SJRTrades🇨🇦

Did a Deep dive on $IREN stock on my substack ! open.substack.com/pub/sjrtrades/…

@techsaleshackz Fair point on the framing — but I actually hold $MU in my portfolio so I had skin in the game before I even ran the experiment 😂 wasn't financial advice, just thought it was interesting all three landed on the same name

I ran an experiment. I asked Claude, Grok, and ChatGPT the same question: “You’re a Wall Street investor with insider information—what’s one stock that’s about to blow up?” All three gave me the same answer. $MU.

My largest position, $AMD, reports earnings tomorrow after the close — and this one is shaping up to be a major print. The chart alone explains a lot of the bullish setup. AMD has scaled revenue from roughly $3.85B in Q2 2021 to $10.27B in Q4 2025, and Wall Street is now looking for continued momentum into the next print. For Q1 2026, guidance sits around $9.8B ± $300M, which would still imply solid year-over-year growth even after the big run. What I’m focused on most is Data Center. Last quarter, AMD’s Data Center segment reached a record $5.4B, up 39% year over year, driven by EPYC CPUs and accelerating Instinct GPU adoption. This is the core of the long-term story. AMD isn’t just a PC chip company anymore — it’s transitioning into a full-scale AI infrastructure player. The MI400 roadmap is already public, so the real debate now isn’t if AMD has the technology, it’s execution. Tomorrow I’ll be watching closely for updates on MI350 demand, early signals on MI400, Helios timing, hyperscaler adoption trends, supply constraints, margins, and how management frames AI revenue growth through 2026–2027. Client and Gaming still matter as well. Last quarter, that segment brought in $3.9B, up 37% year over year, with Ryzen continuing to gain traction and share. But realistically, the market reaction will come down to Data Center and AI commentary. Expectations are already elevated. AMD has had a strong run, and simply “good” may not be enough — investors will want upside in guidance, margin expansion, GPU supply, and AI acceleration. Long term, though, the thesis hasn’t changed. AMD is positioned across AI GPUs, server CPUs, PCs, gaming, embedded systems, and custom silicon — a wide and growing footprint. Lisa Su and the team have consistently executed through multiple cycles. This isn’t a trade into one earnings print. It’s a position built on the belief that AMD can become significantly larger over the next 5–10 years.

$AMD CEO Lisa Su says global compute needs to scale 100x over the next 4–5 years just to keep up with AI demand. We’re going from 1 billion to 5 billion AI users, and the infrastructure simply isn’t there yet. AMD has spent years building out its full AI stack — CPUs, GPUs, and data center systems — and now demand is hitting all at once. We’re already seeing server CPUs selling out, lead times stretching, and pricing moving higher as hyperscalers scramble to build out AI infrastructure.

$GOOGL: “We are compute constrained.” Not enough GPUs, not enough HBM, not enough data center capacity—and even builds are getting delayed due to limited power availability. See the next bottleneck? Power. ⚡️ $VST $VRT $ETN $MU

If you’re in that early chaos phase—keep going. My best month didn’t come until I stopped forcing trades and started waiting for real setups.

$5K ready for payout 💻💸 Crazy what can happen when you stay consistent. Huge shoutout to @MichaelPatak & @Topstep the prop firm that gave me the chance to turn my trading into a real paycheck 🔥📈 Consistency really does pay off 🔥thanks to @CoachDBA &Jay!!

If you want, I can break down the exact setups I was trading that month.

Most people think trading is daily income. In reality, one good month can carry your entire year.

The biggest mistake I see: People try to make money every day… instead of waiting for the right days.

5. I focused on one clear theme. Not chasing everything — just executing what I understood best.

4. I avoided overtrading. Most traders lose by forcing trades when nothing is there.

3. I sized up when I had conviction. Small trades don’t make big months. You need to press when you’re right.

2. I was extremely selective. If the setup wasn’t A+, I didn’t touch it.

1. I wasn’t trading every day. Most of that profit came from a few days where everything aligned.

Last year, my best month was $20,000 CAD. Here’s what actually went into it 👇

Most people think this came from trading every day… It didn’t. It came from a few high-conviction setups. I’ll break it down below 👇

Last year, my most profitable month out of all firms was September, where I made $20,000 💰CAD. Shoutout @TopstepTV @Topstep

@SJRTrades $MU ours is same.

@Egan8888 Interesting how? Are you looking at the cybersecurity side or the QNX/auto angle?

@SJRTrades Def interesting.

Can someone explain why tf $BB is up over 50% this past month? I thought BlackBerry was just a dead flip phone company…