• NewbieCKNewbieCK
      ·07-22
      Definitely a buy and full of potential as compared with NVIDIA 
      789Comment
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    • ChoprazChopraz
      ·07-22
      What your opinion guys? 
      925Comment
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    • ChoprazChopraz
      ·07-22
      What's your opinion guys
      973Comment
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    • AqaAqa
      ·07-21
      As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks @Tiger_comments @icycrystal
      938Comment
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    • SPACE ROCKETSPACE ROCKET
      ·07-19
      Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.
      1.03KComment
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    • AN88AN88
      ·07-18
      Yes still a good buy
      951Comment
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    • koolgalkoolgal
      ·07-18
      🌟🌟🌟With Nvidia $NVIDIA(NVDA)$ blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ are forever in its shadow.  But the reality is more nuanced and more exciting. Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down. AMD is gaining traction in AI inference where performance per watt may matter more than volume.  It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.  It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad
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    • xc__xc__
      ·07-17

      AMD’s China Surge: Your Second Chance at the AI Chip Boom?

      Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br
      1.13KComment
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      AMD’s China Surge: Your Second Chance at the AI Chip Boom?
    • Star in the SkyStar in the Sky
      ·07-17
      Yes, I believe AMD and Broadcom will slowly match up Nvidia gains
      970Comment
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    • ToNiToNi
      ·07-17
      Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com
      1.22KComment
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    • AN88AN88
      ·07-17
      Yes it's a good company 
      755Comment
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    • AN88AN88
      ·07-17
      nah doubt they can catch up
      737Comment
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    • ECLCECLC
      ·07-17
      Probably still a buy with surge in AI demand.
      1.06KComment
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    • TheStrategistTheStrategist
      ·07-16
      wow
      1.40KComment
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    • ShyonShyon
      ·07-16
      I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and
      1.47KComment
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    • 1PC1PC
      ·07-16
      Replying to @highhand:Big Bro NVDA said follow me 🚀🚀🚀. 2nd Bro & 3rd Bro. AVGO & AMD sure has to follow up [Chuckle] [Chuckle] [Chuckle].... overtake Big Bro. [Evil] not now [LOL]... @JC888 @Barcode @Shernice軒嬣 2000 @yourcelesttyy @koolgal @Shyon //
      1.03KComment
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    • Guava123Guava123
      ·07-16
      Yes is definitely still a BUY 
      1.13KComment
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    • JackosenJackosen
      ·07-16
      I believe big companies will have 1-2 alternative sources so other chip companies like amd and broadcom still have some rooms. Those mid and lower tier companies with smaller budget may also opt for non Nvidia solutions so the market is still profitable for other chip providers.
      624Comment
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    • MyrttleMyrttle
      ·07-16
      $NVIDIA(NVDA)$ has such a large advantage over$Advanced Micro Devices(AMD)$ in chip power that I don’t think AMD will be able to overcome it any time soon
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    • icycrystalicycrystal
      ·07-16
       @nomadic_m @rL @Universe宇宙 @HelenJanet @LMSunshine @GoodLife99 @Shyon @Aqa @SPACE ROCKET @koolgal Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there are 15 valid oc
      1.33KComment
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    • xc__xc__
      ·07-17

      AMD’s China Surge: Your Second Chance at the AI Chip Boom?

      Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br
      1.13KComment
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      AMD’s China Surge: Your Second Chance at the AI Chip Boom?
    • Semi_DigSemi_Dig
      ·07-16

      Q225 Beats, Weak 2026 Outlook Drops ASML

      Just now, $ASML Holding NV(ASML)$ released its Q2 report. The results were good — both revenue and profit exceeded analysts’ expectations:”Data from bloomberg, data as of July 15th 2025However, due to uncertainties brought by the macroeconomic environment and geopolitical factors, management expressed caution about growth next year. In the previous quarter, management had expected both this year and next year to be years of growth.Comparing the two, it’s clear that management’s confidence for next year has declined!As a result, $ASML Holding NV(ASML)$ ’s stock plunged nearly 8% in pre-market trading:Premarket of July 16th 2025Specifically, ASML’s Q2 revenue was €7.69 billion, a year-over-year increase of
      14.11KComment
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      Q225 Beats, Weak 2026 Outlook Drops ASML
    • xc__xc__
      ·07-16

      AMD’s China Comeback: Your Second Shot at the AI Chip Boom?

      Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is back in the spotlight, surging 6% to $185.50 after announcing it will resume sales of its MI308 AI chips to China following U.S. government approval. This move, mirroring Nvidia’s recent China sales greenlight, could unlock billions in revenue for AMD, making it a prime pick for investors who missed Nvidia’s meteoric rise to a $4 trillion market cap. With the semiconductor sector riding a wave of AI and automotive demand, the question is: Is AMD still a buy, and which other stocks in AI, auto, and China’s chip market offer the best upside? This report dives into AMD’s rally, its growth potential, and top alternatives in AI, auto, and China’s chip sector, with strategic investment approache
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      AMD’s China Comeback: Your Second Shot at the AI Chip Boom?
    • xc__xc__
      ·07-11

      Chip Underdogs Rising: Can AMD, ON, STM, and NXPI Outshine Nvidia?

      The semiconductor sector is buzzing, with second-tier players like Advanced Micro Devices (AMD), ON Semiconductor (ON), STMicroelectronics (STM), and NXP Semiconductors (NXPI) stealing the spotlight. AMD surged 4%, ON gained 3.03%, STM rose 3.66%, and NXPI climbed 1.2% in recent trading, outpacing Nvidia’s year-to-date struggles. Investors are betting that if Nvidia’s market cap rockets to $5-$6 trillion, these underdogs—yet to hit new highs—could double in price, driven by their exposure to AI, automotive, and IoT markets. With more attractive valuations and growing momentum, are these second-tier chip stocks the next big winners? This report dives into their recent performance, growth potential, and strategic investment approaches to capitalize on this opportunity while managing risks. W
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      Chip Underdogs Rising: Can AMD, ON, STM, and NXPI Outshine Nvidia?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·07-11

      Big-Tech Weekly: GS Analyst Jumps Into the $4T NVDA; MSFT Lays Off to Heat Up To The Club

      Big-Tech’s PerformanceMacro Headlines This Week: Tariff Escalation? Fed Divided; U.S. Markets Enter Structural RotationTariff Escalation:Early this week, Donald Trump announced new tariffs ranging from 25% to 40% on goods from countries including Japan, South Korea, Malaysia, and South Africa. The announcement on July 7 triggered immediate market panic. On July 9, Trump expanded the global trade war further by imposing a 50% tariff on Brazilian goods and planning a similar 50% tax on copper, set to take effect on August 1. While long-term impacts remain uncertain, copper prices surged in the short term, boosting related mining and metal stocks. Data suggests that uncertainty from this cross-border trade war is gradually seeping into corporate earnings and consumer costs.Federal Reserve Div
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      Big-Tech Weekly: GS Analyst Jumps Into the $4T NVDA; MSFT Lays Off to Heat Up To The Club
    • Mickey082024Mickey082024
      ·07-16

      AMD on the Rise: Can It Close the Gap With Nvidia — and Should You Buy?

      $Advanced Micro Devices(AMD)$ For investors who missed out on Nvidia’s meteoric rally over the past two years, the question now looming large is whether Advanced Micro Devices (AMD) still offers a viable second chance to ride the artificial intelligence (AI) revolution. Nvidia’s shares have more than tripled since early 2023, fueled by an insatiable global appetite for AI chips and data center GPUs. Meanwhile, AMD has also benefited from the AI boom — albeit to a lesser extent — leaving it in Nvidia’s considerable shadow. But with AMD rolling out its own AI-focused hardware and promising roadmaps, many investors are asking: Is it too late for AMD to catch up? And does the stock still offer a compelling opportunity at today’s prices? This article ex
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      AMD on the Rise: Can It Close the Gap With Nvidia — and Should You Buy?
    • Mickey082024Mickey082024
      ·07-11

      Beyond the Giants: AMD, ON, and the Case for Second-Tier Semiconductor Upside

      $Advanced Micro Devices(AMD)$ $ON Semiconductor(ON)$ The semiconductor industry has long been dominated by a handful of giants — Intel, TSMC, Samsung, and NVIDIA — whose names have become synonymous with technological leadership and stock market performance. But in the shadows of these industry titans, a new class of "second-tier" semiconductor stocks is starting to shine. Companies like Advanced Micro Devices (AMD) and ON Semiconductor (ON) have proven in recent quarters that they can outperform expectations, innovate aggressively, and deliver significant shareholder returns. As markets recalibrate after a volatile 2024 marked by cyclical downturns, supply chain normalization, and a massive AI-driven rally,
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      Beyond the Giants: AMD, ON, and the Case for Second-Tier Semiconductor Upside
    • WeChatsWeChats
      ·07-11
      🚀 AMD, ON Take Off: Second-Tier Semi Stocks = More Upsides? Wall Street may still be obsessed with NVIDIA $NVIDIA(NVDA)$   — but second-tier chipmakers just pulled off something quietly impressive. In recent weeks, $Advanced Micro Devices(AMD)$  , $ON Semiconductor(ON)$  , $STMicroelectronics NV(STM)$  , and $NPXI have all seen bullish breakouts. These aren't your trillion-dollar giants — they’re the hungry challengers. And the market is starting to take notice. Behind the scenes, a subtle rotation is underway. While NVIDIA ($NVDA) continues its breathtaking climb, investors are n
      1.42K2
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    • ToNiToNi
      ·07-17
      Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com
      1.22KComment
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    • DeoncDeonc
      ·07-15

      AMD Follows NVIDIA's Lead

      AMD Follows NVIDIA's Lead, Confirms MI308 Chip Export Resumption to China $Advanced Micro Devices(AMD)$  $NVIDIA Corp(NVDA)$   Market Watcher 11 minutes ago Hot on the heels of NVIDIA's breakthrough, AMD has now confirmed it will resume exporting its cutting-edge MI308 artificial intelligence chips to the Chinese market. This strategic move comes mere hours after NVIDIA secured U.S. government approval for its H20 chip sales in China, signaling a seismic shift in Washington's technology export policies. AMD revealed to industry authority Tom's Hardware that its export license applications have advanced to the review phase, with confide
      964Comment
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      AMD Follows NVIDIA's Lead
    • Tiger_commentsTiger_comments
      ·07-16

      Golden Cross Ahead! Can AMD & Broadcom Catch up Nvidia?

      $Advanced Micro Devices(AMD)$ surged from $133 to $155 in less than a week. Investors are once again enthusiastically calling for "AMD at least $300!"As the stock price rose, market sentiment also flipped. Criticism of AMD's stock for having weaker GPUs and software ecosystem compared to Nvidia has quieted down. On top of that, the company announced a large stock buyback and the Advancing AI event in June — this time, it really feels different! From a technical perspective, AMD is about to form a Golden Cross. Will history repeat itself? The last time AMD formed a Golden Cross (March 2023), the stock gained 14.13% in six months.Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there a
      19.59K19
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      Golden Cross Ahead! Can AMD & Broadcom Catch up Nvidia?
    • orsiriorsiri
      ·06-18

      AMD: A Snapback to the Future or Just a Short Circuit?

      With a GPU rally igniting the sector, AMD leads the charge—but can it really break $140, or are there more electrifying chip bets elsewhere? Let’s not beat around the silicon bush: $Advanced Micro Devices(AMD)$ just rallied nearly 9% and suddenly everyone's talking about a “snapback.” Piper Sandler says Q4 will be the bounce-back quarter for AMD’s GPU business, and that’s sent the stock to $127—its best stretch in weeks. So the question on every investor’s lips is this: is this rally different? And could AMD, still licking its wounds from a China-related $800 million charge, power past the elusive $140 price target? Spoiler alert—yes, it could. But should it? AMD stretches—then snaps back into the AI spotlight The Anatomy of a Snapback AMD’s streng
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      AMD: A Snapback to the Future or Just a Short Circuit?
    • orsiriorsiri
      ·06-27

      Micron’s Mega Memory Moment: Has the Chip Already Cashed In?

      MU crushes earnings, but with shares up 50% YTD, is it time to trade smart rather than dream big? Let’s start with the good news—Micron Technology just served up a sizzling quarter. Q3 FY25 revenue came in at a record $9.3 billion, comfortably beating the $8.87 billion expected and representing a 37% year-on-year jump. That’s not just good; that’s ‘grab-a-pint-and-toast-the-chips’ good. The market initially celebrated with a cheer (an 8% after-hours pop), but then, like a tech bro who realises the AI hype train might need brakes, it sobered up. Shares settled back down, closing 1% lower. Why? The rally’s real. But is gravity sharpening its pencil? Because this isn’t MU’s first rodeo. The stock has already surged nearly 50% this year, and if you’ve been holding since the bleak days near $61
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      Micron’s Mega Memory Moment: Has the Chip Already Cashed In?
    • Mickey082024Mickey082024
      ·06-27

      Micron’s Breakout Quarter: A Turning Point for the Semiconductor Cycle?

      $Micron Technology(MU)$ Micron Technology (NASDAQ: MU) delivered a blowout fiscal Q3 earnings report on June 25, 2025, one that has the potential to mark a major turning point—not just for the company, but possibly for the entire memory chip industry. For months, Micron bulls had been anticipating a resurgence in end-market demand, but actual data had remained mixed. That changed this week. Following the report, Micron stock rose several percentage points in after-hours trading, rewarding patient investors. The earnings came in well above expectations, and guidance for the next quarter was even stronger. But more than the numbers, the commentary from management signals that the worst may truly be behind us—and that Micron is set to capitalize on str
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      Micron’s Breakout Quarter: A Turning Point for the Semiconductor Cycle?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·06-26

      39% Gross Margin Rebound! Micron Rewrites Storage Rules in AI Era—Who’s Next?

      $Micron Technology(MU)$ Q3 FY2025 results for the quarter ended 5/2025 show that the company is benefiting significantly from AI-driven storage demand, with revenues and earnings exceeding expectations, and improvements in gross margin and operating income reflecting strong operational capabilities.Rapid growth in the data center business and sell-out of HBM underscore the company's competitive advantage in high-growth markets.Optimistic guidance for the fourth quarter further supports the potential for a valuation revaluation.Investors should keep an eye on Micron's continued expansion in the AI market, execution of its capex program, and potential industry cyclical risks.Overall, Micron's strategic positioning and financial performance make it a n
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      39% Gross Margin Rebound! Micron Rewrites Storage Rules in AI Era—Who’s Next?
    • xc__xc__
      ·06-18

      AMD & MU Ignite a Chip Frenzy: Can They Outpace Nvidia?

      $NVIDIA(NVDA)$ The semiconductor world is buzzing, and AMD $Advanced Micro Devices(AMD)$ and Micron (MU) $Micron Technology(MU)$ are stealing the spotlight, spearheading a red-hot rebound in chip stocks. After a rocky 2025 battered by trade woes and export limits, the tide is turning. Analysts at Piper Sandler dropped a bombshell note on Monday, predicting a “snapback” for AMD’s GPU business in Q4. They see the chipmaker powering through $800 million in China export-related charges by then, setting the stage for a breakout. But is this surge a new beast compared to past rallies? Will AMD blast past its $140 price target? And which chip stocks—AMD, Micron, or powerho
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      AMD & MU Ignite a Chip Frenzy: Can They Outpace Nvidia?
    • Elliottwave_ForecastElliottwave_Forecast
      ·07-16

      Advanced Micro Devices $AMD Soars 90% from Blue Box Area, With $154 Target Still Ahead

      Hello everyone! In today’s article, we’ll examine the recent performance of Advanced Micro Devices ($AMD) through the lens of Elliott Wave Theory. We’ll review how the reaction from the April 2025 blue box areas unfolded as an impulsive 5 waves and discuss what’s next. Let’s dive into the structure and expectations for this stock. ABC correction (Zig-Zag) $AAL 5 Wave Impulse Structure The April 2025 Setup The above chart illustrates our Elliott Wave forecast for $AMD as of April 2025. At this point, $AMD was depicted as looking to complete a potential ABC zig-zag correction, specifically reaching a blue box area between approximately $101.11 and $47.64. This blue box represented a high-probability reversal zone, calculated using Fibonacci extensions (1 and 1.618 respect
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      Advanced Micro Devices $AMD Soars 90% from Blue Box Area, With $154 Target Still Ahead
    • Mickey082024Mickey082024
      ·06-23

      Micron Technology’s Earnings Report Preview: Is It Still a Smart Buy Before June 25th?

      $Micron Technology(MU)$ The global semiconductor landscape is once again in the spotlight, and Micron Technology (NASDAQ: MU) stands near the center of this next great wave. The company, known for designing, manufacturing, and selling memory and storage solutions that power everything from cloud data centers to smartphones, is scheduled to release its fiscal Q3 2025 earnings report after the closing bell on June 25. Micron’s recovery over the past year has been impressive—but with the stock trading near recent highs and the broader market facing mounting macroeconomic and geopolitical uncertainty, investors are now asking one critical question: Should you buy Micron stock before the earnings report, or wait until after? In this in-depth article, we’
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      Micron Technology’s Earnings Report Preview: Is It Still a Smart Buy Before June 25th?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·06-20

      BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance

      Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi
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      BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance
    • Esther_RyanEsther_Ryan
      ·06-19

      Broadcom's Market Cap Hits $1.2T, Exceeds Tesla: AI Stocks Rise

      As of June 18, 2025, Eastern Time, $Broadcom(AVGO)$ 's market cap is close to $1.2 trillion. Broadcom currently ranks seventh in the $S&P 500(.SPX)$ , surpassing $Tesla Motors(TSLA)$ .$Broadcom(AVGO)$ 's market cap growth is mainly due to its strengths in semiconductor design and enterprise software solutions, as well as the strong demand in the AI chip field. Broadcom has also further consolidated its market position through strategic acquisitions, such as the acquisition of VMware.Broadcom's future growth will depend on its continuous innovation and leadership in the semiconductor market, as well as its further exp
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      Broadcom's Market Cap Hits $1.2T, Exceeds Tesla: AI Stocks Rise