$Taiwan Semiconductor Manufacturing(TSM)$ It feels like the next big leap in AI chips is quietly being prepared. Word is that next-gen CoPoS packaging could hit mass production in the second half of 2028, targeting ultra-large AI chips beyond the current 9.5x reticle size. Key points I'm watching: Built for massive AI accelerators Advanced packaging becoming just as critical as the chips themselves Glass and ABF substrates might coexist instead of one replacing the other NVDA's Feynman could be an early adopter, which would make this rollout more interesting. It feels like everyone is still only talking GPUs, but the real game is quietly shifting to packaging, thermals, and substrate tech. I'm watching this clos
$Advanced Micro Devices(AMD)$ Seeing an interesting demand signal here. TensorWave, an AMD-backed AI cloud startup, just raised $350M at a $1.55B valuation, nearly 4x higher than a year ago. What stands out is their explicit refusal of NVDA chips, running fully on AMD hardware and software. That's a strong competitive narrative in the AI compute race. On the infrastructure side, they've already secured 500MW of capacity and are targeting 2GW next year, which points to massive scaling demand for compute resources. This feels more about real-world AMD ecosystem adoption in AI infrastructure, less about hype.
$Advanced Micro Devices(AMD)$ Bought AMD today while the Nasdaq was down 900 points. The CPI report is coming out soon, hoping it gives the market a boost.
$Advanced Micro Devices(AMD)$ The drop today also has very low volume compared to Friday. It seems mostly driven by algos, with retail staying on the sidelines. I tend to think this is the kind of situation worth watching. The market could well correct one more time, but with the SpaceX IPO on Friday, time is getting short for institutions to sell.
$Advanced Micro Devices(AMD)$ The technicals look strong all the way down to the 4-hour chart. You could argue the 1-minute and 5-minute charts lost a bit of momentum, but that's typical for the pre-market and after-hours sessions. Price is riding well above the 200 EMA, with daily inflow consistently outpacing outflow.
$Qualcomm(QCOM)$ The market seems to have quickly moved past its misplaced concern about competition from Nvidia. This reflexive behavior, where prices swing dramatically on news, has become chronic and can largely be ignored by investors. It's only relevant for short-term traders. The foundational story remains intact and is actually solidifying. An expanding portfolio of businesses, leveraging Qualcomm's expertise in chip design and energy management, is opening up more opportunities in autos, IoT, and end-user devices. Microsoft's Project Solara, a new platform utilizing Qualcomm chips, is another example of these expanding opportunities. There will be abrupt moves in both directions in this hypersensitive m
$Taiwan Semiconductor Manufacturing(TSM)$ This drop is just panic selling, day trading, and manipulation. There's no other reason for it. But it's a good thing, and expected from time to time, to reset the RSI.
$Advanced Micro Devices(AMD)$ AMD is up $314 since March 30th, a 160% move. The closing price has only been higher twice in the company's history. Gotta like the reaction to the useless news this morning.