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$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  ๐Ÿšจ $AMD holds the most unusually traded options intraday as price rallies over $13 or 6% on the session.

Over $20M+ in single leg calls have been bought on $AMD today alone!

Follow the options flow. Follow the data!

$AMD is Wells Fargoโ€™s top chip pick ๐Ÿฅ‡

Citing an expanding multi-GW MI450X pipeline, server CPU share gains and an embedded recovery.

Price Target: $345

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Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?
Intel surged 7% while AMD jumped 6% after KeyBanc Capital Markets upgraded. KeyBanc set PT of $60 for Intel and $270 for AMD, arguing AI server chip capacity could be largely sold out through 2026. Intel is seen in an โ€œexpectations resetโ€ phase, while AMD remains in a valuation-premium phase that demands earnings beats. Focus now shifts to Intelโ€™s Jan 22 earnings and AMDโ€™s Feb 3 report. With AI server capacity tightening, can Intelโ€™s turnaround narrative gain real traction? At a premium valuation, can AMD deliver enough upside surprises to justify $270?
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.

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