Do I hold chip stocks? NVDA since 2021 for the 'small' win.  --- Are semiconductors a 10- or 20-year investment theme? Yes, semiconductors are widely regarded as a long-term secular growth theme, potentially spanning 10–20 years or more. Here’s why: 🔷 1. Foundational to the Digital Economy Semiconductors power everything—from smartphones, laptops, and cars to data centres and artificial intelligence (AI). As digitalisation expands, so does chip demand. 🔷 2. AI & HPC (High-Performance Computing) The explosive growth of AI models (like GPTs) and large-scale computing infrastructures is massively driving chip demand, especially GPUs and custom silicon (e.g., NVIDIA, AMD, Broadcom, TSMC). 🔷 3. Reshoring & Geopolitics Governments (U.S., EU, Japan, China) are pouring billions into l

$Advanced Micro Devices(AMD)$ A Political Spark in a High-Stakes Industry The semiconductor sector is once again under the political spotlight, as former U.S. President Donald Trump’s renewed tariff threats against China ripple through global markets. His remarks, aimed at reshaping the U.S. trade relationship with Beijing, specifically underscore the vulnerability — and strategic importance — of advanced chip manufacturing to America’s economic and national security agenda. While tariffs have historically pressured tech firms reliant on Asian supply chains, this latest wave of rhetoric comes with a twist: reports of targeted tariff exemptions for select chip imports, including components vital to companies like Advanced Micro Devices (AMD). The po

I am thrilled to see the surge in semiconductor stocks following Trump's signal of possible tariff exemptions for chips. The fact that NVIDIA has hit an all-time high of $183.88, while AMD rebounded more than 6%, is impressive. It seems chip stocks are once again becoming the market's darling, and I find this trend exciting given the critical role semiconductors play in today's technology. I do not currently hold any chip stocks in my portfolio. I have been observing the sector for some time but have not yet made a move. The recent performance of NVIDIA and AMD makes me reconsider, especially with the potential boost from tariff exemptions. I am now thinking about whether this is the right moment to invest. I believe chip stocks could indeed be a solid 10- or 20-year investing theme. The d

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 📈💥🇺🇸 AMD spikes on tariffs, ARK buys, and AI dreams: Is Nvidia’s cousin about to dominate? 🇺🇸💥📈 I’m watching Advanced Micro Devices ($AMD) surge into a perfect volatility storm: politics, positioning, and potential all colliding in real time. The stock just bounced 5% to $171.31, reclaiming momentum after a panic low in the $150s, driven by $24M in single-leg call premiums against just $2M in puts. That’s a 12:1 bullish skew on option flow. This isn’t retail noise, it’s high-conviction, short-dated aggression. Cathie Wood agrees. ARK Invest just snapped up 234,992 shares across ARKK, ARKQ, and ARKW on 06Aug25, confirming institutional accumulation into the drawd

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Apple(AAPL)$ 🔥💾⚙️ Nvidia vs AMD: Tariff Exemptions, ATH Breakout, and the $4.4T Chip Colossus ⚙️💾🔥 🎯 Executive Summary I’m extremely confident that Nvidia’s current surge isn’t just a reaction to macro headlines; it’s the ignition of a longer-term AI-capex supercycle that’s being reshaped in real time by tariff policy, sovereign robotics infrastructure, and trillion-dollar institutional flows. On 07Aug25, NVDA surged to $183.88 after President Trump confirmed Nvidia and Apple would be exempt from the new 100% semiconductor tariffs. Nvidia closed up 2.20%, adding over $3.53 per share and contributing to the

Nvidia To the 🌙 good news and it's time to break 200

AMD & SMCI Miss Earnings! 100% Chip Tariff Incoming?! Oversold or Opportunity? > 😱 Earnings flops. Tariff shock. Tech sell-off? $SUPER MICRO COMPUTER INC(SMCI)$  plunged 15% on weak guidance. $Advanced Micro Devices(AMD)$   stumbled, too — despite a revenue beat. And now, Trump is talking about a 100% tariff on imported chips. Are we looking at a short-term dip… or the start of something nastier for semiconductors? Time to buy the pain—or watch from the sidelines? 2. What Happened in Earnings? $AMD Delivered Q2 revenue of $7.69B vs $7.42B expected — a mild beat. EPS came in at $0.48, missing the $0.49 consensus. Not catastrophic, but with the AI hype dial turned way up, inve

I have been looking at the recent earnings reports, and it is clear that $Advanced Micro Devices(AMD)$   and $SUPER MICRO COMPUTER INC(SMCI)$  have had a tough time lately. AMD reported weaker-than-expected earnings, even though their revenue of 7.69 billion dollars topped the 7.42 billion dollars that was anticipated. Their EPS came in at 48 cents adjusted, just shy of the 49 cents expected. It is a mixed bag, and I am wondering how this will play out for them moving forward. Super Micros situation seems even more concerning to me. Their shares plunged 15 percent due to weak results and disappointing guidance. That kind of drop i

$AI 20250801 27.0 CALL$   

🌟🌟🌟AMD and SMCI stumble.  Is Nvidia the last chip standing?  Earnings season in chipland has turned into a battlefield strewn with broken expectations and bruised valuations.  AMD and SMCI, once the darlings of the AI boom, have both missed earnings, triggering sharp selloffs and investor soul searching. AMD $Advanced Micro Devices(AMD)$  missed by a cent but the real damage came from AI revenue declines due to US export restrictions to China.  The MI300 sales vanished, margins shrank and the stock plunged over 8.7%, breaking below USD 160. SMCI $SUPER MICRO COMPUTER INC(SMCI)$  fell even harder, down 15% after

Trump and the market are similar: Both are vilatile. And one can neither time them nor ignore them. However,  placing faith on Trump's words is the stupidest thing one can do. So, any bets on a counter has to be based on their fundamentals only. The larger future of the AI market is more important here.

1. AMD: Revenue Beat, Profit Miss Q2 2025 revenue came in at $7.69 billion, above consensus (~$7.42B) — growth was anchored by strong client, gaming, and data-centre sales . Adjusted EPS was $0.48, slightly missing expectations (~$0.49), primarily due to ~$800 million in inventory charges tied to U.S. export controls on MI308 AI chips to China . Outlook: Q3 revenue guided to ~$8.7B, ahead of street estimates, driven by demand for MI350/MI400 AI accelerators . Despite the beat, shares dipped ~4–6% as investors weighed margin pressure and China export uncertainty . Outlook on AMD’s near-term trajectory: With Q3 guidance strong and AI momentum building, top-line strength is evident—but margins remain under pressure due to regulatory-related charges. Unless export restrictions ease, profits ma

Don't let the big guys fool you and take your money. Both are critical companies for AI and the future of chip and server tech. 

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 📉🔥🤖 AMD crashes 10% post-earnings: China curbs cloud Q3 vision exposed 🤖🔥📉 This isn’t just a post-earnings dip; I’m calling it a seismic shift. AMD plunged $14 today, closing down 8.5% to $159.50. Options flow confirmed institutional conviction: $13.69M in calls were sold, $5.01M in puts were bought, all within ≤90 DTE single-leg setups. That’s not a hedge; it’s a tactical evacuation. 📊 See 4H chart below for the breakdown; note the $165.60 pivot breach Chart Breakdown (4H and Weekly): AMD collapsed through critical levels: $177.50, $172.80, $165.60, and finally lost the $160 handle. The move punched through the lower Keltner and Bollinger bands, signaling max v

AMD! Rise rise! Have faith!

AMD is good stock, potentially to increase 

SMCI is oversold! Down more than 19%  Is cheap sale now! Time to enter