$Advanced Micro Devices(AMD)$ ’s chips are primarily fabricated in Taiwan, and since they don’t have their own engineering, they rely entirely on $Taiwan Semiconductor Manufacturing(TSM)$ for manufacturing. As a result, they are not significantly impacted by tariffs. The US factory is only starting to produce this year, primarily focused on AI chips. In contrast, $Intel(INTC)$ ’s situation is different, as most of their chips are fabricated domestically in the US, meaning tariffs could have a bigger impact on them.
$Advanced Micro Devices(AMD)$ Today, AMD hosted the "ADVANCING AI" AMD AI PC Innovation Summit in Beijing, where CEO and Chairwoman Lisa Su stated that AMD has supported DeepSeek from the very first day of its launch, striving to make AI development faster, more open, and scalable. Software developers have been focused on continually optimizing DeepSeek, with noticeable performance improvements every few days. This showcases the constant breakthroughs in AI technology and its immense growth potential. As AI continues to evolve, AMD is undoubtedly at the forefront of this industry, and investors should continue to hold their AMD stocks with confidence, as the future returns will be truly rewarding.
$PDD Holdings Inc(PDD)$ Successfully sold my Pinduoduo shares today, and the profit is solid! Even though Pinduoduo's Q2 earnings report showed strong revenue growth of 97.1 billion RMB, it didn’t meet market expectations. However, the net profit has shown a significant increase, highlighting its potential in terms of profitability. That said, Pinduoduo still faces fierce market competition, and its growth rate might slow down in the future. Overall, this trade went well, and I’m looking forward to more opportunities ahead!
While the 2024 delivery volume of $XIAOMI-W(01810)$ cars may not come as a surprise, I still want to emphasize that the 130,000 units is just Xiaomi's first annual result—it’s only the beginning. Beyond the sales numbers, what we should truly focus on is the comprehensive ecosystem upgrade and the progress toward high-end positioning that Xiaomi has gained through its integrated "people, car, home" ecosystem. Now, it’s really time to look at Xiaomi with a fresh perspective. Its future potential is enormous, and it’s definitely worth our continued attention.
$GameStop(GME)$As this stock inches closer to $25, keep an eye on how quickly the paid bashers start disappearing—they'll scatter like roaches once the positive momentum builds up. Most will move on to attack other tickers where sentiment hasn’t turned bullish yet. Of course, a few will have to stick around to fulfill their contracts, but they’ll be a lot quieter.It’s funny how they try to drown out the positives when a stock's on the rise, but that won’t last long. Real investors see through the noise, and once this hits $25, the bashers won’t be able to hide the upside any longer!
$Palantir Technologies Inc.(PLTR)$ In light of the high valuation at the moment, for which I am not complaining about, do you think, that if earnings is great, this stock will go to 50 dollars or will 'great' not be sufficient and will this make the stock drop? Honest answers/speculations please.Ps. personally, I think the earnings needs to be outstanding if we want to go up even more. I think good earnings will not cut it. If the stock drops I can finally buy some more though. Do not get me wrong I am 1850 shares @18 dollars long and strong!
$Coinbase Global, Inc.(COIN)$what’s funny is there is a new reason made up every month for what/why Bitcoin. Never once has anyone ever presented a real reason to own it, because it is a non-currency producing item. I won’t call it an asset because that would require it to have any utility or value. If you wiped Bitcoin to $0, nothing in the world changes, which sets it apart from basically everything that has existed since the beginning of human time.
$Palantir Technologies Inc.(PLTR)$Retails are so ready to pay directly or indirectly monthly financial advisors fee or 401K/403b/HSA funds administrator fee for them to buy PLTR in their plan, but they are hesistant to buy it in their individual account? Is it because the individual brokerages do not charge money? Retails not buying (or panic selling) = Tutes/Funds/plan administrators buying the same PLTR cheap and charging as plan administrator fee. Look at monthly statements what they have charged and what they have bought - it's PLTR. NO WONDER TUTES AND FUNDS MANAGERS WIN! Bullish!
$MicroStrategy(MSTR)$We are STILL EARLY! Congratulations to those who bought MicroStrategy ! At MSTR price of $250.00 will be the first double since the split. For those in the United States who do not yet have a ROTH IRA, time to make a move and open one. Put the MAX Contribution for 2024 which is $8,000.00 and January 1st a few months from now you can contribute another large MAX what ever that may be for 2025. That is nearly 20k in a ROTH IRA - Investing in Bitcoin and MicroStrategy.
$Advanced Micro Devices(AMD)$AMD just laid out the depth of their ongoing relationships with major customers in the most convincing way possible by having customers themselves speak. What could have been better than that? I guess what investors wanted to hear was "AMD will grow its data center business x amount by March, 2025." If so, then what would AMD talk about in two weeks during the earnings call? I think we'll know a lot more in two weeks, and unfortunately, it may be a signal to go back to sleep for another 3+ months. No matter what, the underlying message was AMD is playing the long game, take it or leave it, and strength in numbers will never burst on the scene overnight like it did w NVDA. It will be more gradu