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B. Wait — I'd rather buy at a better price. AMD's results are impressive, but a great earnings report does not automatically make a stock a great entry. The bigger story is not simply that data-center revenue surged 97% to $8.5 billion. AMD is gradually positioning itself as a credible alternative to Nvidia across the AI infrastructure ecosystem. Management's $17 billion Q4 revenue forecast and expectation of over 80% revenue growth in 2027 suggest that demand is accelerating rather than fading. However, execution risks, Nvidia's competitive advantage and valuation still deserve attention. My strategy is to avoid chasing the initial excitement. I would rather wait for profit-taking or a technical pullback before considering an entry. Strong companies deserve attention, but even great compa

I would choose B and wait for a pullback rather than chase $Advanced Micro Devices(AMD)$ after the strong earnings reaction. The 97% growth in data-center revenue and impressive 2027 outlook are encouraging, but the market has already priced in some of these expectations. I remain optimistic about AMD’s long-term potential, especially with Helios entering production and more major cloud customers adopting its AI solutions. However, $NVIDIA(NVDA)$ still has a strong competitive advantage through its CUDA ecosystem and established AI infrastructure. My strategy is to stay patient and watch for a healthier entry point aroun

yes

My prediction: The Nasdaq Composite will finish the week up approximately 0.8%, with a Friday closing price around 25,365. After last week's sharp tech selloff, I think some bargain hunting could emerge, particularly if AMD, Qualcomm and Arm deliver solid earnings. However, the market needs more than impressive revenue growth. Investors increasingly want proof that massive AI investments are translating into sustainable profits and stronger cash flows. The midterm elections could create short-term volatility, while Friday's jobs report may influence expectations for the Fed's next move. My view is that technology stocks could experience a relief rally, but the upside may remain limited by high valuations and uncertainty surrounding AI spending. I'm cautiously bullish, but not aggressively

Palantir ($PLTR, -3.0% AH) has the cleanest setup to rebound quickly. The drop is a knee-jerk reaction to a minor metric, not business weakness. Palantir ($PLTR) The Drivers: Revenue surged 96% YoY, proving massive AI demand. The Pullback: Down 3.0% AH on slowed U.S. commercial contract growth—a metric that naturally fluctuates quarterly. Buyers will likely absorb this dip fast. Apple ($AAPL) The Pullback: Down 2.8% AH. The Bottleneck: Strong iPhone sales couldn't hide shrinking margins and slower Services growth, capping upside short term. Estée Lauder ($EL) The Pullback: Down 4.1% after erasing early gains. The Bottleneck: Investors demand multi quarter proof of turnaround before stepping back in. Bottom Line: PLTR offers the fastest bounce potential, while AAPL and EL fac

My pick is Apple (AAPL) for the earliest rebound, followed by Estée Lauder (EL), while Palantir (PLTR) may need longer to regain momentum. The key difference is the nature of their problems. Apple's weakness is largely a cost issue, not a demand collapse. iPhone revenue grew 17%, and its ecosystem remains a powerful earnings engine. Memory inflation is a margin headwind, but potentially temporary. Estée Lauder offers an interesting recovery opportunity. China's 9% organic sales growth and upgraded guidance suggest its turnaround is gaining traction. However, sustainable growth still needs confirmation. Palantir is more complicated. Its 96% revenue growth is exceptional, but exceptional businesses are not automatically attractive at 150 times earnings. Contract momentum and valuation remai

NVIDIA remains the dominant beneficiary of the global AI infrastructure buildout, with demand for accelerated computing continuing to drive exceptional growth. Q2 FY2027 revenue reached $96.2 billion, up 106% YoY, while Data Center revenue grew 117% to $89.0 billion, reflecting continued investment by hyperscalers and AI labs. Blackwell remains the key near-term growth engine, while the upcoming Vera Rubin platform provides the next major product-cycle catalyst as AI models become increasingly compute-intensive. NVIDIA also benefits from a strong competitive moat spanning its GPUs, CUDA software ecosystem and networking products. However, the stock’s strong performance means expectations are increasingly demanding, leaving it sensitive to any slowdown in AI capex or evidence of weaker retu

Apple, Mag 7 material will last

I still deeply believe in Google's unbeatable wide moat. YouTube, Google cloud, Android, Ads, TPU, Google Search, Google maps..... plus Waymo n others bets. Down times is for you to collect, not to sell.

SK Hynix confirms the demand side. It doesn't tell you much about what's priced in. SanDisk is a NAND pure play, and Hynix is shifting capacity toward HBM, which tightens NAND supply and helps SanDisk's pricing. But the stock has already run hard on that story and NAND has always been the most commodity-like corner of memory. I'm bullish on the cycle, cautious on the multiple. The key question is how much of next year's volume is locked in under long-term contracts versus exposed to spot pricing. Until supply catches up, the cycle can keep going. The risk is that every major producer adds capacity at the same time, and that's usually when pricing turns.

Amazon reported AWS’s fastest expansion in nearly five years, but its shares fell as capital spending drove free cash flow deeply negative. Intel’s quarterly profit beat was overwhelmed by a weak forecast. Sandisk also slipped despite strong earnings and an 8-for-1 stock split announcement. Reddit plunged on slowing search traffic, while Eli Lilly rallied as demand for its weight-loss drugs continued to surge

Successful investing requires patience, discipline, and careful research. Diversifying investments and managing risks are essential for achieving consistent long-term financial growth.

A for Amazon. it is a good company, just that recent Capex is very high due to investment in AI infrastructure. It's future contracts are promising, believe it turn to positive free cash flow in 2027.

I guess what really matters is still fundamentals and FCFF, when the hype runs out it’s important to follow the money.

Whois next .. hopefully sg market growth