To The Moon

$Rackspace Technology(RXT)$ Congrats to those who saw the opportunity when $Palantir Technologies Inc.(PLTR)$  and $Advanced Micro Devices(AMD)$  got on board. Gajen Kandiah, CEO of Rackspace Technology, said, "Governing AI infrastructure in regulated environments with defined accountability is not something you bolt on after the fact. It must be built in from the start. Rackspace and AMD are building exactly that and, in doing so, establishing a new category of enterprise AI infrastructure that the market has been asking for." "Enterprise AI is quickly moving from experimentation to production, and that requires a compute foundation engineered for p

$Advanced Micro Devices(AMD)$  This stock went from $570 down to $507 and is now climbing back up. I'm used to volatility, but this feels like another level. Is this what the market is like now?

$Advanced Micro Devices(AMD)$  It's firmly on track toward a $1 trillion market cap. The current momentum signals there's still a massive runway left for long-term growth.

$Advanced Micro Devices(AMD)$ AMD is up $355 since March 30th, for a 181% gain. Not too bad, huh.

$Palantir Technologies Inc.(PLTR)$ Similar to INTC, this is a strategically important company with significant national interest implications. A higher valuation multiple is justified, and a return to all-time highs before year-end would not be unreasonable at all.

$Palantir Technologies Inc.(PLTR)$  The stock has been quite weak over the past week. However, the $128 support level is still holding so far. Let's see if it can regain momentum and move higher in the coming days.

$Palantir Technologies Inc.(PLTR)$ Palantir Technologies continues to show the growing impact of its AIP, with its U.S. commercial business delivering strong momentum.

$Advanced Micro Devices(AMD)$ What stands out here isn't just growth—it's the acceleration curve. The net income trajectory being modeled is roughly: - 2025: ~$4.3B - 2026: ~$12.1B - 2027: ~$21.5B - 2028: ~$30.7B If even part of this path is realized, you're not looking at a flat earnings story. You're looking at a compounding ramp driven by AI compute demand, data center expansion, and tighter supply dynamics in advanced semiconductors. The market usually struggles with names like this early on because the slope feels "too steep"... until it doesn't. The key point is this: it's not the 2025 number that matters. It's whether the 2027–2028 inflection is structurally intact.

$Advanced Micro Devices(AMD)$  This MEXT acquisition is one of those deals that might not look flashy on the surface, but it actually targets a real pain point in data centers. Essentially, it's AMD quietly working to tighten up its system-level stack. What MEXT brings: Helps reduce memory bottlenecks Makes flash perform closer to DRAM Expands usable capacity while cutting infrastructure costs Why I'm paying attention to this? Because in AI workloads, memory is starting to matter almost as much as compute itself. And the reality is, a lot of scaling limits today aren't just GPU-related... they're tied to memory and data flow. So even small efficiency gains here can compound across massive clusters. It feels more

$Rumble Inc.(RUM)$ Trending. Time to buy the laggers. 22K+ GPUs, 9 data centers, only $1.5B market cap right now, potential next. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  $Advanced Micro Devices(AMD)$  $Intel(INTC)$