Ryan Gaw

🇺🇸

[Cole Grinde @GrindeOptions]

Man, $AMD is going for $800 at this rate.

[Sun Liao @sunxliao]

No one cared when I shared:

$ASTS at $28.61 - now up 304.65%
$CIFR at $3.15 - now up 496.83%
$IREN at $7.52 - now up 668.88%
$NUAI at $1.85 - now up 134.05%
$ONDS at $0.71 - now up 1,609.86%
$OPEN at $0.90 - now up 641.11%
$QBTS at $9.50 - now up 203.47%
$WULF at $3.53 - now up 292.35%

And now, it feels like no one wants:

$LPTH at $12.57
$OSS at $10.66
$PL at $28.78
$RDW at $11.71
$RR at $3.88
$SATL at $3.56
$TE at $8.17
$ZETA at $20.26

Watch me quote this post again... 🫡📈

[Attorney General Pamela Bondi @AGPamBondi]

Nicolas Maduro and his wife, Cilia Flores, have been indicted in the Southern District of New York. Nicolas Maduro has been charged with Narco-Terrorism Conspiracy, Cocaine Importation Conspiracy, Possession of Machineguns and Destructive Devices, and Conspiracy to Possess Machineguns and Destructive Devices against the United States. They will soon face the full wrath of American justice on American soil in American courts. On behalf of the entire U.S. DOJ, I would like to thank President Trump for having the courage to demand accountability on behalf of the American People, and a huge thank you to our brave military who conducted the incredible and highly successful mission to capture these two alleged international narco traffickers.

[Shay Boloor @StockSavvyShay]

$AMD revenue is expected to grow from ~$32B in 2025 to ~$84B by 2028

[Daniel @danielisdizzy]

$AMD will become a multi-trillion-dollar company.

It’s hard not to be bullish when looking at these numbers.

The MI450 series and the full-rack Helios solution, arriving later this year, will be the next inflection points.

[Department of Government Efficiency @DOGE]

As usual, this is fake news from @Reuters. President Trump was given a mandate by the American people to modernize the federal government and reduce waste, fraud and abuse. Just last week, DOGE terminated 78 wasteful contracts and saved taxpayers $335M. We’ll be back in a few days with our regularly scheduled Friday update. 🇺🇸

[Oguz Erkan @oguzerkan]

Michael Burry’s ideas didn’t make money but he thinks people should pay for them.

Doesn’t this make Burry a bubble?

[Mike Investing @MrMikeInvesting]

Many will regret in a few months why they didn’t buy $META today at just a 20x P/E…

With revenues up 26% YoY, and in talks with $GOOGL to save 30% from $105B in Capex it’s clear $META has strong fundamentals.

This is the final warning for the bears.

$1000+ incoming in 2026…

[Lisa Su @LisaSu]

The Genesis Mission represents a bold national effort to harness AI for scientific discovery and innovation. Thank you @POTUS @SecretaryWright for your leadership. @AMD is proud to work with @ENERGY and our National
labs to advance U.S. technology leadership.

[Oguz Erkan @oguzerkan]

Today we bounce, but I think the market's direction is still downward; we are still overvalued.

It's best to raise cash at these levels to deploy later.

If the pullback continues, here are the stocks and price levels below which I'll be a buyer:

- $META, $570
- $LMND, $40
- $NBIS, $80
- $PGY, $20
- $INTR, $8
- $AMZN, $210
- $AMD, $160
- $HIMS, $25
- $OSCR, $12
- $SOFI, $18
- $DLO, $12
- $LGCY, $9
- $UNH, $345 (in the buy zone)
- $MELI, $2,000 (in the buy zone)

[Matt Cerminaro @mattcerminaro]

Hard to create a bubble narrative when the S&P 500's P/E ratio has gone literally nowhere this year.

👇

[⚡️The Traveling Trader⚡️ @ZTheTrader]

Don’t do it Tom

[Wall St Engine @wallstengine]

The US has approved the sale of up to 70,000 advanced AI chips to the UAE and Saudi Arabia after Trump’s talks with MbS.

The deal covers up to 35,000 Nvidia GB300 servers each for G42 and Humain, with security checks to keep the tech from reaching China or Huawei.

$NVDA $AMD

[Wall St Engine @wallstengine]

$NVDA basically answering Burry:

“The A100s we shipped six years ago are still running at full utilization today, now powered by a much stronger software stack.”

[PeloSwing🎯👸🏻 @PeloSwing]

$NVDA +$200 confirmed if Huang walks out like this

[Fiscal.ai @fiscal_ai]

$4B to $110B in operating income in less than 3 years.

Absolutely outrageous growth.

$NVDA

[Jon Erlichman @JonErlichman]

10 year stock returns:

Nvidia: +23,279%
AMD: +10,763%
Shopify: +5,157%
Tesla: +2,623%
Broadcom: +2,604%
Micron: +1,364%
TSMC: +1,134%
ASML: +978%
ServiceNow: +854%
Netflix: +846%
Microsoft: +817%
Apple: +812%
Alphabet: +670%
Intuit: +572%
Amazon: +570%
Oracle: +470%
Meta: +455%

[Mike @MikeLongTerm]

BREAKING $AMD $DELL MI355 Rack is Ready🔥🔥

Dell Announces PowerEdge AI Servers Fueled By AMD Instinct MI355X GPUs And EPYC CPUs

These machines pack in a pair of AMD EPYC CPUs along with fully eight of AMD's Instinct MI355X GPUs per node. In the liquid-cooled variation, 'per node' is just 3 rack units, meaning that you can pack in a massive 128 MI355X GPUs in a single standard 42U rack. That gives you more performance and more memory per rack versus both AMD's last-generation MI300X chips, as well as versus NVIDIA's Grace Blackwell NVL72 machine