$NVIDIA(NVDA)$ On this forum, you can see two types of people: the ones watching history happen and the ones actually taking part in it. It's not too hard to tell them apart. I'm glad I've been on the participating side. Jensen keeps delivering.
$Advanced Micro Devices(AMD)$ Venice CPUs look sold out a year early. Reports say 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments — as 256-core TSMC-2nm parts ride agentic-AI demand, setting AMD up for record server-share gains.
$Advanced Micro Devices(AMD)$ AMD has entered into a definitive agreement to acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li. The move brings a world-class team of researchers and model experts into AMD, which should strengthen its ability to develop AI hardware, software and systems around the needs of emerging models and applications. Lisa Su framed it around understanding how models are evolving. Fei-Fei and the World Labs team bring research leadership and model expertise, and the idea is to use that insight to build hardware, software and systems that power the next generation of AI and strengthen the open AI ecosystem. The all-stock transaction is valued at approximately $8.2B and is
$Advanced Micro Devices(AMD)$ AMD is acquiring Fei-Fei Li's World Labs for roughly $8.2 billion. This is way bigger than just another AI acquisition. World Labs is building spatial intelligence models for robotics, simulation, and interactive 3D environments. After the deal closes, Fei-Fei Li will become AMD's Chief Scientist, reporting directly to Lisa Su. AMD doesn't just want to sell the compute powering the next generation of AI. They want to help build and understand the models that determine what that compute needs to become. This is a huge move from Lisa Su.
$Advanced Micro Devices(AMD)$ I want to share the biggest mistake I've ever made. Back in April 2018, I bought AMD at around $12 a share, putting almost my entire 401(k) into it. The stock pulled back a little, and I sold everything. Why? Because for years before that, AMD had traded between roughly $3 and $10 for a very long stretch. I believed it was a solid company, which is exactly why I bought it. But that long history of staying in the $3 to $10 range made me uneasy. So at the first sign of weakness, I got out. Those shares would be worth more than 200 times what I paid today. I could have been a multimillionaire. Honestly, I feel like a complete fool. If there's a lesson here, it's to trust your own resea
$Advanced Micro Devices(AMD)$ I like this stock, but I'd be careful buying at this level. The shorts who were calling for $350 have gone completely quiet since Monday.