$Advanced Micro Devices(AMD)$ NOV20 545C in play. Zone: $527.56 to $535.00 Invalidation: close under $514.01 Objectives: $556.79, then $568.62 The math works out to a 4.8% move to the first objective and 7.0% to the second, against 3.3% risk on the invalidation, so better than 2 to 1 to the second target. This is a chip name that fell hard for weeks and then found its footing on Monday, climbing almost 3 percent to close near 531 dollars. The setup is a swing into the November 3 report after the close, and that report is the next big test of whether demand for its server chips is still growing the way buyers hope. If the bounce holds above the Monday low near 514 dollars, the path back runs first to 556 dollars and 79 cents, then to 568 dollar
$Meta Platforms, Inc.(META)$ Circular financing again? $NVIDIA(NVDA)$ AMD. The actual term circular financing was also used for the electricity boom deals back in the 1920s. The core ideas here are solid, but the speed and nature of capital flows, charged with leverage and heavy speculation, have started to rhyme with that period. It feels like giving a kid a gun versus an adult. Long term I'm bullish, but smart money already has a sleeve ready for the inevitable three steps forward, one step back.
$NVIDIA(NVDA)$ For the bears and the clowns out there, just think about it for a second. Do you really want to bet against the two smartest people on the planet?
$Advanced Micro Devices(AMD)$ Riding the AI and semi wave right now. The whole sector is showing strength as compute demand keeps climbing. The datacenter growth story still looks intact. I like the setup here.
$NVIDIA(NVDA)$ $Trump Media & Technology(DJT)$ Trump's latest financial disclosure shows he bought as much as $1.6 million and sold as much as $1 million worth of Nvidia stock in August. The filing came out around the same time he was preparing to give Nvidia CEO Jensen Huang the nation's highest honor for scientific achievement.
$NVIDIA(NVDA)$ On this forum, you can see two types of people: the ones watching history happen and the ones actually taking part in it. It's not too hard to tell them apart. I'm glad I've been on the participating side. Jensen keeps delivering.
$Advanced Micro Devices(AMD)$ Venice CPUs look sold out a year early. Reports say 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments — as 256-core TSMC-2nm parts ride agentic-AI demand, setting AMD up for record server-share gains.
$Advanced Micro Devices(AMD)$ AMD has entered into a definitive agreement to acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li. The move brings a world-class team of researchers and model experts into AMD, which should strengthen its ability to develop AI hardware, software and systems around the needs of emerging models and applications. Lisa Su framed it around understanding how models are evolving. Fei-Fei and the World Labs team bring research leadership and model expertise, and the idea is to use that insight to build hardware, software and systems that power the next generation of AI and strengthen the open AI ecosystem. The all-stock transaction is valued at approximately $8.2B and is
$Advanced Micro Devices(AMD)$ AMD is acquiring Fei-Fei Li's World Labs for roughly $8.2 billion. This is way bigger than just another AI acquisition. World Labs is building spatial intelligence models for robotics, simulation, and interactive 3D environments. After the deal closes, Fei-Fei Li will become AMD's Chief Scientist, reporting directly to Lisa Su. AMD doesn't just want to sell the compute powering the next generation of AI. They want to help build and understand the models that determine what that compute needs to become. This is a huge move from Lisa Su.
$Advanced Micro Devices(AMD)$ I want to share the biggest mistake I've ever made. Back in April 2018, I bought AMD at around $12 a share, putting almost my entire 401(k) into it. The stock pulled back a little, and I sold everything. Why? Because for years before that, AMD had traded between roughly $3 and $10 for a very long stretch. I believed it was a solid company, which is exactly why I bought it. But that long history of staying in the $3 to $10 range made me uneasy. So at the first sign of weakness, I got out. Those shares would be worth more than 200 times what I paid today. I could have been a multimillionaire. Honestly, I feel like a complete fool. If there's a lesson here, it's to trust your own resea