Investing Monkey

$AMD just reported in its 13F that it purchased $6.5M worth of $MRVL at roughly $99 per share last quarter. Lisa Su is now up 66% on the position.

$NBIS kicking it into high gear 🔥

$AMD Shareholders suddenly found out @cerebras Systems going IPO at $185/share is trading at @cerebras P/S: 111x | 60x Fwd P/S @AMD P/S: 19x | Fwd P/S <9x Where AMD growing faster than Cerebras FY2026 in Percentage, Dollar Amount, TAM, or anything! Not Financial Advice! DYOR! Source: bloomberg.com/news/articles/…

$NVDA hit $3 Trillion doing $30B/qtr at 75% gross margins. $MU just guided $33.5B next quarter at 81% gross margins. More revenue. Better margins. 70% lower market cap. 🤯 $DRAM

$AMZN break out! Amazon broke out of the white wedge as well as the longterm neckline. I expect the rally to continue until $330 in short term before it starts a healthy correction.

$DRAM Is a great buy if want exposure to a range of memory stocks. Holdings include: 🇺🇸 Micron — 24.6% 🇰🇷 Samsung — 24.1% 🇰🇷 SK hynix — 23.1% 💾 Sandisk — 4.9% 🇯🇵 Kioxia — 4.9% 💽 Western Digital — 4.8% 💽 Seagate — 4.7% 🇹🇼 Nanya — 3.9% 🇹🇼 Winbond — 2.4% Pure-play HBM/DRAM/NAND The AI memory bottleneck in one ticker

$ASML

No company in history has grown ARR like Anthropic.

$MU breaking out. Still deeply undervalued here. 190% YoY revenue growth. 57% net margins. 11x forward P/E. That’s a mispricing. Fully committed 2026 HBM capacity. Leadership in SOCAMM2 and HBM4. Micron sits at the center of structural AI memory demand. The multiple has no business being this low.

$AMD is continuing to stockpile cash on the balance sheet. When you combine this with very low debt and exploding free cash flow, $AMD is in the healthiest financial position it's EVER been. The stock has been running for a reason, and the future looks even brighter...

Some charts speak, others scream $AMZN $GOOG

$NVDA is still the best largecap to own. You won't find a second company trading at a 23.5x FWD P/E with 50% annual growth ahead. This is quite literally the most dominant business across the entire AI buildout, and it's still undervalued. The business is growing faster than the stock can. $NVDA will follow $AMD's recent price action. Minimum target is $278.

$AMZN Amazon with a potential bull flag

$AMZN Amazon forming a nice flag

$AMD launched the MI350P, its first PCIe Instinct GPU since 2022 It is a smaller and easier-to-install version of AMD’s flagship AI GPU, designed for companies that want AI inference without needing expensive liquid-cooled, rack-scale systems It fits into standard air-cooled servers, which makes it much easier for enterprises to use in existing infrastructure $AMD is targeting a market $NVDA has largely left open: modern PCIe data center GPUs. NVIDIA is focused on higher-end systems, while AMD is offering a more practical option for companies that want AI acceleration without rebuilding their entire data center setup $DELL will support the MI350P in some PowerEdge servers starting in July 2026

So you’re telling AMD $AMD is a $1,000 stock?

This is absolutely insane $NVDA 3Y CAGR over the last 20 years just keeps rising Last 3 years went parabolic

Is there any reason $AMD is up almost 10% again? I’m at work and was wondering why the portfolio hit another all time high… it seems it’s because of one stock This is once again why I can’t trim… Wall Street only cares about 15 stocks right now, and $AMD is top three

$MU is a no brainer.

$RKLB this breakout eventually takes us to $132.