To The Moon

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Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Apple(AAPL)$ , $Palantir(PLTR)$ , $Advanced Micro Devices(AMD)$ , $Qualcomm(QCOM)$ , $Cloudflare, Inc.(NET)$ are reporting earnings this week respectively. Will these companies have a chance to report stellar results and give a much needed bullish reversal for its tech compatriots, or will it follow the same pullback pattern of tech companies which reported earnings? The market did display a slight bounce up today at pre-market, which

US equities ended October sharply lower on Friday (30 Oct), as disappointing earnings fuelled concerns over a potential AI bubble. The $NASDAQ 100(NDX)$ fell -3.5%, marking its worst session since June and lifting the Nasdaq 7x Short DLC (W5BW) by around +24.5%, while the Nasdaq 7x Long DLC (MFVW) fell by a similar magnitude. $Intel(INTC)$ led the decline, plunging -28.5% after its results missed expectations. The Intel 3x Short DLC (JRYW) surged +84.4%, while the

Apple and AMD report this week. Apple has the iPhone replacement cycle. AMD has something potentially much bigger: GIGAWATTS OF AI DEMAND. OpenAI. Meta. Anthropic. Microsoft. These are not speculative customer names. AMD has built one of the most impressive AI customer pipelines outside Nvidia. Yet AMD around: $516 creates a very different problem. The market no longer needs proof that customers WANT AMD chips. It needs proof that AMD can turn those commitments into: REVENUE → MARGIN → CASH. That is the real earnings test. 🔥 AMD'S AI STORY HAS QUIETLY CHANGED A year ago, investors were asking: Can AMD genuinely challenge Nvidia? I think that question is becoming outdated. Look at what has happened. OpenAI intends to deploy up to: 6 GW of AMD GPUs. Meta intends to deploy up to: 6 GW. Anthro

😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄

[Grin]  [Grin]  [Grin]  [Grin]  [Grin]  

[Tongue]  [Cool]  [Cry]  [Tongue]  [Cool]  [Cry]  

hey everyone, Wonton Investor here. sorry for the radio silence lol, i've been busy with school and internships. but i'm back, and i wanted to start with my best position ever, AMD, which i've held since 2022 and wouldn't buy today. why i bought it (it wasn't genius) my reasoning in 2022 was basically "Nvidia is obviously the AI chip winner, but it's expensive and everyone owns it, so i'll buy AMD, the other one". the classic retail move of buying the second-place horse because the first-place one costs too much. then DeepSeek happened in early 2025. everyone panicked that cheap Chinese AI meant US tech was finished, and i doubled my position instead. my argument was that cheaper AI means people use MORE of it, not less (the Jevons paradox), and that the shift towards inference would favou

Apple and AMD report this week. Apple has the iPhone replacement cycle. AMD has something potentially much bigger: GIGAWATTS OF AI DEMAND. OpenAI. Meta. Anthropic. Microsoft. These are not speculative customer names. AMD has built one of the most impressive AI customer pipelines outside Nvidia. Yet AMD around: $516 creates a very different problem. The market no longer needs proof that customers WANT AMD chips. It needs proof that AMD can turn those commitments into: REVENUE → MARGIN → CASH. That is the real earnings test. 🔥 AMD'S AI STORY HAS QUIETLY CHANGED A year ago, investors were asking: Can AMD genuinely challenge Nvidia? I think that question is becoming outdated. Look at what has happened. OpenAI intends to deploy up to: 6 GW of AMD GPUs. Meta intends to deploy up to: 6 GW. Anthro

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Apple(AAPL)$ , $Palantir(PLTR)$ , $Advanced Micro Devices(AMD)$ , $Qualcomm(QCOM)$ , $Cloudflare, Inc.(NET)$ are reporting earnings this week respectively. Will these companies have a chance to report stellar results and give a much needed bullish reversal for its tech compatriots, or will it follow the same pullback pattern of tech companies which reported earnings? The market did display a slight bounce up today at pre-market, which

US equities ended October sharply lower on Friday (30 Oct), as disappointing earnings fuelled concerns over a potential AI bubble. The $NASDAQ 100(NDX)$ fell -3.5%, marking its worst session since June and lifting the Nasdaq 7x Short DLC (W5BW) by around +24.5%, while the Nasdaq 7x Long DLC (MFVW) fell by a similar magnitude. $Intel(INTC)$ led the decline, plunging -28.5% after its results missed expectations. The Intel 3x Short DLC (JRYW) surged +84.4%, while the

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😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄

[Tongue]  [Cool]  [Cry]  [Tongue]  [Cool]  [Cry]  

[Grin]  [Grin]  [Grin]  [Grin]  [Grin]  

hey everyone, Wonton Investor here. sorry for the radio silence lol, i've been busy with school and internships. but i'm back, and i wanted to start with my best position ever, AMD, which i've held since 2022 and wouldn't buy today. why i bought it (it wasn't genius) my reasoning in 2022 was basically "Nvidia is obviously the AI chip winner, but it's expensive and everyone owns it, so i'll buy AMD, the other one". the classic retail move of buying the second-place horse because the first-place one costs too much. then DeepSeek happened in early 2025. everyone panicked that cheap Chinese AI meant US tech was finished, and i doubled my position instead. my argument was that cheaper AI means people use MORE of it, not less (the Jevons paradox), and that the shift towards inference would favou