$Advanced Micro Devices(AMD)$ 's MI355X accelerators are being deployed in a new 50MW facility. The 24,000-GPU cluster utilizes Ethernet-based interconnect architecture for high-throughput AI workloads.
$Advanced Micro Devices(AMD)$ Melius Research sets price target at $380, while New Street Research suggests $345. Some analysts have outlined projections of $300 and $350.
$Advanced Micro Devices(AMD)$ Looks like $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ are pulling another smoke-and-mirrors show. All talk no action, no concrete deals or timelines. Even if they do launch something, who's to say it won't be dead on arrival? The 10% single-day haircut is comedy gold though. As the saying goes, one swallow doesn't make a summer. Not claiming to predict the next 3-5 years, but my chess pieces are strategically placed.
$NVIDIA(NVDA)$ RSI deep in oversold territory with shorts piling up lately. Perfect setup for an earnings explosion. Bagholding 200 shares since sub-$100 days. Diamond handing till we hit $500 and another stock split. No paperhands here
With clients of $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ announcing capex boosts every week like there's no tomorrow, their fabs must be running at full throttle! Orders are flooding in faster than they can process, now it's all about operational efficiency. Though current sky-high expectations might lead to short-term misses, the long-term roadmap for both firms looks brighter than a silicon wafer in cleanroom lighting.
$NVIDIA(NVDA)$ Who else grabbed those discounted stocks during the chaotic market sell-off? General market dip without specific catalysts is always the sweetest buying opportunity!