My 3-year price targets for the stocks in my portfolio: 2028 BASE CASE. 1. $SOFI to $48.2. $HIMS to $240.3. $AMD to $290.4. $OSCR to $67.5. $FUBO to $23.6. $AMZN to $310 .7. $META $980. Are these prices too bearish or are they too bullish??? Let me know.

$IBM and $AMD are teaming up to combine quantum computers with today’s fastest chips. This new approach, called quantum-centric supercomputing, could unlock breakthroughs in medicine, materials, AI, and more—solving problems classical computers can’t handle alone.

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Trump set to slap a 50% tariff on Indian imports from Aug 27, according to Bloomberg. $SPY $IWM $DJT.

$AMD Chief Accounting Officer Philip Carter resigns Sept 5 to become CFO at another firm. AMD says departure not tied to accounting issues. CFO Jean Hu to serve as interim CAO.

Nvidia just unveiled Jetson Thor:. A humanoid ‘brain’ . Powered by Blackwell, with 7.5x more AI compute & 3.5x better efficiency. It enables real-time reasoning for robots, pushing AI from digital agents into the physical world. Early adopters: $META, $AMZN, Figure. Robotics

$IREN just doubled its GPU fleet to 8,500 after buying 4,200 NVIDIA B200s. Once installed, its Canada AI campus will run ~8.5K GPUs (H100s, H200s, B200s, B300s) with room to grow to ~20K. Big step in powering the next phase of its AI Cloud.

Reports say Nvidia told suppliers to pause output of its China-targeted H20 chip. $NVDA

$INTU | Intuit Q4 Earnings. 🔹 Revenue: $3.8B (Est. $3.74B) ✅ +20% YoY.🔹 Adj. EPS: $2.75 (Est. $2.66) ✅ +38% YoY.🔹 Adj Oper Income: $1.02B +39% YoY. FY26 Guide .🔹 Revenue: $21.0B–$21.2B (Est. $21.1B)🟠 +12–13% YoY.🔹 EPS (Non-GAAP): $22.98–$23.18 (Est. $22.99)🟠 +14–15% YoY.

$TGT | Target Q2'25 Earnings. 🔹 Revenue: $25.21B (Est. $24.90B) ✅-0.9% YoY.🔹 EPS: $2.05 (Est. $2.04) ✅-20% YoY. FY25 Guide.🔹 Adj EPS: ~$7.00–$9.00 (Est. $7.34) 🟠.🔹 Sales: ~-2% (low single-digit decline). 🔴-9.2% in pre-market.

$EL | Estée Lauder Q4 Earnings. 🔹 Revenue: $3.41B (Est. $3.39B) ✅; -12% YoY.🔹 EPS (Adj.): $0.09 (Est. $0.08) ✅; - 86% YoY.🔹 Organic Sales: - 13% YoY📉. FY26 Outlook.🔹 Return to organic sales growth after 3 years of decline.🔹 Rebuild adj. operating margin to double digits.

Which AI stock do you think is the best buy right now? 👇. Chip Design.• $NVDA 175.• $AMD 164.• $AVGO 294. Power.• $CEG 317.• $SU 38. Equipment.• $ASML 742.• $AMAT 162. Components.• $TSM 242.• $SMCI 43.• $DELL 135. Manufacturers.• $TSM 233.• $INTC 25

JUST IN: US Commerce Sec. Lutnick weighing equity stakes in CHIPS Act chipmakers — beyond Intel to Micron, TSMC, Samsung (Reuters). $INTC $MU $TSM

$OSCR has 33% short float. Do what you want with that info… 🍋💥

🚨 BREAKING: Trump admin reportedly in talks to take 10% stake in Intel $INTC, converting CHIPS Act grants into equity.

$WULF expands Fluidstack deal: +160MW data center lease → 360MW total ($6.7B rev, $16B w/extensions). Google adds $1.4B backstop (32.5M warrants, up to 14% stake). Also: $400M convert notes (2031) to fund cap call + DC growth. CB-5 ops start H2’26 for AI workloads.

$FUBO short interest still at 15%… someone’s going to get burned really badly. 🔥🍋

Stanley Druckenmiller’s Q2 Portfolio Moves:. 🆕 New: $SE, $NU, $WBD, $AVGO, $BAC, $MSFT, $IWM.➕ Added: $APP, $ROKU, $TSM, $DAL, $UAL.❌ Exited: $TSLA, $COF, $AAL, $AMZN

Which company do you think is the best buy right now?.1. $NVDA at $180.2. $UNH at $304.3. $ASML at $740.4. $NBIS at $71.5. $NVO at $55.6. $TTD at $52.7. $HIMS at $46.8. $LMND at $57.9. $OSCR at $15.10. $GRAB at $5.