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.
$Advanced Micro Devices(AMD)$ 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."
Speculation is swirling that $Advanced Micro Devices(AMD)$ might ride the AI and data center wave to reach trillion-dollar valuation territory someday.
$Advanced Micro Devices(AMD)$ 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.
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.
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.
$Advanced Micro Devices(AMD)$ Data center revenue alone surged from $10B to $11B quarter-over-quarter, if you're not positioning now you'll miss the rocket