To The Moon

$Advanced Micro Devices(AMD)$  Price is moving above the 1-hour EMAs and consolidating around the 200 EMA. It needs some buying support here to push it back up. Could a bullish engulfing pattern form on the 1-hour and 4-hour charts?

$Advanced Micro Devices(AMD)$ UBS raised its price target for AMD to $670 from $455 and reiterated a Buy rating.

$NVIDIA(NVDA)$  Jump another $100 and we won't be mad anymore. No hard feelings. Promise.

$Advanced Micro Devices(AMD)$ Weekly call buyers are coming in strong. Flow sentiment is bullish. Call flow is around $3M versus put flow of $950K, with a put/call ratio of 0.53. The main focus is the 6/26/26 $515 calls, where traders stacked roughly $3.05M in aggressive call buys today. Most of the size hit near the ask, and unusual activity was flagged multiple times. With AMD trading around $522, buyers are loading short-term upside into the weekly chain.

Growth stocks don't move in straight lines... they reprice violently. It's normal for high-beta names to drop 30–50%+ multiple times in a cycle for reasons that feel "overdone" in the moment. But over time, price tends to follow one thing more than anything else: free cash flow per share. $Palantir Technologies Inc.(PLTR)$  is the latest example of that kind of volatility in my portfolio—strong underlying business, but still subject to sharp sentiment swings. $Advanced Micro Devices(AMD)$  has done the exact same thing over and over in prior cycles... shakeouts that felt brutal at the time, before ultimately compounding into a major winner. Not every drawdown is a breakdown. Sometimes it's just t

$Advanced Micro Devices(AMD)$ Bernstein's Stacy Rasgon raised the AMD target to $600, up from $525. I remember back when AMD was around $100, Rasgon said we didn't even need AMD chips.

$SUPER MICRO COMPUTER INC(SMCI)$ Wolf Research mentioned yesterday that this is one of the most undervalued AI stocks right now.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI appears well-positioned, with strong demand for advanced data center infrastructure, particularly in cooling and efficiency solutions. Growing industry needs could support continued fundamental strength and broader institutional interest.

$SUPER MICRO COMPUTER INC(SMCI)$  The estimated trading range for the near term is around $30 to $35, with a likely close near $32–$34 if the broader market stays stable. For the bigger picture, the odds of SMCI reaching $50 before the August earnings are substantially higher than reaching $60, but both remain possible if sentiment around AI improves.

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro xAi build out