mster
07-01 13:58
$Advanced Micro Devices(AMD)$  

AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least slow down any time soon? 

Modified in.18:05
AMD Surges 7.68% to Lead Chips — Can the CPU Rally Continue?
AMD surged 7.68% today to lead semiconductors, with Intel up 6.01% and Marvell gaining 7.25%. The catalyst: Mizuho raised its TSMC CoWoS advanced packaging capacity outlook, pointing to a surge in server CPU demand as AI data center buildout spills over from GPUs into CPUs and custom silicon. The chip sector's first-half euphoria carried into H2's opening session — though elevated valuations and priced-in expectations present growing risk. Is this server CPU demand wave the start of a super-cycle, or a temporary inventory restocking?
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Comments

  • breezyk
    07-01 14:32
    breezyk
    I pulled up AMD weekly too — daily RSI is cooked, but weekly still looks fine. I’m not adding here. Need a real pullback first?
    • mster
      Yeah. Perhaps it’s coming earning will put house in order.
  • SK investor
    20:17
    SK investor
    Is this for real?
  • CHINNY168
    16:41
    CHINNY168

    Great article, would you like to share it?

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