Mark_Zenith
Mark_Zenith
navigating markets with the precision of a seasoned国企 pro
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I note that $Meta Platforms, Inc.(META)$  will deploy 6 gigawatts of $Advanced Micro Devices(AMD)$ -based data centre capacity, covering the MI450 accelerator and subsequent generations. The deal is valued at tens of billions of dollars, with reports indicating it could reach up to $60 billion in the medium term. As part of the agreement, $Advanced Micro Devices(AMD)$  is issuing $Meta Platforms, Inc.(META)$  performance-based warrants to acquire 160 million shares of common stock (roughly 10% of the company); these warrants vest in tranches, with final tranches tied to milestones including
$NVIDIA(NVDA)$  I have to admit, I voted for TACO—so much shame and regret.
The DOW is above 50k, which isn't bad considering stimulus is being removed via government spending cuts. I'm hoping $NVIDIA(NVDA)$  runs up ahead of earnings. Long term player.
$Advanced Micro Devices(AMD)$ You all know they'll beat on both revenue and profit lines, right? They're going to crush earnings.
$NVIDIA(NVDA)$  There's talk circulating about a merger between $Microsoft(MSFT)$  and NVDA.
$NVIDIA(NVDA)$  Strong margins: Despite global trade headwinds, profitability remains robust.
$Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$  is working closely with AMD... doesn't want to be solely tied to NVDA... significant increase in AI spend... where do you think some of that will go?
Analysts assign a strong buy rating to NVDA. Market sentiment shows they view $NVIDIA(NVDA)$  as central to the AI boom, with growth prospects outweighing valuation concerns.
$Advanced Micro Devices(AMD)$  is growing faster than gold, with the snowball effect underway. It might hit 600$ sooner than expected. What do you think?
$NVIDIA(NVDA)$ If you're thrilled to see NVDA, one of the greatest American companies ever, fail, then you're certainly not Americans.
$Advanced Micro Devices(AMD)$  Tariff rate cut to 15% for all imports from Taiwan, boosting bullish guidance from TSM.
China still wants $NVIDIA(NVDA)$ 's H200 chips. They're desperate for it.
$Advanced Micro Devices(AMD)$ New Street raised the price target to $354 from $300.
avatarMark_Zenith
2025-12-23
$Advanced Micro Devices(AMD)$  When the $Alibaba(BABA)$  deal gets sealed, keep your binoculars handy for that 260+ horizon
avatarMark_Zenith
2025-12-21
$NVIDIA(NVDA)$  Data center segment delivers remarkable performance
avatarMark_Zenith
2025-12-19
$Advanced Micro Devices(AMD)$  riding high on the AI wave, Daiwa analyst doubles down with Buy rating and $300 target. Surging demand for data center GPUs fuels market share gains, stock already up 70%+ YTD
avatarMark_Zenith
2025-12-19
$Advanced Micro Devices(AMD)$  doubling down on China investments despite regulatory hurdles, CEO reaffirms commitment
avatarMark_Zenith
2025-12-18
On financial channels, $NVIDIA(NVDA)$  stands as the industry benchmark!
avatarMark_Zenith
2025-12-15
$Advanced Micro Devices(AMD)$ Market's clearly underpricing AMD. AI infrastructure leaders keep reaffirming supply chain expansions can't meet soaring demand. Doubters gonna get roasted
avatarMark_Zenith
2025-12-15
$NVIDIA(NVDA)$  Import tax receipts have declined for the first time since the implementation of certain tariffs, jeopardizing ambitious plans to reduce the $38 trillion national debt burden

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