$Advanced Micro Devices(AMD)$ Dell said its AI server revenue increased 757% from a year earlier to $16.1 billion. The company now expects AI server revenue of roughly $60 billion for fiscal 2027, up from its prior expectations of $50 billion. This shows the huge need for AMD.

$NVIDIA(NVDA)$ Jensen the genius. Always has a plan.

$Advanced Micro Devices(AMD)$ Strong close. As long as the $460 level holds, AMD continues to appear optimistic.

$NVIDIA(NVDA)$ Just a note on NVIDIA. Every major institution, pension fund, ETF, and growth portfolio either already owns NVIDIA or is looking to add on weakness. AI demand isn't slowing down—if anything, it's accelerating. Datacenter spending keeps climbing, the Blackwell ramp is just getting started, and Nvidia remains the clear leader. It's hard to stay bearish when the world's biggest money managers keep making NVDA a core holding.

$Advanced Micro Devices(AMD)$ NVDA earnings are coming up soon after the close. To all the sellers out there, see you at $600.

$Advanced Micro Devices(AMD)$ AMD shareholders now own a piece of Marvel Technology, and I'm not complaining.

$Advanced Micro Devices(AMD)$ I think shorts might end up driving AMD to new highs... again.

$NVIDIA(NVDA)$ I'm more inclined to trust the analysts who seem knowledgeable—they all think the stock is heading higher into earnings, so I'll just go with their predictions.

$NVIDIA(NVDA)$ Wells Fargo raised their price target on Nvidia to $315 from $265, maintaining an Overweight rating. Susquehanna adjusted their target to $275 from $250, keeping a Positive rating. SIG analyst Christopher Rolland also increased his target to $275 from $250, maintaining a Buy rating.

$Advanced Micro Devices(AMD)$ I think this could pretty easily be a $1000 stock. If SanDisk could do it, this one will for sure.

$Advanced Micro Devices(AMD)$  Following the earnings report on Wednesday, May 6th, Goldman Sachs set a target of $450 and Bernstein projected $525, among several other upgrades. If we break 430, the stock could head towards 500.

$NVIDIA(NVDA)$ Good to see this. Wall Street is finally starting to accept that AI is here to stay, and constantly worrying about capital investments seems a bit overdone. Let's see how this stock goes, Jensen is a genius.

$NVIDIA(NVDA)$ Nvidia is pushing through the $5T mark, with Google fast approaching $5T as well. I think Nvidia will soon turn on the afterburners toward $6T to leave Google behind. Just my opinion.

$Advanced Micro Devices(AMD)$  From a pure market cap perspective, given its market share, does it not still seem massively undervalued at under $700B? Looking at it that way, a double feels easy.

$NVIDIA(NVDA)$ Cathie Wood sold? That's actually a strong buy signal in my view because her track record isn't great. I did the opposite, and that makes me feel more confident, since it just confirms she doesn't seem to have a clear strategy.

$Advanced Micro Devices(AMD)$ The strength this late in the session certainly seems notable. I feel the earnings report will be a solid beat across the board. My guess is we'll see a drop of $10 to $15 after hours, then a gradual build toward $400 by the next earnings. Just my opinion.

$Advanced Micro Devices(AMD)$  Once AMD breaks $400, I think the $700 level will come relatively quickly. We're in an early parabolic move.

$NVIDIA(NVDA)$ There are other long-term investors who know exactly what I'm talking about. There's nothing better than being part of history and watching your money work for you.

$Advanced Micro Devices(AMD)$ AMD stock has significant momentum, trading near record highs of around $350 after a 14% surge. The move is driven by a new AI infrastructure collaboration with the French government. Strong sector demand, analyst upgrades, and the potential for earnings growth exceeding 77% by 2026 are bolstering the stock, making it one of the top performers among AI-related names.

$Advanced Micro Devices(AMD)$ Is this the longest winning stock on record? It's going full steam ahead. Up over 1% in a single day—that's incredible. Who's next? Intel? Pltr? Etc.