$Advanced Micro Devices(AMD)$ It showed great resilience last week. I'm watching to see if this can lead a broader semiconductor rebound. The tech setup looks like an all-time high breakout is loading.
$Advanced Micro Devices(AMD)$ You can tell this isn't a bubble by how much everyone keeps talking about a bubble. It feels more like scare-mongering to try and get shares.
$Micron Technology(MU)$ I've been seeing a lot of posts about Apple negotiating with blacklisted memory suppliers. To start, Micron just donated $250 million. Also, by definition, 'blacklisted' means they can't be used. On top of that, blacklisted companies likely don't have the production capacity to meet Apple's demand.
Apple Inc. $Apple(AAPL)$ and American Express AXP. This is another incremental but important expansion for the Apple Pay ecosystem. The “Pay with Points” integration reduces checkout friction within Apple Pay, while also tightening the link between card rewards and in-app spending behavior. For $American Express(AXP)$ , it reinforces Membership Rewards stickiness and usage frequency. For $Apple(AAPL)$ , it further entrenches Apple Pay as a default payment layer across consumer transactions. It's not a headline-driven revenue catalyst on its own, but it continues the broader theme of Apple steadily turning payments into an embedded financial layer,
$Netlist, Inc.(NLST)$ All I want for this July Christmas is for AMD to acquire Netlist. I think it's okay to dream a little dream. I'll repeat my previous quotes: I bought AMD in 2016 for the tech, and I bought Netlist in 2018 for the tech patents. That's it.
$Advanced Micro Devices(AMD)$ The technical structure remains highly constructive, with the 10-week moving average having caught up to the price action. The stock continues to form a healthy bull flag pattern. A few more days of tight consolidation would set up a clean base for potential trend continuation.