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04-25
$AMD: AI-Driven CPU Comeback Powers Path to $1T Valuation
10 years ago, $Advanced Micro Devices(AMD)$ was at $2. Today it's at $344 up 17,000%. And the next target is $600 making AMD a $1 trillion company within 2 years. Here's why the move is real: 1. Intel's earnings proved the "Agentic AI" era needs far more CPU power AMD's EPYC chips and Helios rack platforms are at the center of that shift. 2. Stifel just raised AMD's price target to $320, citing multi-gigawatt AI deals with Meta and OpenAI AMD just crossed $500B market cap for the first time up 45% in April alone, 11-day win streak 3.The CPU-to-GPU ratio in AI servers is flipping a massive new revenue catalyst the market is only starting to price in The CPU renaissance is real. AMD isn't done.
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04-25
SPX & SPY Signal Upside Continuation While BTC Maintains Bullish Momentum Toward $80.6K
Markets are holding a constructive tone, with equities showing signs of continued upside despite short-term consolidation, while Bitcoin maintains strong momentum within a sustained bull trend. 1. $S&P 500(.SPX)$ During the last 10 years, every time the Stochastic bounced from oversold area and made it above 50, the index maintained bullish continuation and consolidated when the oscillator was overbought (+80) with both lines. There is room for further gains, as %D is at 65%. 2. $SPDR S&P 500 ETF Trust(SPY)$ Indecision at the Top: The price has moved between 702.5 and 711 this week, building a small volume shelf. Any loss of today’s low could send the price to $695 (volume shelf below), validating
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04-25
$CNSWF: Valuation Framework—6 Key Metrics + Capital Allocation Edge
$Constellation Software, Inc.(CNSWF)$ There are two fundamental questions when valuing a company (IMO). 1. What do I think the company’s future growth looks like? 2. What does the market think its future growth looks like? If you think the market is being overly pessimistic, then the company is in undervalued. How do you approach valuation? I've been working on my dashboard, capturing what I see as the 6 most important numbers for determining business quality. What would you add?
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04-25
SPX Prints Bullish Weekly FVG: Buy Zone 7,046–6,845, Target 7,400–7,650
Took the week off knowing would see a tight range week. The bull case needed one thing → a new bullish weekly FVG. Now it's printed. $S&P 500(.SPX)$ multi-week buy zone: 7,046–6,845 Pullback into the zone = BUY. Next wave → 7,400–7,650. Weekly close below 6,845 sends the sell signal. This week's theme was simple. Buy the lows. Sell the highs. That's exactly what we did. Sunday → upside. Tuesday → upside. Thursday → flush. Both sides. Both called. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2606(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$
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04-24
Intel Surges: CPU Narrative Heats Up! Is It Still Time to Buy Semiconductors?
This week, both $Intel(INTC)$ and $Advanced Micro Devices(AMD)$ surged, stealing the spotlight from the previously hot memory sector. Although SK Hynix delivered very strong earnings, SanDisk in the memory sector declined yesterday. Why has CPU replaced memory as the new favorite? Agentic AI workloads (task scheduling, state management, I/O control) are overwhelming GPUs alone — CPUs are now critical infrastructure again, not just supporting hardware. Over the past two years, the market has been used to a single chain: capex up → GPU orders up → HBM up → advanced packaging up. In this chain, CPUs were just a supporting role — “one extra chip bundled in the server,” and were given low valuation weight. M
TOPShyon: From my perspective, the strength in $Intel(INTC)$ and $Advanced Micro Devices(AMD)$ reflects a real shift—CPUs are no longer just supporting chips. In agentic AI, they act as the orchestration layer, coordinating tasks and workflows around GPUs. That’s why the market is starting to re-rate CPUs, even as memory names like SK Hynix remain fundamentally strong. I don’t see CPUs replacing memory—they’re becoming equally important. HBM demand is still tight, but CPUs were previously underappreciated in the AI stack, so this looks more like a catch-up trade than a full rotation. On valuation, I’d stay selective. $Intel(INTC)$ can keep rerating if execution holds, but a move to $100 likely needs sustained data center strength. I stay constructive overall, but prefer buying pullbacks rather than chasing. @Tiger_comments @TigerStars @TigerClub
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04-23
$Broadcom(AVGO)$ With cease fire extend, will it create a opportunity or threat? To buy in or sell out? Is the market almost reaching the top? Or we just stay at current position and wait for more signal? A difficult time to made decision to advance or retract. AVGO is reaching it's historical high. Will it set a new height? Hope so! DYDD. Lucky Trading.
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04-23
$MU 20260424 477.5 CALL$ She's a 10!!!! What a scalp! ✌️🤑✌️
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04-23
$MU 20260424 482.5 CALL$ what a runner! ✌️😎✌️
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04-24
$ELEVRA LITHIUM LTD(ELV.AU)$ Big green candles past 2 days, sharing for coins
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04-24
$Advanced Micro Devices(AMD)$
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04-24
$NVIDIA(NVDA)$
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04-24
$Intel(INTC)$ Intel go go go to the moon 🌙!!!
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04-24
$SOXL 20260501 111.0 PUT$ Any U-turn in sight?
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04-24
$Intel(INTC)$ recoup some cost back first
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04-24
Will $AVAV Reclaim $210 Resistance and Resume Uptrend?
$AeroVironment(AVAV)$ $AeroVironment, Inc.(AVAV) Slips -3.90%: Testing Support After Bullish Analyst Call 🛩️📉 Latest Close Data 📊 As of Apr-24-2026, AVAV closed at $201.91, down -3.90% (-$8.19). The stock is now -51.7% below its 52-week high of $417.86. Core Market Drivers ⚙️ The stock is digesting a recent bullish analyst note from BNP Paribas, which highlighted significant upside potential. This follows a volatile period, including a sharp -5.08% drop on Apr-17, suggesting a tug-of-war between positive sentiment and short-term profit-taking. Technical Analysis 📈 Volume was 1.06M shares (Volume Ratio: 0.72), indicating below-average participation. The MACD (-2.77, -7.00, 8.46) shows the DIF line attempting to converge with DEA, hinting at potenti