KawzInvests 🦑 — Did Kimi just start another DeepSeek moment?
Kimi released the largest open weight model ever yesterday. It scored 57 on the Artificial Analysis index, 3 points behind Claude Fabl…↗
Jul 17
Alphatica — DARK POOL SCANNER | July 17, 2026 · Weekly OPEX
+$15.96B net buy. Largest dark pool buy of the series. All eight top names net positive. $MU +$5.0B. Tuesday: -$15.7B. Today: +$5.0…↗
Jul 17
Shay Boloor — @FuturumEquities $NVDA, $AMD, $AVGO and any future architectures will compete to determine who wins the next phase of AI but almost all of them will still need $TSM to manufacture…↗
Jul 17
Wayne Liang — @Lazarus_Capital OCD kept me at 4 tickers each category. Also didn't mention my largest position, $AMD. Many unnamed tickers, hahah↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 17
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG
I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 16
Jose Najarro Stocks — $TSM CEO Doesn't Fully Trust the AI BOOM!! And I Find That Bullish.
Wei said customers each tell their own truth, but the aggregate isn't the full picture
"I believe every custom…↗
Jul 16
Michael | Hypermarkets — 1. $AMD ~$1200
The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Adva…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Shay Boloor — $TSM is expected to nearly double its earnings over the next three years.
TSMC does not need to predict whether the next major winner is $NVDA, $AMD, $AVGO, a hyperscaler’s custom…↗
Jul 16
Serenity — Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):
Using 10% of Win's wafer capacity as a low-end allocation (65% yield as…↗
Jul 16
InvestmentGuru — $TSM Q2: The Foundry Confirms the Thesis
TSMC just delivered the clearest AI capex signal of earnings season.
Q2 beat across the board: • Revenue: $40.2B (+34% YoY), above high e…↗
Jul 16
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 15
Alphatica — +$17.95B. $AAPL +$12.08B. $2.2M sells. $NVDA +$11.23B. $MSFT +$5.65B. $AMZN +$4.45B. Four names near-zero sells. $MU -$15.70B. The consistent buyer for two weeks just got unwound.…↗
Wayne Liang — Just a shower thought...
If you look at the actual numbers of AI agents, 79% of companies have adopted them, but only 11% have them running in production.
That gap isn't AI faili…↗
Jul 15
Damnang2 — After listening to $AEHR ’s latest earnings call, I’ve become even more convinced of my bullish view on $AMD.↗
Jul 14
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jul 14
Alphatica — +$5.0B. Cool CPI day. $QQQ +$1.90B. $NVDA +$1.12B. Back to buying. $MU +$902M. $IWM -$1.11B. Small caps sold at scale. The mega-caps rallied. The small caps didn't. Q3 week three.…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Alphatica — DARK POOL SCANNER | July 13, 2026
+$1.48B net buy. The tapes disagree. Again. $SPY +$1.81B. The dark pool is buying what the lit tape sold. $META -$407M. Both agree sell. $SOXX -$…↗
Jul 13
Alphatica — -$7.17B. The lit tape de-risked ahead of CPI. $META -$1.36B. Profit taken. $AAPL -$819M. $NVDA -$816M. Last week's winners sold. $MU +$1.99B. The only consistent buyer. Q3 week thr…↗
Jul 13
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
Follow me for more.↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Serenity — @softmaxedx My friend at $AMD tripped on a rock and had to spend a few hours at home.
So we’ll likely see a major delay at AMD’s entire GPU program.↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Alphatica — DARK POOL SCANNER | July 10, 2026
+$3.29B. New largest dark pool buy of the series. $NVDA +$1.34B zero sells. Both tapes agree. $AMD +$1.30B. $QQQ +$1.32B. $SPY -$768M. Tapes disa…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
Lando — They’ll say it was “obvious” in the end. Everyone says that after the move already happens
They said it with $MU, $SNDK, $NBIS, $MRVL, $AMD, etc
I know people are extremely conce…↗
Jul 10
Serenity — @stephengluck I blocked them since they're known for spreading disinformation.
Especially after it was exposed around their short seller activity, that there were marketing accoun…↗
Jul 10
Wayne Liang — KOSPI is finally green…
Foreign investors were net buyers two days straight now, institutions stepped in hard too.
Also nice to see Samsung start to stabilize after the earnings-…↗
Jul 9
InvestmentGuru — Bullish Calls Return to AI Semis: $MU, $SNDK, $AMD, $AVGO & $NVDA↗
Jul 9
Alphatica — +$18.44B. Largest net buy of the series. $SPY +$3.66B. $AAPL +$2.78B near-zero sells. $META +$1.43B. $MU +$1.74B. Eight buyers. Zero sellers. The institutions bought everything. Q3…↗
Jul 9
Midas — Start at the top. The GPU layer.
$NVDA B300s. $AMD MI300Xs.
This is where every retail investor is staring. Fully priced. Fully covered. Nothing left on the table.
Everyone sees…↗
Jul 9
Shay Boloor — $AMD and 5C are partnering to build gigascale AI factories for training, inference and agentic AI workloads.
Initial deployments are underway in Ohio and Memphis with the focus on…↗
Jul 9
TheValueist — $AMD AMD: Scaling as a Premier AI Infrastructure and Compute Platform. Investment Thesis. New: 7/9/26.
AMD has executed the most consequential competitive repositioning in the sem…↗
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 9
amit — WHY ARE THE SEMIS UP THIS MORNING?
Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex:
- Meta plans to double its AI computing c…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Jul 8
Alphatica — DARK POOL SCANNER | July 8, 2026
+$2.54B. Largest dark pool buy of the series. $SPY +$868M. Second consecutive massive buy on a sell day. $QQQ +$832M. $TSM +$216M zero sells. Ever…↗
Jul 8
Mike Investing — In 2024 I called $NVDA at $47.
Then In 2025 I called $AMD at $76.
& Finally In 2026 I called $NBIS at $73.
Now these 5 stocks have the exact setups $NVDA, $AMD, & $NBIS had.
1. C…↗
Jul 8
Alphatica — +$13.37B. The institutions bought the worst internals of the series. $MU +$4.39B. Pre-market alert validated. $AVGO +$1.23B zero sells. $NVDA +$1.89B. Seven buyers. One seller. Q3…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Shay Boloor — $TSM is one of the cleanest ways to own the AI buildout because $NVDA, $AMD, $AAPL, $AVGO, $QCOM and hyperscaler custom silicon programs all depend on the same leading-edge manufac…↗
Jul 8
Shay Boloor — @FuturumEquities $TSM remains one of the cleanest ways to own the AI trade because it benefits from almost every version of the debate investors are having.
Whether market favors…↗
Ben Pouladian — B200 is sold out at @LambdaAPI and @Vultr on-demand, forcing buyers into preemptible at $3.20–$3.95 — a 45–53% discount to list.
This scarcity premium mirrors the 2% util-avail…↗
Jul 7
Alphatica — -$2.01B. $NVDA +$1.19B near-zero sells. $TSLA -$1.08B zero buys. $META +$707M. The tape split on a sell day. The institutions picked names. Q3 week two.
$14.38B in buy blocks. $16…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Shay Boloor — @FuturumEquities Wild to see how close $AMD is to becoming the next $1T company↗
Jul 7
Shay Boloor — @FuturumEquities Heres where you can see my full $AMD commentary:
https://t.co/bkGt7NQZYH↗
Jul 7
Shay Boloor — $AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to…↗
Jul 7
Serenity — Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Wayne Liang — Samsung reported the highest quarterly operating profit any tech company has ever seen...
Passed both $NVDA and $AAPL.
> 89.4T won operating profit (~$58B), +1810% YoY
> Revenue…↗
Jul 6
Alphatica — DARK POOL SCANNER | July 6, 2026
$SPY -$783M dark pool. Lit: +$4.53B. Tapes disagree. Again. $MSFT -$271M. Alert validated. $DVN +$214M zero sells. $HOOD +$166M zero sells. Q3 wee…↗
Jul 6
Frenchie — @PhotonCap You have a position ?
I feel no one talks about $AMD↗
Jul 6
Alphatica — +$11.79B. $SPY +$4.53B. $AAPL +$2.00B zero sells. Third session. July seasonality confirmed. $MSFT -$503M. Distribution returned. Q3 week two.
$27.93B in buy blocks. $16.14B in se…↗
Jul 6
Shay Boloor — $AMD announced it is contributing to Trump Accounts joining the growing list of companies funding the new investment accounts for American children.
AMD CEO Lisa Su attended Presi…↗
Jul 6
Alphatica — UNUSUAL DARK POOL PRINT DETECTED:
│ 11:54:42 AMD BUY $119,175,000 NASDAQ Carte │
$AMD $SPY $QQQ https://t.co/FDgDbiHFN4↗
Jul 6
Shay Boloor — $AMD UP OVER 10% TODAY https://t.co/OnEG82lmyo↗
Jul 6
unusual_whales — Goldman Sachs has raised its AMD, $AMD, price target to $640 from $450 and reiterated its Buy rating.↗
InvestmentGuru — AI infrastructure stocks are bouncing and holding so far
$MU
$AMD
$INTC
$CRDO
$MRVL
$AAOI
$AVGO↗
Jul 6
Frenchie — Jensen Huang a menti
La prochaine boîte à 1 Trillion de dollar c’est $AMD https://t.co/2rAKKwUzm2↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Shay Boloor — $AMD could approach $100B in annual revenue by 2028 as $META, $ORCL and OpenAI commitments turn MI450 and Helios into a real second source for AI compute.
The GPU deals are what r…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 4
Shay Boloor — @fiscal_ai This is less a knock on $AMD and more a reflection of how cheap $NVDA looks to me here.↗
Jul 4
Shay Boloor — Wild to see $AMD now trading at nearly 3x $NVDA forward earnings multiple with Nvidia at ~20x despite 90% AI GPU share, 75% gross margins and a path to $1T in cumulative Blackwell…↗
InvestmentGuru — The Category Creator Portfolio
Some businesses aren’t just “leaders” — they’ve built moats so wide, nobody’s even trying to cross them.
$PLTR — Palantir Not a “software company.”…↗
Jul 3
Trade Whisperer — $MU $DRAM Meta's Cost-Saving Strategy: Re-Recycle Legacy DDR4 + Leverage CXL (Memory Expansion).
“CXL memory expanders give new life to DDR4 memory.”
To combat soaring DDR5 price…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
Serenity — Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 yea…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
If this helped you out, follow me for…↗
Jul 2
Michael | Hypermarkets — 1️⃣ Vera Rubin ramp (H2 2026) — Rubin already sampling, early access with $MSFT $GOOGL $META $AMZN. Mgmt has flagged ~$500B combined Blackwell+Rubin revenue visibility through end…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
SpotGamma — $AMD 25 delta call IV. I know Americans like to consume but this is getting ridiculous. https://t.co/sdRdCHTen3↗
Jul 1
amit — @Sambo_mac41 $AMD at $600 also gives $META $100B of equity they can use in many ways!↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
June 2026 · 233 mentions
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
Shay Boloor — $TSM is targeting 2029 for panel-level CoPoS packaging as AI chip scaling shifts from transistor density to packaging capacity.
CoPoS could fit more compute dies and up to 12 HBM4…↗
Jun 30
TheValueist — $INTC $AMD $ARM $NVDA My updated CPU tracker is attached. These are names with a high concentration of CPU-driven revenues and earnings. https://t.co/9RhbLPIheN
May 2026 · 369 mentions
May 31
Midas — We called out $AMD at $191 for a 119% gain!
My FREE discord community has been making printing this year.
Don't miss the next one and join now: https://t.co/4fcantYZn8↗
May 31
Midas — $META
$AMD
$VISA
$NOW
$WFC
If this helped you out, follow me for more.↗
May 31
Shay Boloor — President Trump is reportedly moving to block advanced $NVDA and $AMD AI chip shipments to Chinese subsidiaries operating outside China.
The new guidance closes a major export-con…↗
May 31
Shay Boloor — @FuturumEquities This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how f…
April 2026 · 252 mentions
Apr 30
Serenity — Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US f…↗
Apr 30
tae kim — Today is a VERY good day. The most new subscribers to my Substack since launch.
It's like people all of a sudden realized I knew what I was talking about after I've been pounding…↗
Apr 30
Wayne Liang — Reminder that $SNDK is projected to have 175%+ growth YoY... and they've beaten EPS estimates by ~70% in each of the last two quarters.
This is bullish for everything we've been l…↗
Jose Najarro Stocks — I'm about to go live on YouTube, let's talk chips!!
$NVDA $AMD $MRVL $MU↗
Mar 31
JC Investing — I see many people comparing $AMD and $NVDA
To me it’s clear Nividia is the better choice
• Cheaper valuation on growth: NVDA trades at ~20x forward P/E vs. AMD’s ~29x
• Nvidi…↗
Mar 31
TheValueist — $MRVL $NVDA $AMD $LITE TRANSACTION OVERVIEW
On March 31, 2026, NVIDIA and Marvell announced 3 linked elements: a strategic partnership connecting Marvell to NVIDIA’s AI factory an…↗
Mar 31
JC Investing — @The_Money_Buddy Seriously can’t go wrong I’ll choose $NVDA over $AMD all day and I’ll die on that hill
Trade Whisperer — $MU $SNDK $AMD $INTC $ARM $QCOM
"ByteDance Reportedly Eyes Next-Gen In-House CPU for 2H27 Mass Production."
The barrier for CPU? Clearly not as high as memory.
Meanwhile at 86%…↗
Jun 30
Wayne Liang — @Lui_Y0 $NVDA is already at ~$5T. IMO $AMD will close that gap towards $5T MC over the next year or two. https://t.co/sFZSMU9sSB↗
Jun 30
Wayne Liang — And the valuation gap fill between $AMD / $NVDA continues. Thesis playing out nicely... onwards to $5 trillion MC. https://t.co/fUXXVMoq0E↗
Jun 30
Antonio Costa — $AMD ascending triangle breakout https://t.co/bcZag4NpKl↗
Jun 30
InvestmentGuru — Memory/ storage play will continue to be a winner in this market
$MU
$SNDK
$INTC
$AMD
$ARM https://t.co/Yct3WaviHa↗
Jun 30
Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates.
I shared with you my top 5 already! Make sure you wrote those down:
$MU $SNDK $WDC $BE $AMD $INT…↗
Jun 29
TheValueist — $NVDA $INTC $ARM $AMD SAILBOX @sailresearchco , AGENTIC SANDBOXES, AND THE CPU SERVER DATA CENTER READ-THROUGH
EXECUTIVE SUMMARY
The core investment conclusion is that agentic AI…↗
Jun 29
PhotonBull — I thought the $AAOI x $AMD partnership rumors were just rumors with no backing, but apparently there is an article from last week where it is suggested:
"According to industry sou…↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
Shay Boloor — @FuturumEquities This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how f…↗
Jun 28
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Lando — Parted ways with $AMD this morning as I believe there’s better opportunities
I’m in the heavy growth phase of my investing life, and I know people will disagree with how concentra…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20%
Be patient and add these 8 super stocks:
1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗
Jun 26
Serenity — @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…↗
Jun 26
InvestmentGuru — 🚨 Overnight Market Movers
🔻 $ON falls over 7% after announcing a $7B all-stock acquisition of Synaptics ($SYNA). While the strategic move expands ON’s intelligent edge and conn…↗
Jun 26
Serenity — @chenbaiyang70 Looks like photonics theme selloff combined with macro drop with $AAOI.
I’m personally confident from $AMD CW LTA reports and next year’s $471M/month projections.…↗
Jun 25
InvestmentGuru — 5 Semiconductor Stocks to Buy the Dips & Hold
$MU — Micron Technology The HBM king. AI data centers can’t get enough DRAM and the supply-demand imbalance is getting worse. $MU jus…↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
TheValueist — $NVDA $INTC $ARM $AMD This Sail Research is a very interesting new company that provides persistent sandboxes for the coming massive CPU demand in agentic workflows. I was surprise…↗
Jun 25
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
KawzInvests 🦑 — $BB is up 100% since I first covered it.
Had earnings today. Beat revenue by $14M. EBITDA up 144% YoY. First positive Q1 operating cash flow in 9 years.
Most people think BB is a…↗
Jun 25
Jason Luongo — 8. $AMD - AMD
Q1 data center revenue $5.8B, up 57% YoY. MI400 series targeting hyperscaler deployments later this year. The strongest number two in AI compute the market has ever…↗
Jun 25
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
Jun 24
Alex A.C. — $TRT Trio-Tech
Risky (small and coming from a "Tier 4" status). Yep. But....:
- HUGE growth YoY
- In the middle of a Testing bottleneck (sub-segment of Burn-in, in the package)
-…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Jun 24
Wayne Liang — UBS just raised $AMD price target from $455 to $670.
Thesis makes sense… $AMD captures outsized share as $INTC’s roadmap/supply slips.
(combined with core count & multithread…↗
Jun 24
Midas — Top 10 Trending Stocks on r/WallStreetBets according to @asymmetrix_xyz:
1) $MU
2) $WEN
3) $SPCX
4) $MSFT
5) $SNDK
6) $DRAM
7) $CRBS
8) $AMD
9) $NVDA
10) $GOOG
$WEN is already…↗
Jun 24
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 24
InvestmentGuru — The chip selloff isn’t broken AI — it’s a stress test.
5 catalysts that will decide if this is a reset or a reversal
- $QCOM Investor Day — edge AI, PCs, autos & data center. Har…↗
Jun 23
Shay Boloor — @FuturumEquities You can watch my full $AMD breakdown here:
https://t.co/znoxT3MZVp↗
Jun 23
Shay Boloor — One of my favorite moves in 2026 was $AMD acquisition of MEXT.
MEXT makes predictive memory software that uses AI to move "cold" data into cheaper flash and prefetch it back into…↗
Alphatica — @unusual_whales This image is very misleading. Accounts with this many followers must put things in perspective. Some of the YTD returns:
$INTC: +258.48%
$AMD: +142.74%
$TXN: +…↗
Jun 23
Shay Boloor — @FuturumEquities If $MU confirms conventional DRAM tightness could persist into 2027 or 2028 then $AMD MEXT deal looks like a genuis as customers focus more on memory efficiency an…↗
Jun 23
Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys.
The buyers (two names):
$XLE +$336M (14 blocks,…↗
Jun 23
Wayne Liang — $1 trillion wiped out from the stock market...
$MU / $SNDK down double digits.
$AMD, $MRVL, $TSLA, $TSM, and other mega caps are being oversold heavily.
If your favorite ticker…↗
Jun 23
Wayne Liang — @caudwellgarvey Right. Considering megas like $SNDK & $MU are down double digits, $AMD $META $INTC and other large caps are also down significantly… -7% is totally reasonable I…↗
Jun 23
Black Panther Capital — 56 of the Nasdaq-100’s 100 holdings are green today.
The index itself is down over 2%, actually closer to 2.5–3% on $QQQ.
It’s just how absurdly top-heavy this index has gotten.…↗
Jun 23
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 23
Serenity — IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $N…↗
Jun 23
Wayne Liang — So $MU reports earnings on Wednesday after close, 97% chance it beats.
But if $MU follows the $SNDK / $AMD pattern, even a beat could see some short-lived turbulence.
Or maybe pe…↗
Jun 22
Midas — The 7 Most Popular Stocks on X in 2026:
1) $NBIS
2) $SIVE
3) $SNDK
4) $MU
5) $TSLA
6) $NVDA
7) $AMD
Save this post for later.↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 22
Evergreen Capital — A few thoughts after reading the Fugu white paper, which I believe has probable implications for future AI architectures and appears positive for $NVDA, DRAM $MU, $SKHynix, $Samsun…↗
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Serenity — That’s for you to decide.
But just throwing this out there:
If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC.
My guess is that…↗
Jun 22
Wayne Liang — I've scored another 10x call...
Welcome to the club $MU!
Nailed multi-baggers on $SNDK, $INTC, $TSM, and $AMD. Who said mega caps can't be fun?
I've always shared FREE gems on h…↗
Michael | Hypermarkets — $NVDA — Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.
$AMD — The credible #2 in accelerators. Hyperscalers want a se…↗
Jun 22
TheValueist — $INTC $TSM $NVDA $AMD Outstanding interview of LBT. It gives me the conviction to stay long the GAI infrastructure trade even after this massive run up. I love his comment that he…↗
Jun 22
InvestmentGuru — Overnight trading shows some profit-taking across AI and mega-cap tech:
🔻 $SPCX -3%+
🔻 $AMD -2%
🔻 $MRVL -1%+
🔻 $NVDA -1%+
🔻 $TSLA -1%+
🔻 $GOOG -1%+
Meanwhile, memory stocks…↗
Jun 22
Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks:
$2B against $SMH
$1.6B against $NVDA
Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM,
$ORC…↗
Jun 22
Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026
Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved.
Four sessions this…↗
Jun 21
Tradable Astronaut — BEST SETUP OF THE WEEK $AMD ⭐
GEX: PINNED (Positive Gamma)
Flip: $378 30% BELOW current price
Target: $600 (dominant magnet)
Support: $530
Stat Regime: 5/5 BULL
AION Score: 92/10…↗
TheValueist — $NVDA $ARM $INTC $AMD I’m naming this process and coining the term “Fanout Agentic GAI Loop.” Feel free to use and make sure to credit back to @TheValueist :)
We are still in the…↗
Jun 21
Michael Sikand 🦑 — 365 days ago, I decided to go all in on making content about stocks.
150K+ combined followers later... I thought I'd share my 3 best and 3 worst longs so far.
And once you read m…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
InvestmentGuru — The Blueprint Behind Every Legendary Stock Run — And Where It’s Showing Up Right Now
$MU — Sequential revenue growth accelerated nearly 1,000 basis points to 46%, with guidance no…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
TheValueist — $NVDA $ARM $INTC $AMD My Lead Analyst Agent independently spun up 11 temporary virtual CPU servers (on @digitalocean Droplets) overnight to rebuild the sharding for our QMD vector…↗
Jun 21
Serenity — @HawkChainETH We're in a massive EML bottleneck right now and CW lasers are getting bottlenecked now too.
To my knowledge, $COHR is buying EMLs off $LITE because they can't make…↗
Jun 21
Wayne Liang — If you apply Kevin O'Leary's signal vs. noise entrepreneurship principle to trading, you'd be an insane trader.
> Signal: 3-5 things that ACTUALLY move the needle
> Noise: Everyth…↗
Jun 21
Trade Whisperer — $TSM Two types of idiots today.
Idiot 1: Believes China will invade Taiwan.
Idiot 2: Has no idea the world literally cannot function without TSMC.
SK Hynix, $MU, $AMD, $ARM, $NV…↗
Jun 20
Trade Whisperer — $MU $SNDK $DRAM I think even if the memory trio signed 7 year deals, bears would still call them cyclical, tap themselves on the shoulder, and redeem their "I'm smart" coupon.
Mea…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇
💾 $MU | Micron - $147,367
🖥️ $NVDA | Nvidia - $113,039
🚀 $AVGO | Broadcom - $88,749
⚙️ $AMD | AMD - $…↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 19
Nezih Gökay — Gençlerin Portföyü - Hafta Özeti
Portföy Değeri: 120.068$
Haftalık Performans: +6.600$ (+%5,82)
🔵 Haftayı %5,82 oranında, yaklaşık 6.600 dolar karla kapattık. Cuma günü Amerikan…↗
Jun 19
InvestmentGuru — Real AI-memory supply squeeze, momentum can stay extreme for months. Not a sell signal — a momentum exhaustion signal. The market is pricing in flawless execution at a pace history…↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗
Jun 18
Midas — @asymmetrix_xyz $THLEF
$DCO
$AMD
$CRWD
$NOVT
$TEL
$ST
$CIEN
$FN
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 18
Jose Najarro Stocks — WHAT THE CHIP!! Amazon $AMZN is pushing to sell its custom AI Chip, Tranium, which is great news for $MRVL investors.
Crazy how this has become a 5-bagger in the portfolio! Plent…↗
Jun 18
Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗
Jun 18
Trade Whisperer — Interesting CPU research from a reputable firm.
This firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM ad…↗
Jun 18
Serenity — @degenlurker_ $AAOI + $SIVEF were my two likely guesses for $AMD large purchase agreements for CW lasers. We'll see what happens.
given aaoi + amd analyst channel checks. and amd…↗
Jun 18
Trade Whisperer — $MU From $62 to $1127 (+1714%)
$SNDK From $214 to $2185 (+920%)
This thread was the exact signal and thesis you needed. Same playbook as my $INTC $AMD $PLTR $RKLB $TSM calls. Thou…↗
Jun 18
Gaetano — Just posted full thoughts on this $AAOI & $AMD thought
I cover AOI extensively on my SS.
Earnings, news updates, stress testing, risks etc.
I've got about 10 articles poste…↗
Gaetano — This idea isn't isolated $AAOI
Rosenblatt a couple weeks ago put out a report and highlighted a general consensus among buysiders that $AMD was in talks with $AAOI about becoming…↗
Jun 18
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
Jun 18
InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT
Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗
Jun 18
Cobra — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 18
InvestmentGuru — $MRVL, $MU , $AMD , $INTC and $CRDO
holding green on an FOMC selloff day = institutional conviction. These are your strongest stocks in the market right now.↗
Jun 17
Alphatica — DARK POOL SCANNER | June 17, 2026
Hawkish Warsh. Lit: -$10.32B. Dark: -$1.13B. The dark pool still buys $SPY. $MSFT -$629M zero DP buys. Both tapes agree: sell $QQQ. Buy $MU.
478…↗
Jun 17
Gaetano — What are the odds $AMD is trying to lock up high-power CW laser supply with $AAOI?
We already know $NVDA secured strategic capacity with $LITE and $COHR.
If AMD wants an optical…↗
Jun 17
Alphatica — -$10.32B. Hawkish Warsh. The semi split: $MU $MRVL $AMD buy. $NVDA $MSFT sell. The institutions pick winners.
$22.42B in buy blocks. $32.73B in sells. Net flow: -$10.32B. 32,294 p…↗
Jun 17
Jose Najarro Stocks — If you only look at one MLPerf v6.0 chart for the $NVDA vs $AMD debate, make it this one.
NVIDIA submitted results on all 7 workloads. AMD submitted on 3: Llama2-70B LoRA, Llama3.…↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 17
Serenity — Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders...
Is probably just the start of the bottleneck?
There's not mu…↗
Jun 17
The Future Investors — $SSNLF $AMD Samsung is reportedly in talks with AMD to manufacture future AMD CPUs through its foundry business.
Mass production is expected to begin in 2028, potentially giving A…↗
Jun 17
Shay Boloor — Samsung is reportedly in talks with $AMD to manufacture CPUs through its foundry business.
Mass production is expected in 2028 giving Samsung a potential advanced-node win as it t…↗
Jun 17
Serenity — I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s r…↗
Jun 17
InvestmentGuru — MAG 7 is old news.
New acronyms are taking over Wall Street — and they tell a very different story.
FAB 10
$NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗
Jun 16
Michael | Hypermarkets — 1. $NVDA
Why Critical:
Provides the AI GPUs powering SpaceX's orbital intelligence, Starlink AI, and Terafab ambitions.
If Supply Stops:
SpaceX's AI roadmap slows dramatically.…↗
Jun 16
Alphatica — -$14.23B. FOMC eve. $MU reversed. +$11.27B in three days. Then -$4.40B today. $AMD zero buys. $AAPL only buyer.
$11.60B in buy blocks. $25.83B in sells. Net flow: -$14.23B. 22,268…↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 16
Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.
It's actually $MU $WDC $SNDK $DRAM.
These will 10x-20x from here:
1/ Bandwidth is the new…↗
Jun 16
Shay Boloor — $AMD & $RXT signed a deal for a 30MW AMD-based enterprise AI infrastructure deployment across global data centers.
The rollout begins in late 2026 targeting regulated industri…↗
Jun 16
Alphatica — JUST IN:
AMD and Rackspace just signed a definitive agreement for 30 MW of dedicated AMD compute across Rackspace's global data centers. Deployment begins late 2026 through 2028.…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
Serenity — @beauty_oe Yep, I would not be surprised if $AMD signed LTAs with $SIVE given the new Trendforce report that they're going around trying to secure CW laser capacity.↗
Jun 16
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 16
Serenity — New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVD…↗
Jun 16
Wayne Liang — $AMD is now approaching the $1T milestone, ~5.7x away from $NVDA.
Initially started at more than 10x... that valuation gap is filling rapidly. Exactly what I've been calling for.…↗
Jun 15
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 15
Alphatica — DARK POOL SCANNER | June 15, 2026
Lit: +$15.20B. Dark: -$3.94B. The structural hedge returns. $GLD +$113M. Third session. Gold +3.4% today. The dark pool was right.
459 off-excha…↗
Jun 15
Alphatica — +$15.20B. The semi complex goes all-in. $MU $NVDA $MRVL $AMD. Four semi names on the buy side. $TSLA flipped to sell.
$32.69B in buy blocks. $17.49B in sells. Net flow: +$15.20B.…↗
Jun 15
Shay Boloor — $AMD acquired MEXT to add AI-driven memory optimization technology to its data center portfolio.
MEXT helps reduce memory bottlenecks by making flash storage act more like high-sp…↗
Jun 15
The Future Investors — $AMD AMD has acquired MEXT, a company specializing in AI-powered memory optimization technology.
The deal is expected to help customers improve memory efficiency, reduce infrastru…↗
Jun 15
Wayne Liang — A common misconception is that mega caps don't deliver multi-baggers...
Unless you followed my calls on:
$MU from ~$118 to $1,000+ (~9x)
$INTC from ~$25 to $130+ (~5x)
$SNDK from…↗
Jun 15
Shay Boloor — $AMD IS NOW WORTH OVER $900B FOR THE FIRST TIME EVER https://t.co/Jg2xHDFjjx↗
Jun 15
Lando — $AMD UP NEARLY 7%
Alright real question. I’m up nearly 240% in my Roth, I’ve trimmed a bit already.
> Do I exit my position and rotate?
> Should I just hold since it’s in…↗
Jun 15
Serenity — $SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar a…↗
Jun 14
Wayne Liang — My opinion on the U.S government putting restrictions on Anthropic's Fable 5 and Mythos 5...
Two common questions in my DMs:
1. Does this break the thesis?
2. How does this affec…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 14
Wayne Liang — Kevin Warsh's first FOMC as Fed Chair is this week... the most important Fed meeting of the year IMO.
Markets are pricing in a hawkish hold already.
If Warsh acknowledges inflati…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Chris Ray — 1. $NVDA
2. $AMD
1. $V
2. $MA
1. $SPCX
2. $RKLB
Number 2s do pretty well…↗
Jun 12
Wayne Liang — When it comes to mega caps with solid fundamentals, I am more than okay to sit through 7 figure fluctuations.
Just like that, $AMD is back in action.
> Citi upgrade from Neutral…↗
Jun 12
Alphatica — JUST IN:
Advanced Micro Devices upgraded to buy from neutral at Citi ($488.45, 0.00)
Target increased to $575 from $460, 18% upside (average target $492.52; range $320-665).
$…↗
Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist :
$VPG : +15.9% sur la séance
Grosse continuation sur le thème capteurs de précisio…↗
Jun 11
Wayne Liang — I've always been transparent with my barbell trading and investment structure:
~50% in safer, long-term holds, including treasuries/ETFs (like $SGOV, $VT, $VTI), and more establis…↗
Jun 11
Jason Luongo — 4. $AMD - AMD (PEG ~0.7x)
Revenue $10.3B, up 38% YoY. Data center $5.8B, up 57%. MI350 series has deployment commitments from Microsoft, Meta, and OpenAI. Q2 guided at $11.2B - gr…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
Nezih Gökay — BİR HİSSE HİKAYESİ: Bölüm 6 — AMD $AMD
Nvidia’nın trilyon dolarlık yapay zeka imparatorluğunu ve fahiş kâr marjlarını izledik. Peki borsa tarihinde hiçbir tekel sonsuza kadar sür…↗
TheValueist — $NVDA $INTC $AMD $ARM CPU READ-THROUGH FROM THE FABLE SYSTEM PROMPT
Bottom line: [INFERENCE, High confidence] The Fable prompt is still primarily a GPU/HBM/inference story, but it…↗
Jun 10
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 9
tae kim — AMD strikes back! $AMD
"Under the modeled 100 kW rack scenario, AMD EPYC 9965 delivers an estimated 2.37x the rack-level throughput of the NVIDIA Vera baseline and roughly 1.6x t…↗
Jun 9
Alphatica — DARK POOL SCANNER | June 9, 2026
Lit tape: -$5.14B. Dark pool: +$82M. Nearly flat. The dark pool is buying indexes again. Same pattern as Friday, they are buying the dip.
153 of…↗
Jun 9
Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split.
$6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints.
The buyers. Three names…↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 9
Wayne Liang — I appreciate the shoutout! I will admit, I've gotten some pretty solid entries for my followers...
Whether it's mega caps like $MU at ~$118, $INTC at ~$25, plus $PLTR, $SNDK, $AMD…↗
Jun 8
JC Investing — Owning index funds will NOT make you rich
They’ll make you comfortable
Since 2021:
$NVDA +1400%
$MU +1000%
$AMD +400%
$GOOG +250%
S&P 500: +100%
Indexes WON’T change your…↗
Jun 8
amit — The Top 10 investments across Robinhood just got updated for June.
All 10 of the top held assets are the same except for one...
$AMD.
AMD replaces $NFLX (which was in the top 10…↗
Jun 8
Midas — $META
$AMD
$V
$NOW
$AXP
If this helped you out, follow me for more.↗
Jun 8
Wayne Liang — Pretty much nailed that bottom on $INTC last year, right before the aggressive rally.
Celebrating another big day for Intel after $GOOGL placed an order for more than 3 million TP…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Wayne Liang — $MRVL showing that mega caps can be fun. Reminds me of my early calls on $NVDA and $AMD.
We'll very likely see an $MU / $SNDK type of run this year, towards that $1T MC.
Many asy…↗
Jun 8
amit — LARGEST RETAIL SINGLE STOCK NET INFLOWS FOR THE MONTH OF MAY:
$MU +$6.5B
$NVDA +$5.9B
$TSLA +$4.9B
$SNDK +$3.5B
$AMD +$1.9B↗
Jun 8
Jason Luongo — 2. $AMD - Advanced Micro Devices
Revenue $10.3B, up 38% YoY. Data center $5.8B, up 57%. Signed a multi-year deal with Meta to deploy up to 6 GW of AMD Instinct GPUs. MI350 series…↗
Jun 8
Serenity — @LightLogix I mean...
> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE +…↗
Jun 8
Shay Boloor — $AMD is investing up to ~$2.7B in the UK over five years to expand AI and advanced computing infrastructure.
The investment includes UK university partnerships and support for maj…↗
Jun 8
InvestmentGuru — Overnight Market Movers
🔥 Semiconductors
• $MRVL +6%+
• $MU +3%+
• $ASML +2%+
• $AMD +2%+
AI, memory, and semiconductor infrastructure continue to attract capital as investors p…↗
Jun 7
Midas — $SNDK
$MU
$AMD
$PANW
If this helped you out, follow me for more.↗
Jun 7
Wayne Liang — Not to toot my own horn, but I did nail a pretty phenomenal entry for you guys on $MU at ~$118.
Rallied ~800% afterwards.
HBM demand was accelerating, hyperscaler capex was rampi…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 7
Shay Boloor — 12 STRONGEST EARNINGS PRINTS THIS CYCLE
1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD…↗
Jun 7
Serenity — Just very helpful timelines reiterated around glass substrate (source: Trendforce):
- SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers
- Samsung electromechan…↗
Jun 6
The Assembly — This is why we do this, and we’re just getting started.
$MU, $SNDK, and $AMD are already too big. Most of the money has been made.
We’re a team of 8 helping you spot great stocks…↗
Jun 6
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
Jun 6
Shay Boloor — $AMD is on pace to generate over $75B in profit over the next three years:
• 2026: $13.8B (+274% YoY)
• 2027: $24.7B (+78% YoY)
• 2028: $35.4B (+43% YoY)
AMD is the only credibl…↗
Jun 6
Shay Boloor — @FuturumEquities This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how f…↗
Jun 6
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 6
Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years:
• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
Michael | Hypermarkets — CEO $TSLA Elon Musk tweeted “Gamestonk!!” and $GME spiked 400%
Right now, he is saying $MU is the most important company in AI,
not $NVDA
not $AMD
not $GOOG
not $NOW
Perfect…↗
Alphatica — DARK POOL SCANNER | June 5, 2026
The lit tape sold -$47.7B. The dark pool: -$170M. Nearly flat. The divergence flipped direction.
687 off-exchange prints ≥$5M. The widest lit/dar…↗
Jun 5
Alphatica — -$47.7 billion. All eight names sell. Zero buyers. Yesterday: all eight buy. A $66.6B swing in 24 hours.
$17.4B in buy blocks. $65.2B in sells. Net flow: -$47.7B. 46,322 prints.…↗
Jun 5
Trade Whisperer — Patience. Breathe. Think Long Term.
$GOOGL Token Consumption Trajectory.
300x+ growth vs 2024.
Chips are devouring the world.
$MU $SNDK $DRAM $AMD $INTC $TSM https://t.co/4Su…↗
Jun 5
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 5
TheValueist — $MSFT $ARM $NVDA $QCOM $INTC $AMD Windows on Arm Comes of Age: AI PCs, Unified Memory, and the Erosion of the x86 Moat.
Windows on Arm has evolved from a compatibility-constrained…↗
Jun 5
InvestmentGuru — 17. $ARM
The architecture powering every AI inference chip, mobile AI, and data center CPU. Royalty model means it benefits from every chip design across the ecosystem — $NVDA, $AM…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 5
Daniel Koss — Investors who compare $NBIS, $CRWV, and $IREN upside purely based on which stock has run the most are completely missing the picture.
For the last two years, we have seen many the…↗
Jun 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
Jun 5
InvestmentGuru — Overnight market action is setting up a cautious open.
🔻 $LULU is down more than 11% after cutting full-year revenue and earnings guidance. While Q1 revenue grew 4% year-over-yea…↗
Jun 5
Serenity — $AAOI is one of the names I keep averaging up on since $28.
Just from random shower thoughts… I feel like it’s just imminent to double or triple if they execute?
There’s just to…↗
Jun 4
Trade Whisperer — @Thormetheus $AMD looking good. I don't know what $OSS is though.↗
Jun 4
Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10)…↗
Jun 4
Trade Whisperer — $MU at $62
$SNDK at $200
$RKLB at $13
$PLTR at $21
$INTC at $54
$AMD at $227
Six names. Zero noise. 130,000 followers.
Most accounts need 50 tickers. I needed six.
And the missio…↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Wayne Liang — My theses on $AMD and $MRVL are getting pretty similar pushbacks to when I was charting $MU at ~$120, $PLTR at ~$30, $NBIS, $SNDK, and more.
Whether it's weeks from now or months…↗
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 4
Lando — @Ashton_1nvests Trimmed $AMD today and sold out of $SOFI recently. Not because they’re bad companies, I’m actually long, but because I believe there’s better opportunities CURRENTL…↗
Jun 3
Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10): 1…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — My free discord has been making GENERATIONAL WEALTH this year:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team o…↗
Jun 3
Midas — My FREE discord called the following 100%+ trades:
1. $AMD at $191.62 (+164% gains)
2. $NBIS at $86.72 (+222.9% gains)
3. $IREN at $33.65 (+105.3% gains)
Our team of 7-figure…↗
Jun 3
Lando — Trimmed $AMD for my first “winner” after a nearly +200% gain
If you asked me a year ago it’d be a $500 stock I would’ve told you BS. I stuck through it and have finally trimmed a…↗
Jun 3
Wayne Liang — Definitely happy I nearly doubled my position on $AMD yesterday…
Also looking at another large cap that has ~4x potential by EOY. Will share on a red day so we all get some solid…↗
Jun 3
Serenity — @Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem.
$AMD also invested i…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Alphatica — DARK POOL SCANNER | June 2, 2026
$NVDA: zero dark pool buys. $MSFT: zero dark pool buys. The $SPY divergence is back. One day after it resolved.
Yesterday both tapes agreed on $S…↗
Jun 2
Alphatica — +$6.37B net buy. $NVDA flipped. -$2.12B with $1M in buys. Three names: zero sells.
12,396 block trades. $13.2B in buys. $6.8B in sells.
The buyers. Supply chain, indexes, everyth…↗
Jun 2
Wayne Liang — Added heavily to my $AMD position earlier today, couldn't resist the momentary red.
Much higher average than before, but all is well. $AMD is still greatly undervalued relative to…↗
Jun 2
Shay Boloor — $SMCI showcased $AMD Helios rack-scale AI platform at Computex built around 72 AMD Instinct MI455X GPUs in a double-width rack.
This is AMD moving toward a full rack-level AI syst…↗
Jun 2
Lando — @ryansfinance Yeah I haven’t sold $AMD yet, that’s my only real “winner” so far 🤣
Tons of lessons learned though believe me↗
Jun 2
tae kim — The best $AMD chips? https://t.co/sRupxilCCP↗
Jun 2
Serenity — The most consequential event of an entire company’s history.
Got released today with a photonics player.
Making them the functional standard laser for CPO, Pluggables, and SiPH.…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
Wayne Liang — I genuinely believe $AMD can close that valuation gap towards $NVDA and become a ~$5T company in the future.
Countries building sovereign AI infrastructure (UAE, Saudi Arabia, Jap…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Alphatica — Just In:
Barclays just raised targets on AMD, ARM, and Intel. Read the numbers carefully.
AMD: target to $665 from $500. That is now the highest target on the Street. 29% upside.…↗
Serenity — It’s mainly just “follow the leader” algorithmic selloff in current photonics markets.
Most laser/optical related companies from $AAOI to $SIVE seem tied to $LITE performance…
De…↗
Jun 1
Shay Boloor — $INTC plans to launch a new AI chip this year to compete with $NVDA and $AMD.
The new GPU called Crescent Island is built for inference and targets the AI serving market with a lo…↗
Jun 1
Serenity — $AAOI is actually my favorite photonics exposure in the US market right now.
I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
The Future Investors — Nvidia continues to dominate the semiconductor industry 🚀
• Revenue: +85% vs +38% vs +7%
• EPS: +140% vs +43% vs +123%
• Highest margins of the three
Despite the fastest growth…↗
May 31
Wayne Liang — About $NVDA becoming the operating system of civilization...
$NVDA and $MSFT are set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at GTC Taipei on Monda…↗
May 30
unusual_whales — AMD, $AMD, CEO Lisa Su has told grads they shape the future, not AI, and the world doesn’t just need ‘people who know how to use powerful tools,' per FORTUNE↗
May 30
CK Capital — $PENG keeps climbing and it still feels undervalued to me at this price.
This is a company that builds mission critical AI infrastructure for NASA, the US Air Force, the US Navy,…↗
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
Alphatica — DARK POOL SCANNER | May 29, 2026 | Week 12 Ends
Net sell. $MSFT: zero dark pool sells. $TSM: zero dark pool buys. Both tapes agree on every name.
Ten names on the dark pool. Ever…↗
Alphatica — Yesterday: +$21.2B record buy. Today: net sell. The playbook flipped.
$MSFT +$2.45B with $5.6M in sells. $PLTR +$894M with zero sells. $NVDA +$1.08B. Buy platforms and AI. Sell ev…↗
unusual_whales — That just about does it for May! Another busy month with a lot of notable options flows.
Too many big winners to spotlight all, but here are a small handful of flows that were spo…↗
May 29
tae kim — How to Find the Best Investing Setups $EWY $DRAM $INTC $AMD https://t.co/flflja8qw8↗
Vulture trades 🦅 — I found the next $DELL type play
A generational wealth opportunity…
Mark my words.
I found the next $GME $AMD $NVDA $PLTR $TSLA type play
10,000% potential play
Like + comme…↗
Alphatica — DARK POOL UPDATE | May 28, 2026
$13.7B in off-exchange flow. 499 prints ≥$5M. Net: +$49M buy. Barely.
The lit tape printed +$21.2B. The largest buy day in the history of the seri…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
May 28
Wayne Liang — Always a good time watching $AMD fill that valuation gap towards $NVDA.
I told you, being the "second source" is the only reason this gap exists. As MI400 starts to ship and $AMZN…↗
May 28
Alphatica — +$21.2 billion. Record. The largest net buy day in the history since we started tracking this series.
$35.5B in buy blocks. $14.3B in sells. Net flow: +$21.2B. Buy/sell ratio: 2.5…↗
May 28
Serenity — I’m actually even more bullish on $AAOI at $13B MC given all the recent laser bottlenecks…
Than I was back at $2B or $6B.
I also think markets missed the analyst note around pote…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
May 27
Alphatica — -$15.0B net sell. $MU from +$5.0B zero sells to -$8.1B. The largest single-name reversal since we started reporting this series.
Yesterday $MU printed +$5.02B with zero sell block…↗
May 27
Serenity — They’re stupid?
$JBL announced demand > supply for their 1.6T LRO and this signals mass production on $SIVE lasers.
Ayar raised $500m for volume ramp and dropped $LITE and $MTS…↗
May 27
Serenity — Interesting photonics selloff today on no news?
$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%
I think it’s probably t…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
Alphatica — DARK POOL SCANNER | May 26, 2026 | S&P All-Time High
$3.9B in off-exchange flow. 150 prints ≥$5M. Net: -$872M sell.
The lit tape said +$4.56B net buy. The dark pool says -$872M n…↗
May 26
Shay Boloor — @danielnewmanUV @FuturumEquities @rolfbulk $AMD is the cleanest way to play the “CPUs are cool again” trade.↗
May 26
Ben Pouladian — The chip-level win is the distraction
The rack-level integration is the trade
A custom chip can beat NVIDIA on a spec sheet
It cannot beat a rack where the CPU was co-designed wi…↗
May 26
Alphatica — $MU +$5.02B. Zero sells. The largest zero-sell print in the history of the series.
S&P at all-time highs. Average ticket: $17,142. The highest we've ever recorded. This is pure in…↗
May 26
Frenchie — Je solde ma plus grosse conviction $AMD
Le titre vient de franchir les 500$, un sommet historique. J'avais bâti la position autour de 87-88$ pendant le sell-off lié aux tariffs d…↗
May 26
Shay Boloor — $AMD JUST CROSSED $500 FOR THE FIRST TIME EVER https://t.co/lPuQGdUEGS↗
Wayne Liang — The valuation gap fill towards $NVDA continues... and using https://t.co/ihHRGndL5d Bubble indicator, the "bubble" on $AMD has not popped yet. https://t.co/O3ldh5t9H5↗
May 26
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
May 26
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
May 25
Mike Investing — This year I’ve already called out:
$RKLB at $56 & is now up 148%
$OSS at $7 & is now up 157%
$AMD at $190 & is now up 152%
If you’re looking for the next MASSIVE runner then lo…↗
May 25
Shay Boloor — Huawei claims its new LogicFolding approach can help narrow the gap with $TSM by improving chip density, latency & power efficiency without relying only on smaller transistors.
TS…↗
May 25
TheValueist — $TSM $ASML $NVDA $INTC $AMD EXECUTIVE CONCLUSION
Huawei’s announcement should be treated as a strategically important semiconductor road map, not as verified evidence that Huawei…↗
May 24
Trade Whisperer — @dramlonger $TSM, $MU, $DRAM, $AMD, $INTC, $ARM = Semiconductor Agentic AI Enabled.
I have a few names researched on the software side. I am pretty excited on what's coming.↗
May 24
CK Capital — Four of the most asymmetrical setups in the market right now. Four completely different sectors. All deeply undervalued.
$HLIT — The only software platform that virtualizes the en…↗
May 24
Wayne Liang — $MU thesis continues to validate itself.
Since I last posted about Micron...
> Manassas Virginia $2B+ expansion just started 1α DRAM production. The most advanced memory tech eve…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 24
The Future Investors — $NVDA $INTC $AMD Nvidia could capture two-third of the x86 server CPU market from Intel and AMD, according to an analyst who expects Nvidia to generate around $20B in CPU revenue i…↗
May 24
TheValueist — $NVDA $ARM $INTC $AMD Nvidia says its forecast for $200 billion CPU market includes China - https://t.co/vxX5iuRAhN↗
May 23
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
May 23
CK Capital — A company trusted by NASA and the Pentagon just hit a 52 week high yesterday and is still one of the most undervalued stocks in the market.
$PENG. $2.7 billion market cap. Let me…↗
May 23
Wayne Liang — Gap between $AMD and $NVDA is filling nicely, around ~6.8x apart now...
And my stance gets stronger.
> $NVDA just reported a monster Q1 FY27. $82B revenue (+85% YoY), datacenter…↗
Trade Whisperer — If $AMD wins, $TSM wins.
AMD’s next-gen EPYC “Venice” processor has entered production on TSMC’s 2nm technology and Advanced Packging, with future output also planned at TSMC’s Ar…↗
May 23
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
Alphatica — DARK POOL SCANNER | May 22, 2026 | Warsh Day 1 | Memorial Day Weekend
$9.6B in off-exchange flow. 293 prints ≥$5M. Net: -$2.69B sell.
Both tapes agree heading into the three-day…↗
May 22
Alphatica — Warsh Day 1. -$1.99B net sell. But remove $NVDA and the tape is +$1.83B buy. Two markets on one tape.
Kevin Warsh was sworn in as the 17th Fed Chair at the White House this mornin…↗
May 22
Shay Boloor — @PolymarketMoney CPU bottleneck will propel $AMD to $1T valuation.↗
The Future Investors — $AMD $AMKR AMD is working with Amkor on advanced AI chip packaging in Arizona as the U.S. pushes to build a larger domestic semiconductor supply chain 🇺🇸🤖
Amkor recently acquir…↗
Shay Boloor — $AMD CEO Lisa Su says CPU market is tight and expects demand to grow more than 35% annually over the next five years.
AMD will keep ramping supply every quarter this year with mor…↗
May 22
Shay Boloor — $AMD CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster.
She said AMD’s two major bets were $TSM and advanced pac…↗
May 22
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chip…↗
May 21
Jukan @COMPUTEX — >> AMD Accelerates Helios Rollout… Taiwan AI Server Supply Chain Gears Up in Earnest
• AMD is accelerating the introduction of its next-generation Helios rack-scale AI platform, w…↗
May 21
Alphatica — The tape called $NVDA. Here are the receipts. And here is what happened the morning after.
+$6.12B net buy. $NVDA -$2.54B biggest seller. Eight names buy. The institutions sold th…↗
May 21
KawzInvests 🦑 — Wanted to expand on why David Heard joining the $PENG board matters.
Heard was CEO of Infinera when $NOK acquired them for $2.3B. That deal turned Nokia from a photonic component…↗
May 21
Shay Boloor — $AMD is working with $AMKR on advanced chip packaging as packaging becomes one of the key bottlenecks for AI and data center chips.
Amkor is expanding capacity in Arizona with pro…↗
May 21
Wayne Liang — Only the unexperienced would sell the news on $NVDA earnings... we've seen how it always plays out.
Not to mention, we saw the exact scenario with $SNDK and $AMD very recently. Sh…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Shay Boloor — @PolymarketMoney Wild to see how close $AMD is to breaking $500..↗
May 21
Shay Boloor — $AMD launched Ryzen AI Halo which is a $3,999 Mac Mini-sized workstation for developers running AI models locally.
It costs less than $NVDA DGX Spark at ~$4,700, supports both Win…↗
May 21
TheValueist — $AMD $ASX $SANM (Bloomberg) -- Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, pledged to invest more than $10 billion in Taiwan to expan…↗
May 21
Serenity — Just as I say this:
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM,…↗
May 21
The Future Investors — $AMD AMD plans to invest more than $10B in Taiwan’s AI ecosystem, partnering with ASE and SPIL to develop more power-efficient AI chips and strengthen its manufacturing capabilitie…↗
May 21
Shay Boloor — $AMD announced a $10B+ investment across $TSM ecosystem to scale advanced packaging for next-gen AI infrastructure.
Venice EPYC is ramping on TSMC 2nm while Helios with MI450X GPU…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
Shay Boloor — $NVDA said Vera CPU opens a new $200B TAM for Nvidia which is a market the company has never addressed before.
Nvidia now has visibility into nearly $20B of CPU revenue this year…↗
May 20
Alphatica — Dark Pool Update: The tape called $NVDA. Here are the receipts.
$NVDA. $2.39 EPS vs $1.78 expected. $81.6B revenue vs $79B expected. Q2 guidance $91B vs $86.8B expected. Beat and…↗
May 20
Jose Najarro Stocks — $NVDA $AMD $INTC $ARM THE CPU SHORTAGE IS A MAJOR WIN FOR NVIDIA
NVIDIA believes it will be the world's leading CPU supplier this year!!
"Vera CPU opens a brand new $200 billion…↗
May 20
Alphatica — $NVDA day. +$16.2B net buy. Seven of eight names buy. The tape is positioned.
$NVDA reports after the close tonight. The tape going into the print:
$27.5B in buy blocks. $11.3B i…↗
May 20
Jose Najarro Stocks — $NVDA $AMD $MU
What every semiconductor AI stock investor waiting for Nvidia Earnings Report is doing right now. https://t.co/2UrFkMjqTM↗
Jose Najarro Stocks — $NVDA 3 THINGS I WANT TO HEAR ABOUT DURING THE EARNINGS CALL.
Long-term investor here, so I tend to use these calls to just get more answers about the market and upcoming products…↗
May 20
Nancy Pelosi Stock Tracker ♟ — Republicans and Democrats don't agree on much except...
Five politicians have been buying $AMD in 2026:
• Julia Letlow (R): ~$15K (Feb 2)
• Cleo Fields (D): ~$50K (Feb 3)
• Gilbe…↗
May 20
BULL OF BRITAIN — @chapmanj77 This is what I am getting towards. You sold $AMD out of fear, when you should have bought-in while it was being re-rated from the Agentic AI cpu | gpu ratio going to 1:…↗
May 20
Shay Boloor — @FuturumEquities The $AMD sell-side note was my favorite among the group 👀↗
Nancy Pelosi Stock Tracker ♟ — Would you look at that
Rep. Josh Gottheimer (D) bought $AMD twice in the same week
On April 23rd, then again on April 27th
He sits on the House Permanent Select Committee on Int…↗
May 20
Serenity — If people don’t realize why I’m so interested in $SIVE M&A.
Sivers likely customers were:
Lightmatter when they were tiny -> became $4B+ company.
Lightelligence when they were t…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
May 20
InvestmentGuru — $AMD is doing exactly what $MU did — and most investors still haven’t connected the dots
When $MU pivoted from commodity DRAM to HBM, the market was slow to re-rate it. Then it ri…↗
May 20
Trade Whisperer — The most expensive model, Claude, is winning the Enterprise AI race.
Golden Cross
$MU $DRAM $SNDK $AMD $INTC $LITE $GLW $TSM https://t.co/InSaunCNkV↗
May 20
InvestmentGuru — THE CPU RENAISSANCE THESIS
The Structural Shift Nobody Priced In
This isn’t cyclical. It’s architectural.
The AI compute stack is undergoing a fundamental transition. Training wo…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
TheValueist — $NVDA $AMD $MU $SNDK $LITE NVDA Vera CPU is here. I have a feeling they will do a very good job at blowing this out through their established sales channels and attaching it to lar…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 19
Mike Investing — In 2024 I called out $TSLA at $140.
Then in 2025 I called out $AMD at $76.
Now for 2026 my next callout to change lives will be $NOW.
All while sitting at its LOWEST valuation e…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
CK Capital — People don't understand how bullish this news is.
The sitting CTO of $AMD. The chair of $LITE. The head of Advanced Computing at $AMZN. And now the president of $NOK Network Infr…↗
May 18
KawzInvests 🦑 — @michaelsikand Yeah the board is stacked, pulled talent from $LITE $AMD and now $NOK↗
May 18
CK Capital — I'll say it plainly. $PENG is a $100 stock trading at $48.
This is a company that builds and deploys mission critical AI infrastructure for NASA, the US Air Force, the US Navy, Lo…↗
May 18
KawzInvests 🦑 — The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE
Now look at the rest of that board.
> Penny Herscher, who also chairs on $LITE
> Mark…↗
May 18
Alphatica — DARK POOL SCANNER | May 18, 2026
$9.2B in off-exchange flow. 340 prints ≥$5M. Net: -$2.50B sell.
Friday: record +$9.36B dark pool buy. Today: -$2.50B sell. An $11.9B swing over t…↗
Nick Colas & Jessica Rabe (DataTrek) — The US large cap Tech sector is up +32.6% QTD, with no other group up by even 10%. The strength here is primarily due to second tier semi names: $MU (+114% QTD), $AMD (+108%), and…↗
Shay Boloor — $AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing as China pushed for deeper cooperation with AMD. https://t.co/fgTi63mtN0↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
May 18
Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex)
$AMD MI450 GPU cycle incoming, hyperscaler locked
$NVDA still buying Blackwell dips
$MU HBM4 memory supercycle play
$TSM TSMC,…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
CK Capital — Serenity makes a fair point on $PENG and the photonics angle. She is right that they build the chassis not the core IP. I have never disagreed with that.
But here is what I think…↗
May 17
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 17
Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
CK Capital — If someone told you there was a $2.5 billion company partnered with $NVDA, $AMD, $INTC, $DELL, and SK Hynix you would think the market cap would be crazy high, but it’s not.
That…↗
May 16
Michael | Hypermarkets — These 5 stocks should 100%-400% by holding it until 2030-2035:
1. $GOOG — analyst consensus strong buy, avg PT ~$600, with bulls targeting $550. I used $550 as a 2030-horizon bull…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
CK Capital — I am buying every single dip and here on $PENG and this is exactly why.
Think about what it actually takes to become a vendor for NASA. The US Air Force. The US Navy. Lockheed Mar…↗
May 15
Trade Whisperer — What the...
The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.
The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling…↗
May 15
Alphatica — DARK POOL UPDATE | May 14, 2026
$7.7B in off-exchange flow. 338 prints ≥$5M. Net: -$806M sell.
The lit tape printed +$13.1B net buy. All three signals aligned positive for the fi…↗
May 14
CK Capital — $PENG is a $2.5 billion market cap stock.
Let me show you who they work with.
Partners: $NVDA. $AMD. $INTC. SK Hynix. SK Telecom. Shell. Dell Technologies.
Customers: NASA. The…↗
May 14
Alphatica — +$13.1 billion net buy. $NVDA +$3.94B. $MSFT back on the buy side. $TSLA streak broken.
S&P +0.73%. Nasdaq +0.77%. Dow +0.81% leading. The internals showed breadth and volume both…↗
May 14
Wayne Liang — Quick recap on some of our recent setups, in different layers of the same supercycle.
Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Naile…↗
May 14
Jose Najarro Stocks — $AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE!
If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE $AMD $INTC Wild coincidence (maybe not wild)! I set up my first sandbox on @e2b last night with/for my @openclaw . We are deep programming now, baby! Sandboxe…↗
CK Capital — The more and more I look into $PENG the more I love this setup.
Started looking at it as a simple memory systems integrator. The more you dig the more layers you find.
Layer one.…↗
May 13
Wayne Liang — One could say $AMD is one side of the barbell, as the de-risked and established setup that has high probability of working out. Extremely low risk.
Now the other side of the barbe…↗
May 13
Michael | Hypermarkets — 4 investing skills you need to know until 2030:
1. buy dips on strong companies only $TSLA $NVDA $MU $AAPL $GOOG $AAPL $AMD
2. recoveries will be V-shape bounces
3. all sell-off…↗
May 13
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
Michael | Hypermarkets — 1 year ago, $LITE was at $40. It's up 2600% so far at $1040.
Here's 15 stocks surging right now like $LITE:
1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for m…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 13
Frenchie — Mes 5 plus grosses convictions actuellement sur le stock :
$STMPA - MCAP ~$51.5B / ~€43.8B
Semi européen sous-valorisé.
Exposition auto, industriel, Datacenter, power semis. Le m…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Shay Boloor — $AMD disclosed a small new $MRVL stake worth ~$6.5M https://t.co/cmJb8miLr9↗
May 12
Alphatica — CPI day. -$7.2B all session. The closing cross flipped it to +$3.6B.
The worst internals of the series. CPI at 3.8%. $SOXX -6.0%. Record 9.6% rotation spread. The tape was selling…↗
CK Capital — A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it.
$PENG Penguin Solutions. Tradi…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Trade Whisperer — Rise of Agentic AI Could Push CPU Core Counts to 512 and only $TSM 2nm advanced node can enable it.
$ARM: Arm's new AGI CPU already has 136 cores.
$AMD: Upcoming Zen 6 EPYC proc…↗
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
Alphatica — +$17.8 billion net buy. $MSFT flipped. $NVDA and $AMD sold. The reshuffling continues.
This morning the internals showed a new divergence: breadth 0.70x but volume 2.13x. Few stoc…↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
May 11
Shay Boloor — $AMD just crossed a $750B market cap for the first time ever 😳 https://t.co/gdJ8hYz1RM↗
May 11
KawzInvests 🦑 — $QCOM has been an absolutely insane trade.
The day before earnings I watched unusual volume rip through the $200 calls. Someone knew something.
3 weeks later the stock is up 70%…↗
May 11
Black Panther Capital — I took a position in $PENG today.
Here is why and my PT:
> 2026: $93 base / $124 bull
> 2027: $160 base / $210 bull
From $44 today. That is a 5x if the re-rate completes.
The m…↗
May 11
Nancy Pelosi Stock Tracker ♟ — This one's hard to explain away.
On April 14th, Rep. Gil Cisneros (D) bought $AMD
AMD's data center revenue just jumped 57% and they blew past Q2 estimates
He sits on the House…↗
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 11
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 11
Wayne Liang — $ASTS reports tomorrow after close. This could add an insane amount of fuel to the momentum $RKLB catalyzed.
Pretty certain the market's already priced in another EPS miss... they…↗
May 10
Jason's Chips — I still remember the days when r/wallstreetbets called $AMD advanced money destroyer
Now it's the Advanced Money Dispenser↗
May 10
tae kim — The Wall Street Journal's top front page story this morning comes after I pounded the table on the exact CPU, GPU, and HBM memory AI stock themes five weeks ago $INTC $AMD $DRAM $E…↗
Serenity — Is it just me…
Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently? https://t.co/CWEt5rcusn↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Frenchie — Je vous présente @sssjeffpu
Jeff est surtout connu comme analyste ensupply chain Apple, tech et hardware, avec un angle très orienté semi-conducteurs.
Il travaille aujourd’hui c…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Trade Whisperer — $AMD $INTC $ARM Server CPU TAM just doubled. $60B to $120B by 2030.
That's cute.
Now look at $TSM market share in CPU manufacturing.
75%. One Company. Monopoly. https://t.co/Qt…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
Alex A.C. — $AMD : more manufacturing capacity ahead. Take note guys 🤓
Also $INTC thx to its own Foundry.
CPU production up 📈 ==> More Memory and Storage, and Networking demand up 📈…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — $MU. $SNDK. $AMD.
All ran hard. None of them are done.
Here’s why -
$MU @ $746 | Forward PE: 7.5x
→ 100%+ EPS growth projected in FY2026
→ Only US-based advanced memory manufactu…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
Frenchie — $AMD prend encore 11% hier dans le plus grand des silences https://t.co/Jl6dgUFaxf↗
May 8
Alphatica — $19.8 billion in off-exchange flow. 597 prints ≥$5M. Net: -$2.7B sell.
The lit tape printed +$33.7B net buy today. $MU: +$13.4B with zero sells. $AMD: +$7.5B with zero sells. The…↗
Alphatica — +$33.7 billion net buy. $MU $13.4B zero sells. $AMD $7.5B zero sells. Record.
This morning the internals showed the deepest cumulative TICK of the series. A/D 0.62x. Volume 0.55x.…↗
May 8
Lando — @WheelieInvestor $IREN is the next one trust the process. Regardless I got $AMD @ $150 in the Roth 🙈↗
May 8
Jose Najarro Stocks — Sooooo did chips win?
$AMD $NVDA $QCOM $MU $TSM
Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG↗
May 8
Tigris 会讲课教授是好老师 — “因为当 AI 从模型训练到推理到现在智能体agent，CPU、内存、机架、封装、供应链和制造能力都会重新进入估值表”
【都是封神经典逻辑推理和预测】
市场过去买的是 Nvidia 缺货后的替代品，现在开始买 AMD 能否成为第二套 AI 系统平台。
这个变化，会同时重估 $AMD，也会反向重估 $INTC Intel。↗
May 8
Wayne Liang — Investing in large cap long-term is so peaceful… $SNDK $AMD https://t.co/OBi9Ngspo9↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
amit — absolutely wild Friday
semis took a literal 4-hour breather yesterday before coming back
software down again
and rocketlab literally going to the moon
bulls in control
$AMD $M…↗
May 8
Shay Boloor — $MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.
Micron is now officially bigger than:
• $AMD…↗
May 8
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
Trade Whisperer — $MU Insane
Micron will generate more revenue next quarter than $ASML, $AMD, $AMAT, and $KLAC combined ($33.5B vs $31.2B).
Their combined market cap is $1.86T. $MU sits at $0.75T.…↗
May 8
Serenity — $SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others.
Not including silicon photonics programs with…↗
May 7
The Assembly — Semi sector today:
$INTC -2.85%
$MU -4.06%
$SNDK -6.17%
$AMD -4.56%
$SOX -3.2%
So much for forward returns. https://t.co/ni9iR0ZtTn↗
May 7
Shay Boloor — @FuturumEquities $AMD and $ARM showed why CPUs are cool again.↗
Wayne Liang — Neocloud sector pulling back today (so far)... nothing unexpected and completely reasonable.
The entire sector has had a massive run over the past two weeks. Good to let it breath…↗
May 7
Trade Whisperer — Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now
CPU-to-GPU ratio: 1:8 → 1:1
New AI Memory Demand? 16x
Agentic AI = Re-Fucking-Rate
$AMD…↗
May 7
Shay Boloor — $AMZN custom silicon business hit a $20B annualized run rate in Q1 2026 growing triple digits YoY.
CEO Andy Jassy framed the chip business as a $50B standalone equivalent which wo…↗
May 7
Jukan @COMPUTEX — AMD to Entrust 2nm Production to Samsung Foundry
Samsung Electronics has entered into substantive discussions with AMD on semiconductor contract manufacturing (foundry). As global…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Serenity — @nexefye It's likely pure algorithmic, but another .76% of the float was shorted yesterday.
Algorithms tend to miss a lot of the nuances of supply chain mapping like $AMD going…↗
May 7
Trade Whisperer — $MU 6x Forward P/E
$WDC 32x Forward P/E
$AMD 51x Forward P/E
$ARM 98x Forward P/E
$INTC 110x Forward P/E
The market is still calling all of them "cyclicals."
If $MU is re-rated to…↗
May 7
Trade Whisperer — $AMD BLUE Candle. +99% surge
CPU TAM revised from 18% to 35%. Nearly 2x in one report. The market is pricing in the Agentic AI wave aggressively. We're just getting started.
Get…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
Trade Whisperer — 90k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK $INTC $AMD. High positioning. Durable nam…↗
May 7
Tradable Astronaut — The Aion Index just got an upgrade.
Top 40 & Top 60 views are now live.
That means you can start tracking names as they climb the ranks before they ever crack the top 20.
Earlie…↗
May 6
Shay Boloor — $AMD CEO Lisa Su says the server CPU market could exceed $120B by 2030 growing over 35% annually as agentic AI drives more compute demand.
If every user has multiple AI agents con…↗
May 6
Wayne Liang — @Khankilla If you're investing long-term, just buy $NVDA and $AMD and leave it for 5-10 years. Easiest bet of all time.↗
May 6
Alphatica — +$17.9 billion net buy. $NVDA flipped back to buyer. $QCOM new seller.
$34.5B in buy blocks. $16.6B in sells. Net flow: +$17.9B. Buy/sell ratio: 2.1 to 1. 20,814 prints.
The buye…↗
May 6
Serenity — @hiro_invst Have you not seen $INTC $AMD $ARM this past month?↗
May 6
unusual_whales — $AMD is up 17% today. https://t.co/OzazCYzH4I↗
Trade Whisperer — $AMD WILD 🤯
15 firms. All raises. Baird & Bernstein doubled their PT overnight:
$300 → $625
$265 →$525
CPU re-rate. Agentic AI is on the move. $INTC $ARM https://t.co/p15DX…↗
May 6
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
May 6
Shay Boloor — My full $AMD earnings takeaway can be found here:
https://t.co/k83Y8Y1c8a↗
May 6
Alphatica — MORNING INTERNALS | 11:04 AM ET
$AMD +16%. Iran deal close. Oil below $101. Breadth is mixed.
Yesterday the tape bought $4.75B in $AMD ahead of earnings. Today the stock is up 16…↗
May 6
Shay Boloor — $AMD is up over 15% today because this was the quarter where the market started reframing AMD from “the cheaper $NVDA alternative” into a true beneficiary of the next AI infrastruc…↗
May 6
Ophir Gottlieb — ... $AMD
get the full write up and our 13 top picks at CML Pro:
https://t.co/QgNVP5pNPu
2/↗
May 6
Ophir Gottlieb — $AMD
We added AMD as a new active Top Pick on 10-15-2025 because the AI boom is expanding the playing field: the insatiable need for AI compute is encouraging industry-wide divers…↗
May 6
Shay Boloor — OpenAI partnered with $NVDA, $AMD, $AVGO, $INTC and $MSFT to develop MRC which a new protocol for large AI training clusters.
The goal is to improve GPU networking performance and…↗
May 6
Shay Boloor — A $10K investment in $AMD when Lisa Su became CEO would be worth ~$1.3M today.
That is what happens when you have a leader who actually executes. https://t.co/c0nZmvLWV5↗
May 6
TheValueist — If you will only listen to one call from last night, it should be this one from $AMD . Demand is off the charts for agentic GAI CPU compute consumption. I wouldn't waste any brain…↗
May 6
Shay Boloor — @FuturumEquities $AMD is going to be a $1T company one day↗
May 6
TheValueist — $AMD KEY READ-THROUGHS FROM ADVANCED MICRO DEVICES Q1 2026 EARNINGS CALL
AMD’s Q1 2026 call delivered a constructive but highly bifurcated read-through for the broader market. The…↗
May 6
Shay Boloor — $AMD is up over 20% today as the market wakes up to it being more than a “second GPU” story and the turnaround has been incredible:
AMD two years ago
• Data Center was a ~$9B run-…↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
tae kim — @christianoboria Nice, though I'm proud of repeatedly pounding the table about CPUs through the worst of the Iran War drawdown and not flinching on the fundamentals $AMD $INTC http…↗
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
Frenchie — Ce qui se passe sur $AMD est historique.
Je vous parlais d’un objectif à 300$ sur AMD d’ici la fin d’année, on est à 420$
Et après les earnings d’aujourd’hui, le move devient be…↗
May 6
Trade Whisperer — $AMD +17% $INTC +5% Overnight
Told you Agentic AI was going to be the catalyst for the entire AI market. That post had the lowest impressions. Just like when I called the memory b…↗
May 6
Gaetano — OH $SANM is pushing today because of $AMD
Let's moon it!↗
tae kim — Yes, I was not joking $AMD $INTC https://t.co/wn7NLVQU7s↗
May 6
Lando — Just now getting back home, exams are over, semester is finished. I honestly cannot believe I’m already 1/2 way done with college, time really does blip by.
I’ll make a longer po…↗
Mike Investing — @FuzzyStonks $AMD to a $1T market cap soon…↗
May 6
Mike Investing — @Mktrhythms You might want to fact check your comment. $AMD is quite literally trading at $413 as I type this…↗
May 6
Mike Investing — Many doubted my claims that $AMD would be the next trillion dollar AI mega cap…
Now this thesis is becoming a reality.
On April 15’th 2025 $AMD was trading at $95.
After hours t…↗
May 6
tae kim — Goldman is upgrading $AMD to Buy tonight after the stock already doubled on agentic AI CPU megatrend 🤭↗
InvestmentGuru — AI Infrastructure Earnings Sweep
Big after-hours strength across AI infrastructure names and the theme remains the same: demand is still accelerating.
$AMD
Strong beat across t…↗
Serenity — @beard219 $LITE CEO on their transcript worded it as "massive supply demand imbalance on CPO"
I think even $SIVE, $GFS, Win, Shunsin, and everyone CPO related will have too much d…↗
May 5
Mike Investing — Over these last few weeks generational wealth for many has been made…
I’ve called out here on X:
$NBIS at $68 & ran to $179+
$AMD at $188 & ran to $404+
$CIFR at $11 &a…↗
May 5
Ray Wang — $AMD: "You know, it's very hard to call exactly, but, you know, we certainly see the movement towards, you know, where in the past the CPU to GPU ratio was primarily, you know, jus…↗
May 5
Shay Boloor — I called out $AMD as a rerating candidate because AI agents were accelerating inference demand & pushing AMD beyond the “second GPU” narrative.
The stock has now doubled as the ma…↗
May 5
tae kim — My latest: AMD Stock Soars 15% After Q1 Earnings. CEO Doubles CPU Outlook on Agentic AI $AMD https://t.co/YnCcyGrvyM https://t.co/TA6hA8ca1z↗
May 5
Frenchie — J’ai pas les mots pour $AMD
On reviendra dessus demain, c’est probablement les earnings les plus spectaculaires de la boite https://t.co/OiQ4gBdrfY↗
May 5
Ray Wang — $AMD: "At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Based on the demand signals we ar…↗
May 5
Wayne Liang — Imagine getting shaken out by an HSBC downgrade just because they wanted cheaper $AMD shares... you're one zoom-out away from finding peace in investing. https://t.co/6jxXOZwtOP↗
Wayne Liang — Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.
Now let me breakdown what sector I'm most focused on at th…↗
May 5
Tigris 会讲课教授是好老师 — 半年前的CPU的故事，3天前财报前的预测 我已经厌倦了不断胜利
$AMD 盘后暴涨，Q1 不是简单的业绩超预期，而是 AI 基础设施故事的一次换挡。
市场过去买的是 Nvidia 缺货后的替代品，现在开始买 AMD 能否成为第二套 AI 系统平台。
这个变化，会同时重估 AMD，也会反向重估 Intel。
因为当 AI 从模型训练到推理到现在智能体a…↗
May 5
Shay Boloor — $AMD JUST BROKE ABOVE $400 FOR THE FIRST TIME EVER https://t.co/Y2CEAGMphf↗
Alphatica — SPX GEX LEVELS: May 6
Yesterday's post said the gamma was decaying and the flip was 13 points from spot. Today the market responded by rebuilding the entire structure in a single…↗
May 5
TheValueist — $AMD $INTC were ones that got away. I was actually short INTC at one point, and covered without too much damage. I never got my head around them for a number of reasons. I am long…↗
Shay Boloor — $AMD CEO Lisa Su says demand is expanding across large-scale AI deployments including new multi-gigawatt opportunities where the largest use case is inference.
She also now sees p…↗
May 5
TheValueist — $ARM +3.9% post on $AMD print. https://t.co/yBbJAScDEo↗
May 5
tae kim — My Substack nailed the CPU agentic AI growth inflection months ahead of Wall Street.
$AMD nearly DOUBLED its CPU growth rate outlook through 2030.↗
May 5
Shay Boloor — $AMD raised its long-term server CPU outlook which is now expecting the market to grow at 35%+ annually versus its prior ~18% CAGR view.
Management says agentic AI is structurally…↗
May 5
tae kim — $AMD raised long term CPU guidance: "At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Bas…↗
May 5
Jose Najarro Stocks — THE CPU SHORTAGE IS HERE AND KICKING $AMD $INTC $NVDA $TSM
At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the…↗
May 5
Shay Boloor — $AMD data center business has compounded into a ~$23B run-rate engine.
With OpenAI and $META each committing 6 GW of Instinct deployments, AMD now has 12 GW tied to major AI custo…↗
May 5
tae kim — CPU CPU CPU $AMD https://t.co/Zs8N8IIa8n↗
May 5
Alphatica — Nailed it.
AMD just reported. We called BEAT. Here are the receipts.
Street EPS: $1.29
Alphatica EPS: $1.33
Actual EPS: $1.37 ✅
Street Revenue: $9.89B
Alphatica Revenue: $10.0B…↗
tae kim — Solid beat and raise by $AMD Data center sales up 57% y/y https://t.co/29DlR9Qun5↗
May 5
The Future Investors — 𝗔𝗠𝗗 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AMD
EPS: $1.37 vs $1.29 est. ✅
Revenue: $10.25B vs $9.89B est. ✅
Data center: $5.78B vs $5.57B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue:…↗
Shay Boloor — $AMD CRUSHED THEIR Q1 EARNINGS
• Revenue $10.25B vs Est. $9.85B
• EPS $1.37 vs. Est. $1.29
• Data Center Revenue $5.8B vs Est. $5.6B
• Gross Margin 55% vs. Est. 52%
Q2 Guidance
•…↗
TheValueist — $AMD (Bloomberg) -- AMD forecast revenue for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
•Sees revenue $10.90 billion to $11.50 bill…↗
May 5
unusual_whales — BREAKING: Advanced Micro Devices, $AMD, earnings:
- EPS: $1.37, est: $1.29
- Revenue: $10.2 billion, est: $9.9 billion↗
May 5
Jose Najarro Stocks — AMD ($AMD) Q1 prints. Beat and raise.
Q1 vs Street:
✅ Revenue: $10.25B vs $9.84B est. (+38% YoY)
✅ Non-GAAP EPS: $1.37 vs $1.30 est. (+43% YoY)
✅ Data center: $5.8B (+57% YoY), up…↗
May 5
Alphatica — +$34.8 billion net buy. $AAPL $8.4B. $MU $8.1B. $INTC $4.7B with zero sells.
The rotation scanner showed $SOXX +3.0% today. The tape confirmed it with the most concentrated semico…↗
rubicon59 — Can 1 bird in the bush be worth more than 6 in the hand? $MU $AMD↗
May 5
The Future Investors — Impressive visual from @LeverageShares
It shows just how far ahead Nvidia is in profitability versus the rest of the semiconductor industry.
Expected FY2026 net profit 💰
🟢 $NVD…↗
May 5
Shay Boloor — AI has turned semiconductors into one of the most profitable sectors in the market:
• $NVDA owns main AI compute layer
• $AVGO monetizes custom silicon, networking & connectivity…↗
May 5
Alphatica — SPY UPDATE | Tuesday May 5, 2:00 PM
$724.11. Up 0.85%. New all-time high. Again. The structure just crossed a billion dollars of positive gamma for the first time since OpEx week.…↗
May 5
Trade Whisperer — $TSM Here is what the market does not understand.
Apple is in exploratory talks with Intel and Samsung for SECONDARY foundry capacity.
This is NOT a preference. TSMC capacity are…↗
May 5
Alphatica — AMD reports today after the close.
4/6 on our Alphatica Earnings Quality Score. +240% in 52 weeks. 13 consecutive quarters without a miss. The AI GPU story is accelerating and the…↗
May 5
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 5
Wayne Liang — Imagine selling $SNDK because of the extremely short-lived volatility after crushing earnings, just to watch it rally another 30%.
Anyways, for those who can see past a 5 minute c…↗
May 5
Alphatica — ROTATION SCANNER | May 5, 2026
Semis explode +3%. Value surges +2.4%. Widest spread of the series.
Leader: $SOXX (Semiconductors) +3.0%
Laggard: $ARKK (Innovation) -2.1%
Spread:…↗
May 5
TheValueist — $NVDA $AMD $AVGO $META RESEARCH NOTE - OCI-MSA and the Shift to Optical Scale-Up Fabrics in AI Infrastructure
https://t.co/gmtMlUSprH
https://t.co/4zHwQj4rkY
Bottom Line: OCI-MSA…↗
May 5
Alphatica — MORNING INTERNALS | 11:12 AM ET
Nasdaq new all-time high. NYSE leading. Volume still missing.
The Nasdaq hit a new all-time intraday high. S&P +0.70%. Oil pulled back 3% to $103.…↗
InvestmentGuru — $AMD earnings AH
$AMD is no longer just a GPU underdog trade — the Meta 6GW MI450 deal is the first major test of Lisa Su’s execution since the February announcement . Beat + con…↗
May 5
Jukan @COMPUTEX — GF Overseas Electronics & Communications — AMD (AMD US, Buy): Key Focus Areas and Catalysts Ahead of Earnings Call
Buy rating, target price raised to US$465:
Following the recent…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Serenity — Yes, markets might have missed this with $SIVE + $GFS SCALE.
The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indi…↗
May 4
Alphatica — -$19.6 billion net sell. $AAPL dumped. $NVDA bought back. The tape split.
This morning: breadth positive, volume negative. Our volatility update at 2 PM flagged breadth breaking.…↗
Alphatica — ROTATION SCANNER | May 4, 2026 | 3:00 PM ET
Oil surges. Semis break. Biotech leads. Every factor red.
Leader: USO (Oil) +2.8%
Laggard: TAN (Solar) -1.4%
Spread: 4.1%
The Iran mi…↗
May 4
Shay Boloor — I cannot wait for $AMD earnings tomorrow because this has become one of the more interesting rerating stories I track since the company is trying to move from a CPU-led share-gain…↗
May 4
Wayne Liang — $AMD is down ~5% so far. Typical pre-earnings volatility alongside an HSBC downgrade...
Wouldn't trust banking re-ratings. Classic playbook to get cheaper shares just to re-rate i…↗
May 4
Shay Boloor — TOP 10 AI REVENUE WINNERS
AI revenue is concentrating around the companies that either build the compute or control the cloud demand layer:
AI Infrastructure are where AI demand…↗
May 4
Alphatica — MORNING INTERNALS | 11:04 AM ET
Records behind us. Missiles ahead. The internals are split.
The S&P and Nasdaq closed at all-time highs Friday. Five straight weeks of gains. Over…↗
May 4
Shay Boloor — THE BIG 4 MEMORY PLAYERS
As models & agents get more compute-intensive, memory is becoming one of the clearest bottlenecks in the AI stack which is why the Big 4 matter so much he…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
Tech Fund — UBS - $AMD is much less capacity constrained than $INTC, AMD server CPU revenue growing at 80% this year
"The market obviously realizes that INTC’s guidance reads very favorably f…↗
Trade Whisperer — Wild Overnight 🔥
$SNDK $200 → $1240 (+520%)
$MU $62 → $566 (+812%)
I gave the signal and thesis you needed.
Your only regret? Not following me soon enough.
5-year LTAs killed t…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 4
Trade Whisperer — The Overnight Market is Warming Up 🔥
$SNDK $1211
$MU $553
$INTC $101
$AMD $364
LFG https://t.co/HscxnwyEEX↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Serenity — @MeltemDemirkus $SIVE is in the laser chokepoint that Goldman says has significant EPS upside.
But they're undiscovered to institutions still, despite their likely mapping to $AM…↗
May 3
Trade Whisperer — BOOM
"The global chip wafer shortage is likely to persist until 2030, as demand driven by artificial intelligence continues to outpace supply."
-SK Group Chairman
$MU $DRAM $SND…↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
Shay Boloor — @FuturumEquities This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how f…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 3
Lando — @antibearthesis The AI infrastructure race is diversifying, and we’re seeing first hand that $NVDA can’t provide enough to everyone. $AMD will slowly eat away market share + co des…↗
May 3
Shay Boloor — $AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries.
This earnings cycle is proving the po…↗
May 3
Serenity — It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR, $LITE after the…↗
TheValueist — You will begin hearing more and more about the power of FPGAs in the coming months. Speak to anyone who works at Jane Street. A technological and market breakout feels around the c…↗
May 2
KawzInvests 🦑 — $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK?
> $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matte…↗
May 2
Trade Whisperer — Listen up and rejoice. The market has not priced in the Agentic AI inflection, yet. Not even close.
CPU-to-GPU ratio: 1:8 → 1:1
Memory shortage through 2027+
NAND prices up 70-75%…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Ondas ~ $ONDS
4. One Stop Sys ~ $OSS
5.…↗
Trade Whisperer — $INTC From $50 to $100 (+100%) in just 30 days.
I've spoken. Did you listen?
Choose your notifications wisely $AMD $ARM↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
May 1
Mike Investing — If you missed $INTC at $30.
Missed $AMD at $68
Or even missed $GOOGL at $140…
Then you do not want to miss out on $NBIS.
The rotation from Photonics into data centers is only j…↗
— Bears in 2025: "But they'll pull back on spending"
Hyperscalers Capex in 2026: $710,000,000,000.
Nearly 2x in a single year.
It's a permanent re-rating of infrastructure.
Infinite…
Trade Whisperer — This is why I own $TSM.
TSMC does not pick sides. It collects from all of them.
$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
tae kim — Update: The 10 stocks I made a bull call on March 30 are up 38% on average after one month $NVDA $AMD $INTC $EWY Don't expect this to happen often https://t.co/FkbvB7eZju↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
Serenity — @TVAFR786 $1.4B MC is tiny?
Especially if their lasers likely power $AMD CPO, $MRVL CPO, $JBL 1.6T LRO, $AAPL Silicon Photonics, Ayar (AlChip), Lightmatter, O-Net End users (Asia…↗
Apr 30
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Apr 30
Jason's Chips — Great point on $QCOM CPU allocation advantage versus $AMD and $ARM. Have to give that one to the bulls. I was gonna short into earnings but luckily decided against it. Cratering sm…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 29
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
Shay Boloor — Mark Zuckerberg just said $META is rolling out over 1 GW of custom AI silicon developed with $AVGO.
Meta is also adding significant $AMD chip capacity alongside new $NVDA systems…↗
Apr 29
Ben Pouladian — Wow @SemiAnalysis just dropped day-zero numbers on @deepseek_ai V4 Pro
Blackwell (B300): 8,075 tok/s/GPU
AMD MI355X: 6.99 tok/s/GPU
Hopper (H200): 186 tok/s/GPU at higher interact…↗
Apr 29
Mike Investing — I’ve said this before, & I’ll say it again…
If you missed the squeeze on names like $MU, $SNDK, or even $AMD then keep a close eye on $CRWV.
Positioned with a prolonged base all…↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
Jukan @COMPUTEX — Citing UBS's AMD earnings preview:
- The market is clearly aware that INTC's guidance reads very favorably for AMD.
- This is particularly true for server CPU, given commentary im…↗
Apr 29
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 28
Serenity — @bocchitheSTONK Yeah, that's an issue with US IPO nowadays.
Over in China, they're offering Unitree at $6B MC, while SpaceX gets 1.75T valuations and Antropic/OpenAI get 1T valua…↗
Apr 28
Antonio Costa — $AMD Gap filled. Is the stock set for a new bullish move tomorrow, or will it trade sideways ? https://t.co/4qiJ1sN52n↗
Apr 28
Jason Luongo — If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…↗
Apr 28
Trade Whisperer — @MikeLongTerm $AMD extremely bullish next 5 years.↗
Apr 28
Michael Sikand 🦑 — $QCOM is asymmetrical because it's being priced to fail.
The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners.
But remember in February comparing $AAOI --…↗
Apr 28
Michael Sikand 🦑 — The photonics bottleneck had SO many layers.
That's what it made it so damn fun.
But I think it's messed with our heads a little on FinX.
We got a bit addicted to hunting niche…↗
Apr 28
Shay Boloor — @RetailKingsETF I really think $AMD will be a $1T company before the end of this AI cycle↗
Apr 28
Shay Boloor — $AMD CEO Lisa Su met with Commerce Secretary Howard Lutnick today as AMD continues pushing deeper into America’s AI leadership buildout.
Another reminder that AI infrastructure is…↗
Apr 28
amit — I feel like the people really worried about “buying the dip” today are people that are sitting in majority cash.
I don’t think $AMD is the most amazing dip ever down from $350 to…↗
Apr 28
SandemanStocks — $NBIS $AMD $CRWV $NVDA $IREN $CIFR $ORCL $MSFT A great post by Jose. Don’t fall for the FUD↗
Apr 28
Shay Boloor — $AMD announced Advancing AI 2026, its flagship global AI event will take place July 23 at the Moscone Center in San Francisco.
The event will be held in person and livestreamed as…↗
Apr 28
Jose Najarro Stocks — $AMD $NVDA $CRWV $NBIS $ORCL $MSFT -- OPENAI BEARISH PIECE BEFORE EARNINGS ... and the market falls for it again.
I just want to share my thoughts on recent OpenAI news, as it is…↗
Apr 28
Jason Luongo — 2. $AMD - Advanced Micro Devices
Server CPU market share now at 41.3% with EPYC 9005 processors delivering leading AI inference performance. Large cloud providers including Amazon…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
amit — Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025.
Few thoughts on why this might not be as bad as it is being interp…↗
Apr 28
SpotGamma — You need a ~20% move in $AMD for the calls to pay off
The stock is up 50% this month
Oil is >100 but you are betting that the rate of change of semis continues as unhinged ups…↗
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Apr 28
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Apr 28
Ben Pouladian — Markets are bidding up Intel, AMD, and ARM on the CPU rally. Wrong layer.
The Rambus print this afternoon told us the bottleneck isn’t CPU silicon. It’s the OSAT layer behind the…↗
Apr 28
CK Capital — The GPU trade made people rich.
The CPU trade is what comes next and it is already happening.
Agents that open files, run searches, execute code, wait for responses, and loop th…↗
Apr 28
Trade Whisperer — $MU $INTC $AMD
Server $DRAM is seeing explosive demand 🔥
AI workloads are shifting from GPU-centric to include more CPUs (Intel/AMD), driving annual demand growth of 60–70%. Su…↗
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 28
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 28
Alex A.C. — $AMD is getting more capacity from $TSM to manufacture more of those CPUs that are in so high demand right now, take note guys! 😉↗
Apr 27
Alphatica — $26 billion net buy. MSFT: $8.6B. Reports Wednesday.
This morning the internals said breadth positive, volume absent. The market was waiting.
The tape wasn't.
$71.1B in buy bloc…↗
Apr 27
Serenity — Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-ris…↗
Apr 27
Serenity — @FlachtFunds It's not good news. But it's not that bad either.
$LITE likely has capacity allocated toward $NVDA, which is why $AMD CPO (likely) went with $SIVE + $GFS is my guess.…↗
Serenity — @FlachtFunds Oh $SIVE is definitely fine, since they're vastly diversified.
They likely basically serve everyone:
-> $AAPL Silicon Photonics
-> $JBL (probably largest)
-> $AMD C…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
Serenity — Still think $SIVE is vastly undiscovered.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIV…↗
Apr 27
Trade Whisperer — @KiroIkigai The entire AI ecosystem is dependent on TSMC. Especially the fabless folks, $AMD $NVDIA $QCOM $AAPL $TSLA ... the entire stock market goes down.↗
Apr 27
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Apr 27
InvestmentGuru — Overnight movers in tech are flashing risk-on.
Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading.
Momentum is spreadin…↗
Apr 26
Michael Sikand 🦑 — $QCOM - the CPU supercycle's dark horse trading at a dirt cheap multiple?
Qualcomm has been punishing investors for years.
But with growing attention towards CPUs, I'm going to b…↗
Apr 26
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle.
The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
Mike Investing — Famous words from the most renowned hedge fund billionaire Stanley Druckenmiller…
"You don't get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymm…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
Shay Boloor — Nvidia remains the AI compute standard when every major alternative combined still ships only about half as many H100-equivalent units:
• $NVDA ~3M (H100-equivalents)
• $GOOGL ~9…↗
Apr 26
InvestmentGuru — $AMD earnings next week.
Trading at $348 with a P/E of 131x.
The bull case is real: $AMD grew revenue 34.3% in 2025 to $34.6B. Q1 2026 guidance of $9.8B still represents ~32% Y…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
InvestmentGuru — The AI trade is evolving — and CPUs may be the next breakout.
For the last two years, everyone chased GPUs. That made sense — training models needed massive parallel compute.
But…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Apr 25
Trade Whisperer — From my AMA. A skeptic asked a fair question about my credentials and here is my straight answer. Just don't hate me. Okay? 😀
I am an expert in Memory Eng. and Data Science but I…↗
Apr 25
Serenity — @genrevai You had the media/banks/analysts going after $RKLB because everyone thought they couldn't compete against SpaceX.
Then you have the media going against $AMD because they…↗
Apr 25
Serenity — @H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC.
And that Intel could just beat them anytime.
Kin…↗
Apr 25
Serenity — Two most viral stories on $RDDT:
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche…↗
Jason's Chips — $INTC + $ARM
$AMD is great but I think you're forced to take a view on their (warrant driven) GPU biz that I don't have↗
Apr 25
Trade Whisperer — $AMD $INTC
Training Era: 1 CPUs per 8 GPU.
Inference Era: 4 CPU per 8 GPU
Agentic AI: 8 CPU per 8 GPU
CPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.…↗
Apr 25
Gaetano — CPUs are in the spotlight!
$AMD $INTC $ARM $PDFS $AIP $RMBS
More agents, workflows, coding assistants, recommendation engines, and on-device AI means more models running constantl…↗
Apr 25
Shay Boloor — @FuturumEquities I favor the PEG ratio because it ties valuation to growth and I prefer using a 2026 to 2028 window so the multiple adjusts for how fast the business is actually co…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
InvestmentGuru — The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
Apr 25
The Future Investors — Agentic AI is making CPUs more important in AI infrastructure 👀👇
AI inference is about more than just GPUs.
As workflows become more complex, CPUs handle more orchestration, me…↗
Apr 25
Mike Investing — If you missed $AMD at $67.
Missed $NBIS at $68.
Or even missed $INTC at $32…
Then I’m telling you here first that you do NOT want to miss $CRWV.
Within the next 5 years $CRWV w…↗
Apr 24
Mike Investing — $AMD below $100 will go down in history as the greatest investment this decade.
The masses were not ready, but we were.
April 15 2025 $AMD was $95
April 24 2026 $AMD is now $352+…↗
Apr 24
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Apr 24
Lando — $AMD volume is INSANE today 66.94 MILLION 🚀 https://t.co/dNs1HjKkAj↗
Jose Najarro Stocks — $AMD $NVDA $INTC $CRDO $ALAB $MU
If only there was someone posting daily videos on semiconductor for years, even when the market hated them..... https://t.co/gNA3d4KBhf↗
Apr 24
amit — i guess we all need to thank $INTC for those earnings
have not seen a day like this for semis in a long time
on track for the 18th day of green
what are people thinking? cautiou…↗
Trade Whisperer — $INTC $AMD $ARM CPU Companies Are Absolutely Ripping
AI Inference & Agentic AI Incoming
Happy Friday 💗 https://t.co/HPgSuf4a9m↗
Apr 24
Shay Boloor — AI bears checking the portfolio after passing on $INTC under $20, $MU under $100, $NVDA near $100, $AVGO under $180 and $AMD under $200.
Apparently the “bubble” had some lovely en…↗
Apr 24
Wayne Liang — $AMD on an absolute tear lately. Holding shares in my long-term account. Unlikely to lose here. I'll share my LT/ST portfolio structure next week. https://t.co/UNY4oOF31W↗
Apr 24
Jason's Chips — $INTC $AMD $ARM
Why DeepSeek V4 is hyper bullish CPUs
Models way cheaper GPU-wise like DeepSeek V4 that are just below the frontier are perfect for agents. As they get integrated,…↗
Apr 24
Shay Boloor — @VanquishTrader The CPU bottleneck will be a major catalyst for $AMD as its server CPUs are nearly sold out for 2026 with channel checks pointing to potential 15–20% price increase…↗
Apr 24
tae kim — “Hi Tae. Congrats on your prescient early call on CPU demand. You really nailed the INTC and AMD calls.”
“Congrats again Tae on the early CPU call, far before any sell side analy…↗
Apr 24
TheValueist — $AMZN the sleeper CPU provider.
$INTC $AMD $ARM $NVDA↗
The Future Investors — The forward P/E of the 3 chip designers (pre-market stock prices) 👀👇
𝗡𝗼𝗻-𝗚𝗔𝗔𝗣
$NVDA | 24.0x
$AMD | 50.7x
$INTC | 153.7x
𝗚𝗔𝗔𝗣
$NVDA | 24.5x
$AMD | 75.4x
$INTC | at…↗
Apr 24
Shay Boloor — $AMD NOW UP OVER 10% TODAY 🤯 https://t.co/xZNzNHTmYh↗
Apr 24
InvestmentGuru — Semiconductors are on fire in premarket — this is what momentum expansion looks like.
$INTC leading with a massive +30% move, signaling aggressive buying and possible short squeez…↗
Apr 24
Lando — Well hello $AMD, all of the $INTC bulls I seriously do thank you
$AMD +11% https://t.co/nf4RtLkEIx↗
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
InvestmentGuru — Why is every chip name ripping right now?
$AMD & $INTC → CPU price hikes incoming as agentic AI is creating a server processor shortage, Morgan Stanley flagging CPUs as the next b…↗
Apr 24
Trade Whisperer — $MU 8x Foward P/E
$WDC 30x Forward P/E
$AMD 46x Forward P/E
$INTC 125x Forward P/E (Intraday)
$INTC 155x Foward P/E (AfterHours)
The market is calling all of them "cyclicals."
Onl…↗
Apr 24
InvestmentGuru — $AMD and $MRVL continue to show exceptional strength in this market, leading the semiconductor space while broader indices remain choppy and sideways.
In an environment where many…↗
Apr 23
Shay Boloor — YTD performance tells you everything you need to know about CPUs becoming the new AI bottleneck:
• $INTC +110%
• $ARM +93%
• $AMKR +87%
• $AMD +50%
As AI shifts toward inference…↗
Mike Investing — I've said this before, and ill continue to say it...
$AMD will be the next trillion dollar AI mega cap stock very soon.
With 35%+ CAGR till 2030 there is no reason not to own $AM…↗
Apr 23
Jose Najarro Stocks — More about the CPU Shortage $INTC $AMD $ARM
THE RATIO OF GPU TO CPU IS SHIFTING FOR AGENTIC AI!!
"If you look at training solutions, they are generally running in the kind of 7…↗
Apr 23
Jose Najarro Stocks — $AMD $NVDA $INTC $ARM THE CPU SHORTAGE IS CRAZY!!
When asked about money being left on the table management said this!!
Q: Dave, is there a way to sort of quantify like how much…↗
Apr 23
Shay Boloor — $AMD IS NOW WORTH OVER $500B FOR THE FIRST TIME EVER https://t.co/xTxLykl7fi↗
Apr 23
Shay Boloor — $AMD UP ~60% IN THE LAST MONTH 🤯 https://t.co/hHr1DsVCLb↗
Apr 23
Lando — Well hello $AMD 😏
Thank you $INTC for validating CPU demand https://t.co/hngtQy8xlg↗
Apr 23
amit — $INTC just proved the CPU shortage is real
- beat on revenue by a billion
- beat on 2Q guide by 2 billion
- beat on eps by 2800%
- beat on 2Q eps guide by 250%
- beat on gross mar…↗
Shay Boloor — @fiscal_ai This is less a knock on $AMD and more a reflection of how cheap $NVDA looks to me here.↗
Apr 23
Shay Boloor — Wild to see $AMD now trading at nearly twice the earnings multiple of $NVDA:
AMD
• 45x earnings with a 0.7 PEG
• 3-year revenue CAGR of 36% with 35% operating margins
Nvidia
• 25…↗
Apr 23
Trade Whisperer — $MU Holy Shit
Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).
Their combined market cap is $1.92T. $MU sits at $0.55…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 23
Trade Whisperer — $ASML trades at 40x. $AMD trades at 42x.
What if $MU re-rates to just half their average, 21x.
That puts $MU at $1,325.
Not asking for moonshot Just half of what they get. https:…↗
Apr 23
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 23
Trade Whisperer — 🔥 $MU is now the 15th largest US company at $550 billion market cap. Larger than $ORCL. Larger than $AMD. https://t.co/RIHyfGXb8m↗
Apr 23
Serenity — CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since…↗
Apr 23
Serenity — @Winterrose Hmmm. Probably $SIVE or $LPK for CPO/Glass Substrates since those are emerging technological shifts in 2027.
I really don't think markets understand yet what's up and…↗
Apr 23
Jason's Chips — $INTC $ARM $AMD
The consensus is nowhere near bullish enough on CPUs. I literally think it can become a trillion-dollar market. Here's a silly analogy to explain why.
Humanity mor…↗
Apr 22
Mike Investing — You can create generational wealth simply by scrolling on X…
Over the last few weeks I’ve calls out:
$NBIS at $68 & ran to $170+
$CRWV at $63 & ran to $125+
$LUNR at $1…↗
Apr 22
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 22
Jukan @COMPUTEX — $AMD has crossed $300. Congratulations to the AMD bulls. https://t.co/fjauBxMHpl↗
Apr 22
Trade Whisperer — @MikeLongTerm Bullish numbers. Edge Device AI wave is coming and $AMD will probably the best positioned for it.↗
Apr 22
Trade Whisperer — $AMD $INTC
Server CPUs: Up 10%–20% since March.
Consumer CPUs: Up 5%–10% over the same period.
Intel: Already raised server CPU prices on April 1; another increase of 8%–10% is…↗
Apr 22
tae kim — 👀 $DRAM $EWY $AMD https://t.co/0WKJ5rjTGr↗
Apr 22
TheValueist — This is one aspect driving the explosion in CPU demand.
$INTC $AMD $ARM $NVDA↗
Apr 22
Jeff York, PPT — $AMD $AMDL today, cha ching! 🎯💰🤑
The YP to YR1 #pivotpoints is a textbook trade @PivotalPivots!↗
Apr 22
Frenchie — Vous reprendrez bien un peu d'AMD ?
$AMD explose +265% sur 12 mois, +33% en 11 séances consécutives (la plus longue série depuis 2005) parce que le marché a basculé sur une convi…↗
Apr 22
amit — $AMD THREE HANDLE
advanced money triplicator
congrats to all the bulls in this one
Lisa Su’s execution is nothing short of incredible and staying in the name through some hard…↗
Apr 22
Trade Whisperer — $MU $SNDK $AMD $TSM
Not Ripping. Repricing.
Not Lucky. Early.
This is what conviction looks like when it pays.
Choose your notifications wisely. https://t.co/uhN9oYlbX0↗
Apr 22
InvestmentGuru — Memory + Compute ripping today
$SNDK → Nasdaq-100 addition + NAND prices up 10–75% this quarter
$MU → Morgan Stanley Top Pick, ~21% upside PT
$AMD → Record highs, Stifel raises…↗
Mike Investing — Here’s a truth many aren’t ready to hear…
Owning index funds will not make you rich.
They’ll let you capitalize on comfortable, but limited gains.
Since 2022
$NVDA +1580%
$MET…↗
Apr 22
InvestmentGuru — $AMD — Advanced Micro Devices is the #1 alternative AI GPU play and the story is just getting started. 2025 was a defining year: full-year revenue hit $34.6B — up 34% YoY — with no…↗
Apr 22
Trade Whisperer — $AMD Blue Candle → ATH
EPYC CPUs. Instinct GPUs. One stack. Cost-optimized for AI Inference. Training was NVDA's wave. Inference is AMD's.
Get 300+ charts daily. Try it free:
htt…↗
Apr 22
Trade Whisperer — $MU $AMD $TSM $DRAM
These stocks ran this far on AI alone.
Right now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit…↗
Apr 22
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Serenity — Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from…↗
Apr 21
Evergreen Capital — Some CPU thoughts: It's known CPUs have become the bottleneck for agentic workloads, accounting for the majority of program runtime across scenarios (Raj et al., 2026). What's less…↗
Apr 21
Alex A.C. — $AMD 💘 $GFS [AI Photonics]
"AMD returns to GlobalFoundries for CPO in Instinct MI500 AI Accelerators"
And you know which are the "Laser Providers" for GFS:
- $LITE
- $SIVE http…↗
Apr 21
TheValueist — If you are a new connection or new to my timeline, I have attended every NVDA GTC in San Jose and Washington, DC since 2023. One of my highest signal takeaways from GTC San Jose la…↗
Serenity — I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductor…↗
Apr 21
Serenity — The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potentia…↗
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 20
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 20
Serenity — @beard219 It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $A…↗
Apr 20
Serenity — What a crazy timeline?
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser l…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 18
Trade Whisperer — @chaosjuicebox I can't answer that question.
But here's how my portfolio looks like
$MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Apr 18
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $HOOD, $OKLO, $IONQ, $HIMS, $OPEN, $SOF…↗
Apr 18
The Future Investors — These are the 25 most valuable companies in the world 🌍
From $NVDA to $WMT and from $V to $AMD
How many do you own? 👀👇 https://t.co/5QOlftF2Fn↗
Apr 18
Frenchie — Cet article est probablement la meilleure chose que j’ai pu lire sur $AMD depuis longtemps
@damnang2 est hyper qualitatif je vous conseille vivement de le suivre↗
Apr 17
Jeff York, PPT — $AMD $AMDL my profit target is around the Yearly R1/FR2 #pivotpoints around $300. 🎯
The BIGGEST reversals happen at the yearly #pivotpoints! ⏫⏬ https://t.co/dehtcJMHAp↗
Trade Whisperer — $AMD's AMD's GPU/CPU combo can be a major edge in certain AI inference applications.
GPU-heavy part: Running the core LLM forward passes (matrix multiplications, attention, etc.)…↗
Apr 17
Trade Whisperer — $AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity?
-AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that serv…↗
Apr 17
Jukan @COMPUTEX — CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are o…↗
Apr 17
Lando — In other words, chip makers like $NVDA, $AMD, $AVGO, $TSM, etc. all have one problem:
Power, data centers, and the physical infrastructure is lagging behind the pace at which GPUs…↗
Apr 16
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
Shay Boloor — @RetailKingsETF The CPU bottleneck is very real and could be what helps launch $AMD toward a $1T market cap.↗
Apr 16
Tradable Astronaut — Final reminder that lifetime access ends tonight at 11:59 pm EST
And won’t ever come back
Thread below on how our models flipped in real time
$SPY $QQQ $ARM $PL $HOOD $AMD htt…↗
Apr 16
TheValueist — $LSCC $MCHP $AMD $INTC RESEARCH NOTE - FPGA Is a Small Market with Outsized Strategic Value Across AI Infrastructure, Defense, and Edge Systems
https://t.co/QEW4TLQVzM
Bottom Lin…↗
Apr 16
Lando — I really like having $AMD in my Roth https://t.co/Z51XPsZ2Ct↗
Apr 16
tae kim — The 10 stocks I made a bull call on March 30 are up 25% on average after 12 trading days $NVDA $AMD $INTC https://t.co/rwg8IGR6pK↗
Frenchie — Vous avez tous acheté du $AMD ou quoi ? https://t.co/1niXQXdgot↗
Apr 16
Shay Boloor — $AMD JUST HIT A NEW ALL-TIME HIGH https://t.co/XD2QsO2X21↗
Apr 16
Frenchie — $AMD a largement surperformé $NVDA depuis le début de l’année
Je pense sincèrement qu’aller toucher les 300$ d’ici la fin de l’année est largement faisable https://t.co/lcmq1PsHC…↗
Apr 16
Mike Investing — Markets have shifted since 2025, & this year large cap names will lead versus smaller caps.
Here are 5 “MUST-BUY” large cap stocks, & their targets:
1. $GOOGL will be $430+
2. $…↗
Apr 15
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
Trade Whisperer — $TSM Earnings Tomorrow. 4/16. 2AM EST.
The mother of all semiconductor reports.
One company. Every AI winner routes through it. $NVDA, $AVGO, $AMD, $MU, SK, $ARM. TSMC doesn't p…↗
Apr 15
Jose Najarro Stocks — $NVDA $AMD $NBIS $CRWV $TSM $CRDO $ALAB $MU
WAIT, WE ARE COMPUTE CONSTRAINT??
How did we miss this? I feel like the signs were there all along .... https://t.co/nDINCzcI4t↗
Apr 15
tae kim — $INTC $AMD Intel and AMD stock prices have done OK since March 30. lol↗
Apr 14
Jukan @COMPUTEX — You would need at least twice as many CPUs.
$AMD $INTC $ARM https://t.co/5phuKGbXGM↗
Apr 14
Antonio Costa — @thewallstwiz Add $AMD also on the list↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
AlmaCap — $LPKF up c.30% today, I think I know why.
$ALMU just announced a foundry partnership with $TSEM. While ALMU itself is III-V on silicon (not glass), it signals the broader AI chip…↗
Apr 12
Black Panther Capital — 3 years ago, they were knocking on the door of bankruptcy. Last month, they secured over $250M in orders in just 30 days.
Now the stock is up 45% the past week.
The buyers? Globa…↗
Apr 11
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 11
Shay Boloor — @JRupena $AMD should benefit a ton from CPU shortage as well↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Mike Investing — You can make generational wealth in 2026 with space sector names alone as we head into the $2T SpaceX IPO…
Last year some of my most notable callouts were:
$ASTS at $35
$RKLB at…↗
Apr 10
Alphatica — Yesterday they bought $17.6 billion. Today they're selling.
The institutional tape flipped.
$619M in sell blocks vs $298M in buys. Net flow: −$321M. First net-sell reading since…↗
Apr 10
Jose Najarro Stocks — HOLY CHIPS!! $NVDA $AMD $ALAB $AEHR $CRWV $MRVL $CRDO
It's been a great week for the What The Chip Happened Community!!
LAST 5 DAYS
$AEHR +55%
$ALAB +25%
$AMD +12%
$CRWV +25%
$MR…↗
Mike Investing — The S&P 500 is just -2% off all time highs.
Meanwhile many individual tech & growth stocks are still down 50-70%.
You need to focus on these 5 name ONLY as this next market cycle…↗
Apr 9
amit — This is all of software today.
It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in…↗
Apr 9
Vulture trades 🦅 — Tomorrow morning I’m loading up $100,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 8
Mike Investing — Don’t overcomplicate your trading…
Buy $GOOGL and relax.
Buy $AMD and relax.
Buy $ASTS and relax
& finally buy $NBIS and relax.
This strategy will nearly guarantee your po…↗
Apr 8
CK Capital — $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…↗
Apr 8
Lando — All eyes on $IREN $SOFI $HOOD $AMD $NVDA
And many other high beta names, hope you bought in last week 👀↗
Apr 8
InvestmentGuru — $MU
$TSLA
$GOOG
$AMD
$AAOI
Some of my favourite setup tomorrow↗
Apr 8
InvestmentGuru — Overnight markets are ripping 🔥
Ceasefire news easing geopolitical tensions has flipped sentiment fast — risk is back ON.
🚀 Tech leading:
$TSLA, $AMD, $META +4%
$NVDA, $GOO…↗
Apr 8
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 6
Evergreen Capital — (🧵 1/n) Excellent paper from @intel on the architectures, HW/SW requirements, and bottlenecks of Agentic workloads. My takeaway: structurally bullish for CPUs, Memory, and Nvidia…↗
Apr 6
The AI Investor — Interesting, Keybanc is more bullish on $MU $AMD than $NVDA $AVGO
But most of the PTs are about 50% upside from the current levels. https://t.co/68SwBbYYwS↗
Apr 6
Jukan @COMPUTEX — Cloud Big Tech Accelerates 'Dual-Track' Strategy for AI Infrastructure Build-Out (Taiwan Commercial Times)
• As AI compute demand surges, global cloud big tech and major CSPs have…↗
Apr 5
Serenity — @platochi $AEHR earnings should be fun.
I haven't seen so many hyperscalers/optical transceiver (prob $AMD, $GOOGL, $INTC, and others) companies qualifying a small $1.3B company…↗
Mike Investing — I’ve said it before, & I’ll say it again…
These 8 names are the BEST dip-buying opportunities available, & will create generational wealth for many in 2026:
1. AST SpaceMobile -…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 3
InvestmentGuru — AI Bottleneck = Opportunity?
Chip shortages are starting to slow down AI adoption — not demand.
$ORCL confirmed what many suspected: Demand for AI infrastructure (GPU + CPU) is…↗
Apr 3
Serenity — @RiversSmith3 I haven't seen a company get so many hyperscalers/AI companies qualifying it before... think it's $AMD, $GOOGL, $INTC, and more optical companies, so line up is kinda…↗
Mike Investing — The projected 2026 correction is here, & there are already many major undervalued opportunities.
Buying these 8 names will create generational wealth:
1. Tesla ~ $TSLA
2. AST Spa…↗
Apr 2
tae kim — Intel shares and AMD shares up a lot since I said this below on Monday
"it confirms the biggest underlying thing that isn't consensus yet: the massive CPU shortage that we're seei…↗
Apr 2
Evergreen Capital — The authors find the impacts a) worsen with long prompts/batched requests (high TPS) and b) improve with higher CPU:GPU ratios. So even before considering agentic, frontier inferen…↗
Apr 2
Trade Whisperer — @MikeLongTerm I started to load up some $AMD and $INTC. Agentic AI should drive them higher.↗
Apr 2
Lando — @antibearthesis Computer is short, $AMD still has good chips just not great like $NVDA↗
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
Serenity — @Mismo_Mktg Oh it’s great news for sure from everything like $MU to $AMD.
I’m just annoyed how they weaponized contractual obligations to get there↗
Apr 1
Serenity — OpenAI is the tech equivalent of Iran.
They would have caused so much contagion - like Iran sending drones to all their neighbors - with funding they didn’t have….
From $MSFT co…↗
Jukan @COMPUTEX — A very spicy piece of information here. A must-read for everyone (especially if you're interested in the CPU shortage).
- Intel has carried out two rounds of CPU price hikes since…↗
tae kim — Morgan Stanley: "CPU pricing inflation is an added/emerging headwind and is contributing to HW vendors raising prices broadly, with further 25%+ price hikes expected in C2Q." $INTC…↗
Mar 31
TheValueist — Wow! Is this so $NVDA ties up $MRVL and prevents them from working with $AMD on future products? Incrementally bullish for optical networking overall. https://t.co/ZGghWSu5HA↗
Mar 30
Mike Investing — Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:
$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250…↗
Mar 30
Jose Najarro Stocks — $NVDA $AMD $AVGO $TSM $MU THE MARKET IS A FUNNY PLACE
Semiconductor stocks are fun until they are not, and you can see the bandwagon of influencers just follow price sentiments.…↗
Mar 30
amit — @SlimFutures Will absolutely be adding $AMZN soon but $AMD down from $265 feels dumb…↗
Mar 30
amit — I'm waiting for a $35K transfer to clear into my Solo-401K but so far $2500 has transferred so I picked 10 of my favorite names and put $250 in each...
BTW if you are self-employe…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 29
Mike Investing — This is what’s going on in the markets:
- Oil prices are above $110 a barrel trading at 2022 levels due to the closure of the Hormuz.
- $DXY/U.S. Dollar is in an accumulation phas…↗
Mar 28
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 27
Serenity — @yuntungshieh Back when $AMD was $3 a share:
The industry consensus was $INTC was keeping them around just for "monopoly" purposes and they wouldn't be disrupted. $AMD went up 66…↗
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $500k in this SINGLE stock
Very similar to $AMD that made millionaires
•$100 → $100,000 overnight
•$300 → $300,000 in…↗
Mar 26
Jukan @COMPUTEX — Yesterday’s CPU bottleneck trade — among AMD, ARM, and Intel, which was actually the best trade?
Let me share my view.
Obviously, CPU price increases are positive. They should he…↗
Mar 25
Ben Pouladian — Just published my field report from Arm Everywhere
Invited to attend, interviewed EVP Mohamed Awad, met with partners building on the AGI CPU
This chip changes the CPU conversati…↗
Alphatica — Alphatica Industry Rotation Radar: Top 25 S&P industries, 20 days, as of today's close.
The financials just swept the board. Watch this.
FOUR FINANCIAL INDUSTRIES ARE LEADING. As…↗
Mar 25
Damnang2 — First of all, I would like to thank @rklb_invest and @PhotonCap for sharing these insightful points.
Drawing from my experience working at AMD AECG until last year, let me add som…↗
Mar 25
Vulture trades 🦅 — I found the next $VCX type play
A generational wealth opportunity…
Mark my words.
I found the next $GME $AMD $NVDA $PLTR $TSLA type play
10,000% potential play
Like + commen…↗
Mar 25
Damnang2 — This perspective is correct. I can vouch for it.
$tsla X $amd↗
tae kim — Memory and hard drive names are falling on negative sentiment from the Google Research paper: $SNDK -3.5%, $MU -1.9%, $STX -1.5%, $WDC -1.4%.
CPU chip names still up: $INTC +4.1%,…↗
Mar 25
InvestmentGuru — On Watch Today
$AMD – AI momentum building, sympathy with chips
$MSFT – Key level, bounce or breakdown
$ARM – AI chip catalyst driving big move
$TSLA – Volatile, watch support clo…↗
tae kim — MASSIVE CPU SHORTAGES THIS YEAR! $INTC $AMD $ARM https://t.co/k9EaaQHXs0↗
Mar 25
InvestmentGuru — $ARM making a BIG move
Stock jumping after unveiling a new AI data center chip that could drive ~$15B in annual revenue within 5 years — and potentially push total revenue toward…↗
Mar 25
InvestmentGuru — $AMD on watch from here.
Momentum is building, and the chart is setting up for a potential move higher.
Key level to watch: $214 resistance — a clean break and hold above this l…↗
Mar 25
Shay Boloor — $AMD and $INTC raised CPU prices again in March bringing 2026 increases to ~15%.
Lead times have also stretched from 1 to 2 weeks to as long as six months signaling the CPU shorta…↗
Alphatica — In 2016, AMD generated 7 cents of revenue for every dollar Intel made.
Today it's 65 cents. And closing fast.
AMD: $4.3B → $34.6B (+706%)
INTC: $59.4B → $52.9B (-11%)
One compan…↗
Mar 24
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
Alphatica Industry Rotation Radar. Top 15 S&P weighted industries, 20 days, as of today's close.
Watch the trails. Three things just happened.…↗
Mar 24
Serenity — $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Cu…↗
Mar 24
tae kim — MASSIVE CPU SHORTAGES THIS YEAR $INTC $AMD $ARM↗
JC Investing — $NVDA or $AMD
Which has more upside by 2030? https://t.co/DJrac7j1kB↗
Mar 24
Mike Investing — The easiest way to create life changing returns via the stock market is to buy the generational dip…
$AMD at $170
$TSLA at $320
$NVDA at $155
$PLTR at $100
$AMZN at $180
$MSFT at…↗
Mar 23
Black Panther Capital — The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…↗
Mar 23
Shay Boloor — $TSM Arizona Fab 4 is reportedly already fully booked before construction has even begun as $NVDA, $AAPL, $AMD and $QCOM push for more U.S. capacity.
TSMC also projects the Japan,…↗
Mar 22
Mike Investing — This kind of pullback within the markets is exactly how generational wealth is made.
Instead of panicking, you should be taking advantage of the dip, & loading these 8 names:
1.…↗
Mar 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗