To The Moon

$Advanced Micro Devices(AMD)$ Back to 550 soon enough. The roller coaster ride isn't over yet.

$Upstart Holdings, Inc.(UPST)$ $SoFi Technologies Inc.(SOFI)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  The company applied for a national bank charter, launched Cashline revolving credit, signed over $4 billion in committed capital partnerships, and bought back $100 million in stock. CEO Paul Gu bought 50,000 shares himself. I think the stock could hit $100+ this year.

$Amprius Technologies Operating Inc(AMPX)$ $Serve Robotics Inc.(SERV)$ $Symbotic Inc.(SYM)$ $Taiwan Semiconductor Manufacturing(TSM)$ We've finally gotten through FOMC, OPEX, and Juneteenth. We should be looking at some really clean trading conditions this week. No news on Monday, so I'm sitting out, but Tuesday through Friday should be solid.

Everyone wants to talk about AI, but the real money keeps flowing into the companies actually building the infrastructure. $Taiwan Semiconductor Manufacturing(TSM)$  isn't moving because of hype. It's moving because demand keeps showing up. Every dip gets bought, every breakout finds buyers. When the strongest stock refuses to stay down, I stop trying to fight it. Sometimes leadership is just that obvious.

$Advanced Micro Devices(AMD)$  If AMD can break through $546, it should propel it to over $600. Some may see a cup and handle pattern forming. It'll be interesting to watch.

$Advanced Micro Devices(AMD)$ Bernstein analyst Stacy Rasgon (along with his team, including David Dai) raised the firm's price target on AMD from $525 to $600 while maintaining an Outperform rating. This adjustment is part of Bernstein's broader upgrade on the server CPU market. They cited the ongoing shift from simple chatbots to "agentic AI" — which requires heavy autonomous task orchestration and execution — as a factor that could significantly boost CPU workloads relative to GPUs in AI data centers.

$Advanced Micro Devices(AMD)$ The new acquisition by AMD should be a boost for their memory segment. Hope that translates into money.

$NVIDIA(NVDA)$  As long as AI spending and demand keep increasing, so will NVDA's stock price. We're in year four and counting.

$Advanced Micro Devices(AMD)$  AMD's acquisition of MEXT should help with the next leg up.

$Advanced Micro Devices(AMD)$ I admire those who are long AMD.