$Advanced Micro Devices(AMD)$ All the money heading into memory stocks does not make a lot of sense to me, but folks are chasing $Micron Technology(MU)$ , $Western Digital(WDC)$ , and the like.

$NVIDIA(NVDA)$  The frustrating aspect is the uncertainty. If the US wants security, that's fine, but it should set clear KYC/end-use rules and move forward. It's the 'pending review' limbo that unsettles customers and investors.

What's happening with $NVIDIA(NVDA)$ ? The whole stock market is up over 500 points, but we're down $5.5. Is it all because OpenAI might not get $100 billion? OpenAI should be down. $NVIDIA(NVDA)$  is the company with the $100 billion opportunity. They will get something. Why should $NVIDIA(NVDA)$  suffer? We should be in the high $190s. $Micron Technology(MU)$  and San Disk are hitting all-time highs. I hope $Advanced Micro Devices(AMD)$  performs exceptionally well. If not, we will sink further.

$NVIDIA(NVDA)$  might cancel its 100B deal with OpenAI. OpenAI has openly stated they plan to standardise on $NVIDIA(NVDA)$  for training and $Advanced Micro Devices(AMD)$  for inference. Jensen is reportedly angry. This is strange because he has publicly claimed that $Advanced Micro Devices(AMD)$ 's chips have no real value even when free. What is he worried about?

$NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Capex $115-135 Billion vs estimates $110Billion

$Advanced Micro Devices(AMD)$ Wells Fargo analyst reaffirmed Overweight rating on the stock with $345.00 price target

$NVIDIA(NVDA)$  investment over speculation, long-term patience over short-term action

$NVIDIA(NVDA)$ Raking it in while bears and trolls whine. Man, I adore this stock.

$NVIDIA(NVDA)$ Really happy for that guy in the leather jacket. Keep up the excellent work, my friend. We bulls appreciate it.

$Advanced Micro Devices(AMD)$  This wonderful business remains super cheap, and I see plenty of room for upside.

Honestly, what's the fuss about a minor pullback? Reckon folks without discipline, patience or long-term vision ought to steer clear of equities. My $Applied Materials(AMAT)$  and $Advanced Micro Devices(AMD)$  positions were initiated below $17, rode them to nearly $300 with wild swings throughout. Same strategy with $Meta Platforms, Inc.(META)$  and AAPL. So long as portfolio holdings chart upward trajectories, occasional dips matter little. Trust your research, persevere for the harvest.

Per Reuters, $NVIDIA(NVDA)$  received orders from China for 2,000,000 H200 units but has only 700,000 available. $NVIDIA(NVDA)$  is working with $Taiwan Semiconductor Manufacturing(TSM)$  and other suppliers to secure additional supply. This is huge!

$NVIDIA(NVDA)$  is reportedly halting testing of $Intel(INTC)$ 's 18A process due to concerns over maturity, commercial viability, and yield rates. $NVIDIA(NVDA)$  prioritises established, high-yield partners like $Taiwan Semiconductor Manufacturing(TSM)$  to ensure delivery schedules and performance targets for its in-demand AI chips. However, this does not mean an end to collaboration; $NVIDIA(NVDA)$  will insist on focusing on proven, high-quality processes until 18A meets required standards.

$Advanced Micro Devices(AMD)$  Shorts sweating bullets over $Alibaba(BABA)$ 's latest move, margin calls incoming

$Advanced Micro Devices(AMD)$ This $Alibaba(BABA)$  deal seems poised to propel the stock toward the $250 mark

$Advanced Micro Devices(AMD)$ The AI powerhouse just rolled out its multi-year roadmap, and the growth trajectory in artificial intelligence appears particularly noteworthy

$NVIDIA(NVDA)$ 's growth trajectory remains unstoppable. Industry projections indicate global data center capital expenditures are poised for exponential expansion, potentially reaching multi-trillion dollar levels within the coming years. This seismic industry growth solidifies $NVIDIA(NVDA)$ 's position as the crown jewel among tech titans.

$Advanced Micro Devices(AMD)$  indicates semiconductor demand will persistently exceed supply

$Advanced Micro Devices(AMD)$  Major policy shifts take time to ripple through economic systems. Regulatory streamlining combined with strategic energy initiatives could potentially unlock new growth vectors. When fully implemented, these mechanisms may catalyze the next expansion phase.

This is fantastic news for $Advanced Micro Devices(AMD)$ , they've got plenty more room to grow