Semiconductor stocks like AMD and Micron are, without a doubt, solid companies with strong technology and important roles in the global tech ecosystem. However, despite their quality, I'm broadly bearish on the semiconductor sector as a whole right now. Micron Technology (MU) Advanced Micro Devices (AMD) In my view, semiconductor valuations have become stretched. Many of these companies are priced for perfection, with market enthusiasm often running far ahead of the underlying fundamentals. I believe a significant portion of the tech sector — particularly semiconductor stocks — is overvalued relative to actual earnings performance, guidance, and macroeconomic conditions. That’s why I’m not currently looking to buy into semiconductor names, even the strong ones. I'm waiting for a better ent

AMD for me as a more practical business 

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

The AI race is heating up, but something interesting is happening beneath the surface — it's not just Nvidia anymore. This week, AMD (Advanced Micro Devices) and Micron Technology (MU) are leading the charge in the semiconductor sector, stealing the spotlight from Nvidia’s dominant run. The question on every investor’s mind: Are AMD and Micron now the better bets? 🔥 What’s Fueling the Chip Surge? The semiconductor rally is getting a second wind thanks to: Relentless AI demand, especially for GPUs, memory, and high-bandwidth chips Rising capital expenditures from hyperscalers and cloud giants Better-than-expected earnings across the chip sector Tech rotation — investors seeking upside in names that haven’t already run like Nvidia This combination is lifting the entire sector — but AMD and M

Yesterday comparison between NVDA & AMD, today comparison between AMD & MU..      ... 📈 still looks like AMD more upside 🙀.... 🧐 Is this a hidden hint from Tiger 🐯       .... or should I follow my 📈 Chart  & plans ...  

$NVIDIA(NVDA)$ 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

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

I'd prefer to invest in the darling of Wall Street TBH. $NVIDIA(NVDA)$   Will AMD overtake NVDA's biz? Not in the near future. So NVDA is my go to. Not AMD at this point, sorry. I'd even prefer TSM. @LULU ROCKET  @BABY SPACEROCK  

Can Lisa Su steer AMD to greater heights? Can AMD reclaim its ATH once more? Why are analysts estimates / targets lower than its ATH? Should investors be worried or stay unfazed? @BABY SPACEROCK  @JiaDeName  @SPACE ROCKET  

My mother was contemplating to buy AMD and I guess she should have. Now that AMD has run up a great deal,  I'm not sure if it's still worth investing. Not sure if the upside is more or downside is more. What do you guys think? @JiaDeName  @BABY SPACEROCK  

Should have bought into AMD when it was $80. Now not sure if it still has room to run or not. Geopolitical tensions and tariffs and Trump is just screwing all shit up repeatedly. @JiaDeName  @LULU ROCKET  

Comparing Price Chart 📈 between NVDA & AMD, I still find NVDA to be 💪 💪 💪, however the current Price movement seems to prefer AMD 🙂 (MORE upside  ). 140++ is possible   . If Lucky 🤞 maybe 🤔 Even More       

Here’s the current snapshot for AMD: --- 📈 Is This Rally Different from Previous Ones? Yes—this time, the rally is grounded in concrete fundamentals: Piper Sandler boosted its price target to $140, citing a strong "snapback" in GPU demand for Q4 2025 once China‑related export charges (~$800 m) clear . The optimism is backed by AMD’s unveiling of new AI‑infrastructure products (Instinct MI350, Helios rack), generating renewed momentum and analyst reaffirmations, including from Piper Sandler and Bank of America . Though AMD remains behind Nvidia in scale, it’s gaining traction: analysts expect AI‑related GPU revenue to grow by $9 b), with strong demand from partners like Amazon and Microsoft . Bottom line: This rally is more durable than past tech rebounds—it's supported by product launches,

A better option than Nvidia at present 

Solid business getting price it deserves?after I sell!⭐🐯

🚀💻$Advanced Micro Devices(AMD)$    AMD's shares popped 9% today, igniting a fresh wave of optimism across chip stocks. Analysts at Piper Sandler predict a strong 'snapback' for AMD's GPU business, forecasting that the bulk of its $800 million China-related charges will clear by the fourth quarter. The question on every investor's mind: Is this rally sustainable, and can AMD finally break through analysts' target price of $140? 📊Let's Deep-Dive into the Fundamentals' Firstly, what's fueling this sudden optimism? Piper Sandler's recent analyst note is bullishly clear: They expect AMD's GPU business to rebound strongly as temporary headwinds related to export charges to China dissipate. Essentially, the $800 million drag on profitabilit