70 by eoy

Reaching $60 in a short time shouldn't be a big problem. By the end of the year, it should be trading in the $80-$100 range.

This month it’s hitting 54 for the 3rd time it goes up and down. It has crossed 60 ones on July 14 since the drop. Although the pump is amazing, 100% it is, it’s not the got you moment against the bear. - someone who is still at 25% loss on DRAM

$130

$100 plus easy

$72

$85 lets be conservative

120

51.19

Onds 14 in 2 weeks

52

$100

$58

88

$110

26

$125

$55

$78.35

35, but thats after going up to 99 and you not taking profit because you said "ill take profit once it breaks 100"

$47

50

37

$65, i think it wont break out till spring ish

35.87

$100, just need a peace deal and an open straits

$49.97 

80

Probably 50-60 who knows

50

I dont understand you think the stock is stuck at 500$ ? It will go to 1200$ in 2030 at least... (based on last 10 years performance but now the growth is higher)

Part of not being a one-trick-pony is the diversification into defense, and not just U.S., but Europe as well. This will be a huge marker for them, for both Electron/HASTE and Neutron. Great companies don't put everything on one success, and if you understand how all these pieces put together, you'll know how this stock will substantially outperform the market for the next decade, at least. The Iridium piece is going to be a substantial player in the aviation/maritime PNT market as a desperately needed backup to GPS beginning in a few years. Nothing in the commercial aviation market is developed quickly. Will it get back to $150 this year? No. Probably not even after Neutron launches. But the stock never should have been that high, so whining about a burst bubble is a poor investment strategy. How many of the critical posts would we be seeing if the stock never got over $90-$100?

30PE AND 2027 EPS OF 19.7 gets you to 600$. thats my target. msft is already being rerated and 30pe is not far off

Riot Platforms signs $9.1 billion, 191 MW AI lease at Rockdale: Q2 Earnings $50 by EOY

90 shares at $58. $80 by September. Hold.

BTC will go up to 69k. Then flash crash down to 52k. Then downtrend all the way to somewhere around 45k, and then you will have the bottom. I’m in MSTR calls until 69K. Gonna buy puts when BTC 69k is in. Probably will buy puts that expire in December, but fully expecting the bottom to be sometime in October or November. When that bottom comes in, I’ll just buy 50% BITU and 50% MSTU.

RZLV. 2025 revenue was $45million. Expecting to hit $360milliom for 2026 (800% increase YoY) and $500+ million for 2027 (another 150-200% increase from 2026). Probably 1 billion by 2030. Expecting to be profitable this year in late 2026. Current market cap is about 1 billion at around $2.70 per share ($300 million share buy back pending approval so price expecting to increase with same market cap). Easily a $25 dollar stock if they hit 1 billion in revenue in next 3-5 years.

900$

1807

DCA is the most optimal and well balanced thing to do, that is why I will avoid it. I will buy one leap expiring early 2029, 2 more early expiring 2030 And I will buy one more expiring mid 2030 I hope I will capture the full bull run (est cost 20k EUR) My gut is massive therefore i trust it. I believe btc will reach 50k mid 2027 and go sideways until 2028 and then the slow grind up, peak will be january 2030. This IS **gambling** advice !!

$2500 laugh all you want peeps

1000

$10,000? Why not.

Yup time to take risk off..$600 EOY.

I’ll trickle up to $1700-1800 by end of month

Highest maybe 1450, close at eom probably 1327

$1,743.58

1300

1000000

Around 1500 if we don't receive any good news or positive catalyst.

1600

Probably $5000

If you’re sure about your investment then don’t worry about it. I bought MSFT LEAP when the stock traded $384 and lost nearly $2k in the first week when it went as low as \~$350. Ended up rolling the strike price up (and securing some profits) now I’ve profited \~$9.2k Wasn’t fun seeing the option drop value so much but I didn’t panic sell, grabbed a beer, enjoyed the sun and stayed invested. I was expecting MSFT hitting $500 at the end of the year but obviously the market REALLY liked their earnings

Yes, MU will go back to 1000 this month.

No. I think this is heading back to 1000

$2300 EOY

Hopefully we can go to 2200 by EOY

All these naysayers and sideline watchers with their advice 🤣. I bought options before earnings and this is a dream short squeeze scenario. See you at $5 next month

I feel 1600 eoy

I spent a lot of the last quarter trading my AMD after holding it for a year, and I got annoyed that I was left holding it as it dropped to $430, but after Advancing AI and this ER, I have no interest in trading this again unless we go comfortably above $600 this quarter. The upside is just too immense, and we will almost certainly be looking at $800-1,000 by EoY 2027. Even if it goes above $600 right now, there's still a 33% - 66% upside within a year. That starts to be more reasonable for the risk, but even still, so much of AMD's demand is settled 1+ year ahead of time when it comes to data center that the odds will remain heavily skewed towards the reward side of the spectrum. I'm just going to sit back and enjoy the ride until the market gives me an offer that actually tempts me.

As Musk says, the capacity for developing high bandwidth memory is increasing by 20% each year and the demand is increasing by 200% each year and it's incredibly difficult product to make. It's already sold out among the 3 major producers, Micron, SK Hynix and Samsung for 2027 with 2028 filling up. So I think there will be shortages until 2030 and therefore, even if there is a cycle it will still take years for the cycle to peak. I think Micron will end up at 1/3 the market cap of NVDA as a base estimate. If Mu had a maket cap at 1/3 of NVDA and all other factors were the same, the current share price would be $1570, however the share price is likely to go much higher because they are going to havea huge amount of cash and will return excess cash to share holders with share buy backs starting in December 2026. I think we could easily see $2000 in 2027. The only concern I have is a black swan, specifically China invading Taiwan. And I think the most likely time frame for that is towards the end of October in 2027. If the world survives in relatively good shape such an event would also create a great buying opportunity, but it's hard to mitigate that risk. So I'll probably reduce my expose to the semi-conductor industry from summer 2027 onwards. However, until then assuming China doesn't invade Taiwan this October/November (that window is considered the most likely time for an attack due to favourable weather conditions), then I think Micron will do very well as the cyclical narrative fades with every quarterly report. 2027 or 2028 is likely to be the period of time for maximum demand and the peak supply shortage for HBM. Of the 3 main players, Micron is also best positioned due to proximity to major customers based in USA.

Great time was in June or last week.  But I guess it’s still a good price for entry - price just shot past 50 MA. Lots of things going on in September, but the supply constraints remain. But if you’re looking at long term, it’s a good time to get some shares now.  I’m expecting 330 by September and maybe 345 by end of year.

Before September earnings I think it'll run back up to 1200 again.

According to my educated guess, which is not that educated tbh, and my honest opinion, which is a bit biased tbh, and from my knowledge of the market, which is not that expansive tbh, I think realistically speaking the stock price, which is a reflection of the future cash flow of the company, should be about Tree Fiddy. Short answer: 3000 EOY

Willing to wait til end of next year, but if it’s not $200+ by then it’s time to move on imo. Opportunity costs will be mounting. Long 4000 shares. I’m not one of those who has a $4-$6 ACB. Still in the red.

Positive catalysts What news can even bring this stock back up? We debunked all the fud and still down 40% from ath with a sell the rumor sell the news. Debating whether to exit my calls at a loss and find something better to do because I don't see micron going back to 1000+ this month anymore. Overall I do like today's movement but having barely broken past the 1k wall and getting hard rejected into nonstop fud makes me think breaking 1k is going to be twice as hard unless a positive report comes out. I'm just worried here because most of net is in calls and a single negative fud can erase a week of price climbing up

100 a share 2 year price target. This is based on the collapse of the bubble.

100 a share 2 year price target. This is based on the collapse of the bubble.

I bought 700 shares this week now at an even 5k shares. Yep it’s manipulated to hell and back but then 52 week high was 8$. If it hits 8$ by 2028 I’ll be cool with that.

Seems very much possible, my expectation is 600 EOY and 650 next year summer. Stock is just taking a breath now, because a lot of people are bagholding a year to escape. There opportunity is now, after they are gone we can start to build up with good sentiment. MSFT average PE last 10 years was 30-32, which means we are still undervalued by about 20 percent. Zooming out and taking a look at the 5 year graph confirms this thesis. My actual fair value is 575, so 600 EOY and 650 next summer is not bad estimate in my opinion.

Dip to $1200, then pumps. $2300 before EOY.

Mid October 77.23. It is a stretch but uber at some point should break up. It is flat too long

Vera Rubin for Elon. —a man famous for missing his own reality-detached AI timelines—to lecture the industry If that's the game, don't call it a level playing field. As a standalone software provider, XAI ranks lower. This is just another neo cloud!! spcx to trade in 60s in 12 months

I don’t think it will happen in the next 2 years honestly.

Honestly, I think I might be grateful for this in the long run, because I'm pretty sure that AMD will be around $1,000 by EoY 2027, and when we run up too fast without any consolidation it increases my urge to sell.. Lisa is outrageously bullish right now, and she is an honest woman. I ran through the numbers and the Q&A with Claude, and it validated my napkin-math expectations: # FY2026: ~$54B revenue, ~$8.20 EPS Q3 is guided at $13B. Data Center falls out around $8B within that, consistent with Su saying server would grow "over 80% in the second half" Y/Y. Q4 Data Center at \~$14B. Helios shipments begin at the end of Q3 and ramp into Q4. Su: "Q3 is the very beginning of the ramp, Q4 is a step up, and then Q1 will be a further step up." She also said Helios volumes are running ahead of AMD's initial forecast and that supply exists to "more than meet" their targets. That gets FY26 Data Center to \~$34.4B (+107%), Client and Gaming to \~$15.5B (+7%), Embedded to \~$3.9B (+13%), and total revenue to \~$54B (+55%). Non-GAAP gross margin at \~55.5%. Hu said server CPU is accretive to gross margin and DC AI is only "slightly below corporate average." EPS nearly doubles from FY25's $4.17. # FY2027: ~$108B revenue, ~$20.30 EPS Su told Rasgon that the data center segment would be "well over 100%" Y/Y in 2027. Then Muse asked about \~$30B of Instinct revenue and Su told him his number was "probably too low" and repeated that "over 100% should be considered well over 100%." She walked a sell-side number higher, unprompted, twice on the same call. The backing: 6GW committed with OpenAI, 6GW with Meta, 2GW with Anthropic, most landing in 2027. Plus sovereign AI and other hyperscaler commitments. Su confirmed "very good visibility" into HBM allocation for 2027. 150% Data Center growth gets \~$86B DC, \~$108B total. Gross margin at \~54.5% — Hu framed server CPU, embedded recovery, and client as margin tailwinds offsetting the slightly-below-average DC AI mix, and said opex would grow below revenue. That produces \~$20.30 EPS. Hu closed the call saying EPS "will be significantly higher than $20 we outlined at our Financial Analyst Day." That $20 was a 2030 target. # Valuation: ~$950–1,000 NVDA's trailing P/E compressed its entire ramp — \~132x in early 2023, \~65x end of 2023, \~55x end of 2024, \~46x end of 2025, \~31x today. The stock 10x'd on earnings delivery, not multiple expansion. $20.30 at 30x (NVDA today) = \~$610. At 40x = \~$810. At 46x (NVDA end of 2025) = \~$935. At 55x (NVDA end of 2024) = \~$1,115. Forward P/E cross-check: \~$32 of 2028 EPS at 25–35x gives $800–1,120. Margin-adjusted P/S cross-check (discounting NVDA's \~25x for AMD's thinner margins) gives \~$920. Converges on \~$950–1,000 by end of 2027. At $490 today, AMD already trades \~24x FY27 on this model — the return comes from earnings arriving, not multiple expansion. Same mechanism that drove NVDA.

I think $200 by eoy.. predictions?

This is truly a long term stock. Hang on tight yall. By 2030 we will be a 200 a share stock

This was the most bullish I’ve ever heard Lisa on a call and the report was nice. Couldn’t care less what the stock price is right now, except that I might pick up some more shares if it continues to drop into Friday. This is a $1000+ stock by next year. Absolute no brainer when you look at the numbers.

$550-$600 by eoy. if you swing, you can sell now. if you long term then hold

Can’t focus at work today. Pacing around the parking lot. Never seen a $100k day gain on my port before. $350/share EOY 2028 🤲💎

I think we will see $250 in 2027. I’m estimating $9B FCF on $15B rev.

I see a sell off tomorrow or sometime this week. I still see some volatility in Aug, but if we can maintain 130s that should be a good sign we can move into the 150s by end of year

back to $200 before end of year for sure

Yes. My Target $355 by end of 2026.

Just bought 20x $100 Jan 2028 calls. Should print considering we're in track to become profitable early 2027, once that happens the more conservative investors will see us a "serious" and money will come flooding in. Lots of hedge funds/whales won't touch something until it's profitable.

I do believe it's going up to $500. It may do a pull back somehow, it went too fast in 1 day. Rule of thumb I use every ER is the '3 day rule' of - No buying when it tanks and No selling when it rockets. The LT support has been established @ $430 though.

Because: 1) this happens a lot 2) considering the drop of many other companies stock (for example Google after really good earning) it seems much more like this was due to mostly outside factors I actually think this earnings call was really good. Elon already said that capex would be really high this year so that should have been priced in. Even if they are moving slower than expected, core thesis of robotaxis in the near future has not changed and is closer to fruition than ever. That SHOULD mean that if they were at $300 - $400 last year we should be at like $400+ this year as progress is actually happening. Some more details include: based on photographs of cybercabs filling up parking lots tesla probably has around 1500 production cybercabs produced. For them to be manufacturing them this quickly and seemingly still increasing the pace of production they must be internally highly confident of at least a few thousand robotaxis by end of year. Otherwise the upkeep/scrapping of tons of cybercabs will significantly negatively impact their finances by Q1 or Q2 2027. If they throttle cybercab production that would be a huge sign that they are not confident FSD will be solved soon, that hasnt happened

My thesis is: It was $400 when they had 600k btc in treasury and btc was $126k. Today they hold 843k btc and if btc reaches $200k in 2029 it will surely be trading around $500-$800 range easily with 2-3mNav. All this if Strategy don’t buy a single more, which we all know they’ll start buying again sooner or later.

AMD has a big habit of having great catalyst in the middle of economic turmoil. I was getting nervous. It is also election time. What a better time to destroy the market while people wait for data. Economy is doing well. Intrest rates are steady with inflation in check. Most earnings reports are killing it. A perfect time to sell. Actually a good economy is bad for high beta stocks. Why take the risk? China could dominate. We should see a broadening of the economy. I saw this coming but never imagined it this ridiculous. We should start to see a modest rebound next few days. Also more selective AI names. Im no longer worried about AMD earnings call as a downturn. I will hold through earnings. Hell or high water. AMD should be back to 500 by middle of September. We shall see. Expect a continued broadening of market. Im hoping AMD gains back at least 30% of its recent loss. Most likely chop until after rhe election.

If QQQ gets anywhere near 800 before 2028, those calls will probably have far more value than most readers realise because of the remaining time premium.

520 EOY

Projections for CY27 ft. Napkin Math Disclaimer: This was originally written as a reply to someone's comment concerned about valuation and trailing PE being exceptionally high. I thought I could add some of my own insights through some good 'ol napkin math. I've been through my fair share of parabolic stocks, and the biggest mistake I've made was being ultra-conservative before massive upward movements come (ex. Tesla, Palantir, Shopify, to name a few). So this time, I will just write what I believe will happen as the median case. TL;DR - I see around 8 GW of GPUs + a metric shit ton of CPUs selling in CY27. OpenAI should be 3 GW, meta around 2 GW, Anthropic 2 GW, and the rest through MSFT / Oracle for 1 GW or so. So napkin math says 8 GW \* 20 billion per GW = 160 billion CPU side should print money like bananas. Would not be surprised to see 60 billion+ in the year to be honest. So total could be upwards of 220 billion. It was revealed in Intel's 8-k that ASPs for their CPUs went up 40%+, and given that they haven't optimized for Agentic AI like Turin and Venice variants have, I think this is completely reasonable. Of course, there's dilution in the Gpu deals so don't expect Nvidia margins...... BUT, there should be a lot of upside left if these numbers are anywhere close to reality. At the very least, we should flip AVGO's market cap to become the #2 most valuable semiconductor company, meaning $1,000+ price target, assuming $30 earnings per share @ a 34 PE in 2027. Intuitively, this makes a lot of sense. I respect Broadcom and Hock Tan a lot, but AMD has a much broader portfolio that spans across CPUs, GPUs, networking (inferior to Broadcom, to be fair), and FPGAs - the last of which may become extremely important for edge inference and humanoid robotics.

I got 1000 shares at 350. Then it went up last week to 372 and I got out of it. Luckiest move ever. Less than an hour later the news broke that they are delayed on some Gemini thing and it dropped. I got back into it at 330 after the earnings. I think jtll easily hit 400 by EOY

maybe $4 if we're all lucky it will be $4.30 by the end of 2026. my guess for 2027 is $3.90 maybe even $3.50 by the end of the year. i did say at the start of the year this was going to be another tough year.

I started my options selling “side hustle” by selling calls against my AAPL shares. Quickly realized I hated it (don’t like rooting against the price to go up, holder since 2004 so taxes would kill me). Pivoted to selling puts instead utilizing margin backed by my AAPL shares. I still sell some covered calls here and there after a big run up and stay far OTM, although my $355s expiring next month will hopefully be tested!

Well, i watched some YouTube videos about technical analysis. So I am fully qualified now: we are currently at support level and if we rally a bit there would be a clear divergengcy in the RSI 14 EMA compared to the low at the same level before. This can only mean to the moon (or at least 7$) for eoy. But if we cannot hold the support, the price would drop far more. I this case I still can start my own YouTube channel with paid membership for predictions just like this to get the money back.

I expect above $450 by then, earnings should breathe new life into the market.

Amd to 600!

200+ is a better price target. Are you kidding me? With the IRDM acquisition, NEUTRON launch around the corner and 30 BILLION on table that Space Force brass ready to hand out? AT LEAST 200+ in 12 months

RKLB new $266M awarded contract Rocket Lab was awarded a $266M contract with the U.S. Air Force to launch 12 suborbital vehicles, with options for six more. Launches will take place in Alaska and are expected to be completed by the end of 2028. $200 by EOY