To The Moon

$Advanced Micro Devices(AMD)$  AMD had 527 as the pivot level. Above it, dips were for buying. The first candle dipped to 527.60 and held. AMD pushed through 550 a little after noon ET. The 550 calls went from 2.10 to 4.00, and the roll up into the 560 calls moved from 2.27 to 4.20.

$GoPro(GPRO)$ $Advanced Micro Devices(AMD)$  AMD was trading around a dollar and change back in 2015. Nobody wanted to touch it then. People who bought at those levels and held went on to build generational wealth with AMD. From where I stand, GPRO looks like a similar kind of opportunity right now.

$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$  GOOGL. Elon Musk's commitment to deploying space-optimized Nvidia architecture into orbit establishes a lucrative new revenue stream by positioning Nvidia as the exclusive computing standard for both massive terrestrial data centers and the emerging orbital AI market.

$Advanced Micro Devices(AMD)$  triggered an entry above the premarket high and stayed green throughout the trade. Strong momentum and EMA cloud support kept the setup working cleanly.

$Advanced Micro Devices(AMD)$ Hope Citadel has now sold all the shares it picked up at a discount from that AI fund, and that the recent silliness ends here.

$Advanced Micro Devices(AMD)$ Some perspective helps sometimes. Looking at the quarterly chart, each bar represents one quarter. Near term action may stay choppy, but the longer term trend still points higher. Earnings keep climbing too. Long-term bullish.

$Advanced Micro Devices(AMD)$  At some point in the not too distant future, data centers should be able to source a full rack from a single place, and CPU/GPU demand will likely be off the charts. I keep adding when I can. The future looks bright and full racks are ahead.

$Advanced Micro Devices(AMD)$ MI450 shipments start next week and you're bearish?

$Advanced Micro Devices(AMD)$ Upgrades keep coming in. This has been an extended consolidation phase. The next move higher could be explosive. Anyone still sitting on the sidelines risks missing it.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ NVDA earnings could be a major catalyst for the entire AI infrastructure trade. This is not just about Nvidia's EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $Dell Technologies Inc.(DELL)$  and $Hewlett Packard Enterprise(HPE)$