To The Moon

$Advanced Micro Devices(AMD)$ Riding the AI and semi wave right now. The whole sector is showing strength as compute demand keeps climbing. The datacenter growth story still looks intact. I like the setup here.

$NVIDIA(NVDA)$ $Trump Media & Technology(DJT)$ Trump's latest financial disclosure shows he bought as much as $1.6 million and sold as much as $1 million worth of Nvidia stock in August. The filing came out around the same time he was preparing to give Nvidia CEO Jensen Huang the nation's highest honor for scientific achievement.

$Advanced Micro Devices(AMD)$ Still a buy and ranking pretty high on my model.

$NVIDIA(NVDA)$  Nvda 240s coming and higher. JeffG is a great poster of Nvda news. I don't have to do research with JeffG covering it. Thank you!

$NVIDIA(NVDA)$  I get emotional sometimes because this company is so great. I'll see you in the morning, God willing and if the creek don't rise.

$Advanced Micro Devices(AMD)$  How long can you hold? Currently at 160 P/E, premium levels.

$NVIDIA(NVDA)$ I will take an all-time high record close any and every day. Cheers to the bulls.

$NVIDIA(NVDA)$ On this forum, you can see two types of people: the ones watching history happen and the ones actually taking part in it. It's not too hard to tell them apart. I'm glad I've been on the participating side. Jensen keeps delivering.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ Shout out to everyone holding. Just a bit longer until we see how this plays out.

$Advanced Micro Devices(AMD)$ Venice CPUs look sold out a year early. Reports say 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments — as 256-core TSMC-2nm parts ride agentic-AI demand, setting AMD up for record server-share gains.