To The Moon

The volatility right now is wild—SOXL swinging +16% just a week after a massive selloff shows how fast sentiment flips. If you look at the fundamental upside vs the current technical momentum, are you chasing the breakout here or playing it safe? Crazy day for semiconductors. AMD leads the rally up almost 7% on the back of macro news and a fresh Buy upgrade from Citi. They are heavily backing AMD's MI accelerators to capture more GPU market share.

If you mean roughly Micron up to US$1,000/share and SanDisk up to US$2,000/share, that would imply extraordinary gains from current levels and would require a very different earnings profile from today's industry. Memory is in a strong cycle The bullish case is based on: AI servers driving unprecedented demand for HBM and DRAM Memory supply remaining disciplined NAND inventories largely normalised Data centre spending still growing rapidly Key beneficiaries include Micron Technology and SanDisk. What would justify those prices? For Micron: A share price of US$1,000 would likely require earnings to be many times higher than current cycle peaks. Even assuming a premium AI multiple, Micron would need to become one of the world's largest semiconductor profit generators, approaching the scale o

The stock market allows investors to buy and sell shares in publicly traded companies. Share prices move based on factors such as company results, economic data, and market activity. Investors use the stock market for various purposes, including long-term investing, income generation, and diversification. Market conditions can change over time, and investment values may rise or fall.

🔥 AMD Leads the Chip Rebound: The Engineering-Driven GPU Play Advanced Micro Devices ($AMD) just delivered a masterclass in high-beta outperformance, surging an impressive 6.98% to lead the semiconductor sector higher. While the immediate catalyst was a macro risk-on shift following the U.S.-Iran agreement, the structural undercurrent driving this breakout is firmly rooted in the engineering trenches. Citi officially upgraded AMD to a Buy, labeling the company an "emerging force" in the GPU market. But looking past the headline price action and broad sector whiplash (with $SOXL jumping 16%), the real validation for AMD's MI-series is happening at the infrastructure level: The Fine-Tuning Advantage: As enterprise AI matures, the heavy lifting is shifting from raw foundational training towar

Good afternoon any intro 

Wall Street remains highly optimistic, with a consensus "Strong Buy" rating from a majority of analysts and high price targets stretching between $579 and $665. Not only this, AMD has been one of the best performers in semiconductor industry. 🤓

If you mean roughly Micron up to US$1,000/share and SanDisk up to US$2,000/share, that would imply extraordinary gains from current levels and would require a very different earnings profile from today's industry. Memory is in a strong cycle The bullish case is based on: AI servers driving unprecedented demand for HBM and DRAM Memory supply remaining disciplined NAND inventories largely normalised Data centre spending still growing rapidly Key beneficiaries include Micron Technology and SanDisk. What would justify those prices? For Micron: A share price of US$1,000 would likely require earnings to be many times higher than current cycle peaks. Even assuming a premium AI multiple, Micron would need to become one of the world's largest semiconductor profit generators, approaching the scale o

The volatility right now is wild—SOXL swinging +16% just a week after a massive selloff shows how fast sentiment flips. If you look at the fundamental upside vs the current technical momentum, are you chasing the breakout here or playing it safe? Crazy day for semiconductors. AMD leads the rally up almost 7% on the back of macro news and a fresh Buy upgrade from Citi. They are heavily backing AMD's MI accelerators to capture more GPU market share.

🔥 AMD Leads the Chip Rebound: The Engineering-Driven GPU Play Advanced Micro Devices ($AMD) just delivered a masterclass in high-beta outperformance, surging an impressive 6.98% to lead the semiconductor sector higher. While the immediate catalyst was a macro risk-on shift following the U.S.-Iran agreement, the structural undercurrent driving this breakout is firmly rooted in the engineering trenches. Citi officially upgraded AMD to a Buy, labeling the company an "emerging force" in the GPU market. But looking past the headline price action and broad sector whiplash (with $SOXL jumping 16%), the real validation for AMD's MI-series is happening at the infrastructure level: The Fine-Tuning Advantage: As enterprise AI matures, the heavy lifting is shifting from raw foundational training towar

The stock market allows investors to buy and sell shares in publicly traded companies. Share prices move based on factors such as company results, economic data, and market activity. Investors use the stock market for various purposes, including long-term investing, income generation, and diversification. Market conditions can change over time, and investment values may rise or fall.

Good afternoon any intro 

Wall Street remains highly optimistic, with a consensus "Strong Buy" rating from a majority of analysts and high price targets stretching between $579 and $665. Not only this, AMD has been one of the best performers in semiconductor industry. 🤓