AMD's stronger-than-expected earnings suggest that Intel's difficulties do not necessarily reflect weakness across the entire semiconductor industry. With revenue reaching $13.38 billion and data-centre revenue growing 97% year on year, AMD continues to benefit from EPYC adoption and AI infrastructure demand. However, I would remain cautious about chasing the post-earnings rally. Strong guidance is encouraging, but investors still need evidence that MI450 deployments can scale profitably and translate into sustained cash flow. My view: AMD's long-term prospects remain promising, but valuation and execution risks cannot be ignored. I would prefer waiting for a reasonable entry point rather than buying into short-term earnings momentum. The key catalysts for 2027 will be AI accelerator deli

Market just trying to flush out the weak hand using a reason such a mid term result. The hyperscaler are still the same company a week ago before midterm. Earnings show otherwise. Diamond hand and buy the dip guys

Market just trying to flush out the weak hand using a reason such a mid term result. The hyperscaler are still the same company a week ago before midterm. Earnings show otherwise. Diamond hand and buy the dip guys

After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is ove

After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is ove

$Apple(AAPL)$ , $Palantir(PLTR)$ , $Advanced Micro Devices(AMD)$ , $Qualcomm(QCOM)$ , $Cloudflare, Inc.(NET)$ are reporting earnings this week respectively. Will these companies have a chance to report stellar results and give a much needed bullish reversal for its tech compatriots, or will it follow the same pullback pattern of tech companies which reported earnings?

My prediction: The Nasdaq Composite will finish the week up approximately 0.8%, with a Friday closing price around 25,365. After last week's sharp tech selloff, I think some bargain hunting could emerge, particularly if AMD, Qualcomm and Arm deliver solid earnings. However, the market needs more than impressive revenue growth. Investors increasingly want proof that massive AI investments are translating into sustainable profits and stronger cash flows. The midterm elections could create short-term volatility, while Friday's jobs report may influence expectations for the Fed's next move. My view is that technology stocks could experience a relief rally, but the upside may remain limited by high valuations and uncertainty surrounding AI spending. I'm cautiously bullish, but not aggressively

$T-REX 2X LONG MICROSOFT DAILY TARGET ETF(MSFX)$  

Hoping more earning point events

$Ouster Inc.(OUST)$  [Cry]  [Cry]  [Cry]  

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