🚨 AGENTIC AI IS THE NEXT BIG AI THEME 🤖 6 stocks to watch closely: 🧵👇 1/ $AMD — AMD Building CPUs, GPUs and full-stack infrastructure designed for the agentic AI era.

A lot of BIG names are piling into $VST ⚡️ 🔹 Trump: $234K–$610K | shares undisclosed 🔹 Pelosi: $100K–$250K | 5,000 shares 🔹 Peter Thiel: $59.1M | 372,755 shares 🔹 David Tepper: $351.4M | 2,215,272 shares 🔹 Vistra CEO Jim Burke: $1.17M | 8,665 shares And Burke just bought $1.17M+ of his own stock. 👀 Meanwhile, power demand is going crazy as AI, data centers, and electrification keep driving the need for more electricity. $VST sits right in the middle of that trend. ⚡️☢️ The setup is getting VERY interesting

If you didn’t buy $META at ~16x forward earnings below $600, you hate money 😂 Sometimes the market really does hand you a gift.

If $AMD is “overvalued,” what does that make $ARM and $INTC? Forward P/E: 🔹 $AMD: 39.5x 🔹 $INTC: 63.3x 🔹 $ARM: 151.5x Price/Sales: 🔹 $INTC: 10.6x 🔹 $AMD: 24.5x 🔹 $ARM: 69.1x And the growth? 🔹 $AMD revenue: ~47% 🔹 $ARM: ~23% 🔹 $INTC: ~19% $AMD is growing roughly 2x faster than $ARM and 2.5x faster than $INTC—yet trades at a lower forward P/E than both. The valuation gap is wild.

What a crazy year for $AMD — up 289%. Did this stock make anyone else life-changing money? 🚀

$META doubling again by 2030 is very much on my radar. If $META breaks through and successfully diversifies beyond ads, I think a 30x PE is justified. At $49 EPS by 2029, that’s a ~$1,470 stock. And honestly, I think analysts may still be underestimating what Meta can earn.