$Advanced Micro Devices(AMD)$ The daily chart has confirmed a new high, keeping the bullish sequence intact toward the $624–$687 area as long as price stays above the September low. Intraday pullbacks in 3, 7, or 11 swings should find buyers while the 9/14 low holds.
$Microsoft(MSFT)$ Micro caps have been treating me well lately. I took sizable positions in two names after the big drops on Friday, $Reto Eco-solutions Inc.(RETO)$ and PAAI. Feels like a bit of a gamble, but when a stock drops hard on no bad news, it usually gets a decent bounce. I'm expecting 45-50%.
$Advanced Micro Devices(AMD)$ AI models are pointing to a move above 600 this month. Piper Sandler and Bank of America have both renewed price targets above 600. Nice spot for anyone holding December calls.
$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$ This looks very positive for sensor suppliers already approved on the Hyperion 10 sensor ecosystem. I recall pointing out that NVIDIA would be pushing OEMs to standardize their sensor suite. That seems to be playing out.
$Advanced Micro Devices(AMD)$ Just consolidating for now, waiting for the next move. All these fake news articles get a bit boring. While chasers keep chasing, options traders end up losing. Real investors just hold the gold and make the money moves.
$Microsoft(MSFT)$ AI script for the win today. The ABCD pattern on the daily points to a 550 target into the EOY, with a break above the 515 area, alongside time, price, and volume. Traders will trade while posers post charts all day.
$ARM Holdings(ARM)$ AI or no AI, companies still need ARM. That's the part bears keep missing. Smartphones. Cloud servers. Automotive. Edge devices. IoT. Data centers. ARM architecture is embedded across the entire technology ecosystem. AI is the accelerator, not the entire thesis. If AI spending keeps exploding, ARM wins. If AI cools off, companies still need faster, more efficient chips. That's what makes ARM different. It's not just an AI trade. It's an everything-compute trade. The world keeps demanding more compute, more efficiency and lower power consumption. ARM gets paid either way.