To The Moon

Definitely a buy and full of potential as compared with NVIDIA 

What your opinion guys? 

What's your opinion guys

As NVDA leads the chip sector rally, AMD and Broadcom still have room to catch up. Thanks @Tiger_comments @icycrystal

Not a buy for now. Wait till the next Trump tantrum or pandemic or financial crisis to buy.

Yes still a good buy

🌟🌟🌟With Nvidia $NVIDIA(NVDA)$ blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ are forever in its shadow.  But the reality is more nuanced and more exciting. Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down. AMD is gaining traction in AI inference where performance per watt may matter more than volume.  It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.  It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad

AMD remains a solid buy for investors who missed NVIDIA’s explosive AI-driven rally. While it doesn’t have NVIDIA’s dominance in the AI training space, AMD is gaining traction with its MI300 chips, especially in AI inference and data centers. Its more attractive valuation, diversified business across CPUs, GPUs, and custom chips, and strong leadership under Dr. Lisa Su make it a credible long-term growth play.  However, it still faces tough competition and must prove it can scale in the AI market. Overall, AMD offers high potential with more reasonable risk than chasing NVIDIA at its peak.

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br

Yes, I believe AMD and Broadcom will slowly match up Nvidia gains

Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com

Yes it's a good company 

nah doubt they can catch up

Probably still a buy with surge in AI demand.

wow

I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and

Replying to @highhand:Big Bro NVDA said follow me 🚀🚀🚀. 2nd Bro & 3rd Bro. AVGO & AMD sure has to follow up .... overtake Big Bro. not now ... @JC888 @Barcode @Shernice軒嬣 2000 @yourcelesttyy @koolgal @Shyon //

Yes is definitely still a BUY 

I believe big companies will have 1-2 alternative sources so other chip companies like amd and broadcom still have some rooms. Those mid and lower tier companies with smaller budget may also opt for non Nvidia solutions so the market is still profitable for other chip providers.

$NVIDIA(NVDA)$ has such a large advantage over$Advanced Micro Devices(AMD)$ in chip power that I don’t think AMD will be able to overcome it any time soon

Definitely a buy and full of potential as compared with NVIDIA 

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br

Just now, $ASML Holding NV(ASML)$ released its Q2 report. The results were good — both revenue and profit exceeded analysts’ expectations:”Data from bloomberg, data as of July 15th 2025However, due to uncertainties brought by the macroeconomic environment and geopolitical factors, management expressed caution about growth next year. In the previous quarter, management had expected both this year and next year to be years of growth.Comparing the two, it’s clear that management’s confidence for next year has declined!As a result, $ASML Holding NV(ASML)$ ’s stock plunged nearly 8% in pre-market trading:Premarket of July 16th 2025Specifically, ASML’s Q2 revenue was €7.69 billion, a year-over-year increase of

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is back in the spotlight, surging 6% to $185.50 after announcing it will resume sales of its MI308 AI chips to China following U.S. government approval. This move, mirroring Nvidia’s recent China sales greenlight, could unlock billions in revenue for AMD, making it a prime pick for investors who missed Nvidia’s meteoric rise to a $4 trillion market cap. With the semiconductor sector riding a wave of AI and automotive demand, the question is: Is AMD still a buy, and which other stocks in AI, auto, and China’s chip market offer the best upside? This report dives into AMD’s rally, its growth potential, and top alternatives in AI, auto, and China’s chip sector, with strategic investment approache

$Advanced Micro Devices(AMD)$ For investors who missed out on Nvidia’s meteoric rally over the past two years, the question now looming large is whether Advanced Micro Devices (AMD) still offers a viable second chance to ride the artificial intelligence (AI) revolution. Nvidia’s shares have more than tripled since early 2023, fueled by an insatiable global appetite for AI chips and data center GPUs. Meanwhile, AMD has also benefited from the AI boom — albeit to a lesser extent — leaving it in Nvidia’s considerable shadow. But with AMD rolling out its own AI-focused hardware and promising roadmaps, many investors are asking: Is it too late for AMD to catch up? And does the stock still offer a compelling opportunity at today’s prices? This article ex

The semiconductor sector is buzzing, with second-tier players like Advanced Micro Devices (AMD), ON Semiconductor (ON), STMicroelectronics (STM), and NXP Semiconductors (NXPI) stealing the spotlight. AMD surged 4%, ON gained 3.03%, STM rose 3.66%, and NXPI climbed 1.2% in recent trading, outpacing Nvidia’s year-to-date struggles. Investors are betting that if Nvidia’s market cap rockets to $5-$6 trillion, these underdogs—yet to hit new highs—could double in price, driven by their exposure to AI, automotive, and IoT markets. With more attractive valuations and growing momentum, are these second-tier chip stocks the next big winners? This report dives into their recent performance, growth potential, and strategic investment approaches to capitalize on this opportunity while managing risks. W

Big-Tech’s PerformanceMacro Headlines This Week: Tariff Escalation? Fed Divided; U.S. Markets Enter Structural RotationTariff Escalation:Early this week, Donald Trump announced new tariffs ranging from 25% to 40% on goods from countries including Japan, South Korea, Malaysia, and South Africa. The announcement on July 7 triggered immediate market panic. On July 9, Trump expanded the global trade war further by imposing a 50% tariff on Brazilian goods and planning a similar 50% tax on copper, set to take effect on August 1. While long-term impacts remain uncertain, copper prices surged in the short term, boosting related mining and metal stocks. Data suggests that uncertainty from this cross-border trade war is gradually seeping into corporate earnings and consumer costs.Federal Reserve Div

Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com

$Advanced Micro Devices(AMD)$ $ON Semiconductor(ON)$ The semiconductor industry has long been dominated by a handful of giants — Intel, TSMC, Samsung, and NVIDIA — whose names have become synonymous with technological leadership and stock market performance. But in the shadows of these industry titans, a new class of "second-tier" semiconductor stocks is starting to shine. Companies like Advanced Micro Devices (AMD) and ON Semiconductor (ON) have proven in recent quarters that they can outperform expectations, innovate aggressively, and deliver significant shareholder returns. As markets recalibrate after a volatile 2024 marked by cyclical downturns, supply chain normalization, and a massive AI-driven rally,

AMD Follows NVIDIA's Lead, Confirms MI308 Chip Export Resumption to China $Advanced Micro Devices(AMD)$  $NVIDIA Corp(NVDA)$   Market Watcher 11 minutes ago Hot on the heels of NVIDIA's breakthrough, AMD has now confirmed it will resume exporting its cutting-edge MI308 artificial intelligence chips to the Chinese market. This strategic move comes mere hours after NVIDIA secured U.S. government approval for its H20 chip sales in China, signaling a seismic shift in Washington's technology export policies. AMD revealed to industry authority Tom's Hardware that its export license applications have advanced to the review phase, with confide

$Advanced Micro Devices(AMD)$ surged from $133 to $155 in less than a week. Investors are once again enthusiastically calling for "AMD at least $300!"As the stock price rose, market sentiment also flipped. Criticism of AMD's stock for having weaker GPUs and software ecosystem compared to Nvidia has quieted down. On top of that, the company announced a large stock buyback and the Advancing AI event in June — this time, it really feels different! From a technical perspective, AMD is about to form a Golden Cross. Will history repeat itself? The last time AMD formed a Golden Cross (March 2023), the stock gained 14.13% in six months.Looking back at AMD's historical Golden Cross events — where the 50-day moving average crosses above the 200-day — there a

🚀 AMD, ON Take Off: Second-Tier Semi Stocks = More Upsides? Wall Street may still be obsessed with NVIDIA $NVIDIA(NVDA)$   — but second-tier chipmakers just pulled off something quietly impressive. In recent weeks, $Advanced Micro Devices(AMD)$  , $ON Semiconductor(ON)$  , $STMicroelectronics NV(STM)$  , and $NPXI have all seen bullish breakouts. These aren't your trillion-dollar giants — they’re the hungry challengers. And the market is starting to take notice. Behind the scenes, a subtle rotation is underway. While NVIDIA ($NVDA) continues its breathtaking climb, investors are n

Hello everyone! In today’s article, we’ll examine the recent performance of Advanced Micro Devices ($AMD) through the lens of Elliott Wave Theory. We’ll review how the reaction from the April 2025 blue box areas unfolded as an impulsive 5 waves and discuss what’s next. Let’s dive into the structure and expectations for this stock. ABC correction (Zig-Zag) $AAL 5 Wave Impulse Structure The April 2025 Setup The above chart illustrates our Elliott Wave forecast for $AMD as of April 2025. At this point, $AMD was depicted as looking to complete a potential ABC zig-zag correction, specifically reaching a blue box area between approximately $101.11 and $47.64. This blue box represented a high-probability reversal zone, calculated using Fibonacci extensions (1 and 1.618 respect

I find it interesting to see AMD $Advanced Micro Devices(AMD)$   stock jumping 6% as it restarts M1308 sales to China following a US review. This move suggests a positive shift for AMD, and it makes me consider it as a potential investment opportunity, especially for those like me who might have missed out on Nvidia's earlier growth. The news about AMD's progress in the chip market is encouraging, and I am intrigued by how this could position the company moving forward. I am also impressed by Broadcom's $Broadcom(AVGO)$   recent achievement, with its stock reaching a new high thanks to the launch of the Tomahawk Ultra chip. T

AMD's Potential: The 6% jump in AMD stock is a solid reaction to the positive regulatory development, but the real test will be the continued geopolitical dynamics and whether they can hold onto this momentum. AMD has been making strides, but Nvidia's dominance in the AI space is hard to match. Still, AMD has a strong position in the data center and gaming industries, so there’s room for growth. Broadcom's Position: Broadcom is stepping up with the Tomahawk Ultra chip, and this is a solid move to diversify away from Nvidia's grip. While Nvidia is undeniably strong in the AI market, Broadcom has a history of innovation and strong partnerships. If Broadcom can successfully carve out a niche in AI, it could see significant upside. Chip Stock Rally: The rally is primarily driven by AI optimism

Software stocks plunged yesterday while semiconductors take off, with $iShares Expanded Tech-Software Sector ETF(IGV)$ down 2%. Major names like $ServiceNow(NOW)$ , $Snowflake(SNOW)$ , $Intuit(INTU)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ all dropped.The sharp decline was mainly triggered by $Broadcom(AVGO)$ CEO Hock Tan, who stated yesterday thatthe company would not invest in the software sector going forward, citing uncertainty brought by AI's impact on software.This bearish view stands in contrast to bullish calls from major institu

🌟🌟🌟With Nvidia $NVIDIA(NVDA)$ blazing ahead as the undisputed AI Chip Titan, it is tempting to think that AMD $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ are forever in its shadow.  But the reality is more nuanced and more exciting. Nvidia owns 90% of the AI training chip market but its sheer size may mean future growth may slow down. AMD is gaining traction in AI inference where performance per watt may matter more than volume.  It won't dethrone Nvidia but it is carving out a profitable niche. Broadcom isn't chasing Nvidia's GPU crown.  It is building bespoke chips for hyperscalers. Its ASICs are more efficient and tailored making Broad

I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and

MU crushes earnings, but with shares up 50% YTD, is it time to trade smart rather than dream big? Let’s start with the good news—Micron Technology just served up a sizzling quarter. Q3 FY25 revenue came in at a record $9.3 billion, comfortably beating the $8.87 billion expected and representing a 37% year-on-year jump. That’s not just good; that’s ‘grab-a-pint-and-toast-the-chips’ good. The market initially celebrated with a cheer (an 8% after-hours pop), but then, like a tech bro who realises the AI hype train might need brakes, it sobered up. Shares settled back down, closing 1% lower. Why? The rally’s real. But is gravity sharpening its pencil? Because this isn’t MU’s first rodeo. The stock has already surged nearly 50% this year, and if you’ve been holding since the bleak days near $61

$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) delivered a blowout fiscal Q3 earnings report on June 25, 2025, one that has the potential to mark a major turning point—not just for the company, but possibly for the entire memory chip industry. For months, Micron bulls had been anticipating a resurgence in end-market demand, but actual data had remained mixed. That changed this week. Following the report, Micron stock rose several percentage points in after-hours trading, rewarding patient investors. The earnings came in well above expectations, and guidance for the next quarter was even stronger. But more than the numbers, the commentary from management signals that the worst may truly be behind us—and that Micron is set to capitalize on str