TBI's Thoughts [9]: AMD (NASDAQ: AMD)... Dawn of a Bull Market?

TBITrades
10-26

Hi everyone. Today I’ll be covering one of the most well-known AI and semiconductor companies in the world:

Advanced Micro Devices Inc. (NASDAQ: AMD)

AMD has been in a long-term uptrend since 1974, with a series of higher highs and higher lows. In 2016, a steeper support trendline formed, with the move greatly accelerating to the upside. Based on the current monthly candle, we are set for a bullish Stochastic crossover for the first time since Nov’23 (subject to earnings on the 29th and the monthly candle close). The last 2 bullish crossovers have led to 100% returns (or higher).

AMD has been consolidating below the red resistance trendline since March. It finally broke out of this trendline in September, and has spent the past 3 weeks retesting the breakout on gradually declining volume. In the process of doing so, it has also formed a new support trendline (in blue). With earnings on deck on the 29th, next week will be key to future upside for this name. While the Stochastic formed a weekly bearish crossover, it can still be a false signal or invalidated.

On the daily chart, AMD produced a Stochastic bullish crossover and was strong on a day that the broader markets were weak. There will be shenanigans before earnings (like what happened to TSLA) and I do not expect to see a “real” move until the 30th.

However, the breakout and retest that took place gives me greater confidence in the long side. A strong earnings should see AMD push towards the partially filled 185.61-188.05 gap over the next few weeks, while a miss could see further consolidation and even a “panic” move to as low as 142.14, which I expect to be bought up. Over the long-term, I expect AMD to make new ATHs above 227.30.

This thesis is invalidated if AMD loses the 2016 trendline and loses the 130.79 level. This could lead AMD a lot lower towards the 94.28 level (~ 40% drawdown).

In light of the favourable technical setup, I continue to be BULLISH on AMD.

Sentiment: BULLISH

Invalidation: Close below 2016 trendline or close below 130.79 (I will update again if this happens)

Summary (with Price Targets - NFA):

  • Broke out of, and retested its Mar’24 resistance trendline, with a short-term move towards 185.61-188.05 possible on strong earnings, and a longer-term move towards new ATHs above 227.30 if the bullish crossover is confirmed post-earnings

  • A break and close below 130.79 could see a 40% drawdown towards the 94.28 level

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$

@TigerWire @TigerStars @TigerEvents @CaptainTiger @MillionaireTiger

AMD Guidance Misses: Will it Hit $130 This Time?
AMD's Q3 revenue grew by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted earnings per share came in at $0.92, in line with market expectations. However, the Q4 guidance fell short of expectations, dampening the enthusiasm surrounding AI chip demand. -------------------- What's your target price? Would you bottom AMD at $150 or lower prices? Will AMD drop to $130?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Desktrader
    10-29
    Desktrader
    sell ,selll ,sell ,or a put
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