Advanced Micro Devices. Every tracked FinTwit mention of $AMD, newest first. 670 mentions since the first on Jun 7, 2025. See the price chart.
June 2026 · 30 mentions
Jun 4
Trade Whisperer — @Thormetheus $AMD looking good. I don't know what $OSS is though.↗
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
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
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…↗
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…↗
May 2026 · 271 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 · 126 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…↗
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↗
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
February 2026 · 30 mentions
Feb 26
TheValueist — $META $NVDA $AMD $AVGO Meta’s Internal Chip Design Efforts Hit Roadblocks
Summary by Bloomberg AI
Meta has run into problems with AI chips it is designing internally and has scrapp…↗
Feb 25
Nancy Pelosi Stock Tracker ♟ — Big Buy Alert 🚨
Rep. Cleo Fields just disclosed ~$915K of new trades
Buys: $915K
Sells: $0
Biggest buys include
~$250K of Google $GOOGL
~$250K of Micron $MU
~$250K of Meta $MET…↗
The Future Investors — What a week it was 😮
Next week looks just as intense 🔥
A full week of earnings:
$PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊
Which one are you watc…↗
Jan 27
JC Investing — Which one will have the best performance this year?
$AMD or $NVDA
I like both…. A lot
But I think NVIDIA will have a stellar year in 2026 https://t.co/yjmcUkIuwd↗
Jan 27
Vulture trades 🦅 — Tomorrow morning I’m loading $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of investors will miss this next $OP…↗
Tech Fund — It's becoming increasingly important for the leading semi providers who wins the LLM race. If Gemini becomes the big winner, obviously not good for $NVDA and great for $AVGO in the…↗
Dec 28
Mike Investing — Generational wealth has been made off my bottom calls which include:
1. $TSLA at $210 and ran to $499+
2. $AMD at $76 and ran to $267+
3. $HOOD at $29 and ran to $154+
4. $PLTR at…↗
Dec 28
Mike Investing — I called $TSLA at $210 and it ran to over $499+
Then I called $AMD at $76 and within weeks it ran to $267+
Finally I called $ASTS at $36 and it ran to over $102+
My next 3 picks…↗
Mike Investing — This year I’ve called the bottoms and caught…
1. $TSLA at $210
2. $LMND at $35
3. $NBIS at $62
4. $AMD at $75
5. $PLTR at $65
6. $HOOD at $30
While I do still really like these 6…↗
Nov 22
Mike Investing — The markets general direction is still downward with some correctional moves still incoming.
Here are key levels to watch on these fundamentally strong companies to load the dip……↗
Nov 21
Dustin — My top 10 stocks for 2026:
1. $NVDA
2. $RKLB
3. $AMD
4. $HIMS
5. $SOFI
6. $ASTS
7. $PLTR
8. $CIFR
9. $LMND
10. $IREN
Who am I missing❓‼️↗
Nov 20
Zephyr — "The obvious narrative read here is obvious post Gemini release: $AMD being slotted as a #3 behind $NVDA GPUs and TPUs and one likely comes away from the G3 release more bullish on…
October 2025 · 45 mentions
Oct 30
Mike Investing — So far this year $TSLA, $NVDA, $PLTR, $UNH, $BABA, $LMND, $AMD, $ASTS, & $RKLB have all had euphoric squeezes towards the upside.
The next setups to go are…
$GRAB, $SOFI, $AB…↗
Oct 28
Mike Investing — $AMD is going to be the next multi trillion dollar AI mega cap…
With market cap of $420B only it’s clear $AMD will perform a $NVDA type euphoric move and hit a $1-$2T market cap n…↗
Oct 28
Tech Fund — JPMorgan - $AMD can make $30-35 billion in annual revenue from its deal with OpenAI alone, 'still headroom here for estimates to move materially higher':
"For AMD, a starting poin…↗
Mike Investing — $AMD has been consolidating for over 3 months and has created a massive base for an incoming breakout.
This dip here on $AMD remains a generational buy and is similar to buying……↗
Sep 28
Mike Investing — $AMD is going to be the next multi trillion dollar AI mega cap soon…
The current setup is identical to 2023 in which $AMD ran from $150 to $230+ within weeks.
It takes just one a…↗
Sep 28
Mike Investing — I called the bottom on $HOOD at $29, $TSLA at $210, and $AMD at $76…
All 3 of these picks ran well over 110%+ and I am now calling for $BMNR to do the same.
This is a final warni…↗
Mike Investing — I called out bottoms and that these 4 stocks were the next to breakout:
$AMD at $76
$LMND at $28
$PLTR at $42
$HOOD at $29
The next 4 stocks that are primed for explosive move…↗
Aug 28
Mike Investing — $OSCR is a strong conviction buy and will dominate the healthcare sector over the next few months…
If you missed $PLTR at $42, $HOOD at $29, & $AMD at $76 then you don’t want…↗
Aug 26
Mike Investing — I called out bottoms and that these 3 stocks were the next to breakout…
$HOOD at $29 and ran to $118+
$AMD at $76 and ran to $186+
$PLTR at $42 and ran to $190+
The next 4 stoc…↗
Mike Investing — These 5 stocks are going to outperform the entire U.S. stock market this year and blow past all time highs.
1. $HIMS will be $130+
2. $OSCR will be $32+
3. $AMD will be $260+
4. $…↗
Jul 29
Mike Investing — I made generational wealth this year by calling the bottoms on these stocks…
1. $HIMS at $22 and ran to $67
2. $HOOD at $29 and ran to $113
3. $AMD at $76 and ran to $180+
4. $PLT…↗
Jul 29
Mike Investing — $AMD is positioned for a breakout above $200+ within the next few weeks…
With $AMD entering the parabolic stage of its breakout it shows that ATH’s are incoming this year.
Over t…↗
Mike Investing — These 5 stocks are going to outperform the markets this year and create generational wealth for many…
1. $HIMS will be $130+
2. $OSCR will be $50+
3. $HOOD will be $120+
4. $LMND…↗
Jun 29
Mike Investing — I made generational wealth by calling the bottoms on these stocks:
1. $HIMS at $22 and ran to $67+
2. $OSCR at $13 and ran to $22+
3. $HOOD at $23 and ran to $85+
4. $AMD at $76 a…↗
Jun 29
Mike Investing — $AMD has awoken and is positioned for its largest breakout in its history…
Since calling the bottom at $76 in April we are now up nearly 100%+ on $AMD.
This breakout is targeting…↗
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…↗
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…↗
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
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
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
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
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
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…↗
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
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
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
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
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
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…↗
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 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
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…↗
May 13
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…↗
May 13
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
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
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
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
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
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↗
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…↗
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
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
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
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 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
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↗
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
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…↗
May 6
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…↗
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↗
May 5
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
Shay Boloor — $AMD JUST BROKE ABOVE $400 FOR THE FIRST TIME EVER https://t.co/Y2CEAGMphf↗
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
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
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:…↗
May 5
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
•…↗
May 5
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
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
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
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
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
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
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
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…↗
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 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
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…↗
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…↗
May 3
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
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…↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
May 1
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.…↗
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…↗
— 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
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
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
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
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
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
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
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
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…↗
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 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.…↗
Apr 27
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
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
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
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…↗
Apr 25
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
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
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
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
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
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
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
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…↗
TheValueist — $ARM $AMD trading higher on $INTC print. https://t.co/dmLPrZf79q↗
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
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
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
TheValueist — This is one aspect driving the explosion in CPU demand.
$INTC $AMD $ARM $NVDA↗
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
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 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
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…↗
Apr 21
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…↗
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
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 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…↗
Frenchie — Vous avez tous acheté du $AMD ou quoi ? https://t.co/1niXQXdgot↗
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 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 10
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…↗
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
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
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 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…↗
Apr 4
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
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
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 1
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 1
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…↗
Apr 1
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…↗
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
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…↗
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 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…↗
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↗
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
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 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 19
Mike Investing — Hear me out…
These 5 names will create generational wealth for many over these next 9 months.
$ASTS is a $250 stock trading at $90.
$RKLB is a $160 stock trading at $70.
$NBIS…↗
Mar 18
The Future Investors — $SMSN $AMD Samsung and AMD signed an MoU to expand their AI partnership, focusing on Samsung supplying HBM4 memory for AMD’s next-gen AI GPUs and DDR5 for EPYC chips 🤖 💾
They’re…↗
Mar 17
TheValueist — This Vera CPU presentation was the best of the day as it crystalizes what to expect for GAI over the next 24-36 months.
My biggest takeaway from GTC Day 2: the market is grossly u…↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
Mar 16
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 15
The Future Investors — The AI era runs on semiconductors 🤖⚙️
4 giants powering the AI revolution.
Who wins the next 5 years?
Choose your fighter 🥊👇
$NVDA $AVGO $ASML $AMD https://t.co/G5sFi6iEXK↗
Mar 11
The Future Investors — 🟢 𝗟𝗮𝘆𝗲𝗿 𝟮: 𝗖𝗵𝗶𝗽𝘀
AI chips convert energy into computation. They are the engines powering the AI revolution.
Key companies:
$NVDA | Nvidia
$TSM | TSMC
$AMD | AMD
$AVGO…↗
Mar 5
JC Investing — @Florian_0707 Definitely like it I have a position in $NVDA non in $AMD though↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
TheValueist — $NVDA $AMD $LITE $COHR (Wall Street Journal) -- Ayar Labs, a decade-old chip startup backed by Nvidia and Advanced Micro Devices, has raised $500 million from investors including N…↗
Mar 1
Mike Investing — These 8 stocks lead in terms of highest projected revenue growth for 2026:
1. $NBIS | +540%
2. $ASTS | +278%
2. $CRWV | +140%
4. $IREN | +128%
5. $PLTR | +61%
6. $NVDA | +58%
7. $…↗
JC Investing — $AMD having a monster day today
AMD and Meta announced a major multi year partnership worth over $100 billion
This could be a key move to diversify compute, and possibly ease AMD…↗
Feb 24
The Future Investors — $AMD $META AMD and Meta announced a multi-year partnership to deploy up to 6GW of AMD Instinct GPUs to power Meta’s next-gen AI infrastructure ⚡🤖
The first 1GW deployment ships i…↗
Feb 24
Mike Investing — $AMD shares spike 14%+ in pre market after announcing a deal with $META to sell them up to $100B worth of AI chips.
This deal secures up to 6 gigawatts of capacity, & potentia…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Mike Investing — Hear me out…
$AMZN is the most underrated chip company within the markets.
Its chip business is now at $10B+ in ARR, & is growing 100%+ YoY.
Meanwhile competitors like $AMD have…↗
Feb 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 $…↗
Feb 16
Mike Investing — This is your reminder that $AMD will soon become the next trillion dollar AI mega cap…
With 36% YoY revenue growth, 23%+ increase in FcF YoY, & $10B+ in cash, $AMD is a strong…↗
Feb 16
The Future Investors — $AMD $TCS AMD and TCS are expanding their partnership to bring AMD’s new "Helios" rack-scale AI architecture to India. The project includes up to 200MW of AI-ready data center capa…↗
Feb 14
Damnang2 — 주말에는 구독자용 아티클에 좀 더 집중해 볼 생각입니다.
구독자용 아티클은 주로 기업 분석이 주가 될 것 같은데요.
첫 구독자용 아티클은 $NVDA 였구요,
주말과 연휴기간 동안에는
$AMD 와 $AVGO 두 회사에 대해 작성해 볼 생각입니다.
제 아티클의 원칙은
1. 뉴스나 기사에서나 볼 수 있는 내용들로만 구성…↗
Feb 14
JC Investing — Incase everyone forgot
$NVDA and $AMD CANNOT KEEP UP WITH THE DEMAND FOR CHIPS
The amount of price control this gives them is ridiculous
And it’s started to show
Do you own…↗
Feb 12
Mike Investing — In the upcoming weeks heading into season weakness the S&P 500 will see drawdown…
Here are some dip buying levels you don’t want to miss:
$HOOD at $60
$PLTR at $100
$MSFT at $370…↗
Feb 11
Wayne Liang — Large cap can speak volumes. Pay attention to the monthly direction/trend. The last Monthly BD on:
$PLTR gave us $7~ to $205 (2644%).
$NVDA gave us $19~ to $210 (960%).
$AMD gave…↗
Feb 10
Vulture trades 🦅 — Tomorrow morning I’m loading $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of investors will miss this next $OP…↗
Feb 9
Tech Fund — $AMD will become a pure data center play (UBS modeling) https://t.co/4NQQ5R1Hfm↗
Feb 6
JC Investing — Wow $AMD up 7% today back over $200
Is this the end of the correction or a dead cat bounce? https://t.co/bG0k8jFxtS↗
Feb 6
Mike Investing — Fear driven market corrections often create the greatest opportunities…
These 8 stocks remain obvious buys:
1. $AMZN at $195
2. $AMD at $165
3. $IBIT at $34
4. $ONDS at $7
5. $TS…↗
KawzInvests 🦑 — Red out there today. Stay calm. Stay logical.
- $ASTS
- $RKLB
- $PLTR
- $AMD
- $KRKNF https://t.co/7GZEQ95Ekz↗
Feb 4
mon — Know what you hold.
Go for a walk.
$HOOD -7%
$NBIS -9%
$PLTR -10%
$ASST -11%
$ASTS -11%
$RKLB -13%
$UAMY -13%
$ONDS -13%
$EOSE -13%
$IREN -14%
$AMD -15%
$CIFR -15%
$TE -16%↗
Feb 4
JC Investing — @Mr_Derivatives That’s crazy, $AMD under $200 is too cheap to pass up↗
Feb 4
JC Investing — $AMD another name down big on earnings call
Even though they beat earnings expectations
they couldn’t close any new big customers
If AMD goes below $200 this is a good buy -…↗
Feb 3
Vulture trades 🦅 — Tomorrow morning I’m loading $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of investors will miss this next $OP…↗
Feb 3
The Future Investors — 𝗔𝗠𝗗 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AMD
EPS: $1.53 vs $1.32 est. ✅
Revenue: $10.27B vs $9.67B est. ✅
Data center: $5.4B vs $4.86B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟭 𝟮𝟬𝟮𝟲
Revenue: $…↗
Feb 3
Damnang2 — Can't wait to see the earnings results tomorrow.
$AMD https://t.co/dKblFCnXD7↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
— These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…
Mike Investing — These 10 stocks are the backbone behind the $NVDA AI engine:
1. $IREN converts cheap renewable energy into large scale, compute capacity design for AI.
2. $CIFR controls, power ri…↗
Jan 23
Mike Investing — In 2025 many millionaires were made from my callouts…
Some of which include:
$AMD at $76 & ran to $267+
$HOOD at $29 & ran to $154+
$BABA at $80 & ran to $192+
This year these…↗
Jan 22
Mike Investing — These are the top 6 chip stocks recommended by Bank of America that’ll lead the $1.2T sector:
1. Advanced Micro Devices $AMD
2. Nvidia $NVDA
3. Micron Technology $MU
4. Broadcom $…↗
Jan 21
mon — The market so far:
🟢
$NUAI 6%
$AMD 5%
$LMND 5%
$UAMY 3%
$BABA 2%
$ENPH 1%
🔴
$ZETA, $RR, $SOFI, $DUOL & $PATH -1%
$ROOT, $MSTR, $FUBO, $ASST & $MSFT -2%
$POET, $NBIS, $C…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 19
Mike Investing — 2026 is your turn to become a millionaire…
Last year there was many generational opportunities like:
~ $AMD at $76 & ran to $267+
~ $TSLA at $210 & ran to $499+
~ $HOOD at $29…↗
Jan 19
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
Jan 18
Mike Investing — Over the past few months my callouts here on X have created many millionaires.
Some of which include:
$TSLA at $210 & ran to $499+
$ASTS at $35 & ran to $120+
$IREN at…↗
Jan 17
Mike Investing — The White House has been quite literally telling you what sectors to invest in:
AI ~ $NBIS, $IREN, $ZETA
Chips ~ $AMD, $NVDA, $MU
Drones ~ $ONDS
Space ~ $ASTS, $RKLB, $PL, $RDW…↗
Jan 17
Mike Investing — Over the last few months my callouts have created many millionaires.
Many doubted me on…
$TSLA at $210 & ran to $499+
$IREN at $33 & ran to $59+
$ASTS at $35 & ran to $120+
$RKLB…↗
Jan 14
Damnang2 — $AMD 는 엔비디아를 이길 생각도 없고 필요도 없다. 미친 AI 수요 속에서 시장의 공급과 선택지를 확장하는 방향으로 갈 것이다.
실제로 $Meta 같은 대형 고객들도 단일 벤더 의존을 줄이기 위해 AMD 가속기를 공격적으로 도입하는 중. 표준 기반 인프라, CPU GPU DPU를 아우르는 풀스택, 그리고 ROCm 오픈…↗
Jan 13
Ray Wang — Done deal, I guess. Licensing approval for $NVDA H200 and $AMD MI325X. https://t.co/OwUM9nHagd↗
Jan 11
The Future Investors — The AI era runs on semiconductors 🤖⚙️
4 giants. Who’s your long-term winner? Choose your fighter!🥊👇
$NVDA $TSM $ASML $AMD https://t.co/KwRwInXecX↗
Jan 10
The Future Investors — Global AI computing capacity is doubling every 7 months 🤖 🚀
🟢 $NVDA still dominating AI compute
🟠 $GOOGL TPUs scaling fast
🔵 $AMZN custom chips + cloud scale
🟣 $AMD rapidly…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 8
Mike Investing — Very soon I’ll be sharing my next high conviction pick…
Previous picks posted include:
$HOOD $29 to $154+
$TSLA $210 to $499+
$ASTS $36 to $102+
$RKLB $37 to $86+
$AMD $76 to…↗
Jan 6
Tech Fund — Video generation is 100-1000x more token intensive than text. Luma AI is running 60% of video inference on $AMD GPUs: https://t.co/a97ALdbMY5↗
Jan 6
The Future Investors — $AMD AMD showed its new data center AI lineup.
• Hyperscale AI: Helios rack platform with MI455X GPUs
• Enterprise AI: MI440X in 8-GPU drop-in servers
• Sovereign AI & HPC: Hy…↗
Jan 6
Mike Investing — You can create generational wealth simply just by scrolling on X.
Over the past couple months I’ve called:
$ONDS at $7.4
$ASTS at $36
$RKLB at $37
$TSLA at $210
$ZETA at $16…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 4
Mike Investing — @YodaStockInvest Been in $AMD since $78.
Don’t worry.↗
Jan 4
Mike Investing — These 5 sectors are going to lead the markets in 2026, and should be your primary focus…
1. Space ~ $ASTS, $RKLB, $PL
2. AI Infrastructure ~ $NBIS, $IREN, $CRWV
3. AI chips & Te…↗
Jan 1
Mike Investing — Happy New Years, and welcome to 2026.
I have one goal for this year, and that is to create generational wealth for my followers.
Last year was incredible with many record calls l…↗
— The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…
The Future Investors — Brookfield expects AI compute to grow to 82 GW by 2034, with AI training and inference taking a rapidly growing share of global data center capacity 🤖📈
$NVDA $AMD $MSFT $GOOGL $…↗
Dec 20
Mike Investing — These sectors are going to dominate 2026 and should be your top portfolio priorities…
Space: $ASTS, $RKLB
AI: $ZETA, $ORCL, $IREN, $NBIS, $PLTR, $AMD
Robotics: $TSLA, $RR, $ONDS…↗
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟭𝟮 𝗦𝘁𝗼𝗰𝗸 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
The nominees are
$AMD | AMD
$HOOD | Robinhood
$ORCL | Oracle
$NVDA | Nvidi…↗
Dec 11
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟭𝟬 𝗖𝗘𝗢 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
The nominees are
$AMD - Lisa Su @LisaSu
$PLTR - Alex Karp @PalantirTech
$NVDA -…↗
Dec 11
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟵 𝗕𝗲𝘀𝘁 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$AMD - AMD
$GOOGL - Alphabet
$MSFT - Microsoft
$NVDA - Nvidia…↗
Dec 10
Tech Fund — CPU plays might surprise on the upside in the coming year, as agentic AI workloads get deployed - agents need access to traditional software tools and thus CPUs. Clear positive for…↗
Mike Investing — This year generational wealth was made…
I bottom called and caught:
$TSLA at $210 and ran to $479+
$ASTS at $35 and ran to $102+
$AMD at $76 and ran to $267+
$NBIS at $62 and…↗
Dec 4
The Future Investors — Our monthly 𝗕𝗲𝘀𝘁 𝗕𝘂𝘆𝘀 (since Dec 2024) have crushed the market!
$AMD +121% 🚀
$GOOGL +87% 💰
$FSLR +79% 🔥
Don’t miss the next winners
𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝗿 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿…↗
The Future Investors — $AMD CEO Lisa Su says AMD expects the data center market to grow to $1T by 2030 🤖🚀 https://t.co/3SzLoZbi0r↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 4
The Future Investors — 𝗔𝗠𝗗 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AMD
EPS: $1.20 vs $1.17 est. ✅
Revenue: $9.25B vs $8.75B est. ✅
Data center: $4.34B vs $4.18B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟰 𝟮𝟬𝟮𝟱
Revenue: $…↗
Nov 4
SpotGamma — $AMD earnings implied move is 7%
It looks like a 10 point vol reduction is in play for AMD earnings as shown in our term structure
If we reduce IV by 10 points in the Calculator…↗
Nov 4
The Future Investors — Our monthly 𝗕𝗲𝘀𝘁 𝗕𝘂𝘆𝘀 (since Dec ’24) have crushed the market!
$AMD +167% 🚀
$FSLR +81% 💰
$NVDA +72% 🔥
Don’t miss the next winners
𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝗿 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗕…↗
Nov 1
Mike Investing — This year generational wealth was made…
I bottom called and caught:
$TSLA at $210 and ran to $479+
$HOOD at $29 and ran to $154+
$NBIS at $62 and ran to $141+
$ASTS at $35 and…↗
Nov 1
Mike Investing — $AMD is about to see yet again another 10/20% spike higher heading into 2026…
Tightening up in a massive bull flag shows $AMD is about to squeeze towards a new ATH.
Whales are lo…↗
Nov 1
The Future Investors — Next week we’re picking up right where we left off — with another busy wave of earnings ahead 📊
Monday: $PLTR, $HIMS
Tuesday: $UBER, $SHOP, $ANET, $AXON, $AMD
Wednesday: $NVO, $H…↗
— 2) GF believes $TER is set to gain AI testing share, with $NVDA Rubin testers certified by 4Q25 (low-teens % share, shipments in 2Q26, Rubin Ultra mid-20s%).
It also claims that…
Nancy Pelosi Stock Tracker ♟ — Well isn't this convenient...
Dan Newhouse bought AMD on August 17, his first ever buy of $AMD
He serves on the House Appropriations Subcommittee on Energy
Today, the Departm…↗
Oct 26
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟭𝟮 𝗦𝘁𝗼𝗰𝗸 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
And the nominees in the category 'Stock of the year' are....
$AMD | AMD
$HOOD |…↗
Oct 25
Mike Investing — Since my bottom calls on $PLTR, $HOOD & $AMD they have all ran 200%+
These next 3 setups are going to see similar returns over the coming months:
1. $BMNR will be $100+
2. $T…↗
Oct 25
Mike Investing — The future is dependent on AI, Robotics, Space, Cybersecurity, and automation…
These 7 stocks are obvious buys and play major roles in shaping the future:
$IREN
$NBIS
$TSLA
$AMD…↗
Oct 24
Mike Investing — With $AMZN sitting at decade low valuations it is simply free money at these levels.
With quadrupling its revenue within the past 4 years the growth on $AMZN is immense.
If you m…↗
Oct 24
Mike Investing — $AMD is currently having its largest squeeze ever and will soon be the next $1T+ AI mega cap…
Since my bottom call at $80 in April $AMD has rallied over 220%+
Whales continue to…↗
Oct 22
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟭𝟬 𝗖𝗘𝗢 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
And the nominees in the category 'CEO of the year' are....
$AMD - Lisa Su @LisaSu
$…↗
Oct 21
Mike Investing — $ADBE has officially begun its multi month rally today right after yesterday’s bottom call.
This move will be extremely powerful and is identical to $AMD when it was $80 in April.…↗
Oct 21
Mike Investing — $AMD is set to become the next multi trillion dollar AI mega cap soon…
Since my bottom call in April on $AMD at $80 it has now rallied over 200%+
This move is simply just beginni…↗
Oct 20
Mike Investing — I called the bottom on $TSLA at $210 and it ran to $479+
Then I called $AMD at $76 and it ran to $242+
And finally I called $ASTS at $35 and it ran to $102+
The next massive opp…↗
Oct 20
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
Oct 20
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟵 𝗕𝗲𝘀𝘁 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best AI company' are....
$AMD - AMD
$GOOGL - Alp…↗
Oct 20
Mike Investing — Generational wealth has been made off my bottom calls which include:
1. $TSLA at $210 and ran to $450+
2. $AMD at $76 and ran to $242+
3. $NBIS at $62 and ran to $141+
4. $PLTR at…↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 15
Mike Investing — These 7 stocks remain generational buying opportunities and will see parabolic runs into 2026…
1. $HIMS
2. $OSCR
3. $BMNR
4. $AMD
5. $JD
6. $UNH
7. $TSLA
Don’t miss out on these…↗
Oct 15
Mike Investing — $AMD is officially breaking out into uncharted territory…
Since the OpenAI deal $AMD received there has been nonstop buying from Congress & Whales.
Its obvious $AMD will off…↗
Oct 15
Mike Investing — $HIMS will have a euphoric squeeze, and is positioned identical to $AMD, $PLTR, & $ASTS months ago…
With 111%+ YoY revenue growth, $1.2B+ in cash, and $1B+ revenue expected in…↗
Oct 15
Mike Investing — I called $AMD at $76 and it ran to over $242+
Then I called $ASTS at $35 and within weeks it ran to $94+
And finally I called $NBIS at $62 and it ran to over $141+
My next 3 sto…↗
Oct 14
Mike Investing — $AMD will become the next multi trillion dollar AI mega cap very soon…
With over $6B+ in cash, 27% YoY revenue growth, and a new OpenAI $100B contract, $AMD is still undervalued.…↗
Oct 10
Ray Wang — And $AMD's execution on MI450 in 2H26 will be key.↗
Oct 10
Mike Investing — $AMD is up over 42%+ within the past week after its recent 4 year/$100B contract with OpenAI.
Right before this move I posted and predicted a 20/30% spike.
My original bottom cal…↗
Oct 9
Mike Investing — Many retail traders outperformed every hedge fund simply by following right here…
$AMD was called at $76
$TSLA was called at $210
$HOOD was called at $29
$BABA was called at $7…↗
Oct 9
Mike Investing — I was first on many notorious and popular names and caught the bottoms.
Some examples include:
$AMD bottom called at $80
$TSLA bottom called at $210
$HIMS bottom called at $22…↗
Oct 9
Mike Investing — $AMD is going to become the next multi trillion dollar AI mega cap…
Since my bottom call at $80 in April of this year, $AMD has now rallied 190% higher.
This move on $AMD isn’t c…↗
Oct 9
Mike Investing — $BMNR is the next stock to see a euphoric squeeze similar to what $OPEN & $AMD both had…
Consolidating tightly within a wedge for over 3+ months now it’s clear $BMNR is about…↗
Oct 8
Mike Investing — Over the past few months I called the bottoms on…
$TSLA at $210
$ASTS at $35
$HOOD at $29
$RKLB at $38
$UNH at $235
$NBIS at $62
$AMD at $86
$BMNR at $38
$LMND at $30
$PLTR at $42…↗
Oct 8
Ray Wang — $NVDA CEO: "I’m surprised that they ( $AMD) would give away 10% of the company before they even built it. And so anyhow, it’s clever, I guess." https://t.co/X4PbPiCkvc↗
Oct 8
Ray Wang — It’s fascinating to see how leading AI labs are now adopting increasingly unique deal structures to raise capital — involving direct participation from their compute providers. $AM…↗
Oct 7
Mike Investing — Over the past few months I’ve called out the bottoms on these stocks…
$TSLA bottom call at $210 and ran to $479+
$AMD bottom call at $86 and ran to $227+
$UNH bottom call at $23…↗
Oct 6
Ray Wang — Update on $TSM advanced node roadmap in Taiwan and Arizona—state-of-the-art process node (N2, A16, and A14) will be established in Taichung, Kaoshiung, and Arizona. $NVDA $AMD $AA…↗
Oct 6
Ray Wang — Switches are the real key here. $ALAB should take a W here. If $AMD ultimately uses $AVGO scale-up solutions will be FUNNY.↗
Oct 6
Mike Investing — Tracking unusual option purchases has made many generational wealth overnight on $AMD.
On 10/1/25 I tracked and caught this unusual flow and predicted an incoming 20/30% spike.
3…↗
Oct 6
Tech Fund — In the last few months, OpenAI has announced deals with all major accelerator providers, both GPU and ASIC - $NVDA $AVGO $AMD and $GOOGL.
The reason is the open source Triton sof…↗
Oct 6
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨: MTG just can't be stopped
Just this year along, she’s bought $AMD 9 times investing up to $135K
Today it popped 27%
And now up 83% since it was added to the MTG Tr…↗
Oct 6
Michael Sikand 🦑 — Oh and subscribe on YouTube where I cover other asymmetric stocks.
I grew to 30k subs in 3 months for a reason.
Called $AMD, $HOOD, $ORCL, $JOBY and more.
https://t.co/boRGG4wKb…↗
Oct 6
Mike Investing — @KobeissiLetter The whales were loading heavy into $AMD $200 October calls especially!!↗
Oct 6
Mike Investing — $AMD is up 25%+ in pre market after they announced a multi year contract with OpenAI.
This agreement could generate over $100B+ in new revenue within 4 years.
Since my bottom cal…↗
Oct 6
Ray Wang — Cinema 🤯. $AMD up >25% amid OpenAI deal. https://t.co/akGeD8Og2N↗
Oct 6
Ray Wang — BIG: OpenAI has struck a landmark deal with $AMD — gaining up to a 10% stake in the $270B chipmaker in exchange for roughly 6GW worth of AMD GPUs
OpenAI will deploy 6 gigawatts of…↗
Oct 2
Mike Investing — These 7 stocks are going to dominate the markets heading into 2026 and will create generational wealth for many…
1. $TSLA
2. $AMD
3. $BABA
4. $BMNR
5. $HIMS
6. $UNH
7. $OSCR
Don’…↗
Oct 1
Mike Investing — $AMD is about to see a 20/30% spike and push towards all time highs very soon…
Tightening up in a massive bull flag shows $AMD has a major incoming squeeze higher soon.
Whales a…↗
— $INTC's downfall in the server CPU market & $AMD's rise. The biggest factor is that AMD backed the right horse - TSMC - while Intel struggled in manufacturing. https://t.co/SaR…
Ray Wang — Samsung Foundry reportedly cuts 2nm wafer prices by 30% to counter TSMC's 50% price hike—Digitimes
According to reports first published by Korean outlets Business Post and g-enews…↗
Sep 26
Ray Wang — BIG: The Trump administration is considering imposing tariffs on foreign electronic devices based on the number of chips in each device.
The Commerce Department would impose a ta…↗
Sep 26
Ray Wang — 5) Lastly, on additional investment from $BABA, its ecosystem partner across compute will definitely get benefited. This, for now, is $NVDA, and some ASIC partner. It will depend o…↗
Sep 22
Mike Investing — $AMD is going to be the next multi trillion dollar AI mega cap…
If you missed your opportunity on $NVDA back in 2023 when it was $40, then $AMD is your second chance.
All $AMD ne…↗
Sep 19
Mike Investing — $AMD is wrapping up its final pullback here before a squeeze to all time highs.
This dip here remains a generational opportunity and is similar to buying…
$UNH at $235
$TSLA at $…↗
Sep 17
Mike Investing — Current portfolio of largest positions of picks that were shared here on X this year…
$PLTR +320%
$HOOD +310%
$HIMS +120%
$BABA +160%
$AMD +140%
$ZETA +80%
$TSLA +70%
$UNH +55%…↗
Sep 17
Mike Investing — $AMD is a multi trillion dollar company in the making…
While currently up 90% off the lows and in a bullish wedge formation, the rally on $AMD is far from over.
All $AMD needs is…↗
Sep 16
Mike Investing — If you invest into these 7 stocks you will outperform the markets by a drastic amount as we close out the year…
1. $TSLA at $420
2. $JD at $36
3. $BMNR at $55
4. $GRAB at $6
5. $B…↗
Sep 16
Tech Fund — More pain to come for Intel - Deutsche on $AMD:
"Server CPUs: Market share growth remains extremely healthy, with the company highlighting its ~41% share in 3Q (as estimated by t…↗
Sep 15
Mike Investing — If you missed the massive rally $TSLA had then your next AI tech opportunity is here and it is $AMD.
Begin to curl and finishing a bullish wedge formation $AMD is bound to squeeze…↗
Sep 13
Mike Investing — $AMD is a multi trillion dollar company in the making…
Finishing the bullish wedge formation it’s clear $AMD is about to squeeze higher.
All it takes is once announcement towards…↗
Sep 13
Mike Investing — The demand for AI is growing at an exponential rate and will not slow down anytime soon.
If you invest into these 6 stocks you will outperform the markets during this AI gold rush…↗
Sep 11
Mike Investing — If you missed the 30%+ spike on $ORCL then your next opportunity is here and it is $AMD.
It’s been made clear $ORCL AI inference runs purely on $AMD.
$AMD is just one announcemen…↗
Sep 9
Tech Fund — $AMD is trying to mimic $NVDA's products as close as possible - same amounts & types of required cooling, same number of GPUs per pod.. - from AMD's Head of Data Center at Gold…↗
— If you missed $UNH at $235.
Missed $HOOD at $29.
Missed $AMD at $76.
These 2 setups are the next to see 200/300% returns over the next couple months.
In which $TSLA & $OSCR…
Mike Investing — $OSCR is next up to see a historical breakout similar to how $PLTR had…
I called the bottoms and made 200-400% on $HOOD, $PLTR, $AMD, & this setup will be no different.
Anyth…↗
Aug 20
Mike Investing — $AMD is setting up for a breakout towards all time highs very soon.
Whales are loading millions into September $200 calls daily as $AMD completes its pullback.
It’s clear that $A…↗
Aug 20
Mike Investing — These 6 stocks are strong buys at these current levels and will breakout beyond all time highs soon…
$OSCR at $16
$LMND at $55
$AMD at $160
$UNH at $295
$HIMS at $42
$NBIS at $65…↗
Aug 18
Mike Investing — I’ve predicted breakouts and called out bottoms on these 3 stocks…
$HOOD at $29 and ran to $118+
$PLTR at $42 and ran to $189+
$AMD at $76 and ran to $186+
The next 3 stocks to…↗
Aug 15
Mike Investing — I created generational wealth by calling the bottoms on these stocks:
1. $UNH at $235 and ran to $310+
2. $HOOD at $29 and ran to $118+
3. $AMD at $76 and ran to $186+
4. $PLTR at…↗
Aug 14
Mike Investing — These 7 stocks are going to dominate the market as we wrap up the second half of 2025…
1. $OSCR
2. $TSLA
3. $NBIS
4. $AMD
5. $LMND
6. $UNH
7. $HIMS
Don’t miss out on these inves…↗
Aug 13
Mike Investing — I called the bottom on $AMD at $76 and it is now at $186+
Then I called the bottom on $LMND at $30 and it is now $60+
And finally I called the bottom on $PLTR at $42 and it is no…↗
Aug 12
Mike Investing — These 5 stocks are going to lead the markets as we head into the last stretch of 2025 and blow past all time highs…
1. $TSLA will be $550+
2. $OSCR will be $32+
3. $LMND will be $…↗
Aug 11
Mike Investing — I shared $HOOD at $29 and it is now at $118+
I then shared $AMD at $76 and it is now at $186+
And finally I shared $PLTR at $42 and it is now $188+
These stocks had the same exa…↗
Aug 10
Mike Investing — These 5 stocks are going to outperform the markets this year by a huge margin and will blow past all time highs…
1. $OSCR will be $32+
2. $TSLA will be $500+
3. $AMD will be $250+…↗
Aug 10
Mike Investing — I went long on $PLTR at $42 and $HOOD at $29.
Then I went long on $AMD at $76 and the next setup is incoming.
$OSCR is the next to explode higher.
With $1B+ in cash, 56% YoY rev…↗
Aug 8
Mike Investing — I made generational wealth by calling the bottoms on these stocks:
1. $PLTR at $43 and ran to $188+
2. $HOOD at $23 and ran to $117+
3. $AMD at $76 and ran to $182+
4. $HIMS at $2…↗
Aug 6
SpotGamma — Call Sellers will not stop in $AMD of note is the Sep 200 calls. This is longer dated selling, not this weeks/0DTE
(teal =0DTE vs purple = all flow) https://t.co/ZhT9HYCCM9↗
Aug 6
Tech Fund — $AMD began MI350 production ahead of schedule in June. Oracle is building a 27k node cluster with MI355X accelerators https://t.co/gFOQ1aBljT↗
Aug 6
Mike Investing — If you just simply buy and hold these 4 stocks you’ll outperform the entire market for many years to come…
$HIMS is going to $150+
$LMND is going to $140+
$AMD is going to $300+…↗
Aug 5
Mike Investing — $AMD is positioned for a move to breakout above $200+ within the next few days…
This setup is identical to in 2023 which shows that $AMD will be testing $230 by December.
Whales…↗
Mike Investing — This next incoming breakout for the stock market when it finishes its current dip will create generational wealth for many.
Here are the PT’s…
$HIMS $140
$SOFI $50
$AMD $300
$OSC…↗
Aug 2
Mike Investing — On the last stock market rally I made generational wealth on these stocks…
1. $HIMS ran 220%+
2. $HOOD ran 300%+
3. $AMD ran 140%+
4. $PLTR ran 280%+
5. $NVDA ran 110%+
When the…↗
— Marjorie Taylor Greene is on a stock picking roll 👀
On 4/7, she bought the dip in AMD $AMD after Trump's tariff liberation tanked the stock
She's now +120% since
& it's one…
KawzInvests 🦑 — @nikoliasgoninus So glad I rotated my $PLTR to $AMD this morning lol↗
Jul 27
Mike Investing — These 5 stocks are going to outperform the U.S. stock market this year and will make new all time highs…
1. $HIMS will be $120+
2. $OSCR will be $50+
3. $TSLA will be $500+
4. $AM…↗
Jul 27
KawzInvests 🦑 — @nikoliasgoninus I've been holding onto $PLTR for a while now and it's been a solid performer, but I'm really starting to consider rotating my $PLTR into $AMD↗
Jul 25
Mike Investing — $AMD is positioned for a breakout to $200+ soon…
Since my bottom call at $76 in April $AMD is now up over 120%+ and isn’t slowing down.
Yesterday $AMD CEO Lisa Su officially anno…↗
Jul 22
Mike Investing — If you take advantage of dips and load these 5 stocks at these prices you will create generational wealth…
1. $AMD at $150
2. $TSLA at $320
3. $OSCR at $13
4. $ZETA at $15
5. $HIM…↗
Jul 20
Mike Investing — These 5 stocks are going to lead the markets this year and rally to make new all time highs…
1. $TSLA will be $500+
2. $AMD will be $250+
3. $OSCR will be $30+
4. $NVDA will be $2…↗
Jul 19
Mike Investing — I made generational wealth by calling the bottoms on these stocks…
1. $HIMS at $22 and ran to $67+
2. $HOOD at $29 and ran to $113+
3. $AMD at $76 and ran to $160+
4. $NVDA at $86…↗
Jul 18
Mike Investing — $AMD is on pace to breakout above all time highs by the end of this year.
This current setup is identical to 2023 in which $AMD had a rally from $100 to $230+ within weeks.
Whale…↗
Jul 17
Mike Investing — I’ve created generational wealth by calling the bottoms on the following stocks…
1. $PLTR at $42
2. $NVDA at $85
3. $HOOD at $29
4. $AMD at $76
5. $HIMS at $22
My next picks to b…↗
Jul 16
Mike Investing — Since my bottom call on the market in April generational wealth has been made on my picks posted here on X…
1. $PLTR is up 130%
2. $AMD is up 120%
3. $HOOD is up 270%
4. $NVDA is…↗
Jul 16
Mike Investing — $AMD is breaking out and is on pace for its largest breakout in its history.
Since my bottom call at $76 in April we are now up nearly 110%+ on $AMD.
This breakout is just beginn…↗
Jul 15
Mike Investing — Simply buy and hold these 5 stocks and over the next year you will make generational wealth…
$AMD will hit $250+
$UNH will double
$OSCR will hit $32+
$HIMS will hit $120+
Don…↗
Jul 13
Mike Investing — If you invest into these 5 stocks you will outperform the markets over the next couple years…
1. $OSCR at $14
2. $HIMS at $50
3. $AMD at $140
4. $TSLA at $300
5. $SOFI at $20
Don…↗
Jul 13
Mike Investing — $AMD is currently undergoing its largest breakout in its history towards ATH’s…
The current setup is identical to 2023 in which $AMD ran from $100 to $230 in weeks.
Sitting on $1…↗
Jul 12
Mike Investing — These 5 stocks are going to outperform the markets this year and will make new all time highs…
1. $HIMS will be $120+
2. $SOFI will be $35+
3. $TSLA will be $500+
4. $OSCR will be…↗
Jul 9
Mike Investing — $AMD is positioned for its largest breakout in its history towards all time highs…
The current setup is identical to 2023 in which $AMD ran from $100 to $230 within weeks.
Whales…↗
Jul 7
Mike Investing — If you take advantage of the dips on these 5 stocks you will see major returns over the next few months…
1. $TSLA at $290
2. $OSCR at $16
3. $HIMS at $45
4. $AMD at $133
5. $UNH a…↗
Jul 4
Mike Investing — These 5 stocks are going to outperform the entire U.S. stock market and will make new all time highs…
1. $HIMS will be $120+
2. $OSCR will be $50+
3. $HOOD will be $140+
4. $AMD w…↗
Jul 3
Mike Investing — These 5 stocks continue to remain extremely undervalued and are easy buys at these levels…
1. $OSCR at $17
2. $HIMS at $46
3. $AMD at $135
4. $UNH at $310
5. $TSLA at $320
Don’t…↗
— Simply just buy and hold these stocks and watch as you outperform the entire market.
$HIMS is going to be $130+
$OSCR is going to be $50+
$AMD is going to be $250+
$UNH will b…
Mike Investing — If you simply just buy and hold these positions you will outperform the entire market…
$HIMS
$OSCR
$UNH
$TSLA
$AMD
These setups are still early and all can provide 200/300% retu…↗
Jun 25
Mike Investing — Generational wealth has already been made on my $AMD bottom call at $76.
From my bottom call on $AMD in April we are now up over 90%+
This is just the beginning and $AMD will ral…↗
Jun 25
Mike Investing — $AMD is positioned for its largest breakout in its history to send it above all time highs…
The current setup is identical to 2023 in which $AMD ran from $100 to $230 within weeks…↗
Jun 22
Mike Investing — Generational wealth was made by catching the bottoms on these stocks…
1. $HIMS at $22 and ran to $67+
2. $OSCR at $13 and ran to $23+
3. $HOOD at $24 and ran to $80+
4. $PLTR at $…↗
Jun 21
Mike Investing — These 5 stocks are going to breakout past all time highs this year and outperform the entire market…
1. $HIMS will be $130+
2. $OSCR will be $40+
3. $AMD will be $250+
4. $HOOD wi…↗
Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
Jun 20
SpotGamma — Im in some short dated $AMD puts as a ton of gamma at ~130 rolls off today. Second, puts seem reasonably cheap particularly after the strong month its had. https://t.co/OkBMRkkxcZ↗
Jun 19
Mike Investing — $AMD is going to breakout above all time highs within the next few months.
The current setup is identical to 2023 in which $AMD ran from $100 to $230 within weeks.
With $1.6B in…↗
Jun 19
Mike Investing — I made Generational wealth by calling the bottoms on these stocks…
1. $HIMS at $22 and ran to $67+
2. $PLTR at $42 and ran to $140+
3. $HOOD at $24 and ran to $80+
4. $AMD at $76…↗
Jun 17
Mike Investing — These 5 stocks are going to lead the markets in 2025 along with their end of year targets…
1. $HIMS will be $130+
2. $TSLA will be $600+
3. $AMD will be $250+
4. $UNH will be $550…↗
Jun 17
Mike Investing — $AMD has officially begun its multi month breakout towards all time highs…
Today $AMD closed above its 200 day SMA and the last time $AMD did this while this undervalued it rallie…↗
Jun 15
Mike Investing — I’ve created generational wealth by calling the bottoms on these stocks:
1. $TSLA at $210 and ran to $365+
2. $PLTR at $42 and ran to $140+
3. $HIMS at $22 and ran to $67+
4. $HOO…↗
Jun 14
Mike Investing — These 5 stocks will provide the most returns in 2025 and are still early to their breakouts incoming…
1. $TSLA at $330
2. $HIMS at $55
3. $OSCR at $14
4. $UNH at $310
5. $AMD at $…↗
Jun 13
Mike Investing — $AMD is going to become the next multi trillion dollar AI mega cap soon…
The current setup is identical to 2023 in which $AMD ran from
$100 to $230+ within weeks.
Millions worth…↗
Jun 11
Mike Investing — These 6 stocks are the best holds for your portfolio in which will create generational wealth for you over the next few years…
1. $TSLA
2. $AMD
3. $HIMS
4. $HOOD
5. $OSCR
6. $UNH…↗
Jun 10
Mike Investing — I called the bottom on $HIMS at $22 and $PLTR at $65.
Then I called the bottom on $AMD at $76 and $HOOD at $29.
$OSCR is going to be my next massive setup.
Institutions and whal…↗
Jun 9
Mike Investing — $AMD is setting up for a multi month rally.
With a confirmation above the 200 WMA $AMD is now setup for a breakout towards all time highs.
Institutions and whales have been loadi…↗
Jun 7
Mike Investing — These 5 stocks are going to yield the most returns in 2025 and outperform the markets along with their EOY price targets…
1. $TSLA will be $600+
2. $HIMS will be $130+
3. $HOOD wi…↗
Jun 7
Mike Investing — The historic breakout for $AMD is coming very soon…
$AMD is close to breaking out above the 200 WMA and when it does it’ll rally to $250+
With a P/E of 20x and major companies li…↗
Jun 3
Mike Investing — I called the bottoms on these 6 stocks in April while everyone was calling for the market to crash further…
1. $TSLA at $220
2. $HIMS at $22
3. $PLTR at $65
4. $HOOD at $29
5. $AM…↗
Jun 2
Mike Investing — These 6 stocks are going to create generational wealth this year for many and outperform the markets…
1. $TSLA
2. $HIMS
3. $PLTR
4. $AMD
5. $HOOD
6. $OSCR
Don’t miss out on these…↗