To The Moon

$Fundrise Innovation Fund LLC(VCX)$ 20,000 thousand in the passenger seat $AMERICAN EAGLE GOLD CORP.(AMEGF)$  $Microsoft(MSFT)$  $Oracle(ORCL)$  $Bloom Energy Corp(BE)$ 

$Advanced Micro Devices(AMD)$ We have been down this road many times over the years. Bond yields have popped the AI bubble for a while. Valuations have been stretched for several quarters. Let them all pull back to levels the important money is willing to buy at and we will be fine. These pullbacks always set up the next leg higher. It might take another 18 months, but the 600s will be the norm sometime in 2028. To hit 1000 by 2030, we would need another AI surge like the one we just came from. EPS is not set up for 1000 unless valuations get out of control again. Let's hope they keep the momentum going with all the cross-ownership among these companies. Excessive CAPEX spending will need to continue. China is doing their thing and US companie

$IREN Ltd(IREN)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$ Microsoft delivery plus NVIDIA validation in the same week is a serious credibility upgrade for IREN. It's getting harder to keep calling it "just a miner with an AI story" after this.

$SUPER MICRO COMPUTER INC(SMCI)$ I've been saying for months that this is massively undervalued, and it can still double from these levels. Revenue and earnings are growing faster than AMD and Dell. Yet SMCI is still trading as a value stock with a PE of 12.68. On a forward PE basis it's at 7.81, roughly a quarter of AMD's and a third of Dell's. Gross margins accelerated by 720 basis points last quarter. The massive growth is still ahead, with 60 billion in open orders. That's more than five quarters of revenue that will be reported. Dell's year-to-date stock gains are 300%, while SMCI is only up 43% YTD. Holding.

$NVIDIA(NVDA)$ It might be worth just tuning out the rest of the market noise and focusing on AI spend and demand. As long as that keeps going up, Nvidia's stock price should follow. The logic feels pretty straightforward.

$Cerebras Systems(CBRS)$ AMD is a partner worth noting here, same as with Cerebras. They also have a big contract with OpenAI, and that feels like another solid signal of what this company is working on. Contracts with AMZN are in the mix too. Say what you want, but to me the setup looks bullish.

$UiPath(PATH)$ I didn't sell any long positions today. I did sell more short puts for a credit though. $ServiceNow(NOW)$  $Microsoft(MSFT)$  $IBM(IBM)$ 

$NVIDIA(NVDA)$ For long-term holders, the daily, weekly, even monthly moves really don't mean much with this stock. The yearly chart tells the real story. Some get frustrated when it goes nowhere for 6, 7, 8, 9, or 10 months, but that hardly matters as long as NVDA keeps delivering market-beating yearly returns. It has closed green in 11 of the past 13 years.

$NVIDIA(NVDA)$  As long as AI spending and demand keep growing, Nvidia's stock price will follow. We're in year four and counting.

$NVIDIA(NVDA)$  The setup shared earlier is now up more than 40%. Now the attention shifts to the 206 area. A clean break and hold above that level would strengthen the bullish structure and keep momentum favoring buyers. From here, it's about confirmation, not prediction.