AMD - Advanced Micro Devices, Inc. 0 WATCHERS

This AMD situation, to put it bluntly, is a litmus test. On December 4th, AMD's Lisa Su said they'd gotten the license and could sell the MI308 to China, paying a 15% protection fee. On December 5th, that response from China's Foreign Ministry—savor it: "We've stated our position more than …

Nvidia did not "rocket" relatively speaking. Smh is up 49% YTD while Nvidia is up 34%. Several other semis names outperformed, AMD, Intel, micron, amat, asml, tsm, to name a few. Not to throw shade at Nvidia, as I own it myself, but it did not beat the semis benchmark. …

I’ve been holding a bunch of MU for a looong time with a $30 cost basis. Years of feeling sick watching my smaller positions in AMD and NVDA run. MU has finally made me very happy.

Bought some AMD around 217.8, the export license to China will give it a boost next week.

Interesting development. AMD appears willing to operate within the updated rules, including the 15% fee. It will be worth watching how this impacts the market and U.S.–China chip relations moving forward.

Went 2x leverage into AMD and GOOGL during the spring dip (50% of my portfolio in these 2 stocks). Whole portfolio up 137% since then. My portfolio went from 120k USD then to 287k USD now. Here in Sweden our interest cost for 2x leverage is 3,59% and no tax …

Google AMD ,

Google’s goal is to take, at most 10% of Nividia market share. This news is only bearish for AMD

Google - not AMD - is Nvidia’s greatest threat because of their full-stack offering and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

Google - not AMD - is Nvidia’s greatest threat because of their full-stack AI and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

Google - not AMD - is Nvidia’s greatest threat because of their full-stack AI and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

AMD ITS TIME TO SPREAD YOUR WINGS AND FLY, I BELIEVE IN YOU LITTLE BUDDY

HOOD was a huge win for me! up 300%+ since I got in. I simply thought about how helpful the platform has been for me and figured it might do well. Exceeded all expectations! I've also had AMD for 5 or 6 years because I build computers with their chips …

In typical Chinese fashion, they cant build anything on their own. Company was basically funded with government subsidies and loans and backed by their state owned VC firm in Beijing, even their employees were poached from US companies like NVDA and AMD. I bet their chips are cheap copies of …

My Views on the U.S. Market Recently, a newsletter from WSJ editor Jason Zweig stated that Mag 7 stocks are heavily invested in AI, funded from their internal cash flow and now they are looking for more borrowing as well. If these investments are not making a reasonable return or …

I bought NVDA when it's trailing PE was was around 23x because of value investing principles years ago. It was a great company at a fair price back then and as an engineer, I understood the insane lead it had on AMD. Value investing isn't abiding by strict mathematical valuations. …

If I'm day trading, 2% is usually enough to get me to sell. Slow and steady wins the race. My longs though I hold on to a fault :\ (AMD)

I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I …