To The Moon

$Micron Technology(MU)$ 1160 by Friday. $Advanced Micro Devices(AMD)$  680. Don't listen to the noise, it's moving and everyone wants what they're selling.

$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ Sticking with winners like Micron and AMD makes the market feel pretty easy these days.

If you invested $10,000 in Nvidia a decade ago, you would now have $1,430,000. $NVIDIA(NVDA)$ 

$Advanced Micro Devices(AMD)$ Super Intelligence will eventually expand into personal assistants, personal robots, personal consultants, and professional assistants. It will become a ubiquitous device, much like an automobile, cell phone, or personal computer. AMD leads the market with Strix Halo 395max, an emerging platform for personal super intelligence. The market for super intelligence is comparable in size to the global automobile market.

$Advanced Micro Devices(AMD)$ This just hit the news wire a few minutes ago. Just a reminder that if you're long, you're on the right side of things.

$Advanced Micro Devices(AMD)$ This one looks headed to $700 sooner than later. The CPU super cycle has been building for a while, but the market keeps getting hung up on P/E.

$Vanguard Emerging Markets Ex-China ETF(VEXC)$ I hold the Vanguard Emerging Markets Ex-China ETF and it's back near record highs, helped by TSMC hitting a new all-time high recently. TSMC is the largest position in the fund at 23.15% of holdings. Five Taiwanese companies make up the top 10, with the top 4 all based in Taiwan. $Taiwan Semiconductor Manufacturing(TSM)$  $iShares MSCI Taiwan ETF(EWT)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ We're now spitting distance to our target from here. Still long in the trend trade.

$Advanced Micro Devices(AMD)$ Lisa Su has been spotted arriving in Taiwan. She's reportedly set to meet with TSM to secure advanced packaging capacity, along with other bottlenecked suppliers. Earlier this year, AMD secured FOPLP capacity from Powertech through 2030.

$Advanced Micro Devices(AMD)$  This company is firing on all cylinders. Credit to Lisa for seeing the AI opportunity early. I'm holding this one long-term.