$Advanced Micro Devices(AMD)$ It seems pretty clear they are still applying heavy pressure here. Without that deliberate suppression, my guess is we would be at least around 550 by now. But that is okay, because this is usually what sets up those oversized, wild rally days later on. Just need to stay patient, the move is coming.
$SUPER MICRO COMPUTER INC(SMCI)$ The market disrespect here is getting a bit ridiculous when you look at the latest earnings numbers. Q4 revenue came in at $12.68B, up 138% YoY. FY26 revenue is tracking around $40B, up 82% YoY. Non-GAAP gross margin sits at 17.1%. They pulled in over $60B of new orders during Q4, finished with a record year-end backlog, and the FY27 revenue outlook is at least $72B. That $72B outlook represents roughly 80% growth from an already enormous FY26 revenue base. And now management is getting directly in front of institutional investors at Oppenheimer, Citi and Goldman Sachs. Bears are still trading the old story. I'm trading the numbers and the forward trajectory. If Wall Street finally rerates SMCI and shorts star
$SPDR S&P 500 ETF Trust(SPY)$ The broader market is in its second day of consolidation. AI, semiconductors, memory, and data-center infrastructure names are all taking a breather after a strong run. This kind of pause usually shakes out late bulls and weak hands, and lets the market reset before the next leg. I'm not chasing here, just watching the setup. $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ The next move could come fast. I'd rather be ready before momentum returns than end up as the
$Advanced Micro Devices(AMD)$ It tends to run up about two weeks after the quarterly report, just like it has in previous cycles. The usual pattern is a push down, accumulation, then a move higher. I'm holding shares with a cost basis of $68 and that's what I'm watching for.
$Advanced Micro Devices(AMD)$ The foundation looks solid now, so we can start moving higher. If Lisa drops some new developments, things could really take off. The Taalas acquisition sounds like it could pay off in a big way.
$Advanced Micro Devices(AMD)$ AMD trading at $489.28, down 11.37%. The company is broadening its reach beyond GPUs by acquiring specialized AI inference silicon pioneer Taalas, deepening its push into dedicated inference hardware to capture surging AI demand. I'm watching the technical pullbacks near support for opportunities to scale in, and there's a structural resistance breakout in play too.
$Advanced Micro Devices(AMD)$ Even when it was at its all-time high a while back, AMD still wasn't trading at fair value for just the CPU business alone, in my view.
$Advanced Micro Devices(AMD)$ Shareholders might be overlooking what could turn out to be the biggest growth acceleration phase yet. Q4 looks like it could become a major inflection point, with AI accelerator demand ramping and revenue growth potentially entering a new phase. The recent pullback has created some debate, but valuation is what matters here. AMD is currently trading around roughly 20x P/S, 4–6x forward P/S, and 13–17x forward P/E. The bigger question is how much lower AMD can go if it continues gaining share in AI. The bull case centers on strong CPU leadership, a growing GPU opportunity, the ROCm ecosystem closing the gap with CUDA, and increasing adoption from AI labs, hyperscalers, and developers. The AI race won't have only o
$Amazon.com(AMZN)$ A lot of people are wondering if we see $270+ tomorrow—honestly, I think that's quite likely. Today was a fun ride. For those shorting names like $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ , here's a suggestion: study the book more carefully, focus on revenue and earnings growth, and how cash flow is actually generated. On the FCF and capex debate—some of the smartest companies with the strongest balance sheets are choosing to invest aggressively in equipment, data centers, and long-term assets right now instead of just paying dividends or buying back stoc