glimzy
glimzy
Only bullish vibes, chasing the dream
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avatarglimzy
02-25 05:41
$Advanced Micro Devices(AMD)$ If MI chips keep gaining share, this could run again.
avatarglimzy
02-25
What makes $NVIDIA(NVDA)$  hard to replace isn’t just GPU performance. It’s the integration with memory, networking, CUDA tooling, and hyperscaler architecture. That ecosystem lock-in doesn’t disappear in the short term.
avatarglimzy
02-24
$Advanced Micro Devices(AMD)$  Alright, everyone, calm down a bit and don't overreact. Oh dear, what a group of lightweight individuals! Markets fluctuate, stocks fluctuate. If you can't handle the pressure, then step away. Go ahead and secure your 3% return, sleep soundly, but watch inflation erode your wealth until you're broke. If you never take risks in life, you'll never achieve anything. Be brave!
avatarglimzy
02-12
$Advanced Micro Devices(AMD)$ All the money heading into memory stocks does not make a lot of sense to me, but folks are chasing $Micron Technology(MU)$ , $Western Digital(WDC)$ , and the like.
avatarglimzy
02-11
$NVIDIA(NVDA)$  The frustrating aspect is the uncertainty. If the US wants security, that's fine, but it should set clear KYC/end-use rules and move forward. It's the 'pending review' limbo that unsettles customers and investors.
avatarglimzy
02-03
What's happening with $NVIDIA(NVDA)$ ? The whole stock market is up over 500 points, but we're down $5.5. Is it all because OpenAI might not get $100 billion? OpenAI should be down. $NVIDIA(NVDA)$  is the company with the $100 billion opportunity. They will get something. Why should $NVIDIA(NVDA)$  suffer? We should be in the high $190s. $Micron Technology(MU)$  and San Disk are hitting all-time highs. I hope $Advanced Micro Devices(AMD)$  performs exceptionally well. If not, we will sink further.
avatarglimzy
02-02
$NVIDIA(NVDA)$  might cancel its 100B deal with OpenAI. OpenAI has openly stated they plan to standardise on $NVIDIA(NVDA)$  for training and $Advanced Micro Devices(AMD)$  for inference. Jensen is reportedly angry. This is strange because he has publicly claimed that $Advanced Micro Devices(AMD)$ 's chips have no real value even when free. What is he worried about?
avatarglimzy
01-29
$NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Capex $115-135 Billion vs estimates $110Billion
avatarglimzy
01-20
$Advanced Micro Devices(AMD)$ Wells Fargo analyst reaffirmed Overweight rating on the stock with $345.00 price target
avatarglimzy
01-20
$NVIDIA(NVDA)$  investment over speculation, long-term patience over short-term action
avatarglimzy
01-16
$NVIDIA(NVDA)$ Raking it in while bears and trolls whine. Man, I adore this stock.
avatarglimzy
01-14
$NVIDIA(NVDA)$ Really happy for that guy in the leather jacket. Keep up the excellent work, my friend. We bulls appreciate it.
avatarglimzy
01-13
$Advanced Micro Devices(AMD)$  This wonderful business remains super cheap, and I see plenty of room for upside.
avatarglimzy
01-07
Honestly, what's the fuss about a minor pullback? Reckon folks without discipline, patience or long-term vision ought to steer clear of equities. My $Applied Materials(AMAT)$  and $Advanced Micro Devices(AMD)$  positions were initiated below $17, rode them to nearly $300 with wild swings throughout. Same strategy with $Meta Platforms, Inc.(META)$  and AAPL. So long as portfolio holdings chart upward trajectories, occasional dips matter little. Trust your research, persevere for the harvest.
avatarglimzy
2025-12-31
Per Reuters, $NVIDIA(NVDA)$  received orders from China for 2,000,000 H200 units but has only 700,000 available. $NVIDIA(NVDA)$  is working with $Taiwan Semiconductor Manufacturing(TSM)$  and other suppliers to secure additional supply. This is huge!
avatarglimzy
2025-12-25
$NVIDIA(NVDA)$  is reportedly halting testing of $Intel(INTC)$ 's 18A process due to concerns over maturity, commercial viability, and yield rates. $NVIDIA(NVDA)$  prioritises established, high-yield partners like $Taiwan Semiconductor Manufacturing(TSM)$  to ensure delivery schedules and performance targets for its in-demand AI chips. However, this does not mean an end to collaboration; $NVIDIA(NVDA)$  will insist on focusing on proven, high-quality processes until 18A meets required standards.
avatarglimzy
2025-12-24
$Advanced Micro Devices(AMD)$  Shorts sweating bullets over $Alibaba(BABA)$ 's latest move, margin calls incoming
avatarglimzy
2025-12-23
$Advanced Micro Devices(AMD)$ This $Alibaba(BABA)$  deal seems poised to propel the stock toward the $250 mark
avatarglimzy
2025-12-22
$Advanced Micro Devices(AMD)$ The AI powerhouse just rolled out its multi-year roadmap, and the growth trajectory in artificial intelligence appears particularly noteworthy
avatarglimzy
2025-12-21
$NVIDIA(NVDA)$ 's growth trajectory remains unstoppable. Industry projections indicate global data center capital expenditures are poised for exponential expansion, potentially reaching multi-trillion dollar levels within the coming years. This seismic industry growth solidifies $NVIDIA(NVDA)$ 's position as the crown jewel among tech titans.

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