As the technology sector continues to evolve at a rapid pace, the surging demand for artificial intelligence (AI), data centers, and cloud computing has positioned semiconductor giant Advanced Micro Devices (AMD) as a focal point for investors. Currently, AMD stock is trading at approximately $117.17 (as of May 16, 2025), and analysts are overwhelmingly optimistic about its future performance. With its innovative products and strategic positioning, AMD offers substantial growth potential for investors. Here are the key reasons why I’m bullish on AMD stock. 1. Strong Financial Performance and Growth Potential AMD’s financial results for the first quarter of 2025 are impressive, showcasing the company’s robust growth trajectory. The company reported revenues of $7.4 billion, a year-over-year

$UnitedHealth(UNH)$ UnitedHealth (UNH) stock has been under massive pressure lately—down over 21% in the past five days and nearly 38% year to date. After featuring it as one of two quality, undervalued stocks recently, I’ve received countless questions: Did I sell? Did I buy more? What’s my updated thesis? Here’s my final update on UNH before the next earnings report. Let’s break down what’s happened, where I stand, and what I’m watching next. UnitedHealth Group: What a Mess… or a Massive Opportunity? UnitedHealth Group (UNH) has been in freefall—down nearly 50% in just four weeks. It’s one of the most dramatic collapses of a large-cap stock in recent memory. First, there was a cyberattack. Then, the CEO was tragically killed. Next, they missed gu

As of Thursday's market close, the seven major tech giants collectively underperformed, causing the $NASDAQ(.IXIC)$ to end its six-day winning streak, while the $S&P 500(.SPX)$ continued its fourth consecutive day of gains. Data from TradingView shows that six companies with a market cap of over $100 billion have reached new highs.Since the recent high-level economic and trade talks between China and the US reached an important consensus, the S&P 500 Index has maintained its upward trend. Meanwhile, the yield on the US 10-year Treasury note fell by about 10 basis points during the day, which is a positive development for the stock market.Recent economic data has led market participants to specula

Big-Tech’s PerformanceWeekly macro storyline: Trump’s adrenaline, Powell’s indifferenceThe week started off optimistically, as the "win-win" outcome of the Geneva talks between China and the U.S. exceeded expectations, boosting risk assets on both sides. However, Fed Chair Jerome Powell took a tough stance, stating that the Federal Reserve is re-evaluating its policy framework—modifying references to "average inflation targeting" and "underemployment"—shifting to stricter inflation control (targeting close to 2%) and remaining vigilant about an overheating labor market. This implies the Fed will insist on waiting for post-tariff-impact data before considering rate cuts, and the 2% inflation target is now interpreted as more immediate than long-term—essentially a direct challenge to Trump.C