To The Moon

$Advanced Micro Devices(AMD)$ Still ranked 13th on my technology growth model. I'll keep adding on dips.

$NVIDIA(NVDA)$  Just two cents away from a new all-time record high. Would be nice to see NVDA push through that level. Snoop Dogg is waiting.

$Advanced Micro Devices(AMD)$ $Ruanyun Edai Technology Inc.(RYET)$  caught my eye for the numbers. The one I keep coming back to is a much larger revenue base entering FY2027. That's the part of $Ruanyun Edai Technology Inc.(RYET)$  I think traders should actually focus on.

$Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$ $Amkor Technology(AMKR)$ Tom Lee is talking about a Face Ripper rally coming. These are the names I would want to hold if that plays out.

$Micron Technology(MU)$ The only ones getting hurt here are amateur traders getting crushed by IV on low-quality weekly options. Most people who understand what they are looking at are adding aggressively. The market seems unable to price reports this strong at this market cap. Something similar played out with NVDA. Moments like this are when leveraged exposure in the underlying makes sense to me. It is no longer about the extreme numbers themselves, but the macro sentiment and bonds. Time to get ready. $Roundhill Memory ETF(DRAM)$ 

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ Nasdaq futures... can't wait for this to break upwards.

$Micron Technology(MU)$ 1150-1250 before 9/30/2026 earnings. $Invesco QQQ(QQQ)$  $Advanced Micro Devices(AMD)$  $Apple(AAPL)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$NVIDIA(NVDA)$ China is signaling it may let Alibaba and ByteDance buy Nvidia's new RTX Pro 5500, per The Information. Beijing's industry ministry asked the companies to report how many chips they want and how they would deploy them, and told some firms the purchases could be approved. ByteDance is reportedly weighing an order of roughly 1 million units, against Nvidia's planned output of about 500,000 chips per quarter for China. The chip choice is the tell. The RTX Pro 5500 is a Blackwell workstation GPU, outside the data center accelerator category that export controls target most directly, so Beijing has more latitude approving it and Washington has less reason to block it. The H200 lesson applies. Earlier this year Beijing conditionally

$BlackBerry(BB)$ China's government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers, according to The Information.

$NVIDIA(NVDA)$ Jensen said 70% growth in 2028, and that chip sales will double next year. Hard to ignore those numbers when thinking about where NVDA could be headed.