Lambert Pitman
Lambert Pitman
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$NVIDIA(NVDA)$  Some of us bulls have been through two splits: a 10-for-1 and a 4-for-1. What about that Valley Kid? Not too shabby, my bitter friend.
$39.3B in one quarter? $NVIDIA(NVDA)$  is on fire. They have the technology, the demand, and the momentum. The only thing slowing them down is U.S. export rules. Lift those and watch them dominate globally.
$Advanced Micro Devices(AMD)$  CEO Lisa Su teases the MI450 ramp, a 6GW Meta AI deal, and a 35% growth target.
I come to this site hoping to read insightful comments about $NVIDIA(NVDA)$ , yet I only encounter political remarks. Perhaps I should visit a political site instead, where the majority of comments would be information and opinions about NVDA.
$NVIDIA(NVDA)$ Wow, and another one. Tech Mahindra advances AI Driven autonomous network operations for CSPs globally with NVIDIA.
I tend to view the Wind River partnership as a significant strategic win. This will greatly expand $Advanced Micro Devices(AMD)$ 's customer base in automation and embedded software applications.
$NVIDIA(NVDA)$  Robots and quantum computing continuation of nvda dominance.
$NVIDIA(NVDA)$ One of the top stocks in the long term, and I'm really pleased to be part of history rather than just observing it. Right, Darth, just kidding.
$NVIDIA(NVDA)$ I tend to think that AI demand is still driving revenue and guidance. Valuation is high, but fundamentals remain strong.
Is the whale having $NVIDIA(NVDA)$  on pace for four straight years of gains in accordance with your "Big Plan"? In that case, well done DF.
$NVIDIA(NVDA)$  Nvidia's strength isn't solely in chip performance; it lies in ecosystem control. Permitting exports ensures global AI development remains anchored to U.S. hardware, software, and standards. Isolation accelerates substitutes, while engagement preserves leadership.
The more OpenAI buys from $Advanced Micro Devices(AMD)$ , the more they save. They want $Advanced Micro Devices(AMD)$  to benefit as much as us, it's in their best interest to get that 10% piece of the pie.
$Advanced Micro Devices(AMD)$  has toooo many things to offer beyond one chip, no matter who makes it. Lisa is ahead of everine.
$Advanced Micro Devices(AMD)$  will execute, deliver, and innovate. This is a winner stock.
Wow! $NASDAQ Composite(.IXIC)$  is down 300 points and $Advanced Micro Devices(AMD)$  is still green! Demand for this stock.
avatarLambert Pitman
2025-12-24
$Advanced Micro Devices(AMD)$ Missed the boat if not positioned for potential upside move
avatarLambert Pitman
2025-12-24
The leveraged positions on $Advanced Micro Devices(AMD)$  are absolutely staggering, presenting what could be Wall Street's highest-probability play with potential upside catalysts.
avatarLambert Pitman
2025-12-23
$Advanced Micro Devices(AMD)$ 's latest guidance strategically omitted China revenue. Confirmation of $Alibaba(BABA)$  procurement contracts would force analysts to revise their models upward.
avatarLambert Pitman
2025-12-22
$NVIDIA(NVDA)$ So where's that bubble burst y'all bears were screaming about? Still waiting for the fireworks show.
avatarLambert Pitman
2025-12-22
$Advanced Micro Devices(AMD)$ Ready to climb back above the 250 zone, waiting for the magic to happen

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