• Adz5150Adz5150
      ·07-01 18:35
      $Advanced Micro Devices(AMD)$   Most people are asking: "Can AMD keep going?" I think the better question is: Has the AI trade become so crowded that great companies now have to be perfect just to justify their valuation? 💡 My View...? Uh oh!  Today's rally wasn't just about AMD. It was another reminder that the market is willing to aggressively reward any company with a credible AI growth story. The opportunity is enormous... ...but so are expectations. Here he goes 🙄  That's why I think investors should spend less time asking whether AMD is a great business (I think it is) and more time asking what level of future success is already priced into the stock. 📊 Why I Think This - Nobody asked you ADZ • AI infrastructure spending c
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    • mstermster
      ·07-01 13:58
      $Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least lowered any time soon? 
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    • 老鼠林老鼠林
      ·07-01 00:02
      $Advanced Micro Devices(AMD)$ lets win more and more...ok? Thanks.
      14Comment
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    • 老鼠林老鼠林
      ·06-30 00:14
      $Advanced Micro Devices(AMD)$ come and lets win more n more...!
      85Comment
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    • jethrojethro
      ·06-29
      $Advanced Micro Devices(AMD)$ AMD GO GO GO TO the Moon 🌙!!!
      334Comment
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    • Adz5150Adz5150
      ·07-01 18:35
      $Advanced Micro Devices(AMD)$   Most people are asking: "Can AMD keep going?" I think the better question is: Has the AI trade become so crowded that great companies now have to be perfect just to justify their valuation? 💡 My View...? Uh oh!  Today's rally wasn't just about AMD. It was another reminder that the market is willing to aggressively reward any company with a credible AI growth story. The opportunity is enormous... ...but so are expectations. Here he goes 🙄  That's why I think investors should spend less time asking whether AMD is a great business (I think it is) and more time asking what level of future success is already priced into the stock. 📊 Why I Think This - Nobody asked you ADZ • AI infrastructure spending c
      127Comment
      Report
    • mstermster
      ·07-01 13:58
      $Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least lowered any time soon? 
      6.09KComment
      Report
    • 老鼠林老鼠林
      ·07-01 00:02
      $Advanced Micro Devices(AMD)$ lets win more and more...ok? Thanks.
      14Comment
      Report
    • 老鼠林老鼠林
      ·06-30 00:14
      $Advanced Micro Devices(AMD)$ come and lets win more n more...!
      85Comment
      Report
    • jethrojethro
      ·06-29
      $Advanced Micro Devices(AMD)$ AMD GO GO GO TO the Moon 🌙!!!
      334Comment
      Report