To The Moon

$Advanced Micro Devices(AMD)$ People tend to overcomplicate this part of the AI trade. It doesn't need to beat NVIDIA to win big. Steadily gaining share across data center CPUs, GPUs, and AI accelerators, while the overall market keeps expanding, is enough. What matters more is the trajectory, not dominance. The roadmap is improving, and each product cycle is slowly narrowing the gap in key workloads. Yes, volatility will remain high, especially in semis. But the bigger picture is about positioning for multi-cycle AI demand, not just one quarter or one headline. I'm less focused on the noise here and more on where AMD will be a few cycles out.

A lot of people ask where to start. This is my core compute watchlist for the next pullback. Compute / AI Core: $NVIDIA(NVDA)$  - AI accelerator leadership, the anchor of this cycle. $Advanced Micro Devices(AMD)$  - Alternative compute plus datacenter growth. $ARM Holdings(ARM)$  - Architecture layer scaling with every AI chip design. $Intel(INTC)$  - Turnaround story plus the domestic semiconductor reshoring narrative. $NEBIUS(NBIS)$  - Emerging AI infrastructure / high-growth datacenter exposure. This is the compute layer of the AI supercycle. Pullbacks

$NVIDIA(NVDA)$ I think NVDA will be closer to $300 than $200 by December.

The cleanest way to think about AI data center stocks right now is to price the power, not the narrative. $CoreWeave, Inc.(CRWV)$  is around $59B for ~3.5GW, $NEBIUS(NBIS)$  is ~$57B for ~3.5GW, while $IREN Ltd(IREN)$  sits near ~$19B with ~5.8GW secured. They're in the same AI infrastructure race, with the same NVIDIA ecosystem exposure. Yet IREN trades like a hybrid miner, not a pure AI infrastructure play—despite having the most secured grid power. The gap comes down to monetization speed versus re-rating potential. If IREN converts even part of that capacity like its peers, the discount doesn't last. Power is the bottleneck. IREN is sitting on

The market doesn't seem to care much about ARR comparisons or contracted gigawatts right now. $NEBIUS(NBIS)$  is the story getting the backing. Every dip gets bought because it's seen as the long-term winner with the biggest upside. Meanwhile, $CoreWeave, Inc.(CRWV)$  and $IREN Ltd(IREN)$  are solid, but they're not the crowd's priority at the moment. Question for the thread: do you chase the dips on $NEBIUS(NBIS)$ , or wait for a cleaner pullback?

$TAL Education Group(TAL)$ Back in 2022, I spotted TAL at 5, then Pinduoduo and Meituan in the 60s, Alibaba last year in the 70s, Tencent over 200—and then rode another wave with AI for trend gains. I’m basically a chosen one in investing!

$Navitas Semiconductor Corp(NVTS)$ Caught a nice wave with NVDA for some profits! NVTS rode the momentum as a partner, quieting the bubble fears. Perfectly timed with the Contra688 promo – using the free cash to double down. Ready for the next push!

$BYD ELECTRONIC(00285)$ ’s chart looks solid! Half-year results are impressive—strong growth in consumer electronics, auto parts, and smart driving products. Future looks bright!

$Direxion Daily Energy Bull 2x Shares(ERX)$ 's wild ride continues! Oil prices jumped around, up yesterday down today. Glad I got in early - energy sector moves fast, pocketing gains and waiting for next chance!

$Tempus AI(TEM)$ Profit-taking after parabolic rise is standard procedure, market needs breathing room. This ticker's got serious runway ahead, maybe not June or July but definitely coming. Play the long game, don't get hypnotized by daily candles. If you can't handle volatility, do yourself a favor and exit positions.