To The Moon

$Advanced Micro Devices(AMD)$ Worth keeping in mind that for AMD to meet their part of the OpenAI deal and for all of OpenAI's shares to vest, AMD has to get above 600. Until then it's an investment, not a trade.

Despite the recent weakness, $Advanced Micro Devices(AMD)$  is holding its support zone of $462, with a gap to fill towards $500.

$Advanced Micro Devices(AMD)$ This stock will eventually get to $1000+, but it will go through the ringer first. Right now it looks like it's setting up a trap.

$Advanced Micro Devices(AMD)$  AMD's $4.7B debt sale likely won't dilute shares since it's issuing bonds, not new equity. Also worth keeping in mind that AMD currently has a $10M share buyback program in place. The only thing some push back on is the PE. Forward PE is 69. But the growth metrics are strong.

$Advanced Micro Devices(AMD)$  I wouldn't be surprised to see this chart split evenly into thirds eventually. The good part is that this looks like a growth market again, with the model pointing to server CPUs around $220B by 2030, compared to $25-30B right now.

$Advanced Micro Devices(AMD)$  AMD looks range bound for the next few weeks between $450 and $550. After that, I think the next leg up could start. Smart money and hedge funds seem to be slowly accumulating here. Ignoring the noise from some of the usual bears.

$Advanced Micro Devices(AMD)$ I actually kind of like what this Leopold Ashenburner kid did, even if others might not see it that way. At least he was fully committed for once in his life. You can almost imagine what it felt like. You're on your honeymoon, everything is going great, and then your portfolio gets wrecked. You sell out of desperation at the bottom, and then the bounce comes right after.

$Advanced Micro Devices(AMD)$ Looks like it could drift sideways for a while at least until the next major catalyst hits.

AMD announced the acquisition of Taalas, an AI inference silicon specialist founded in 2023. The move seems aimed at strengthening its position in the inference market. The tech focuses on optimizing AI inference dataflows, reducing compute and memory bottlenecks, and creating a stronger fit with AMD's Instinct GPUs, EPYC CPUs, and ROCm software ecosystem. The AI race is evolving. Training power started the battle, but inference efficiency could decide the next winners. Keeping an eye on $Advanced Micro Devices(AMD)$  and the broader AI infrastructure shift.

$Advanced Micro Devices(AMD)$ announce planned acquisition of taalas