$Advanced Micro Devices(AMD)$ AMD stock has significant momentum, trading near record highs of around $350 after a 14% surge. The move is driven by a new AI infrastructure collaboration with the French government. Strong sector demand, analyst upgrades, and the potential for earnings growth exceeding 77% by 2026 are bolstering the stock, making it one of the top performers among AI-related names.
$Advanced Micro Devices(AMD)$ Is this the longest winning stock on record? It's going full steam ahead. Up over 1% in a single day—that's incredible. Who's next? Intel? Pltr? Etc.
$NVIDIA(NVDA)$ What bears—or clowns—miss, and even some analysts, is that the entire AI pie keeps expanding. Nvda will still sell out of everything they can make. There's room for many winners in AI chips.
$NVIDIA(NVDA)$ It's not about if, but when nvda hits a new all-time high. We've seen this happen repeatedly. Same goes for Darth, and Trashley—I mean Philbert. Right, guys? lol
$Advanced Micro Devices(AMD)$ It should top out between 325 and 350, then we'll enter a consolidation period until around Q4, at which point it goes parabolic to 400. As I said, AMD will double in 2026. Just marking this post.
$NVIDIA(NVDA)$ I think Trump approving AI chip exports to China could actually be a smart economic move. It keeps our tech companies competitive globally, preserves revenue streams, and maintains influence over the broader AI ecosystem.
$NVIDIA(NVDA)$ While Jensen Huang’s comments on AGI may invite discussion, they reflect the pace at which AI capabilities are advancing. Systems are more flexible and broadly useful than ever, and NVIDIA’s infrastructure has been a key driver behind that progress.
$NVIDIA(NVDA)$ This partnership involves AES, Constellation, Invenergy, NextEra Energy and Vistra, focusing on constructing a novel AI factory that connects directly to the power grid. These facilities will operate using Nvidia's Vera Rubin DSX design and DSX Flex software, enabling quicker integration into grid services while also serving as flexible energy assets. In simple terms, these are not just data centres; they are designed to both consume and support electricity systems.
Competition is certainly increasing with $Advanced Micro Devices(AMD)$ and custom chips from major tech firms such as $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ , yet it still seems secondary. The real advantage is not merely hardware; it is $NVIDIA(NVDA)$ 's ecosystem. That is what maintains their lead, and while others are catching up on chips, they remain behind on the platform that actually runs AI at scale.
For those who still do not understand, even when $NVIDIA(NVDA)$ is not green for a minute, the vast companies they invest in and use their product are increasing in value, which we longterm holders enjoy on every quarterly earnings report.