🚀 AMD surges to $166, NVIDIA rides Alphabet’s $10B AI capex wave — Who’s got the edge in the race to $200? [Surprised] With big tech earnings looming, here’s what I’m watching.[Eye]
AMD’s July run is no joke — Up 23%, breaking resistance with volume confirmation. Traders are chasing momentum, but RSI’s flashing caution ⚠️.
NVIDIA’s setup is quieter, but deeper: $44B Q1 revenue, 75% margins, & hyperscale demand still ramping. Alphabet’s $10B capex is a direct tailwind 🌬️.
Capex boom: Meta, Microsoft, Amazon all boosting infra spend. If this trend holds, NVIDIA’s pipeline stays loaded. But AMD could benefit too—especially in MI400 & custom silicon.
Who hits $200 first? [Thinking]
AMD: Momentum play could spike pre-earnings!
NVIDIA: Fundamental beast, slower grind but more staying power [Surprised]
My bet? AMD tags $200 first — But NVIDIA holds it longer.[Silence]
Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?
Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.
This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.
1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level?
2. What’s your choice — is it ever too late to buy Nvidia?
3. How will AVGO affect Nvidia stock price?
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