advanced Micro Devices(AMD)$ That $3 billion buy in two prints has to be sovereign wealth, pension, or index rebalancing money. No one else writes a check that size so quickly. And they bought on a down day, getting a discount to the previous close. From where I stand, if you're bearish on AMD with that kind of buying pressure, the thesis just doesn't hold up.

$NVIDIA(NVDA)$  Nvidia is holding strong in a bloody red market.

$Rekor Systems Inc(REKR)$ This company, which operates in AI, license plate readers, traffic tracking, and related areas, is trading at $0.69. It has partnerships with Nvidia, Motorola Solutions, Amazon, and Ford.

$Microsoft(MSFT)$ Earnings are coming up on July 29, and for a view on underlying performance and fundamentals, I thought I'd ask Microsoft Copilot. The response was promising. It's almost like getting a bit of an inside scoop. I asked: "As Copilot and an essential part of Microsoft, do you believe MSFT's numbers will be enough to exceed expectations and move the stock price higher toward a valuation more in line with its fundamentals?"

$Advanced Micro Devices(AMD)$ It might be better to fill the 494 gap, just to clear it from the chart. We're in Q3 now, so deliveries of MI450 should start. By Q4, that gap fill likely won't matter much as revenue begins to come in. The Q1 earnings report for Q4 should be strong. 2027 looks like it could be a great year. I'm just staying in the trade.