To The Moon

$NVIDIA(NVDA)$ I've been hearing the same doubts about Nvidia for over a decade now—that it's too expensive, that competition is coming, and so on. Jensen has proven to be a genius, and I feel pretty good about having invested in this cash-generating juggernaut.

$Advanced Micro Devices(AMD)$ The robotics sector could be the next major market theme to watch. The convergence of AI, robotics, drones, and automation might present one of the biggest growth opportunities this decade, potentially developing into a multi-trillion-dollar industry by 2030. A few stocks in the space that I'm keeping an eye on include OUST for LiDAR perception, ONDS for drone and defense intelligence, AMD as the AI compute backbone, AEVA for 4D LiDAR technology, and CGNX as a leader in machine vision.

$Advanced Micro Devices(AMD)$  Looks like all the dips are getting bought up by institutions as if they're at a buffet.

$Advanced Micro Devices(AMD)$  Maybe the bottom is in for the day. It bounced pretty hard.

$Advanced Micro Devices(AMD)$  Goldman just gave it a fresh boost, raising their price target from $450 to $640. The setup feels the same, though: strong sentiment, higher expectations, and now traders will be watching to see if the price can keep up with that new target.

$NVIDIA(NVDA)$  I'm looking forward to seeing more short sellers on Nvidia.

There are three stocks currently trading at what are arguably decade-low valuations. Looking ahead to 2028, some have set price targets for them. $NVIDIA(NVDA)$  is at $200 with a target of $300+. $Amazon.com(AMZN)$  is at $240 with a target of $350+. $Visa(V)$  is at $330 with a target of $400+.

$NVIDIA(NVDA)$ I'm just trying to offer some perspective here. The fundamental story hasn't shifted. As long as AI spending and demand continue to grow, Nvidia's stock price is likely to follow. The overall AI market keeps expanding, and Nvidia captures the dominant share of that. The stock has been up for four consecutive years, which doesn't seem like a random occurrence. The bearish arguments just don't hold up to the trend.

$Advanced Micro Devices(AMD)$  Nvidia's last split was 4 years ago, and it's been 20 years for the other one. From where I stand, Nvidia should be trading around $1,980. For any newer investors wondering why AMD seems to be outpacing Nvidia right now, the gap isn't even close.

$Advanced Micro Devices(AMD)$ Bank of America raised its AMD price target not long ago, making the case that agentic AI could push the server CPU market past $170 billion by 2030. So, which view is it?