The AI infrastructure build-out keeps expanding, and Applied Digital is positioning itself in the middle of the demand for large-scale data-center capacity. There is no real question about whether AI needs more compute. The question is who will have the infrastructure ready when demand picks up. $APPLIED DIGITAL CORP(APLD)$  has serious potential if execution keeps improving and the company keeps converting AI and data-center demand into long-term contracts and revenue. I am watching this one closely. Strong execution, growing AI demand, and expanding infrastructure make this a setup worth paying attention to. I am not chasing the noise here. I am watching the fundamentals, the contracts, and the growth.

$Apple(AAPL)$ John Ternus officially took over as Apple's CEO on Sept 1, 2026, marking the end of Tim Cook's 15-year run. Cook has moved into the role of Executive Chairman of the Board. Ternus, 51, is a 25-year Apple veteran and a mechanical engineer by training, and unlike Cook, who came from operations and supply chain, Ternus is more of a product guy. He joined Apple's product design team in 2001, and his first assignment was working on a monitor that wasn't particularly successful. He stuck with it and eventually climbed the ranks to become Senior Vice President of Hardware Engineering in 2021. He has directly overseen major hardware lines including the iPhone, iPad, Mac, AirPods, and Apple Watch, and he led Apple's transition to in-hous

$Advanced Micro Devices(AMD)$  Maybe something will happen by the next earnings report. Consolidation until then.

$Advanced Micro Devices(AMD)$ JOLTS is the first meaningful test. A cooler number could pull Treasury yields down and improve the bid for speculative growth and biotech. ADP is another labour-market signal, useful but usually less consequential than the Friday payrolls figure. Jobless Claims offers another opportunity for yields and rate expectations to move. Payrolls remains the big one for NGEN's macro backdrop, and markets look particularly sensitive because rate-hike expectations have risen recently.

SMCIISSMCI is still priced like the AI boom is passing it by. Look at the valuation comparison: SMCI — roughly 8.6x forward P/E and around 0.6x sales $Hewlett Packard Enterprise(HPE)$  — roughly 13.4x forward P/E and around 1.8x sales $Dell Technologies Inc.(DELL)$  — roughly 23.6x forward P/E and around 2.3x sales $CoreWeave, Inc.(CRWV)$  — no meaningful P/E, around 6.2x sales The bigger part is SMCI's FY2026 10-K is filed. That removes one of the biggest uncertainty overhangs around SMCI, while the company keeps generating enormous AI infrastructure revenue. FY2026 revenue: roughly $39.1B TTM net income: roughly $2.2B Market cap: only about $24B S

$Trade Desk Inc.(TTD)$ Funny watching people flipping this for pennies. Easy 3x from here. I was "day trading" $Advanced Micro Devices(AMD)$  at 10 to make pennies. I should've just held it and DCA'd. Learned my lesson.

BTC.XBitcoin should keep going up over time. Global money supply and demand for Bitcoin are both working in that direction. Adoption is still growing. Central banks keep printing money every year like a dilution machine. On the other hand, Bitcoin has a limited supply. Only 1 million coins remain out of 21 million, and it will take another 117 years for the rest to be mined. The upside for Bitcoin's price looks wide open. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$  $Apple(AAPL)$ 

$Apple(AAPL)$ CVX - Chevron is reportedly in talks to expand in Venezuela. The stock traded up in the overnight session. Watching the $210.92 level for a possible break to new all-time highs. Above that, $220 and $235 come into view. One to keep on radar this week. VLO - Making new all-time highs and still in a strong uptrend. I'm looking at calls as long as $350 holds, targeting a move toward $375 and higher. Oil names are seeing solid demand right now. AAPL - Steady uptrend here. The stock generally gets a lift into new iPhone launches. Watching calls above $320 for a move toward $323 at the top of the trendline, then $333 for the gap fill. If $320 fails, a retest of $312 at the bottom of the trendline looks likely. JNJ - Steady uptrend and

$Advanced Micro Devices(AMD)$ The complaining on this board is unreal. The AI sector still offers some of the best opportunity anywhere in the world right now. There have been no downgrades and the stock is rated a strong buy. If people don't understand what they own, they can sell, and I'll be happy to buy.

$Apple(AAPL)$  The share price should keep moving higher. There's a lot of anticipation building around their new product releases.

$Apple(AAPL)$ 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.

$Apple(AAPL)$  MEDS looks like it could be the next one to run 500%. ZSTK just moved 500% today on similar news. MEDS has a 1m float with low dilution risk, 3X their market cap in cash, and multiple pending catalysts. Also adding some AAPL.