Looks like the portfolio's in for a good day $AMD $NBIS $TEM $HIMS

$AMD — The market suddenly appreciated: 🟢 $ORCL deploying Zettascale clusters of MI355X 🟢 Collaboration with OpenAI to develop MI450 🟢 xAI buying AMD accelerators 🟢 MI350 is outperforming B200 in benchmarks 🟢 MI500 doubling NVIDIA’s system scale 🟢 Amazon reportedly

My new article I cover my Top 6 holdings Short theses, and what I’m buying/selling Also ordered by potential and risk Link in bio🔗

It’s tremendous how fast $NBIS is expanding across every vertical Soon, their robots will be in every major city, alongside their robotaxis They’re approaching 10 data centers Meanwhile, Toloka and ClickHouse are already serving some of the largest

🚨 RUMOR: $AMZN to place a large order for $AMD MI355X GPUs CNBC’s David Faber reported on “Squawk On The Street”: “I am hearing some talk though that involves perhaps a GPU win for $AMD from AWS”

🚨 $MSFT announces that the next generation of its Xbox device portfolio, and the Xbox Cloud will be powered by $AMD

Let’s play this game again Pick the portfolio that will outperform over the next 5 years: (Large Cap Edition) Portfolio A: $GOOG $PLTR $SONY $MELI $SE Portfolio B: $TSLA $ASML $ARM $DIS $MRVL Portfolio C: $AMZN $NVDA $IBM $CRWV $NVO Portfolio D: $META $TSM $UBER $AMD $CRWD

$MU offers tremendous risk/reward for the next 10 years 🟢 Supplier for $NVDA’s B200, GB200, and upcoming GB300 🟢 Supplier for $AMD’s 350 series 🟢 Supplier for $GOOG’s TPU 🟢 Once they expand manufacturing capacity, growth will explode 🟢 Only US-based memory producer 🟢

🚨 $AMD CTO just said: “AMD could absolutely be part of Stargate thanks to MI400.”

We might get another dip to buy soon 🔴 Tensions are rapidly increasing 🔴 WTI is up 3% this week 🔴 The Fed is sending bearish signals 🔴 Trade deals remain in limbo

Friendly reminder that Tiny Corp’s CEO personally bought $250K worth of $AMD shares Now his company is bringing $AMD to MLPerf $AMD is undergoing a massive culture shift It’s no longer just about CPUs and affordable GPUs This is a company transforming into a complete behemoth

$TSSI went up 20x in about a year And it doesn’t even look pricey What a crazy market

I decided to take my time with $OSCR because insurance can be risky Should’ve been buying instead In this market, it feels like everything just skyrockets so fast No time to research, just momentum trade

$AMD wants to outpace $NVDA Anush Elangovan just said the MI400 is coming "in less than 12 months" In contrast, $NVDA's Vera Rubin, its closer competitor, is coming in late 2026 No catching up anymore for $AMD?