Lisa Su just committed billions in AMD stock to a startup that makes virtual worlds instead of chips, betting that understanding physical AI from the inside is the only way to outmaneuver…
AMD just crossed into the trillion-dollar club on the back of one market that management believes will grow to $1.4 trillion by 2030, but the stock already trades near a 52-week high…
NVIDIA and AMD both posted massive data center numbers, but the real battle brewing between them has nothing to do with GPUs. A surprising new front is opening that could flip the…
AMD just hit a $1 trillion market cap, but the real story lives in the four moments before it got there. Each entry point produced a wildly different outcome, and the gaps…
Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix. The question…
A record buyback commitment lifts NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock only slightly. The gap between the scale of that headline and the size of the move is the tension at…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
Broadcom just posted its strongest quarter in company history and the stock barely moved. Understanding why the chart looks broken is the first step toward seeing where it actually goes from here.
AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends…
After a 200-plus percent run this year, Marvell sits at a crossroads where one upcoming investor day could either justify its stretched valuation or expose a critical flaw at the heart of…
A $15,000 bet split across three Nasdaq giants could look very different by 2030 depending on which of them ends up dragging the whole portfolio down.
Lisa Su's latest earnings call left me convinced the market still has not priced what AMD is actually building, and I added to my position again this week to get ahead of…
AMD just crossed a threshold that only a handful of chip companies have ever reached, but the same rally that created a trillion dollar milestone may have put the stock in an…
NVIDIA is already shipping Vera Rubin while AMD's Helios rack barely leaves the gate, and the next six months will separate a compounding platform giant from a challenger with gigawatt contracts but…
Amazon volume fell faster than Bank of America expected at the end of Q2, and the timing matters more than the price target cut itself. Here is what the numbers reveal about…
