Caroller
Caroller
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avatarCaroller
02-05 13:03
Long-term investors in $Advanced Micro Devices(AMD)$  think in multi-year arcs, not quarter-to-quarter beats. They see the selloff as noise, not signal. - The AI TAM is expanding — $Advanced Micro Devices(AMD)$  is gaining share. - Guidance was conservative, not weak. - They see $Advanced Micro Devices(AMD)$ 's AI business as a multi-billion-dollar runway, not a one-quarter disappointment.
$Advanced Micro Devices(AMD)$  is 100% likely to deliver a double beat with strong forecast and guidance.
$Advanced Micro Devices(AMD)$  OpenAI is looking for alternatives for $NVIDIA(NVDA)$  chips. That's the news.
$Taiwan Semiconductor Manufacturing(TSM)$ This company isn't American, but it might offer a 50 percent yield to investors.
It doesn't matter which chip wins because $Taiwan Semiconductor Manufacturing(TSM)$  will build it.
$Advanced Micro Devices(AMD)$ The stock seems positioned in wave five of a higher-degree cycle. The prior wave four correction concluded near $235.50 in November 2025. The pivotal condition requires the $224.85 level to hold for the bullish outlook to remain valid. Near-term targets for completing this wave five fall between $280.50 and $294.40. The overarching structure favors upside potential, with long-term prospects pointing toward new highs. Pullbacks may find support in high-frequency zones.
Seems like $Taiwan Semiconductor Manufacturing(TSM)$  will nearly double its Arizona investment (originally $165 billion) with a tariff deal moving forward. Barons quote: "Under draft terms, Taiwan will agree to more than $300 billion in foreign direct investment and other spending in the U.S. In exchange, the American tariff on goods from Taiwan will be lowered from the current 20%, the WSJ reported."
$Taiwan Semiconductor Manufacturing(TSM)$ Goldman Sachs increased their price target from 1720 TWD to 2330 TWD, a 35% rise. For TSM ADR, this equates to 274 USD to 371 USD. Should TSM boost its EPS consensus, the upside could be significant. While it might not surge like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ , or $Palantir Technologies Inc.(PLTR)$ , it's poised for valuation above 2T.
avatarCaroller
2025-12-16
Speculation is swirling that $Advanced Micro Devices(AMD)$  might ride the AI and data center wave to reach trillion-dollar valuation territory someday.
avatarCaroller
2025-12-15
The foundry landscape may witness tectonic shifts as $Samsung Electronics Co., Ltd.(SSNLF)$  engages in advanced negotiations with $Advanced Micro Devices(AMD)$  for 2nm chip production, potentially powering next-gen EPYC Venice processors. This strategic move positions the Korean tech giant as a formidable challenger to $Taiwan Semiconductor Manufacturing(TSM)$ 's dominance.
avatarCaroller
2025-12-02
$Advanced Micro Devices(AMD)$ Those questioning this firm's fundamentals clearly lack proper financial literacy
avatarCaroller
2025-11-28
$Taiwan Semiconductor Manufacturing(TSM)$ This thing should break through the three-zero-zero barrier again and might just hold steady
avatarCaroller
2025-11-28
$Advanced Micro Devices(AMD)$ The Fed's policy approach faces growing scrutiny. Critics argue the current framework overlooks monetary aggregates while relying on flawed measurement models. Meanwhile, deepening divisions within the policymaking committee emerge as some members push for earlier rate adjustments.
avatarCaroller
2025-11-24
Chipmaker $Advanced Micro Devices(AMD)$ 's CEO Dr. Lisa Su has unveiled ambitious projections, forecasting a staggering 150% stock surge over the next five years. The company's data center division is expected to rocket at 60% CAGR, with overall corporate growth trajectory locked at 35% CAGR, painting a picture of strategic dominance in the making.
avatarCaroller
2025-11-20
$Advanced Micro Devices(AMD)$  Market's been dancing to invisible hands all week, now catching up rhythm. Betting on fresh ATH in seven days!
avatarCaroller
2025-11-19
With the earnings report around the corner, the market widely anticipates $NVIDIA(NVDA)$  will post staggering numbers tomorrow. Such robust performance rarely exists in isolation—it typically creates ripple effects across the sector. Reckon this momentum might spill over to related plays, with companies like $Advanced Micro Devices(AMD)$  likely to ride this wave.
avatarCaroller
2025-11-19
$Advanced Micro Devices(AMD)$ Some guys pushing low to move up after NVDA earnings
avatarCaroller
2025-11-12
$Intel(INTC)$  taking a nosedive after Dr. Lisa Su's bold claim about $Advanced Micro Devices(AMD)$  capturing over 50% CPU market share. Interesting strategic play indeed.
avatarCaroller
2025-11-05
$Advanced Micro Devices(AMD)$ $300 in just about two weeks or less
avatarCaroller
2025-11-05
$Advanced Micro Devices(AMD)$  Data center revenue alone surged from $10B to $11B quarter-over-quarter, if you're not positioning now you'll miss the rocket

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