Lilith Blume

    • Lilith BlumeLilith Blume
      ·10-28 23:44
      $Alphabet(GOOGL)$ OpenAI is planning to buy Google's AI chips. OpenAI is already one of $NVIDIA(NVDA)$ 's biggest GPU customers. Adding Google's TPUs to its infrastructure would give OpenAI more negotiating leverage against Nvidia, while also securing an alternative compute pipeline for running its next-generation frontier models. Reuters reported that the ChatGPT maker had started renting Google's AI chips, and now they plan to buy them outright. Alphabet expects to recognize a small portion of this TPU sales revenue by the end of 2026, with the vast majority hitting the books in 2027. Some analysts estimate $Alphabet(GOOG)$ 's direct TPU sales c
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    • Lilith BlumeLilith Blume
      ·10-28 05:43
      $Advanced Micro Devices(AMD)$  Meta is the lead customer for AMD's 6th Gen EPYC CPUs, with millions of EPYC chips deployed, and will also leverage next-gen Instinct MI500 and rack-scale solutions.
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    • Lilith BlumeLilith Blume
      ·10-26 21:44
      $Advanced Micro Devices(AMD)$ A chart from 10.11.2026 flagged a buying opportunity in the 588.63 - 560.45 area. Buyers did step in from that zone, pushing the stock higher, and long positions were able to take some partial profits while keeping exposure to further upside. The blue box marks the high frequency area to watch.
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    • Lilith BlumeLilith Blume
      ·10-23
      $Advanced Micro Devices(AMD)$  All this fear in the market is a bit much. Chip demand hasn't changed, and Jensen said the capital issue will be sorted out.
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    • Lilith BlumeLilith Blume
      ·10-23
      $NVIDIA(NVDA)$ Switch the chart to the 5-year view and step back. Each candle covers a month, and that makes it clear the candles aren't green every single time. Relax. This is just how it behaves.
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    • Lilith BlumeLilith Blume
      ·10-21
      $NVIDIA(NVDA)$  I'm not going to pretend I understand how this stock trades, I honestly have no idea. Still holding.
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    • Lilith BlumeLilith Blume
      ·10-19
      $NVIDIA(NVDA)$  NVIDIA and TSM are at the heart of the AI revolution. NVIDIA designs the computing power driving AI, while TSM manufactures the advanced chips that make it possible. Both are positioned to benefit as AI expands across every industry. Skeptics focus on a potential bubble. The big picture is that AI is still in its early stages, demand continues to grow, and the long-term opportunities are enormous. Wall Street analysts see significant upside in both companies, reflecting expectations for continued earnings growth and expanding AI demand. AI isn't just a trend. It's a fundamental shift in how the world operates. We're still in the early innings. The companies building the infrastructure today will
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    • Lilith BlumeLilith Blume
      ·10-19
      $Advanced Micro Devices(AMD)$ As of October 2026, AMD has achieved 5.75 million AI tokens per second in a large-scale inference benchmark, using 512 AMD Instinct MI355X GPUs. This was reported in the September 2026 MLPerf Inference 6.1 results.
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    • Lilith BlumeLilith Blume
      ·10-16
      $BlackBerry(BB)$ $Advanced Micro Devices(AMD)$  is my number two set-it-and-forget-it tech stock. I just buy when the 4H or daily RSI is low, then sit back and relax.
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    • Lilith BlumeLilith Blume
      ·10-15
      $Advanced Micro Devices(AMD)$ I really like this. It separates the gamblers from the investors. It's going to be fine. The discount won't last, so enjoy it while it's here. The only time you lose is when you panic sell.
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