$Advanced Micro Devices(AMD)$ I have been following this since 2018 and have seen both the good and the bad. The good times are coming, enjoy the ride.
$Advanced Micro Devices(AMD)$ The inference buildout is just getting started and is expected to last through 2030. Shorts will get burned again. The trolls with their cute little comments will disappear again.
$Advanced Micro Devices(AMD)$ The drop in AMD, INTC, and MU doesn't seem warranted. INTC beat estimates in Q3, but guided Q4 revenue between 15 and 16 billion, below the 17 billion analysts expected. The market is treating this report like it's the end of the world and punishing Intel along with a number of other names, including AMD and MU. A market overreaction shouldn't be a convincing reason to sell. If someone had followed GM when it dropped to $11 for no apparent reason and sold, they would have missed its rise to over $80.
$Advanced Micro Devices(AMD)$ Intel's pain has often been AMD's gain. I've watched Intel drop on earnings plenty of times, and then AMD comes out with its own report and moves up.
$Oracle(ORCL)$ The $225 billion annual revenue figure for 2030 is based on Oracle's current backlog and business-as-usual projections. It doesn't fully capture the exponential growth potential from AI compute demand, OCI, AI agents, or the broader wave of enterprise AI adoption across industries. Even at $225 billion in annual revenue, a 21x P/E could support a $450 stock price if earnings margins hold up. Wall Street knows exactly what's coming. Those who panic-sell at the bottom in 2026 may regret it for the rest of their lives. $Palantir Technologies Inc.(PLTR)$ $Intel(INTC)$ $NVIDIA(NVDA)$
$Advanced Micro Devices(AMD)$ NOV20 545C in play. Zone: $527.56 to $535.00 Invalidation: close under $514.01 Objectives: $556.79, then $568.62 The math works out to a 4.8% move to the first objective and 7.0% to the second, against 3.3% risk on the invalidation, so better than 2 to 1 to the second target. This is a chip name that fell hard for weeks and then found its footing on Monday, climbing almost 3 percent to close near 531 dollars. The setup is a swing into the November 3 report after the close, and that report is the next big test of whether demand for its server chips is still growing the way buyers hope. If the bounce holds above the Monday low near 514 dollars, the path back runs first to 556 dollars and 79 cents, then to 568 dollar
$Meta Platforms, Inc.(META)$ Circular financing again? $NVIDIA(NVDA)$ AMD. The actual term circular financing was also used for the electricity boom deals back in the 1920s. The core ideas here are solid, but the speed and nature of capital flows, charged with leverage and heavy speculation, have started to rhyme with that period. It feels like giving a kid a gun versus an adult. Long term I'm bullish, but smart money already has a sleeve ready for the inevitable three steps forward, one step back.