OpenAI Family Expanding: Is It A Blessing or A Curse?

OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.

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Mrzorro

2025-11-14

AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$ , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with "AI bubble" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This

Barcode

2025-10-26

🚀📈🤖 AMD Ignition: From Chip Revival to AI Titan in One Launchpad 🤖📈🚀

$Advanced Micro Devices(AMD)$ $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ $SUPER MICRO COMPUTER INC(SMCI)$ 🎯 Executive Summary I’m convinced that AMD has entered a rare structural inflection point, one that only emerges once every 17-25 years in high-tech. The upcoming earnings on 04Nov25 carry not just a beat/miss event risk but represent a tipping moment for the AI infrastructure era. At a current share price of US$252.92 with implied move ±13% (≈ US$220–US$286), the options market is telegraphing a major swing. IV at ~64% vs HV ~60% confirms elevated expectations. Call flow at ~1.57 : 1 and a put/call ratio of ~0.64 signal bullish bias. Technicals suggest

🚀📈🤖 AMD Ignition: From Chip Revival to AI Titan in One Launchpad 🤖📈🚀

TrendSpider

2025-10-27

NVDA, GME, BTC, PLTR& QCOM Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Qualcomm(QCOM)$ doing some SERIOUS volume on this breakout early into the session... 🔊Dark-themed trading chart interface from TrendSpider displaying QCOM daily candlestick data with green and red bars indicating price movements, horizontal support and resistance lines, volume histogram at bottom in gray bars, and sidebar panels listing price details like open 252.50, high 255.00, low 251.00, close 254.00, plus percentage change of 1.98, and checkmarks for various indicators.2. $Palantir Technologies Inc.(PLTR)$ testing the limits in pre-market 🧲Dark background chart interface with Palantir logo at top center. Daily timeframe for P

NVDA, GME, BTC, PLTR& QCOM Welcome Great Potential Here!

koolgal

2025-10-26

AMD's All Time High : Signal To Buy or Overpriced?

🌟🌟🌟AMD $Advanced Micro Devices(AMD)$ share price has been on a tear recently, reaching its all time high of USD 253.39 on October 24 2025. It has now skyrocketed a massive 108% year todate. This rally has pushed AMD's market capitalisation past USD 400 billion for the first time. Recent Catalysts Driving AMD's Rally Supermicro: It recently announced it will use AMD chips in its next generation data center systems. These are not ordinary servers. Supermicro's 48U racks can house up to 160 AMD powered servers and 16 Ethernet switches, designed for extreme density AI workloads. This is a bold endorsement of AMD's scalability, efficiency and readiness to power the

AMD's All Time High : Signal To Buy or Overpriced?

JC888

2025-09-30

NVDA CEO J. Huang : Man with Midas Touch?

Jensen Huang as King Midas $NVIDIA(NVDA)$ CEO Jensen Huang has been referred to as “The man with the midas touch”. There is no distinction between the company and its CEO, they could be used interchangeably and its all the ‘same’. Although best known for its AI chip leadership, the story runs deeper actually. This is because NVDA has evolved and become a strategic investor, to a suite of companies, shaping and benefiting from the AI revolution beyond its own core chip business. US-Listed Investments. Over time, NVDA has made the effort to branch out and invested in a number of companies. These companies benefitted from NVDA’s investments and have gone on to list on US stock exchange themselves. Who Are They ?

NVDA CEO J. Huang : Man with Midas Touch?

Barcode

2025-10-14

🚀🔥 AVGO Ignites the AI Capex Supercycle as ARM Options Detonate 🧠💥 A Market Reckoning Unfolds

$Broadcom(AVGO)$ $ARM Holdings(ARM)$ $NVIDIA(NVDA)$ I’m calling it. The OpenAI–Broadcom custom silicon partnership is not just another deal; it’s the ignition point for the next infrastructure cycle. I’m extremely confident this marks a structural shift in how hyperscalers build compute at scale. $AVGO ripped +10.6%, its biggest single-day gain since 09Apr25, on staggering institutional flow. At the same time, $ARM’s $180C line exploded with millions in premium, signalling where speculative capital is rotating next. 📊 Chart Breakdown $AVGO closed at $356.70, breaking cleanly through multiple Keltner and Bollinger resistance bands on the 4H chart after a long perio

🚀🔥 AVGO Ignites the AI Capex Supercycle as ARM Options Detonate 🧠💥 A Market Reckoning Unfolds

Tiger_comments

2025-10-30

$1 Trln IPO Valuation! Can OpenAI Raise So Much & Pay for AI Complex?

According to Reuters, OpenAI Prepares for IPO at $1 Trillion ValuationFrom 2026 onward, OpenAI’s commercialization capabilities will no longer be just the concern of early investors—they will become the lifeline of a trillion-dollar industrial chain.OpenAI needs to grow as fast as Nvidia to achieve its wildest dream.In a situation where OpenAI’s revenues and expenditures are severely mismatched, the ecosystem associated with OpenAI is undoubtedly the largest risk in the industry. Although ChatGPT already has 800 million users and its user growth surpasses all previous successful internet platforms, what is growing even faster than user numbers is the underlying computing power demand and the supply orders OpenAI has already committed to.1. Stargate Project: Deep Integration with SoftBank a

$1 Trln IPO Valuation! Can OpenAI Raise So Much & Pay for AI Complex?

Bullaroo

2025-10-21

Why NVIDIA's Stock is Lagging Behind AMD's: Unpacking the AI Chip Divergence

As an investor, predicting the market or stock prices is unrealistic and meaningless, but for such an interesting topic, it is still meaningful to do some basic data research. Ultimately, speculation cannot be used as a basis for investment and has no guiding significance for real-world decisions. This analysis explores the recent performance gap between NVIDIA ( $NVIDIA(NVDA)$ ) and Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) as of October 2025, delving into financials, partnerships, competitive dynamics, and market sentiment to understand why NVIDIA's growth has trailed despite its AI dominance. NVIDIA AMD Current Stock Prices and Recent Performance As of October 22, 2025 (market open, Easte

Why NVIDIA's Stock is Lagging Behind AMD's: Unpacking the AI Chip Divergence

nerdbull1669

2025-10-14

Apply "Core + growth" Barbell Strategy By Holding AVGO and ARM. Look Forward To Déjà vu Like AMD!

Investors might hold both $Broadcom(AVGO)$ and $ARM Holdings(ARM)$ due to their complementary, rather than competing, positions in the semiconductor industry. Broadcom is an established chip developer and producer, while Arm designs and licenses the underlying architecture that Broadcom and others use to build their chips. This provides a diversified approach to investing in the high-growth artificial intelligence (AI) and semiconductor markets. In this article, I would like to share how and why I own both Broadcom and ARM by effectively applying the "Core + growth" Barbell Strategy. 1. Complementary Roles in the AI Value Chain Broadcom and Arm occupy different — but highly synergistic — parts of the

Apply "Core + growth" Barbell Strategy By Holding AVGO and ARM. Look Forward To Déjà vu Like AMD!

Option_Movers

2025-10-28

Option Movers | Strive Sees 96% Call Options; Qualcomm's $200 Call Soars 2680%

Market OverviewWall Street's main indexes posted record closing highs for the second day in a row on Monday (Oct. 27) as investors were hopeful about the prospects for a U.S.-China trade deal and looked forward to a week packed with high-profile technology earnings and a widely expected U.S. interest rate cut.Regarding the options market, a total volume of 58,863,458 contracts was traded, down 18% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $ASST(ASST)$, $TSLA(TSLA)$, $SOFI(SOFI)$, $INTC(INTC)$, $AMD(AMD)$, <

Option Movers | Strive Sees 96% Call Options; Qualcomm's $200 Call Soars 2680%

Maverick AI

2025-10-14

AI Demand Boom Sets “Super Profit Cycle”, Asian Tech's Lead Next Wave

The AI industry in 2026 is destined to be extraordinary. With AI demand continuing to surge and prices rebounding across the board, profit expectations for Asia's tech sector are entering another upward revision cycle. From AI infrastructure to semiconductor equipment, this wave of tech investment is accelerating its spread, and the risk of a bubble bursting remains nowhere in sight—at least for now.Profit growth acceleration resumes, with AI demand driving high growth through 2026Following the brief tariff disruption during the summer, earnings revisions for Asian tech stocks have resumed their upward trajectory. Sustained robust demand for AI infrastructure, coupled with the gradual spread of price pass-through effects, has led to market expectations of approximately 20%-25% upside poten

AI Demand Boom Sets “Super Profit Cycle”, Asian Tech's Lead Next Wave

Maverick AI

2025-10-16

AI Dream Crumbles? HPE's FY26 Forecast Sparks Market Panic.

$Hewlett Packard Enterprise(HPE)$ saw its stock price drop sharply by nearly 9% in after-hours trading following the financial outlook disclosed at its October 15, 2025 securities analyst meeting.The company expects adjusted earnings per share for FY26 to fall between $2.20 and $2.40, with the midpoint below the market consensus forecast of $2.41. Meanwhile, its revenue growth guidance of 5% to 10% falls significantly short of the market's anticipated 17%. This discrepancy has swiftly ignited investor discontent.Management emphasized that the guidance reflects prudent planning aimed at addressing rising costs in the AI infrastructure sector and uncertainties following the Juniper Networks acquisition, but the market clearly interpreted it as a sign

AI Dream Crumbles? HPE's FY26 Forecast Sparks Market Panic.

Maverick AI

2025-10-21

Mixed Signals in Semis: AMD & Apple Peak, Intel Chips In, NeoCloud Shorts

On October 20, the semiconductor sector exhibited pronounced divergence: Leading chipmakers delivered starkly contrasting performances. $Advanced Micro Devices(AMD)$ shares surged 3.2% to hit a record high, followed by $Intel(INTC)$ climbing 3% to reach a new all-time peak. Meanwhile, AI chip leader $NVIDIA(NVDA)$ saw only a marginal 0.3% dip, remaining largely stable.Meanwhile, software giant $Oracle(ORCL)$ faced a chain reaction triggered by a credit rating downgrade, putting pressure on some tech stocks. $Apple(AAPL)$ bucked the trend with a 4% surge, hitting a new high and dr

Mixed Signals in Semis: AMD & Apple Peak, Intel Chips In, NeoCloud Shorts

James_Niffler

2025-10-28

Qualcomm's Short-Squeeze Spectacle – Wake-Up Call or Just Hype on Ice?

Up until yesterday, $Qualcomm(QCOM)$ was the awkward outsider at the AI party: everyone from NVIDIA to AMD was getting cozy with the big dogs, but Qualcomm? Crickets. Then BAM – they drop AI 200 and AI 250, two data-center beasts aimed straight at the AI accelerator arena. Stock rockets 21%+, slapping on $20 billion in market cap like it's no big deal. But here's the kicker: this wasn't your typical "news dump and dump" frenzy.Trading-wise, the surge didn't spike in the first frantic minutes like some algo-fueled sugar rush. Nah, it simmered for a solid 20+ minutes, building that sweet, torturous upside before the inevitable cooldown. Contrast that with $Advanced Micro Devices(AMD)$ 's October 6th OpenAI o

Qualcomm's Short-Squeeze Spectacle – Wake-Up Call or Just Hype on Ice?

Maverick AI

2025-10-15

Domino's Q3 Earnings Explosion: Supply Chain Saves the Day, But Stores Struggle!

$达美乐比萨(DPZ)$ released its third-quarter financial results for fiscal year 2025 on October 14. Overall, the company continued to grow revenue driven by promotions, product innovation, and channel expansion. However, profitability faced slight pressure on net income due to rising costs and fluctuations in non-operating items. Specifically:Revenue growth maintained a medium-to-high pace (year-on-year increase exceeding 6%), primarily driven by supply chain revenue and U.S. royalty/advertising fee income. Operating profit demonstrated robust expansion (operating profit up over 12% year-on-year), while net profit saw a slight decline due to non-recurring gains/losses and higher tax rates. Structural risk factors include declining gross margins at U.S. c

Domino's Q3 Earnings Explosion: Supply Chain Saves the Day, But Stores Struggle!

Xaddy_Analyst

2025-10-21

AMD's AI Empire Expands: Oracle's 50K GPU Blitz and Meta's Hidden Power Play – $300 Stock by Year-End?

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Advanced Micro Devices is charging into the AI frontier with deals that could redefine hyperscale computing, as cloud titans diversify beyond Nvidia's grip. Oracle's blockbuster commitment to 50,000 Instinct MI450 GPUs – kicking off in Q3 2026 – marks the first public supercluster of its kind, blending AMD's EPYC CPUs, Pensando networking, and the energy-sipping Helios rack design. This isn't just hardware; it's a vertically optimized beast delivering up to 432GB HBM4 memory per GPU an

AMD's AI Empire Expands: Oracle's 50K GPU Blitz and Meta's Hidden Power Play – $300 Stock by Year-End?

nerdbull1669

2025-10-24

AMD's New Deals and Paradigm Shift Catalyst For $300 Possibility By End Of Year

$Advanced Micro Devices(AMD)$’s newly announced deals and order keep climbing, this has shifted the paradigm for AMD, and unlocked revenue opportunities. In this article, we will attempt to break down the bull case, the challenges, and the math to see if $300 by the end of 2025 is a realistic possibility. The Bull Case for AMD (Why $300 is Possible) AMD is in the midst of a significant paradigm shift. It is no longer just about competing with Intel in PCs and servers; it is about being a foundational company in the two most transformative tech domains: AI and Heterogeneous Computing. Here are the key drivers that could propel AMD to $300: The AI Revolution (MI300 Series): This is the single biggest factor. The MI300A and MI300X are n

AMD's New Deals and Paradigm Shift Catalyst For $300 Possibility By End Of Year

Xaddy_Analyst

2025-10-28

AI Chip Showdown: Qualcomm's Bold Invasion Crushes NVIDIA's Throne – Or Does AMD Steal the Crown?

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ Buckle up, tech enthusiasts – the AI battlefield just exploded with Qualcomm storming the data center gates like a rogue warrior, armed with fresh silicon that's got NVIDIA sweating and AMD flexing its government-backed muscles. This isn't just another chip drop; it's a seismic shift in the semiconductor wars, where efficiency meets raw power in a high-stakes duel for AI supremacy. Qualcomm's entry signals the end of NVIDIA's

AI Chip Showdown: Qualcomm's Bold Invasion Crushes NVIDIA's Throne – Or Does AMD Steal the Crown?

Mrzorro

2025-10-28

Qualcomm's AI Gambit: A New 'Call Option' for Growth? $Qualcomm(QCOM)$ stock surged 11% following the announcement of its new data center AI strategy. The move signals a significant acceleration of its AI ambitions, pulling the timeline forward from previous management guidance which, tied to the ~$2.4 billion Alphawave acquisition (set to close in 2026), had targeted FY2028 for entering the data center CPU and AI inference market. This unexpected acceleration signaled strong investor buy-in. The news also provided a significant lift to ecosystem partner $Arm Holdings(ARM)$ , which saw its shares close up 4.65% as investo

Xaddy_Analyst

2025-10-27

AMD's Epic Surge: Supermicro Alliance Sparks Fierce AI Showdown with Nvidia!

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Buckle up, investors—AMD is roaring back into the spotlight with a powerhouse partnership that's shaking up the data center world. Supermicro just unveiled its game-changing 6U MicroBlade system, cramming up to 160 servers and 16 Ethernet switches into a single 48U rack, all fueled by AMD's EPYC 4005 processors. This beast delivers ultra-high density, slashing energy use by 30%, cutting cabling by 95%, and shrinking space needs by 70%—perfect for cloud giants hungry for efficient AI se

AMD's Epic Surge: Supermicro Alliance Sparks Fierce AI Showdown with Nvidia!

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Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1757475154827,"userCounts":37,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":04d15030daa2489b9d5565d4e93408c4}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":2,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1762099200000,"rewardEnd":true,"symbols":[],"tweetCounts":440,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"OpenAI Family Expanding: Is It A Blessing or A Curse?","tweetAmount":440,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":499950076039536,"gmtCreate":1763083104418,"gmtModify":1763102287503,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","listText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","text":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$ , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","images":[{"img":"https://community-static.tradeup.com/news/e425e591aad569bf7a62baac8a1dbe38","width":"1080","height":"398"},{"img":"https://community-static.tradeup.com/news/2371e69f7dac5ce0175fea32935553cd","width":"1080","height":"652"},{"img":"https://community-static.tradeup.com/news/d9585f2ba87308a502d850493f7df6e0","width":"1080","height":"659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/499950076039536","isVote":1,"tweetType":1,"viewCount":4432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","text":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","html":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!"},{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000435","idStr":"9000000000000435"},"content":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","text":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","html":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":496708338385720,"gmtCreate":1762289209687,"gmtModify":1762289212411,"author":{"id":"4225281523562622","authorId":"4225281523562622","name":"Ellie Golding","avatar":"https://community-static.tradeup.com/news/d144336a155400e0ad9c995bacb7dd3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225281523562622","idStr":"4225281523562622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HTZ\">$Hertz Global Holdings, Inc.(HTZ)$ </a> 999999999999999999999.00","listText":"<a href=\"https://ttm.financial/S/HTZ\">$Hertz Global Holdings, Inc.(HTZ)$ </a> 999999999999999999999.00","text":"$Hertz Global Holdings, Inc.(HTZ)$ 999999999999999999999.00","images":[{"img":"https://community-static.tradeup.com/news/3030200dd8f68f24cc99159c40e7b398","width":"720","height":"1269"},{"img":"https://community-static.tradeup.com/news/6c586492007732b5b7c4b7d61291caf1","width":"1920","height":"2560"},{"img":"https://community-static.tradeup.com/news/66175566d18d5282be57180e8803f217","width":"3072","height":"4096"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496708338385720","isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":496461625496456,"gmtCreate":1762228906535,"gmtModify":1762231209485,"author":{"id":"4225281523562622","authorId":"4225281523562622","name":"Ellie Golding","avatar":"https://community-static.tradeup.com/news/d144336a155400e0ad9c995bacb7dd3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225281523562622","idStr":"4225281523562622"},"themes":[],"title":"","htmlText":"U asked for the child!","listText":"U asked for the child!","text":"U asked for the child!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496461625496456","isVote":1,"tweetType":1,"viewCount":3470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496461509485144,"gmtCreate":1762228846294,"gmtModify":1762231209358,"author":{"id":"4225281523562622","authorId":"4225281523562622","name":"Ellie Golding","avatar":"https://community-static.tradeup.com/news/d144336a155400e0ad9c995bacb7dd3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225281523562622","idStr":"4225281523562622"},"themes":[],"title":"","htmlText":"I believe I've heard this&nbsp; !!!!!!!!!!!!","listText":"I believe I've heard this&nbsp; !!!!!!!!!!!!","text":"I believe I've heard this !!!!!!!!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496461509485144","isVote":1,"tweetType":1,"viewCount":2878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496279210381376,"gmtCreate":1762184433404,"gmtModify":1762184436940,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"If OpenAI has an IPO, for sure I will join! I believe it is a blessing for the market.&nbsp; $1 trln IPO valuation is just the beginning! It will bring a big wave to the AI giants' market [Miser]","listText":"If OpenAI has an IPO, for sure I will join! I believe it is a blessing for the market.&nbsp; $1 trln IPO valuation is just the beginning! It will bring a big wave to the AI giants' market [Miser]","text":"If OpenAI has an IPO, for sure I will join! I believe it is a blessing for the market. $1 trln IPO valuation is just the beginning! It will bring a big wave to the AI giants' market [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/496279210381376","isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495466101105152,"gmtCreate":1761993988136,"gmtModify":1761994703559,"author":{"id":"4222062255588092","authorId":"4222062255588092","name":"Selectajman","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222062255588092","idStr":"4222062255588092"},"themes":[],"title":"","htmlText":"Interesting for sure I love the ai bubble&nbsp;","listText":"Interesting for sure I love the ai bubble&nbsp;","text":"Interesting for sure I love the ai bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495466101105152","isVote":1,"tweetType":1,"viewCount":3616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495465493139816,"gmtCreate":1761993938264,"gmtModify":1761994700649,"author":{"id":"4222062255588092","authorId":"4222062255588092","name":"Selectajman","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222062255588092","idStr":"4222062255588092"},"themes":[],"title":"","htmlText":"Interesting for sure I love the ai bubble&nbsp;","listText":"Interesting for sure I love the ai bubble&nbsp;","text":"Interesting for sure I love the ai bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495465493139816","isVote":1,"tweetType":1,"viewCount":3146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495349263655624,"gmtCreate":1761965547247,"gmtModify":1761972619145,"author":{"id":"4217917301659602","authorId":"4217917301659602","name":"隨心心","avatar":"https://community-static.tradeup.com/news/763c661f1136cdbc661702b28df88a77","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217917301659602","idStr":"4217917301659602"},"themes":[],"title":"","htmlText":"It's good for AI related companies but the electricity demand for AI computation will somehow pose damage to the environment.","listText":"It's good for AI related companies but the electricity demand for AI computation will somehow pose damage to the environment.","text":"It's good for AI related companies but the electricity demand for AI computation will somehow pose damage to the environment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495349263655624","isVote":1,"tweetType":1,"viewCount":3771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495007990985224,"gmtCreate":1761882366312,"gmtModify":1761914951219,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","listText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","text":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/495007990985224","isVote":1,"tweetType":1,"viewCount":4252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates.","text":"I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates.","html":"I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates."},{"author":{"id":"9000000000000350","authorId":"9000000000000350","name":"WendyDelia","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000350","idStr":"9000000000000350"},"content":"You've articulated a balanced perspective—opportunity laced with caution.","text":"You've articulated a balanced perspective—opportunity laced with caution.","html":"You've articulated a balanced perspective—opportunity laced with caution."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495098500583920,"gmtCreate":1761882362731,"gmtModify":1761886649666,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","listText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","text":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495098500583920","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494993942004032,"gmtCreate":1761879044804,"gmtModify":1761879048522,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"title":"","htmlText":"Blessing or curse depends on its applications. AGI future is arriving soon and risk to profitability is a concern.","listText":"Blessing or curse depends on its applications. AGI future is arriving soon and risk to profitability is a concern.","text":"Blessing or curse depends on its applications. AGI future is arriving soon and risk to profitability is a concern.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494993942004032","isVote":1,"tweetType":1,"viewCount":3594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494990440935504,"gmtCreate":1761878174166,"gmtModify":1761878178792,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145577437639082","idStr":"4145577437639082"},"themes":[],"title":"","htmlText":"OpenAI a blessing for&nbsp; market. The whole&nbsp; markets have gone crazy about AI AI and AI. but eventually will cause a big problem too...to the human 😕","listText":"OpenAI a blessing for&nbsp; market. The whole&nbsp; markets have gone crazy about AI AI and AI. but eventually will cause a big problem too...to the human 😕","text":"OpenAI a blessing for market. The whole markets have gone crazy about AI AI and AI. but eventually will cause a big problem too...to the human 😕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494990440935504","isVote":1,"tweetType":1,"viewCount":3032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494932886409624,"gmtCreate":1761864141119,"gmtModify":1761864144982,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"there's too much money in the world and still a lot sitting on the sidelines. Finally Open AI gave a reason for this money to flow out and around all the companies. Did the stock market go up? Did you make money? If the answer is YES! the. Open AI is a blessing.","listText":"there's too much money in the world and still a lot sitting on the sidelines. Finally Open AI gave a reason for this money to flow out and around all the companies. Did the stock market go up? Did you make money? If the answer is YES! the. Open AI is a blessing.","text":"there's too much money in the world and still a lot sitting on the sidelines. Finally Open AI gave a reason for this money to flow out and around all the companies. Did the stock market go up? Did you make money? If the answer is YES! the. Open AI is a blessing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494932886409624","isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494929449096104,"gmtCreate":1761863219775,"gmtModify":1761979202265,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Exciting times are ahead for OpenAI as it prepares for a historic USD 1 Trillion IPO by 2026 to 2027, aiming to raise over USD 60 billion to fund its ambitious AI Complex - A global infrastructure for Artificial General Intelligence. This IPO is so exciting because the IPO could value the company at up&nbsp; to USD 1 Trillion which would make it one of the largest tech debuts in history. OpenAI was founded with a mission of achieving Artificial General Intelligence.&nbsp; The prospect of a publicly traded company dedicated to this goal, would make it a major event for the tech world and investors. I believe that this would be the most important IPO of the decade.&nbsp; This isn't just a financial event.&nbsp; It is a legacy moment. OpenAI is raising more than capital.&nbsp; It is raisi","listText":"🌟🌟🌟Exciting times are ahead for OpenAI as it prepares for a historic USD 1 Trillion IPO by 2026 to 2027, aiming to raise over USD 60 billion to fund its ambitious AI Complex - A global infrastructure for Artificial General Intelligence. This IPO is so exciting because the IPO could value the company at up&nbsp; to USD 1 Trillion which would make it one of the largest tech debuts in history. OpenAI was founded with a mission of achieving Artificial General Intelligence.&nbsp; The prospect of a publicly traded company dedicated to this goal, would make it a major event for the tech world and investors. I believe that this would be the most important IPO of the decade.&nbsp; This isn't just a financial event.&nbsp; It is a legacy moment. OpenAI is raising more than capital.&nbsp; It is raisi","text":"🌟🌟🌟Exciting times are ahead for OpenAI as it prepares for a historic USD 1 Trillion IPO by 2026 to 2027, aiming to raise over USD 60 billion to fund its ambitious AI Complex - A global infrastructure for Artificial General Intelligence. This IPO is so exciting because the IPO could value the company at up to USD 1 Trillion which would make it one of the largest tech debuts in history. OpenAI was founded with a mission of achieving Artificial General Intelligence. The prospect of a publicly traded company dedicated to this goal, would make it a major event for the tech world and investors. I believe that this would be the most important IPO of the decade. This isn't just a financial event. It is a legacy moment. OpenAI is raising more than capital. It is raisi","images":[{"img":"https://community-static.tradeup.com/news/ff44d8607e8d52163d4164768c0dce30"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":18,"link":"https://ttm.financial/post/494929449096104","isVote":1,"tweetType":1,"viewCount":4237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096961999981430","authorId":"4096961999981430","name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/c0493c8f653046dcb6adcd04d9fbd091","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4096961999981430","idStr":"4096961999981430"},"content":"If any one company can cause a bubble in AI, it will be OpenAI. The valuation is overblown, and they have been doing circular trades with all big industry players signing up to pay billions with MIcrosoft, AMD, Broadcom, Nvidia and everyone else in the industry while being loss making, purely in a valuation of the stock. Such circular trading may be at the edge of grey areas in some jurisdictions, and is not a very transparent mechanism. They have woven themselves into the center of the AI web by locking so many big companies into their ecosystem, while unable to make money yet. Just funding by debt or equity in hopes future growth will take care of it.","text":"If any one company can cause a bubble in AI, it will be OpenAI. The valuation is overblown, and they have been doing circular trades with all big industry players signing up to pay billions with MIcrosoft, AMD, Broadcom, Nvidia and everyone else in the industry while being loss making, purely in a valuation of the stock. Such circular trading may be at the edge of grey areas in some jurisdictions, and is not a very transparent mechanism. They have woven themselves into the center of the AI web by locking so many big companies into their ecosystem, while unable to make money yet. Just funding by debt or equity in hopes future growth will take care of it.","html":"If any one company can cause a bubble in AI, it will be OpenAI. The valuation is overblown, and they have been doing circular trades with all big industry players signing up to pay billions with MIcrosoft, AMD, Broadcom, Nvidia and everyone else in the industry while being loss making, purely in a valuation of the stock. Such circular trading may be at the edge of grey areas in some jurisdictions, and is not a very transparent mechanism. They have woven themselves into the center of the AI web by locking so many big companies into their ecosystem, while unable to make money yet. Just funding by debt or equity in hopes future growth will take care of it."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494900172968280,"gmtCreate":1761856042639,"gmtModify":1761915102938,"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/83ef98e5ff145e0ea6560244663783e1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"themes":[],"title":"","htmlText":"The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉","listText":"The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉","text":"The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of $NVIDIA(NVDA)$ own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1390,"commentSize":6,"repostSize":60,"link":"https://ttm.financial/post/494900172968280","isVote":1,"tweetType":1,"viewCount":9330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19...","text":"Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19...","html":"Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19..."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"NVDA will be at $1,000.00 a share with in 7 years.","text":"NVDA will be at $1,000.00 a share with in 7 years.","html":"NVDA will be at $1,000.00 a share with in 7 years."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494892252987480,"gmtCreate":1761854210610,"gmtModify":1761854214391,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"sure can as they have good will","listText":"sure can as they have good will","text":"sure can as they have good will","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494892252987480","isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494864757359320,"gmtCreate":1761847399825,"gmtModify":1761847403606,"author":{"id":"4163307718114632","authorId":"4163307718114632","name":"Jezza67","avatar":"https://community-static.tradeup.com/news/b8a84a84be782d05ac3983af989c0174","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163307718114632","idStr":"4163307718114632"},"themes":[],"title":"","htmlText":"Open AI has got to be a good thing for the market?","listText":"Open AI has got to be a good thing for the market?","text":"Open AI has got to be a good thing for the market?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494864757359320","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494846323581520,"gmtCreate":1761842897572,"gmtModify":1761843438716,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"title":"","htmlText":"This is interesting... I've been seeing snarky comments about how OPENAI becoming for profit won't necessarily mean it would do an IPO,&nbsp; and *boom!* this news drops. They will have to open up their books to investors... that will reveal information about what goes on behind the curtain. I get the sick filling in my stomach that OPENAI might be worsening the bubble though. Considering how Chinese AI companies could catch up with inferior tech, it makes me seriously question if OPENAI would really be viable, and whether the bubble burst really wouldn't take them down (are they really too big to fail?). Feels a little like hubris.","listText":"This is interesting... I've been seeing snarky comments about how OPENAI becoming for profit won't necessarily mean it would do an IPO,&nbsp; and *boom!* this news drops. They will have to open up their books to investors... that will reveal information about what goes on behind the curtain. I get the sick filling in my stomach that OPENAI might be worsening the bubble though. Considering how Chinese AI companies could catch up with inferior tech, it makes me seriously question if OPENAI would really be viable, and whether the bubble burst really wouldn't take them down (are they really too big to fail?). Feels a little like hubris.","text":"This is interesting... I've been seeing snarky comments about how OPENAI becoming for profit won't necessarily mean it would do an IPO, and *boom!* this news drops. They will have to open up their books to investors... that will reveal information about what goes on behind the curtain. I get the sick filling in my stomach that OPENAI might be worsening the bubble though. Considering how Chinese AI companies could catch up with inferior tech, it makes me seriously question if OPENAI would really be viable, and whether the bubble burst really wouldn't take them down (are they really too big to fail?). Feels a little like hubris.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494846323581520","isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494839362446016,"gmtCreate":1761841331617,"gmtModify":1761841335582,"author":{"id":"4172792741802032","authorId":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172792741802032","idStr":"4172792741802032"},"themes":[],"title":"","htmlText":"OpenAI is the future of technology and has partnered with leading technology companies ${{f1a62f213b7c4646a5a6dbae8a92118b}} <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> while each of these deal may be funded with equity they each bring substaintial value to OpenAI l . OpenAI needs to build out data centres with ai hardware and servers. In addition to serving content to random end users","listText":"OpenAI is the future of technology and has partnered with leading technology companies ${{f1a62f213b7c4646a5a6dbae8a92118b}} <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> while each of these deal may be funded with equity they each bring substaintial value to OpenAI l . OpenAI needs to build out data centres with ai hardware and servers. In addition to serving content to random end users","text":"OpenAI is the future of technology and has partnered with leading technology companies ${{f1a62f213b7c4646a5a6dbae8a92118b}} $Broadcom(AVGO)$ $Microsoft(MSFT)$ while each of these deal may be funded with equity they each bring substaintial value to OpenAI l . OpenAI needs to build out data centres with ai hardware and servers. In addition to serving content to random end users","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494839362446016","isVote":1,"tweetType":1,"viewCount":3455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494826178441944,"gmtCreate":1761837981144,"gmtModify":1761837985033,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"title":"","htmlText":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","listText":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","text":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @DiAngel @Aqa @Shyon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494826178441944","isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":499950076039536,"gmtCreate":1763083104418,"gmtModify":1763102287503,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","listText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","text":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$ , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","images":[{"img":"https://community-static.tradeup.com/news/e425e591aad569bf7a62baac8a1dbe38","width":"1080","height":"398"},{"img":"https://community-static.tradeup.com/news/2371e69f7dac5ce0175fea32935553cd","width":"1080","height":"652"},{"img":"https://community-static.tradeup.com/news/d9585f2ba87308a502d850493f7df6e0","width":"1080","height":"659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/499950076039536","isVote":1,"tweetType":1,"viewCount":4432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"content":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","text":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","html":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!"},{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000435","authorIdStr":"9000000000000435"},"content":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","text":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","html":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":493292728189480,"gmtCreate":1761455459951,"gmtModify":1761458402362,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🚀📈🤖 AMD Ignition: From Chip Revival to AI Titan in One Launchpad 🤖📈🚀","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/AMDL\">$GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$</a> <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; 🎯 Executive Summary I’m convinced that AMD has entered a rare structural inflection point, one that only emerges once every 17-25 years in high-tech. The upcoming earnings on 04Nov25 carry not just a beat/miss event risk but represent a tipping moment for the AI infrastructure era. At a current share price of US$252.92 with implied move ±13% (≈ US$220–US$286), the options market is telegraphing a major swing. IV at ~64% vs HV ~60% confirms elevated expectations. Call flow at ~1.57 : 1 and a put/call ratio of ~0.64 signal bullish bias. Technicals suggest","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/AMDL\">$GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$</a> <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; 🎯 Executive Summary I’m convinced that AMD has entered a rare structural inflection point, one that only emerges once every 17-25 years in high-tech. The upcoming earnings on 04Nov25 carry not just a beat/miss event risk but represent a tipping moment for the AI infrastructure era. At a current share price of US$252.92 with implied move ±13% (≈ US$220–US$286), the options market is telegraphing a major swing. IV at ~64% vs HV ~60% confirms elevated expectations. Call flow at ~1.57 : 1 and a put/call ratio of ~0.64 signal bullish bias. Technicals suggest","text":"$Advanced Micro Devices(AMD)$ $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ $SUPER MICRO COMPUTER INC(SMCI)$ 🎯 Executive Summary I’m convinced that AMD has entered a rare structural inflection point, one that only emerges once every 17-25 years in high-tech. The upcoming earnings on 04Nov25 carry not just a beat/miss event risk but represent a tipping moment for the AI infrastructure era. At a current share price of US$252.92 with implied move ±13% (≈ US$220–US$286), the options market is telegraphing a major swing. IV at ~64% vs HV ~60% confirms elevated expectations. Call flow at ~1.57 : 1 and a put/call ratio of ~0.64 signal bullish bias. Technicals suggest","images":[{"img":"https://community-static.tradeup.com/news/4350913a36d8f228b8359a4751418fc4","width":"784","height":"1168"},{"img":"https://community-static.tradeup.com/news/1aba9c5db564a3a94723ba9d735091c5","width":"802","height":"722"},{"img":"https://community-static.tradeup.com/news/172ab466d7df6d93e42740872ce6fef6","width":"1472","height":"1841"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":22,"commentSize":24,"repostSize":43,"link":"https://ttm.financial/post/493292728189480","isVote":1,"tweetType":1,"viewCount":5766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Great Insight & Sharing 😁. I missed AMD when the chart 📉 talked to me [Facepalm]... [Cry]... @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @DiAngel","text":"Great Insight & Sharing 😁. I missed AMD when the chart 📉 talked to me [Facepalm]... [Cry]... @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @DiAngel","html":"Great Insight & Sharing 😁. I missed AMD when the chart 📉 talked to me [Facepalm]... [Cry]... @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @DiAngel"},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"🌟🌟🌟 📊 What a great article, the analytical depth stood out immediately. I’ve been watching that same AMD–SMCI link unfold and it’s exactly what you highlighted here. When data-centre density meets AMD’s chip efficiency, the macro equation shifts. The 17-year cyclic pattern you’ve referenced before seems right on cue for this setup; the symmetry with NVDA’s 2023 liquidity wave is uncanny! I’m all in on $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ 🚀","text":"🌟🌟🌟 📊 What a great article, the analytical depth stood out immediately. I’ve been watching that same AMD–SMCI link unfold and it’s exactly what you highlighted here. When data-centre density meets AMD’s chip efficiency, the macro equation shifts. The 17-year cyclic pattern you’ve referenced before seems right on cue for this setup; the symmetry with NVDA’s 2023 liquidity wave is uncanny! I’m all in on $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ 🚀","html":"🌟🌟🌟 📊 What a great article, the analytical depth stood out immediately. I’ve been watching that same AMD–SMCI link unfold and it’s exactly what you highlighted here. When data-centre density meets AMD’s chip efficiency, the macro equation shifts. The 17-year cyclic pattern you’ve referenced before seems right on cue for this setup; the symmetry with NVDA’s 2023 liquidity wave is uncanny! I’m all in on $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ 🚀"}],"imageCount":17,"langContent":"EN","totalScore":0},{"id":493809876156744,"gmtCreate":1761578630695,"gmtModify":1761580127620,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000369","authorIdStr":"9000000000000369"},"themes":[],"title":"NVDA, GME, BTC, PLTR& QCOM Welcome Great Potential Here!","htmlText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> doing some SERIOUS volume on this breakout early into the session... 🔊Dark-themed trading chart interface from TrendSpider displaying QCOM daily candlestick data with green and red bars indicating price movements, horizontal support and resistance lines, volume histogram at bottom in gray bars, and sidebar panels listing price details like open 252.50, high 255.00, low 251.00, close 254.00, plus percentage change of 1.98, and checkmarks for various indicators.2. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> testing the limits in pre-market 🧲Dark background chart interface with Palantir logo at top center. Daily timeframe for P","listText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> doing some SERIOUS volume on this breakout early into the session... 🔊Dark-themed trading chart interface from TrendSpider displaying QCOM daily candlestick data with green and red bars indicating price movements, horizontal support and resistance lines, volume histogram at bottom in gray bars, and sidebar panels listing price details like open 252.50, high 255.00, low 251.00, close 254.00, plus percentage change of 1.98, and checkmarks for various indicators.2. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> testing the limits in pre-market 🧲Dark background chart interface with Palantir logo at top center. Daily timeframe for P","text":"Hello everyone! Today i want to share some technical analysis with you!1. $Qualcomm(QCOM)$ doing some SERIOUS volume on this breakout early into the session... 🔊Dark-themed trading chart interface from TrendSpider displaying QCOM daily candlestick data with green and red bars indicating price movements, horizontal support and resistance lines, volume histogram at bottom in gray bars, and sidebar panels listing price details like open 252.50, high 255.00, low 251.00, close 254.00, plus percentage change of 1.98, and checkmarks for various indicators.2. $Palantir Technologies Inc.(PLTR)$ testing the limits in pre-market 🧲Dark background chart interface with Palantir logo at top center. Daily timeframe for P","images":[{"img":"https://community-static.tradeup.com/news/4321bf000769665c0c6bab8b969c4df6","width":"900","height":"647"},{"img":"https://community-static.tradeup.com/news/880e64deebbd072924cc067cce99b19c","width":"900","height":"647"},{"img":"https://community-static.tradeup.com/news/a73039d4793b1a27dd4c970284e03a67","width":"900","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1286,"commentSize":3,"repostSize":61,"link":"https://ttm.financial/post/493809876156744","isVote":1,"tweetType":1,"viewCount":8323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":493190837670176,"gmtCreate":1761430480278,"gmtModify":1761441002269,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"AMD's All Time High : Signal To Buy or Overpriced? ","htmlText":"🌟🌟🌟AMD&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> share price has been on a tear recently, reaching its all time high of USD 253.39 on October 24 2025.&nbsp; It has now skyrocketed a massive 108% year todate.&nbsp; This rally has pushed AMD's market capitalisation past USD 400 billion for the first time. Recent Catalysts Driving AMD's Rally&nbsp; Supermicro:&nbsp; It recently&nbsp;&nbsp;announced it will use AMD chips in its next generation data center systems.&nbsp; These are not ordinary servers.&nbsp; Supermicro's 48U racks can house up to 160 AMD powered servers and 16 Ethernet switches, designed for extreme density AI workloads.&nbsp; This is a bold endorsement of AMD's scalability, efficiency and readiness to power the","listText":"🌟🌟🌟AMD&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> share price has been on a tear recently, reaching its all time high of USD 253.39 on October 24 2025.&nbsp; It has now skyrocketed a massive 108% year todate.&nbsp; This rally has pushed AMD's market capitalisation past USD 400 billion for the first time. Recent Catalysts Driving AMD's Rally&nbsp; Supermicro:&nbsp; It recently&nbsp;&nbsp;announced it will use AMD chips in its next generation data center systems.&nbsp; These are not ordinary servers.&nbsp; Supermicro's 48U racks can house up to 160 AMD powered servers and 16 Ethernet switches, designed for extreme density AI workloads.&nbsp; This is a bold endorsement of AMD's scalability, efficiency and readiness to power the","text":"🌟🌟🌟AMD $Advanced Micro Devices(AMD)$ share price has been on a tear recently, reaching its all time high of USD 253.39 on October 24 2025. It has now skyrocketed a massive 108% year todate. This rally has pushed AMD's market capitalisation past USD 400 billion for the first time. Recent Catalysts Driving AMD's Rally Supermicro: It recently announced it will use AMD chips in its next generation data center systems. These are not ordinary servers. Supermicro's 48U racks can house up to 160 AMD powered servers and 16 Ethernet switches, designed for extreme density AI workloads. This is a bold endorsement of AMD's scalability, efficiency and readiness to power the","images":[{"img":"https://community-static.tradeup.com/news/a23af3561f48744cf60ce2f4c453aa05","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/3b0068bacff063ccfeb0c6086afd067b","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/4b36a774d82702eeeea639e8dc3d8961","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1865,"commentSize":41,"repostSize":100,"link":"https://ttm.financial/post/493190837670176","isVote":1,"tweetType":1,"viewCount":10457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"AMD could reach $300 by end of year if earning beat estimate.","text":"AMD could reach $300 by end of year if earning beat estimate.","html":"AMD could reach $300 by end of year if earning beat estimate."},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"275 next week with google and Microsoft earnings","text":"275 next week with google and Microsoft earnings","html":"275 next week with google and Microsoft earnings"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":484039409537088,"gmtCreate":1759204320558,"gmtModify":1759243210057,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"NVDA CEO J. Huang : Man with Midas Touch?","htmlText":"Jensen Huang as King Midas <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> CEO Jensen Huang has been referred to as “The man with the midas touch”. There is no distinction between the company and its CEO, they could be used interchangeably and its all the ‘same’. Although best known for its AI chip leadership, the story runs deeper actually. This is because NVDA has evolved and become a strategic investor, to a suite of companies, shaping and benefiting from the AI revolution beyond its own core chip business. US-Listed Investments. Over time, NVDA has made the effort to branch out and invested in a number of companies. These companies benefitted from NVDA’s investments and have gone on to list on US stock exchange themselves. Who Are They ?","listText":"Jensen Huang as King Midas <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> CEO Jensen Huang has been referred to as “The man with the midas touch”. There is no distinction between the company and its CEO, they could be used interchangeably and its all the ‘same’. Although best known for its AI chip leadership, the story runs deeper actually. This is because NVDA has evolved and become a strategic investor, to a suite of companies, shaping and benefiting from the AI revolution beyond its own core chip business. US-Listed Investments. Over time, NVDA has made the effort to branch out and invested in a number of companies. These companies benefitted from NVDA’s investments and have gone on to list on US stock exchange themselves. Who Are They ?","text":"Jensen Huang as King Midas $NVIDIA(NVDA)$ CEO Jensen Huang has been referred to as “The man with the midas touch”. There is no distinction between the company and its CEO, they could be used interchangeably and its all the ‘same’. Although best known for its AI chip leadership, the story runs deeper actually. This is because NVDA has evolved and become a strategic investor, to a suite of companies, shaping and benefiting from the AI revolution beyond its own core chip business. US-Listed Investments. Over time, NVDA has made the effort to branch out and invested in a number of companies. These companies benefitted from NVDA’s investments and have gone on to list on US stock exchange themselves. Who Are They ?","images":[{"img":"https://community-static.tradeup.com/news/306f79f5964243d41d7eced623523819","width":"663","height":"265"},{"img":"https://community-static.tradeup.com/news/929d87c7153576ee226080c8cb5941f3","width":"749","height":"115"},{"img":"https://community-static.tradeup.com/news/8bb321c1f8ce7ecd7ffdf4f41535f81b","width":"923","height":"416"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":114,"commentSize":4,"repostSize":142,"link":"https://ttm.financial/post/484039409537088","isVote":1,"tweetType":1,"viewCount":5323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Hi, this is my 02 of 02 Idea post for Tuesday. Njoy! Again pls help to Repost so more will know ok. Tks . . . . . . . . . . @okalla @dallanube @Vgreen @CCHVINCE @Wei hao ale @OH WEI XIANG @eric88 @labbiT @Rabbit07 @boonchek @banchin @Bin8 @pyc @cy8 @nanehz07 @schipperde @KSLeck @Atwosome @imamf @iamateh @TeoHY @newbe1001 @NewbieLeo @MoiFong @Skylar Han @WILDHAN @PuPs UnItEd 旺旺 @LunaticETF @sunshinegirl @土金水木火 @行走的煤 @月球去哪了 @小韭菜_27 @Aaronykc @JCIHPL @HRHJMM @KHILWA @kong1509 @YTigger @tiger lady @YoloGT @tiger88 @togerina @Victor Ang @The Amateur @Sonic Geko @Joeljp @lowniu @nzjkim @Nick K @xKira @Jyozu @AK1228 @R1240 @trojan1337 @CharlesW @steven_i @JHFG @BCbcbc @EW00 @E1 @Erihui @psk @ops22 @ahwing @liz.i.am @nightfury @Ryanccs75 @Magus007 @rinl @Fayt @jhtiger @Terry G @Wahlaoehcash @Blackrosez @Taylee @Linearity @Pierre0520 @Niskil @Safety First @ICEsh00ter @Icy71 @Koni @CSL1m @yjie @uswatun1 @Better 1","text":"Hi, this is my 02 of 02 Idea post for Tuesday. Njoy! Again pls help to Repost so more will know ok. Tks . . . . . . . . . . @okalla @dallanube @Vgreen @CCHVINCE @Wei hao ale @OH WEI XIANG @eric88 @labbiT @Rabbit07 @boonchek @banchin @Bin8 @pyc @cy8 @nanehz07 @schipperde @KSLeck @Atwosome @imamf @iamateh @TeoHY @newbe1001 @NewbieLeo @MoiFong @Skylar Han @WILDHAN @PuPs UnItEd 旺旺 @LunaticETF @sunshinegirl @土金水木火 @行走的煤 @月球去哪了 @小韭菜_27 @Aaronykc @JCIHPL @HRHJMM @KHILWA @kong1509 @YTigger @tiger lady @YoloGT @tiger88 @togerina @Victor Ang @The Amateur @Sonic Geko @Joeljp @lowniu @nzjkim @Nick K @xKira @Jyozu @AK1228 @R1240 @trojan1337 @CharlesW @steven_i @JHFG @BCbcbc @EW00 @E1 @Erihui @psk @ops22 @ahwing @liz.i.am @nightfury @Ryanccs75 @Magus007 @rinl @Fayt @jhtiger @Terry G @Wahlaoehcash @Blackrosez @Taylee @Linearity @Pierre0520 @Niskil @Safety First @ICEsh00ter @Icy71 @Koni @CSL1m @yjie @uswatun1 @Better 1","html":"Hi, this is my 02 of 02 Idea post for Tuesday. Njoy! Again pls help to Repost so more will know ok. Tks . . . . . . . . . . @okalla @dallanube @Vgreen @CCHVINCE @Wei hao ale @OH WEI XIANG @eric88 @labbiT @Rabbit07 @boonchek @banchin @Bin8 @pyc @cy8 @nanehz07 @schipperde @KSLeck @Atwosome @imamf @iamateh @TeoHY @newbe1001 @NewbieLeo @MoiFong @Skylar Han @WILDHAN @PuPs UnItEd 旺旺 @LunaticETF @sunshinegirl @土金水木火 @行走的煤 @月球去哪了 @小韭菜_27 @Aaronykc @JCIHPL @HRHJMM @KHILWA @kong1509 @YTigger @tiger lady @YoloGT @tiger88 @togerina @Victor Ang @The Amateur @Sonic Geko @Joeljp @lowniu @nzjkim @Nick K @xKira @Jyozu @AK1228 @R1240 @trojan1337 @CharlesW @steven_i @JHFG @BCbcbc @EW00 @E1 @Erihui @psk @ops22 @ahwing @liz.i.am @nightfury @Ryanccs75 @Magus007 @rinl @Fayt @jhtiger @Terry G @Wahlaoehcash @Blackrosez @Taylee @Linearity @Pierre0520 @Niskil @Safety First @ICEsh00ter @Icy71 @Koni @CSL1m @yjie @uswatun1 @Better 1"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Hi, this is my Idea post for Tuesday. I make time to write and share, so help pls to Repost so that more people will know ok. Thanks. Do consider 'Follow me' and get first hand read of my daily new post/s. Tks !","text":"Hi, this is my Idea post for Tuesday. I make time to write and share, so help pls to Repost so that more people will know ok. Thanks. Do consider 'Follow me' and get first hand read of my daily new post/s. Tks !","html":"Hi, this is my Idea post for Tuesday. I make time to write and share, so help pls to Repost so that more people will know ok. Thanks. Do consider 'Follow me' and get first hand read of my daily new post/s. Tks !"}],"imageCount":21,"langContent":"EN","totalScore":0},{"id":489084025475888,"gmtCreate":1760428685509,"gmtModify":1760428694795,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🚀🔥 AVGO Ignites the AI Capex Supercycle as ARM Options Detonate 🧠💥 A Market Reckoning Unfolds","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> I’m calling it. The OpenAI–Broadcom custom silicon partnership is not just another deal; it’s the ignition point for the next infrastructure cycle. I’m extremely confident this marks a structural shift in how hyperscalers build compute at scale. $AVGO ripped +10.6%, its biggest single-day gain since 09Apr25, on staggering institutional flow. At the same time, $ARM’s $180C line exploded with millions in premium, signalling where speculative capital is rotating next. 📊 Chart Breakdown $AVGO closed at $356.70, breaking cleanly through multiple Keltner and Bollinger resistance bands on the 4H chart after a long perio","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> I’m calling it. The OpenAI–Broadcom custom silicon partnership is not just another deal; it’s the ignition point for the next infrastructure cycle. I’m extremely confident this marks a structural shift in how hyperscalers build compute at scale. $AVGO ripped +10.6%, its biggest single-day gain since 09Apr25, on staggering institutional flow. At the same time, $ARM’s $180C line exploded with millions in premium, signalling where speculative capital is rotating next. 📊 Chart Breakdown $AVGO closed at $356.70, breaking cleanly through multiple Keltner and Bollinger resistance bands on the 4H chart after a long perio","text":"$Broadcom(AVGO)$ $ARM Holdings(ARM)$ $NVIDIA(NVDA)$ I’m calling it. The OpenAI–Broadcom custom silicon partnership is not just another deal; it’s the ignition point for the next infrastructure cycle. I’m extremely confident this marks a structural shift in how hyperscalers build compute at scale. $AVGO ripped +10.6%, its biggest single-day gain since 09Apr25, on staggering institutional flow. At the same time, $ARM’s $180C line exploded with millions in premium, signalling where speculative capital is rotating next. 📊 Chart Breakdown $AVGO closed at $356.70, breaking cleanly through multiple Keltner and Bollinger resistance bands on the 4H chart after a long perio","images":[{"img":"https://community-static.tradeup.com/news/f7ae3114b354025997b84de43a516051","width":"2752","height":"1732"},{"img":"https://community-static.tradeup.com/news/075f421c9b1fe4f8c63e4d088063cffb","width":"1472","height":"784"},{"img":"https://community-static.tradeup.com/news/30680d9f79283c70a88a8c279c3945fa","width":"1472","height":"819"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":7,"repostSize":11,"link":"https://ttm.financial/post/489084025475888","isVote":1,"tweetType":1,"viewCount":4244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Great Insight & Sharing 😊 @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @DiAngel","text":"Great Insight & Sharing 😊 @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @DiAngel","html":"Great Insight & Sharing 😊 @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @DiAngel"},{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"idStr":"4177356503735472","authorIdStr":"4177356503735472"},"content":"🔥The ARM $180C flow is wild. A 176% move in a single day says a lot about where smart money’s rotating. Pairing ARM with AVGO and NVDA feels like locking into the AI power core. The 10GW deal really shifts the market map.","text":"🔥The ARM $180C flow is wild. A 176% move in a single day says a lot about where smart money’s rotating. Pairing ARM with AVGO and NVDA feels like locking into the AI power core. The 10GW deal really shifts the market map.","html":"🔥The ARM $180C flow is wild. A 176% move in a single day says a lot about where smart money’s rotating. Pairing ARM with AVGO and NVDA feels like locking into the AI power core. The 10GW deal really shifts the market map."}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":494842369810760,"gmtCreate":1761830704341,"gmtModify":1761847802386,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"$1 Trln IPO Valuation! Can OpenAI Raise So Much & Pay for AI Complex?","htmlText":"According to Reuters, OpenAI Prepares for IPO at $1 Trillion ValuationFrom 2026 onward, OpenAI’s commercialization capabilities will no longer be just the concern of early investors—they will become the lifeline of a trillion-dollar industrial chain.OpenAI needs to grow as fast as Nvidia to achieve its wildest dream.In a situation where OpenAI’s revenues and expenditures are severely mismatched, the ecosystem associated with OpenAI is undoubtedly the largest risk in the industry. Although ChatGPT already has 800 million users and its user growth surpasses all previous successful internet platforms, what is growing even faster than user numbers is the underlying computing power demand and the supply orders OpenAI has already committed to.1. Stargate Project: Deep Integration with SoftBank a","listText":"According to Reuters, OpenAI Prepares for IPO at $1 Trillion ValuationFrom 2026 onward, OpenAI’s commercialization capabilities will no longer be just the concern of early investors—they will become the lifeline of a trillion-dollar industrial chain.OpenAI needs to grow as fast as Nvidia to achieve its wildest dream.In a situation where OpenAI’s revenues and expenditures are severely mismatched, the ecosystem associated with OpenAI is undoubtedly the largest risk in the industry. Although ChatGPT already has 800 million users and its user growth surpasses all previous successful internet platforms, what is growing even faster than user numbers is the underlying computing power demand and the supply orders OpenAI has already committed to.1. Stargate Project: Deep Integration with SoftBank a","text":"According to Reuters, OpenAI Prepares for IPO at $1 Trillion ValuationFrom 2026 onward, OpenAI’s commercialization capabilities will no longer be just the concern of early investors—they will become the lifeline of a trillion-dollar industrial chain.OpenAI needs to grow as fast as Nvidia to achieve its wildest dream.In a situation where OpenAI’s revenues and expenditures are severely mismatched, the ecosystem associated with OpenAI is undoubtedly the largest risk in the industry. Although ChatGPT already has 800 million users and its user growth surpasses all previous successful internet platforms, what is growing even faster than user numbers is the underlying computing power demand and the supply orders OpenAI has already committed to.1. Stargate Project: Deep Integration with SoftBank a","images":[{"img":"https://community-static.tradeup.com/news/29e7fe41244aa7784e3b5d92d08f8907"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":185,"commentSize":34,"repostSize":23,"link":"https://ttm.financial/post/494842369810760","isVote":1,"tweetType":1,"viewCount":7549,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"If OpenAI really goes public at a $1 trillion valuation, I’d be keen to join the IPO. As the face of this AI boom and a core player in global infrastructure through ties with Nvidia $NVIDIA Corp(NVDA)$ , Oracle $Oracle(ORCL)$ , and AMD $Advanced Micro Devices(AMD)$ , OpenAI’s debut would likely see huge investor demand and a strong early surge, given how hot the AI theme is right now. That said, I’m aware of the risks. OpenAI’s massive spending and reliance on key partners could strain finances if growth slows. But with 800 million ChatGPT users and fast enterprise adoption, its long-term potential still looks powerful—possibly echoing Nvidia’s earlier breakout. In my view, OpenAI’s IPO marks both an opportunity and a stress test for the entire AI sector. Despite concerns of market overheating, I’d still want a piece of it—it’s a rare chance to ride the next wave of trillion-dollar innovation. @TigerStars @Tiger_comments","text":"If OpenAI really goes public at a $1 trillion valuation, I’d be keen to join the IPO. As the face of this AI boom and a core player in global infrastructure through ties with Nvidia $NVIDIA Corp(NVDA)$ , Oracle $Oracle(ORCL)$ , and AMD $Advanced Micro Devices(AMD)$ , OpenAI’s debut would likely see huge investor demand and a strong early surge, given how hot the AI theme is right now. That said, I’m aware of the risks. OpenAI’s massive spending and reliance on key partners could strain finances if growth slows. But with 800 million ChatGPT users and fast enterprise adoption, its long-term potential still looks powerful—possibly echoing Nvidia’s earlier breakout. In my view, OpenAI’s IPO marks both an opportunity and a stress test for the entire AI sector. Despite concerns of market overheating, I’d still want a piece of it—it’s a rare chance to ride the next wave of trillion-dollar innovation. @TigerStars @Tiger_comments","html":"If OpenAI really goes public at a $1 trillion valuation, I’d be keen to join the IPO. As the face of this AI boom and a core player in global infrastructure through ties with Nvidia $NVIDIA Corp(NVDA)$ , Oracle $Oracle(ORCL)$ , and AMD $Advanced Micro Devices(AMD)$ , OpenAI’s debut would likely see huge investor demand and a strong early surge, given how hot the AI theme is right now. That said, I’m aware of the risks. OpenAI’s massive spending and reliance on key partners could strain finances if growth slows. But with 800 million ChatGPT users and fast enterprise adoption, its long-term potential still looks powerful—possibly echoing Nvidia’s earlier breakout. In my view, OpenAI’s IPO marks both an opportunity and a stress test for the entire AI sector. Despite concerns of market overheating, I’d still want a piece of it—it’s a rare chance to ride the next wave of trillion-dollar innovation. @TigerStars @Tiger_comments"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @DiAngel @Aqa @Shyon","text":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @DiAngel @Aqa @Shyon","html":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @DiAngel @Aqa @Shyon"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":491676323803424,"gmtCreate":1761060725915,"gmtModify":1761062024484,"author":{"id":"4177263596677932","authorId":"4177263596677932","name":"Bullaroo","avatar":"https://community-static.tradeup.com/news/d07d07325e506814e24316743b80e468","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177263596677932","authorIdStr":"4177263596677932"},"themes":[],"title":"Why NVIDIA's Stock is Lagging Behind AMD's: Unpacking the AI Chip Divergence","htmlText":"As an investor, predicting the market or stock prices is unrealistic and meaningless, but for such an interesting topic, it is still meaningful to do some basic data research. Ultimately, speculation cannot be used as a basis for investment and has no guiding significance for real-world decisions. This analysis explores the recent performance gap between NVIDIA ( <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> ) and Advanced Micro Devices ( <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ) as of October 2025, delving into financials, partnerships, competitive dynamics, and market sentiment to understand why NVIDIA's growth has trailed despite its AI dominance. NVIDIA AMD Current Stock Prices and Recent Performance As of October 22, 2025 (market open, Easte","listText":"As an investor, predicting the market or stock prices is unrealistic and meaningless, but for such an interesting topic, it is still meaningful to do some basic data research. Ultimately, speculation cannot be used as a basis for investment and has no guiding significance for real-world decisions. This analysis explores the recent performance gap between NVIDIA ( <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> ) and Advanced Micro Devices ( <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ) as of October 2025, delving into financials, partnerships, competitive dynamics, and market sentiment to understand why NVIDIA's growth has trailed despite its AI dominance. NVIDIA AMD Current Stock Prices and Recent Performance As of October 22, 2025 (market open, Easte","text":"As an investor, predicting the market or stock prices is unrealistic and meaningless, but for such an interesting topic, it is still meaningful to do some basic data research. Ultimately, speculation cannot be used as a basis for investment and has no guiding significance for real-world decisions. This analysis explores the recent performance gap between NVIDIA ( $NVIDIA(NVDA)$ ) and Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) as of October 2025, delving into financials, partnerships, competitive dynamics, and market sentiment to understand why NVIDIA's growth has trailed despite its AI dominance. NVIDIA AMD Current Stock Prices and Recent Performance As of October 22, 2025 (market open, Easte","images":[{"img":"https://community-static.tradeup.com/news/18bc70911d1da457e6d594383d102706","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/89dcb367d3d10728daf88a16b9b8673c","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/398defa27e00e5f7af1f744366c5d60f","width":"1416","height":"584"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":327,"commentSize":4,"repostSize":27,"link":"https://ttm.financial/post/491676323803424","isVote":1,"tweetType":1,"viewCount":8428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011036","authorId":"10000000000011036","name":"Ron Anne","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011036","authorIdStr":"10000000000011036"},"content":"You think NVDA’s $4.4T cap is peak? What if sovereign AI spends explode?","text":"You think NVDA’s $4.4T cap is peak? What if sovereign AI spends explode?","html":"You think NVDA’s $4.4T cap is peak? What if sovereign AI spends explode?"},{"author":{"id":"10000000000011037","authorId":"10000000000011037","name":"Jo Betsy","avatar":"https://static.tigerbbs.com/d1bbf6ac76dc4dc532d0d4d38f8eb441","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011037","authorIdStr":"10000000000011037"},"content":"AMD’s 10% OpenAI stake? That’s more than a deal—it’s ecosystem lock-in!","text":"AMD’s 10% OpenAI stake? That’s more than a deal—it’s ecosystem lock-in!","html":"AMD’s 10% OpenAI stake? That’s more than a deal—it’s ecosystem lock-in!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":489023565709536,"gmtCreate":1760413903496,"gmtModify":1760968141577,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Apply \"Core + growth\" Barbell Strategy By Holding AVGO and ARM. Look Forward To Déjà vu Like AMD!","htmlText":"Investors might hold both <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> and <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> due to their complementary, rather than competing, positions in the semiconductor industry. Broadcom is an established chip developer and producer, while Arm designs and licenses the underlying architecture that Broadcom and others use to build their chips. This provides a diversified approach to investing in the high-growth artificial intelligence (AI) and semiconductor markets.&nbsp; In this article, I would like to share how and why I own both Broadcom and ARM by effectively applying the \"Core + growth\" Barbell Strategy. 1. Complementary Roles in the AI Value Chain Broadcom and Arm occupy different — but highly synergistic — parts of the","listText":"Investors might hold both <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> and <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> due to their complementary, rather than competing, positions in the semiconductor industry. Broadcom is an established chip developer and producer, while Arm designs and licenses the underlying architecture that Broadcom and others use to build their chips. This provides a diversified approach to investing in the high-growth artificial intelligence (AI) and semiconductor markets.&nbsp; In this article, I would like to share how and why I own both Broadcom and ARM by effectively applying the \"Core + growth\" Barbell Strategy. 1. Complementary Roles in the AI Value Chain Broadcom and Arm occupy different — but highly synergistic — parts of the","text":"Investors might hold both $Broadcom(AVGO)$ and $ARM Holdings(ARM)$ due to their complementary, rather than competing, positions in the semiconductor industry. Broadcom is an established chip developer and producer, while Arm designs and licenses the underlying architecture that Broadcom and others use to build their chips. This provides a diversified approach to investing in the high-growth artificial intelligence (AI) and semiconductor markets. In this article, I would like to share how and why I own both Broadcom and ARM by effectively applying the \"Core + growth\" Barbell Strategy. 1. Complementary Roles in the AI Value Chain Broadcom and Arm occupy different — but highly synergistic — parts of the","images":[{"img":"https://community-static.tradeup.com/news/c0628b4f02b533814b3678665878298b","width":"408","height":"672"},{"img":"https://community-static.tradeup.com/news/a41e7e9f0059e64d5dfca47c8172db75","width":"412","height":"682"},{"img":"https://community-static.tradeup.com/news/86f05bbcc302a6c7389b65840f9292e1","width":"1263","height":"384"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/489023565709536","isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":493995415552352,"gmtCreate":1761623860852,"gmtModify":1761643063942,"author":{"id":"3527667647532483","authorId":"3527667647532483","name":"Option_Movers","avatar":"https://community-static.tradeup.com/news/165a4ccff157a147c5c40d359f9dc408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667647532483","authorIdStr":"3527667647532483"},"themes":[],"title":"Option Movers | Strive Sees 96% Call Options; Qualcomm's $200 Call Soars 2680%","htmlText":"Market OverviewWall Street's main indexes posted record closing highs for the second day in a row on Monday (Oct. 27) as investors were hopeful about the prospects for a U.S.-China trade deal and looked forward to a week packed with high-profile technology earnings and a widely expected U.S. interest rate cut.Regarding the options market, a total volume of 58,863,458 contracts was traded, down 18% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>, <a href=\"https://ttm.financial/S/ASST\">$ASST(ASST)$</a>, <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>, <a href=\"https://ttm.financial/S/SOFI\">$SOFI(SOFI)$</a>, <a href=\"https://ttm.financial/S/INTC\">$INTC(INTC)$</a>, <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>, &lt;","listText":"Market OverviewWall Street's main indexes posted record closing highs for the second day in a row on Monday (Oct. 27) as investors were hopeful about the prospects for a U.S.-China trade deal and looked forward to a week packed with high-profile technology earnings and a widely expected U.S. interest rate cut.Regarding the options market, a total volume of 58,863,458 contracts was traded, down 18% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>, <a href=\"https://ttm.financial/S/ASST\">$ASST(ASST)$</a>, <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>, <a href=\"https://ttm.financial/S/SOFI\">$SOFI(SOFI)$</a>, <a href=\"https://ttm.financial/S/INTC\">$INTC(INTC)$</a>, <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>, &lt;","text":"Market OverviewWall Street's main indexes posted record closing highs for the second day in a row on Monday (Oct. 27) as investors were hopeful about the prospects for a U.S.-China trade deal and looked forward to a week packed with high-profile technology earnings and a widely expected U.S. interest rate cut.Regarding the options market, a total volume of 58,863,458 contracts was traded, down 18% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $ASST(ASST)$, $TSLA(TSLA)$, $SOFI(SOFI)$, $INTC(INTC)$, $AMD(AMD)$, <","images":[{"img":"https://community-static.tradeup.com/news/0e75a4d6ae84edd11cf9783668f94e2c","width":"1279","height":"2262"},{"img":"https://community-static.tradeup.com/news/d848e03abee4eea87b79602dc6be2465","width":"535","height":"157"},{"img":"https://community-static.tradeup.com/news/6e5a8769fb1041e66430c03fab0a309f","width":"1804","height":"455"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":58,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/493995415552352","isVote":1,"tweetType":1,"viewCount":5664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":489032124526944,"gmtCreate":1760412119879,"gmtModify":1760412180641,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"AI Demand Boom Sets “Super Profit Cycle”, Asian Tech's Lead Next Wave","htmlText":"The AI industry in 2026 is destined to be extraordinary. With AI demand continuing to surge and prices rebounding across the board, profit expectations for Asia's tech sector are entering another upward revision cycle. From AI infrastructure to semiconductor equipment, this wave of tech investment is accelerating its spread, and the risk of a bubble bursting remains nowhere in sight—at least for now.Profit growth acceleration resumes, with AI demand driving high growth through 2026Following the brief tariff disruption during the summer, earnings revisions for Asian tech stocks have resumed their upward trajectory. Sustained robust demand for AI infrastructure, coupled with the gradual spread of price pass-through effects, has led to market expectations of approximately 20%-25% upside poten","listText":"The AI industry in 2026 is destined to be extraordinary. With AI demand continuing to surge and prices rebounding across the board, profit expectations for Asia's tech sector are entering another upward revision cycle. From AI infrastructure to semiconductor equipment, this wave of tech investment is accelerating its spread, and the risk of a bubble bursting remains nowhere in sight—at least for now.Profit growth acceleration resumes, with AI demand driving high growth through 2026Following the brief tariff disruption during the summer, earnings revisions for Asian tech stocks have resumed their upward trajectory. Sustained robust demand for AI infrastructure, coupled with the gradual spread of price pass-through effects, has led to market expectations of approximately 20%-25% upside poten","text":"The AI industry in 2026 is destined to be extraordinary. With AI demand continuing to surge and prices rebounding across the board, profit expectations for Asia's tech sector are entering another upward revision cycle. From AI infrastructure to semiconductor equipment, this wave of tech investment is accelerating its spread, and the risk of a bubble bursting remains nowhere in sight—at least for now.Profit growth acceleration resumes, with AI demand driving high growth through 2026Following the brief tariff disruption during the summer, earnings revisions for Asian tech stocks have resumed their upward trajectory. Sustained robust demand for AI infrastructure, coupled with the gradual spread of price pass-through effects, has led to market expectations of approximately 20%-25% upside poten","images":[{"img":"https://static.tigerbbs.com/246d30840a8f4f3001fb388adfedda19"},{"img":"https://static.tigerbbs.com/90ba761be4b9c680f696b52c94683ab1"},{"img":"https://static.tigerbbs.com/0602c6e469159ec29161c0e4b841ab20"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":133,"commentSize":4,"repostSize":13,"link":"https://ttm.financial/post/489032124526944","isVote":1,"tweetType":1,"viewCount":8293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"TSM is going to break out!!! Easy $350-360 on Thur-Fri.","text":"TSM is going to break out!!! Easy $350-360 on Thur-Fri.","html":"TSM is going to break out!!! Easy $350-360 on Thur-Fri."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"After earning, TSM will be $ 400 for sure. How can it not be, when they own 70% of the market for chip making?","text":"After earning, TSM will be $ 400 for sure. How can it not be, when they own 70% of the market for chip making?","html":"After earning, TSM will be $ 400 for sure. How can it not be, when they own 70% of the market for chip making?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":489739494076744,"gmtCreate":1760584885070,"gmtModify":1760584938378,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"AI Dream Crumbles? HPE's FY26 Forecast Sparks Market Panic.","htmlText":"<a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> saw its stock price drop sharply by nearly 9% in after-hours trading following the financial outlook disclosed at its October 15, 2025 securities analyst meeting.The company expects adjusted earnings per share for FY26 to fall between $2.20 and $2.40, with the midpoint below the market consensus forecast of $2.41. Meanwhile, its revenue growth guidance of 5% to 10% falls significantly short of the market's anticipated 17%. This discrepancy has swiftly ignited investor discontent.Management emphasized that the guidance reflects prudent planning aimed at addressing rising costs in the AI infrastructure sector and uncertainties following the Juniper Networks acquisition, but the market clearly interpreted it as a sign","listText":"<a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> saw its stock price drop sharply by nearly 9% in after-hours trading following the financial outlook disclosed at its October 15, 2025 securities analyst meeting.The company expects adjusted earnings per share for FY26 to fall between $2.20 and $2.40, with the midpoint below the market consensus forecast of $2.41. Meanwhile, its revenue growth guidance of 5% to 10% falls significantly short of the market's anticipated 17%. This discrepancy has swiftly ignited investor discontent.Management emphasized that the guidance reflects prudent planning aimed at addressing rising costs in the AI infrastructure sector and uncertainties following the Juniper Networks acquisition, but the market clearly interpreted it as a sign","text":"$Hewlett Packard Enterprise(HPE)$ saw its stock price drop sharply by nearly 9% in after-hours trading following the financial outlook disclosed at its October 15, 2025 securities analyst meeting.The company expects adjusted earnings per share for FY26 to fall between $2.20 and $2.40, with the midpoint below the market consensus forecast of $2.41. Meanwhile, its revenue growth guidance of 5% to 10% falls significantly short of the market's anticipated 17%. This discrepancy has swiftly ignited investor discontent.Management emphasized that the guidance reflects prudent planning aimed at addressing rising costs in the AI infrastructure sector and uncertainties following the Juniper Networks acquisition, but the market clearly interpreted it as a sign","images":[{"img":"https://static.tigerbbs.com/1b4b64d19735adabc6f4a500e1324648"},{"img":"https://static.tigerbbs.com/f226bd45ae6594ff22e2ada65dd8053d"},{"img":"https://static.tigerbbs.com/878845d7361f01d81430ee4268f8f056"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":64,"commentSize":3,"repostSize":4,"link":"https://ttm.financial/post/489739494076744","isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"The technical debt this company has amassed will result in mass “End of Support” notices across many products with overlapping capabilities .","text":"The technical debt this company has amassed will result in mass “End of Support” notices across many products with overlapping capabilities .","html":"The technical debt this company has amassed will result in mass “End of Support” notices across many products with overlapping capabilities ."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Looks like the company will grow at a steady rate and cut costs at the same time. Sounds really bad to me........","text":"Looks like the company will grow at a steady rate and cut costs at the same time. Sounds really bad to me........","html":"Looks like the company will grow at a steady rate and cut costs at the same time. Sounds really bad to me........"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":491505636598112,"gmtCreate":1761016004662,"gmtModify":1761018126927,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Mixed Signals in Semis: AMD & Apple Peak, Intel Chips In, NeoCloud Shorts","htmlText":"On October 20, the semiconductor sector exhibited pronounced divergence: Leading chipmakers delivered starkly contrasting performances. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> shares surged 3.2% to hit a record high, followed by <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> climbing 3% to reach a new all-time peak. Meanwhile, AI chip leader <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> saw only a marginal 0.3% dip, remaining largely stable.Meanwhile, software giant <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> faced a chain reaction triggered by a credit rating downgrade, putting pressure on some tech stocks. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> bucked the trend with a 4% surge, hitting a new high and dr","listText":"On October 20, the semiconductor sector exhibited pronounced divergence: Leading chipmakers delivered starkly contrasting performances. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> shares surged 3.2% to hit a record high, followed by <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> climbing 3% to reach a new all-time peak. Meanwhile, AI chip leader <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> saw only a marginal 0.3% dip, remaining largely stable.Meanwhile, software giant <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> faced a chain reaction triggered by a credit rating downgrade, putting pressure on some tech stocks. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> bucked the trend with a 4% surge, hitting a new high and dr","text":"On October 20, the semiconductor sector exhibited pronounced divergence: Leading chipmakers delivered starkly contrasting performances. $Advanced Micro Devices(AMD)$ shares surged 3.2% to hit a record high, followed by $Intel(INTC)$ climbing 3% to reach a new all-time peak. Meanwhile, AI chip leader $NVIDIA(NVDA)$ saw only a marginal 0.3% dip, remaining largely stable.Meanwhile, software giant $Oracle(ORCL)$ faced a chain reaction triggered by a credit rating downgrade, putting pressure on some tech stocks. $Apple(AAPL)$ bucked the trend with a 4% surge, hitting a new high and dr","images":[{"img":"https://static.tigerbbs.com/6a1c49268de721dce2ddba20a2d1d9f3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":184,"commentSize":3,"repostSize":14,"link":"https://ttm.financial/post/491505636598112","isVote":1,"tweetType":1,"viewCount":8825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"What does the crystal ball and stars have for AMD this week. $240 is fantastic, would we close over or under in Friday?","text":"What does the crystal ball and stars have for AMD this week. $240 is fantastic, would we close over or under in Friday?","html":"What does the crystal ball and stars have for AMD this week. $240 is fantastic, would we close over or under in Friday?"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Watch the dip Buyers come in and push AMD to higher highs to Wall Street targets. Accumulation on this swing trade.","text":"Watch the dip Buyers come in and push AMD to higher highs to Wall Street targets. Accumulation on this swing trade.","html":"Watch the dip Buyers come in and push AMD to higher highs to Wall Street targets. Accumulation on this swing trade."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494064977785160,"gmtCreate":1761640911366,"gmtModify":1761641092338,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"James_Niffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Qualcomm's Short-Squeeze Spectacle – Wake-Up Call or Just Hype on Ice?","htmlText":"Up until yesterday, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> was the awkward outsider at the AI party: everyone from NVIDIA to AMD was getting cozy with the big dogs, but Qualcomm? Crickets. Then BAM – they drop AI 200 and AI 250, two data-center beasts aimed straight at the AI accelerator arena. Stock rockets 21%+, slapping on $20 billion in market cap like it's no big deal. But here's the kicker: this wasn't your typical \"news dump and dump\" frenzy.Trading-wise, the surge didn't spike in the first frantic minutes like some algo-fueled sugar rush. Nah, it simmered for a solid 20+ minutes, building that sweet, torturous upside before the inevitable cooldown. Contrast that with <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> 's October 6th OpenAI o","listText":"Up until yesterday, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> was the awkward outsider at the AI party: everyone from NVIDIA to AMD was getting cozy with the big dogs, but Qualcomm? Crickets. Then BAM – they drop AI 200 and AI 250, two data-center beasts aimed straight at the AI accelerator arena. Stock rockets 21%+, slapping on $20 billion in market cap like it's no big deal. But here's the kicker: this wasn't your typical \"news dump and dump\" frenzy.Trading-wise, the surge didn't spike in the first frantic minutes like some algo-fueled sugar rush. Nah, it simmered for a solid 20+ minutes, building that sweet, torturous upside before the inevitable cooldown. Contrast that with <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> 's October 6th OpenAI o","text":"Up until yesterday, $Qualcomm(QCOM)$ was the awkward outsider at the AI party: everyone from NVIDIA to AMD was getting cozy with the big dogs, but Qualcomm? Crickets. Then BAM – they drop AI 200 and AI 250, two data-center beasts aimed straight at the AI accelerator arena. Stock rockets 21%+, slapping on $20 billion in market cap like it's no big deal. But here's the kicker: this wasn't your typical \"news dump and dump\" frenzy.Trading-wise, the surge didn't spike in the first frantic minutes like some algo-fueled sugar rush. Nah, it simmered for a solid 20+ minutes, building that sweet, torturous upside before the inevitable cooldown. Contrast that with $Advanced Micro Devices(AMD)$ 's October 6th OpenAI o","images":[{"img":"https://static.tigerbbs.com/153b92fca059b49df097e05c218b8d41"},{"img":"https://static.tigerbbs.com/60218c4e4310c004be49ace0eef9f5bb"},{"img":"https://static.tigerbbs.com/bc4a3264392b7f34ee8666187ef20932"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":51,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/494064977785160","isVote":1,"tweetType":1,"viewCount":5842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"QCOM has long been the 'black sheep' in the chip universe. The result, financial metrics, e.g. P/E, P/Sales etc., are out of synch with others in the group","text":"QCOM has long been the 'black sheep' in the chip universe. The result, financial metrics, e.g. P/E, P/Sales etc., are out of synch with others in the group","html":"QCOM has long been the 'black sheep' in the chip universe. The result, financial metrics, e.g. P/E, P/Sales etc., are out of synch with others in the group"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"at 200 billion it is a very ubdervalued company with space age type technology, it can easily be bought out at 300 plus billion ny AAPL, and still be cheap....","text":"at 200 billion it is a very ubdervalued company with space age type technology, it can easily be bought out at 300 plus billion ny AAPL, and still be cheap....","html":"at 200 billion it is a very ubdervalued company with space age type technology, it can easily be bought out at 300 plus billion ny AAPL, and still be cheap...."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":489398135923040,"gmtCreate":1760501478130,"gmtModify":1760501528306,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Domino's Q3 Earnings Explosion: Supply Chain Saves the Day, But Stores Struggle!","htmlText":"<a href=\"https://ttm.financial/S/DPZ\">$达美乐比萨(DPZ)$</a> released its third-quarter financial results for fiscal year 2025 on October 14. Overall, the company continued to grow revenue driven by promotions, product innovation, and channel expansion. However, profitability faced slight pressure on net income due to rising costs and fluctuations in non-operating items. Specifically:Revenue growth maintained a medium-to-high pace (year-on-year increase exceeding 6%), primarily driven by supply chain revenue and U.S. royalty/advertising fee income. Operating profit demonstrated robust expansion (operating profit up over 12% year-on-year), while net profit saw a slight decline due to non-recurring gains/losses and higher tax rates. Structural risk factors include declining gross margins at U.S. c","listText":"<a href=\"https://ttm.financial/S/DPZ\">$达美乐比萨(DPZ)$</a> released its third-quarter financial results for fiscal year 2025 on October 14. Overall, the company continued to grow revenue driven by promotions, product innovation, and channel expansion. However, profitability faced slight pressure on net income due to rising costs and fluctuations in non-operating items. Specifically:Revenue growth maintained a medium-to-high pace (year-on-year increase exceeding 6%), primarily driven by supply chain revenue and U.S. royalty/advertising fee income. Operating profit demonstrated robust expansion (operating profit up over 12% year-on-year), while net profit saw a slight decline due to non-recurring gains/losses and higher tax rates. Structural risk factors include declining gross margins at U.S. c","text":"$达美乐比萨(DPZ)$ released its third-quarter financial results for fiscal year 2025 on October 14. Overall, the company continued to grow revenue driven by promotions, product innovation, and channel expansion. However, profitability faced slight pressure on net income due to rising costs and fluctuations in non-operating items. Specifically:Revenue growth maintained a medium-to-high pace (year-on-year increase exceeding 6%), primarily driven by supply chain revenue and U.S. royalty/advertising fee income. Operating profit demonstrated robust expansion (operating profit up over 12% year-on-year), while net profit saw a slight decline due to non-recurring gains/losses and higher tax rates. Structural risk factors include declining gross margins at U.S. c","images":[{"img":"https://static.tigerbbs.com/2c8564cd6733b320fd30c9d7008086d1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":97,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/489398135923040","isVote":1,"tweetType":1,"viewCount":3151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"DPZ blew right past earnings estimates. Congratulations investors. Still the best stock I've ever owned and have owned it for almost 20 years.","text":"DPZ blew right past earnings estimates. Congratulations investors. Still the best stock I've ever owned and have owned it for almost 20 years.","html":"DPZ blew right past earnings estimates. Congratulations investors. Still the best stock I've ever owned and have owned it for almost 20 years."},{"author":{"id":"9000000000000636","authorId":"9000000000000636","name":"DaveLewis","avatar":"https://static.tigerbbs.com/0f379c0439dbd36ed017761896cd91f0","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000636","authorIdStr":"9000000000000636"},"content":"Great insights on Domino's performance! [Wow]","text":"Great insights on Domino's performance! [Wow]","html":"Great insights on Domino's performance! [Wow]"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":491631142949072,"gmtCreate":1761049789245,"gmtModify":1761101972239,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"AMD's AI Empire Expands: Oracle's 50K GPU Blitz and Meta's Hidden Power Play – $300 Stock by Year-End?","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Advanced Micro Devices is charging into the AI frontier with deals that could redefine hyperscale computing, as cloud titans diversify beyond Nvidia's grip. Oracle's blockbuster commitment to 50,000 Instinct MI450 GPUs – kicking off in Q3 2026 – marks the first public supercluster of its kind, blending AMD's EPYC CPUs, Pensando networking, and the energy-sipping Helios rack design. This isn't just hardware; it's a vertically optimized beast delivering up to 432GB HBM4 memory per GPU an","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Advanced Micro Devices is charging into the AI frontier with deals that could redefine hyperscale computing, as cloud titans diversify beyond Nvidia's grip. Oracle's blockbuster commitment to 50,000 Instinct MI450 GPUs – kicking off in Q3 2026 – marks the first public supercluster of its kind, blending AMD's EPYC CPUs, Pensando networking, and the energy-sipping Helios rack design. This isn't just hardware; it's a vertically optimized beast delivering up to 432GB HBM4 memory per GPU an","text":"$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Advanced Micro Devices is charging into the AI frontier with deals that could redefine hyperscale computing, as cloud titans diversify beyond Nvidia's grip. Oracle's blockbuster commitment to 50,000 Instinct MI450 GPUs – kicking off in Q3 2026 – marks the first public supercluster of its kind, blending AMD's EPYC CPUs, Pensando networking, and the energy-sipping Helios rack design. This isn't just hardware; it's a vertically optimized beast delivering up to 432GB HBM4 memory per GPU an","images":[{"img":"https://community-static.tradeup.com/news/9444bde27f6e18b76fc4109dafcae551","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/98511d631cb4b1cc70652f21f63f2518","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/b1c442d65656938ba31131fa701ce672","width":"640","height":"427"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":155,"commentSize":3,"repostSize":10,"link":"https://ttm.financial/post/491631142949072","isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"$300 without split by 2030 go longs!","text":"$300 without split by 2030 go longs!","html":"$300 without split by 2030 go longs!"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"Thankful for the generosity of MMs and shorties for cheap shares.","text":"Thankful for the generosity of MMs and shorties for cheap shares.","html":"Thankful for the generosity of MMs and shorties for cheap shares."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":492554485997880,"gmtCreate":1761275219210,"gmtModify":1761275237456,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"AMD's New Deals and Paradigm Shift Catalyst For $300 Possibility By End Of Year","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>’s newly announced deals and order keep climbing, this has shifted the paradigm for AMD, and unlocked revenue opportunities. In this article, we will attempt to break down the bull case, the challenges, and the math to see if&nbsp;$300 by the end of 2025 is a realistic possibility. The Bull Case for AMD (Why $300 is Possible) AMD is in the midst of a significant paradigm shift. It is no longer just about competing with Intel in PCs and servers; it is about being a foundational company in the two most transformative tech domains:&nbsp;AI and Heterogeneous Computing. Here are the key drivers that could propel AMD to $300: The AI Revolution (MI300 Series):&nbsp;This is the single biggest factor. The MI300A and MI300X are n","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>’s newly announced deals and order keep climbing, this has shifted the paradigm for AMD, and unlocked revenue opportunities. In this article, we will attempt to break down the bull case, the challenges, and the math to see if&nbsp;$300 by the end of 2025 is a realistic possibility. The Bull Case for AMD (Why $300 is Possible) AMD is in the midst of a significant paradigm shift. It is no longer just about competing with Intel in PCs and servers; it is about being a foundational company in the two most transformative tech domains:&nbsp;AI and Heterogeneous Computing. Here are the key drivers that could propel AMD to $300: The AI Revolution (MI300 Series):&nbsp;This is the single biggest factor. The MI300A and MI300X are n","text":"$Advanced Micro Devices(AMD)$’s newly announced deals and order keep climbing, this has shifted the paradigm for AMD, and unlocked revenue opportunities. In this article, we will attempt to break down the bull case, the challenges, and the math to see if $300 by the end of 2025 is a realistic possibility. The Bull Case for AMD (Why $300 is Possible) AMD is in the midst of a significant paradigm shift. It is no longer just about competing with Intel in PCs and servers; it is about being a foundational company in the two most transformative tech domains: AI and Heterogeneous Computing. Here are the key drivers that could propel AMD to $300: The AI Revolution (MI300 Series): This is the single biggest factor. The MI300A and MI300X are n","images":[{"img":"https://community-static.tradeup.com/news/9e2b91e0fcb9fbf4f2c5c0873d628363","width":"882","height":"463"},{"img":"https://community-static.tradeup.com/news/2656aa9de6c725200c294973da255dc0","width":"1158","height":"756"},{"img":"https://community-static.tradeup.com/news/1c4675cd941465efb83e63b3c2713e2b","width":"658","height":"405"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/492554485997880","isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210057788932962","authorId":"4210057788932962","name":"Mulk","avatar":"https://community-static.tradeup.com/news/2f862fada21302ad1eba2f53141ac163","crmLevel":12,"crmLevelSwitch":0,"idStr":"4210057788932962","authorIdStr":"4210057788932962"},"content":"Well said nerd bull. Keep up the good work","text":"Well said nerd bull. Keep up the good work","html":"Well said nerd bull. Keep up the good work"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":493988331372616,"gmtCreate":1761625278075,"gmtModify":1761645789911,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"AI Chip Showdown: Qualcomm's Bold Invasion Crushes NVIDIA's Throne – Or Does AMD Steal the Crown?","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> Buckle up, tech enthusiasts – the AI battlefield just exploded with Qualcomm storming the data center gates like a rogue warrior, armed with fresh silicon that's got NVIDIA sweating and AMD flexing its government-backed muscles. This isn't just another chip drop; it's a seismic shift in the semiconductor wars, where efficiency meets raw power in a high-stakes duel for AI supremacy. Qualcomm's entry signals the end of NVIDIA's","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> Buckle up, tech enthusiasts – the AI battlefield just exploded with Qualcomm storming the data center gates like a rogue warrior, armed with fresh silicon that's got NVIDIA sweating and AMD flexing its government-backed muscles. This isn't just another chip drop; it's a seismic shift in the semiconductor wars, where efficiency meets raw power in a high-stakes duel for AI supremacy. Qualcomm's entry signals the end of NVIDIA's","text":"$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ Buckle up, tech enthusiasts – the AI battlefield just exploded with Qualcomm storming the data center gates like a rogue warrior, armed with fresh silicon that's got NVIDIA sweating and AMD flexing its government-backed muscles. This isn't just another chip drop; it's a seismic shift in the semiconductor wars, where efficiency meets raw power in a high-stakes duel for AI supremacy. Qualcomm's entry signals the end of NVIDIA's","images":[{"img":"https://community-static.tradeup.com/news/0e9f546d914893fbb4047a9ee1c1bf7d","width":"1920","height":"1280"},{"img":"https://community-static.tradeup.com/news/2f8b66cb1d3bd5a1fda59c4fded1bd02","width":"2142","height":"1205"},{"img":"https://community-static.tradeup.com/news/494be5de6e1c5092c73e4228f1349e89","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/493988331372616","isVote":1,"tweetType":1,"viewCount":3948,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011022","authorIdStr":"10000000000011022"},"content":"AMD’s $1B DOE deal! Stable & strong.","text":"AMD’s $1B DOE deal! Stable & strong.","html":"AMD’s $1B DOE deal! Stable & strong."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":493961969546008,"gmtCreate":1761618826964,"gmtModify":1761645907683,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Qualcomm's AI Gambit: A New 'Call Option' for Growth? <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;stock surged 11% following the announcement of its new data center AI strategy. The move signals a significant acceleration of its AI ambitions, pulling the timeline forward from previous management guidance which, tied to the ~$2.4 billion Alphawave acquisition (set to close in 2026), had targeted FY2028 for entering the data center CPU and AI inference market. This unexpected acceleration signaled strong investor buy-in. The news also provided a significant lift to ecosystem partner&nbsp;<a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; , which saw its shares close up 4.65% as investo","listText":"Qualcomm's AI Gambit: A New 'Call Option' for Growth? <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;stock surged 11% following the announcement of its new data center AI strategy. The move signals a significant acceleration of its AI ambitions, pulling the timeline forward from previous management guidance which, tied to the ~$2.4 billion Alphawave acquisition (set to close in 2026), had targeted FY2028 for entering the data center CPU and AI inference market. This unexpected acceleration signaled strong investor buy-in. The news also provided a significant lift to ecosystem partner&nbsp;<a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; , which saw its shares close up 4.65% as investo","text":"Qualcomm's AI Gambit: A New 'Call Option' for Growth? $Qualcomm(QCOM)$ stock surged 11% following the announcement of its new data center AI strategy. The move signals a significant acceleration of its AI ambitions, pulling the timeline forward from previous management guidance which, tied to the ~$2.4 billion Alphawave acquisition (set to close in 2026), had targeted FY2028 for entering the data center CPU and AI inference market. This unexpected acceleration signaled strong investor buy-in. The news also provided a significant lift to ecosystem partner $Arm Holdings(ARM)$ , which saw its shares close up 4.65% as investo","images":[{"img":"https://community-static.tradeup.com/news/04b85ce1ba8568d3c5687b25c8a1d7b2","width":"1080","height":"603"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/493961969546008","isVote":1,"tweetType":1,"viewCount":3942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011022","authorIdStr":"10000000000011022"},"content":"$0.47 EPS boost,buy now!","text":"$0.47 EPS boost,buy now!","html":"$0.47 EPS boost,buy now!"},{"author":{"id":"9000000000000724","authorId":"9000000000000724","name":"AgathaHume","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000724","authorIdStr":"9000000000000724"},"content":"Amazing insights, truly exciting times ahead! [Wow]","text":"Amazing insights, truly exciting times ahead! [Wow]","html":"Amazing insights, truly exciting times ahead! [Wow]"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":493611743433624,"gmtCreate":1761533316844,"gmtModify":1761533327026,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"AMD's Epic Surge: Supermicro Alliance Sparks Fierce AI Showdown with Nvidia!","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Buckle up, investors—AMD is roaring back into the spotlight with a powerhouse partnership that's shaking up the data center world. Supermicro just unveiled its game-changing 6U MicroBlade system, cramming up to 160 servers and 16 Ethernet switches into a single 48U rack, all fueled by AMD's EPYC 4005 processors. This beast delivers ultra-high density, slashing energy use by 30%, cutting cabling by 95%, and shrinking space needs by 70%—perfect for cloud giants hungry for efficient AI se","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Buckle up, investors—AMD is roaring back into the spotlight with a powerhouse partnership that's shaking up the data center world. Supermicro just unveiled its game-changing 6U MicroBlade system, cramming up to 160 servers and 16 Ethernet switches into a single 48U rack, all fueled by AMD's EPYC 4005 processors. This beast delivers ultra-high density, slashing energy use by 30%, cutting cabling by 95%, and shrinking space needs by 70%—perfect for cloud giants hungry for efficient AI se","text":"$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Buckle up, investors—AMD is roaring back into the spotlight with a powerhouse partnership that's shaking up the data center world. Supermicro just unveiled its game-changing 6U MicroBlade system, cramming up to 160 servers and 16 Ethernet switches into a single 48U rack, all fueled by AMD's EPYC 4005 processors. This beast delivers ultra-high density, slashing energy use by 30%, cutting cabling by 95%, and shrinking space needs by 70%—perfect for cloud giants hungry for efficient AI se","images":[{"img":"https://community-static.tradeup.com/news/20ffd4f5f601a9768d0b56a5a27ca442","width":"750","height":"406"},{"img":"https://community-static.tradeup.com/news/852c39e68b95a840a9254fe8a010e8b2","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/d30fe8908590c51f5b772f939fdd9510","width":"1260","height":"840"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493611743433624","isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0}]}

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