To The Moon

$NVDA 20260605 215.0 CALL$ $RKLB 20260605 120.0 CALL$ $AVGO 20260605 450.0 CALL$ $AVGO 20260605 450.0 CALL$

What makes the recent price action on $Intel(INTC)$ so compelling isn’t just the short-term momentum—it's the tangible shift in its foundry pipeline. Securing preliminary manufacturing agreements with Apple alongside the brand new Foxconn rack-scale AI partnership completely changes the long-term cash flow narrative. Moving external customers onto the 18A node validates their manufacturing turnaround far faster than the Street anticipated. While critics are pointing to near-term foundry setup costs, the actual commercial traction with tier-1 tech giants means the floor for this stock has fundamentally shifted. $Micron Technology(MU)$ $S&P 500(.SPX)$

$Advanced Micro Devices(AMD)$ see the price now! It's flying again! Nothing can stop it! $NVIDIA(NVDA)$ another sure flying share here! I'm sure it will fly again soon! Let's buy it now!

$Microsoft(MSFT)$ Recently, when semiconductors are weak, I've noticed some money rotating into the software sector.

Looking at my numbers tonight, I realized that $Marvell Technology(MRVL)$ is now outperforming $Micron Technology(MU)$ YTD. MRVL is at 272.36%, MU at 248.97%. My other holding, $Advanced Micro Devices(AMD)$ , is lagging at 144.3%. Since AMD is my largest position, it should give my accounts a significant boost once it gets going.

$Advanced Micro Devices(AMD)$ See the price once again! It gonna fly again tonight! $NVIDIA(NVDA)$ same for this perfect share too! Nothing can stop flying share! Let's go and let's fly!

Like me, if you are also wondering why $Alphabet(GOOG)$ is falling and falling hard all of a sudden, I managed to track down the root cause. What happened was on 02 Jun 2026, GOOG announced a historic $80 billion equity fundraising plan to fuel its massive artificial intelligence (AI) expansion, a move that highlights the immense capital demands of the ongoing AI arms race. (see below) The initiative represents the largest equity fundraising ever recorded, surpassing the capital raised by the world's 3 largest initial public offerings (IPOs) combined: Saudi Aramco ($25.6 billion in 2019). Alibaba ($21.8 billion in 2014). SoftBank ($21.3 billion in 2018). GOOG’s Structure & Financial mechanisms. Alphabet's capital-raising strategy utilizes a mu

$Microsoft(MSFT)$ Recently, when semiconductors are weak, I've noticed some money rotating into the software sector.

$SanDisk Corp.(SNDK)$ exit soon. . Not much meat to harvest. After rally . Do not get caught in the fire