$Apple(AAPL)$ Apple got a price-target bump from a Wall Street analyst on a positive view of the company's holiday-quarter sales. JPMorgan analyst Samik Chatterjee reiterated his overweight rating on Apple and raised his price target to $360 from $340.
$Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $GraniteShares 2x Long AMD Daily ETF(AMDL)$ Baird analyst Tristan Gerra's $1250 price target on AMD was the first truly aggressive upgrade on the Street. The target looks extreme compared to current consensus estimates, but it's not as implausible as many investors assume, especially given how fast the AI compute landscape is evolving. Gerra's thesis rests on AMD leveraging its growing leadership in both AI CPUs and GPUs to capture roughly 15% of a projected $1.4 trillion AI compute TAM by 2
$Apple(AAPL)$ Volume has been unusually low for a while now. Is it just fewer day traders around, with longs mostly holding? A 100 million share day would be nice to see, something that could push it toward $375.
$Apple(AAPL)$ Revenue is going to be insane once the product cycle is fully out. Congrats to the longs. I bet we hit $400 by mid December on a strong holiday season.
$Corning(GLW)$ They are producing enough fiber optic cable to nearly reach the sun. This kind of cabling and interconnect work comes with sticky purchases and decades of maintenance revenue. Their patents also extend into areas like glass core substrates, which next-gen AI chips will need for heat suppression. And the most promising $Apple(AAPL)$ device in years, the foldable, uses Corning's flexible glass. If anyone thinks this is worth less than $400 right now, that seems hard to justify.
$Advanced Micro Devices(AMD)$ Just punched through to new all-time highs. That's not a quiet grind, that's real momentum pressing right into the recent high and not backing off. This is the kind of chart setup worth watching closely.
$Cerebras Systems(CBRS)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ An interesting take from a Bank of America analyst on NVIDIA's ecosystem. The argument is that NVIDIA's setup is becoming heavily reliant on custom ASICs, optics, switching, photonics, and data movement/memory layers. A lot of names are getting attention because of their role in trying to plug those GPU deficiencies — MRVL, various photonics companies, HBM players like Micron, and others. The idea is that NVIDIA's GPU limitations have created a multi-trillion dollar ecosystem
$Advanced Micro Devices(AMD)$ Lisa Su unveiled the Helios rack at CES. It's positioned as the world's best AI rack. Helios is a 7,000 pound rack developed with Meta, weighing more than two compact cars.
$Apple(AAPL)$ Bought 335c 10/7 contracts. I'm willing to let these contracts go to zero. Risk has been assessed already. Discipline over emotions. Not financial advice.
$Advanced Micro Devices(AMD)$ Options now expire on Mondays, Wednesdays and Fridays. Shorts get pretty desperate to push AMD down on those days. AMD could pop on Tuesday.
$Advanced Micro Devices(AMD)$ Looking at Advanced Micro Devices, the setup reads clearly bullish to me. 8 of 9 matrix cells are pointing upward, with an average conviction score of 3.62 out of 5. As of 11 Sep 2026, the snapshot shows broad alignment across technicals, sentiment, and fundamentals. The fundamental side is supported by doubling data center revenue and long-term secular AI expansion, which helps offset demanding short-term valuation multiples. Technically, the stock is holding a strong uptrend above its 200-day moving average, with positive momentum behind it. Sentiment is also supportive, with low short interest and firm institutional backing. I would reconsider the stance if data center growth decelerates sharply or if price act
$Navitas Semiconductor Corp(NVTS)$ Short-term sell-offs aren't something I get too worked up about, since that's how it usually goes. This is the kind of setup where I've been building my position and taking gains in NVTX. It's the same approach that made me six figures with $Advanced Micro Devices(AMD)$ and AMDL.
$NVIDIA(NVDA)$ The board has approved a $150B increase to the company's share-repurchase program, bringing the total buyback authorization to $235B. That eclipses the $110B stock buyback $Apple(AAPL)$ unveiled in May 2024, and comes just 4 months after Nvidia's board added $80B to its buyback program. Nvidia said in a Monday presentation that its investment portfolio includes 13 public companies and 229 private companies, and that its return on investment for exits is greater than 3x the amount it put in. Nvidia plans to return excess FCF from those investments in the form of share repurchases and a gradually growing dividend. Nvidia also said it would partner with Wall Street firms and partial