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3.91K
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OguzO Capitalist
·
10-07

AMD Excels All!

This is the $Advanced Micro Devices(AMD)$ investment thesis.The bulk of the costs to run AI models comes from inference and training. $NVIDIA(NVDA)$ dominates training due to its first-mover advantage, NVLink, and CUDA.Currently, most models run inference tasks on the same chips used for training, which is why the costs are so similar.But this is about to change.As the gains from pre-training begin to flatline, training workloads will decline while inference demand will skyrocket.Inference requires as much memory as possible within a single server. $Advanced Micro Devices(AMD)$ excels here.Its expertise in chiplet design allows it to connect multiple memory dies to
AMD Excels All!
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3.99K
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ShayBoloor
·
10-07

WHAT A DAY FOR AMD SHAREHOLDERS

$Advanced Micro Devices(AMD)$ The story is not just that OpenAI agreed to buy AMD chips. It is how the deal was set up. Instead of paying billions upfront for GPUs it will not need for years, OpenAI secured the right to buy about ~10% of AMD stock at almost no cost if it follows through on the orders. That structure ties the two companies together and finally gives AMD the kind of long-term visibility it has never had in its data center business. It also puts OpenAI inside the loop on AMD’s ROCm software, which should push it to mature far faster than it would have on its own.If ROCm can prove it can run OpenAI’s largest models in live production, it signals to the rest of the market that AMD is no longer just a fallback supplier. It becomes a cred
WHAT A DAY FOR AMD SHAREHOLDERS
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2.61K
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Jake_Wujastyk
·
10-07

UP, IWM, ETH& BMNR Enjoy Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $BitMine Immersion Technologies Inc.(BMNR)$ Played out perfectly so far. Image2. $Ethereum(ETH.USD.CC)$ Volume shelf peekaboos are fun.Image3. $iShares Russell 2000 ETF(IWM)$ Small caps are JUST starting to breakout.Image4. $Wheels Up Experience Inc.(UP)$ 1. Strongest divergence signal I know in the market printed last week which is a Williams % Range uptick while the candle closes red.2. Doji at the trend zone.3. Bull flag on the weekly candle.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up
UP, IWM, ETH& BMNR Enjoy Great Potential Here!
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2.80K
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EliteOptionsTrader
·
10-07

TRADE PLAN for Tuesday 📈

$S&P 500(.SPX)$ Buy.The.Dip. Is the name of the game the past 3 weeks. SPX to 6800 in play if it can get through Fridays highs near 6750.SPX Oct 8 6800C can work above 6750 $Tesla Motors(TSLA)$ announcement inbound tmrw. If there's a positive reaction, TSLA to 465 in play.TSLA 460C can work above 450 $Meta Platforms, Inc.(META)$ if it gets back through 719 we can see 740 in the next 2 weeks.META Oct 10 725C is best above 712 tomorrowWe have a bunch of Fed speakers starting at 7am PST tomorrow. Good luck everyone!! 🫡For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission.
TRADE PLAN for Tuesday 📈
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2.81K
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EliteOptionsTrader
·
10-07

AMD: No One Wanted It At $100, Everyone Wants It At $200 🤡

$Advanced Micro Devices(AMD)$ When $AMD was trading around $100 earlier this year, sentiment was dead. Fast forward a few months it’s back above $200, up 130% off the lows, and just printed new 52-week highs. Every dip since April has been bought aggressively, and with a clean breakout through $187, the chart now opens up toward $250 next and potentially $300 into 2026.Recent DevelopmentsOpenAI Partnership: AMD secured a multi-year AI chip supply agreement with OpenAI to power their upcoming training clusters, positioning Instinct GPUs as a direct alternative to NVIDIA’s lineup. This could be AMD’s most significant enterprise AI win yet.AI Server Demand: MI325X chips are selling out as cloud and enterprise orders continue to accelerateTSMC 3nm Capa
AMD: No One Wanted It At $100, Everyone Wants It At $200 🤡
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2.18K
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Selling For Premium
·
10-07

Option Strategies: MKC, PATH& AMD

Hello everyone! Today i want to share some option strategies with you!1.We're rolling with an Oct 17 expiry $65/$60 put credit spread on $McCormick(MKC)$ for a pre-earnings trade. Not really super confident about this play, but the market is ripping and we're feeling like throwing caution to the wind.Image2.Appreciate the shout-out !!! $UiPath(PATH)$ has been on the radar for a very long time.3.Am debating doing the same and taking profit on $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing
Option Strategies: MKC, PATH& AMD
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2.56K
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TrendSpider
·
10-07

GRAB, AMD, TSLA, ASTA& INTC Welcome Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!1.When’s the America ETF dropping? $Intel(INTC)$ , $MP Materials Corp.(MP)$ , $Lithium Americas Corp.(LAC)$ , and now $Trilogy Metals(TMQ)$ . Four names the U.S. government has taken a stake in this year.Not a bad-looking chart. 📈Image2.Moon mission underway. $Astra Veda Corporation(ASTA)$ +28% less than a week later. 🌙Image3. $Tesla Motors(TSLA)$ $1B insider buy before a new product launch is the kind of conviction you want to see from a CEO.Will Elon deliver tomorrow?
GRAB, AMD, TSLA, ASTA& INTC Welcome Upward Momentum!
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1.98K
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ToNi
·
10-07

Bullish on AMD: The Next Dark Horse of the AI Revolution

As an investor closely tracking the tech sector, I am highly optimistic about AMD (Advanced Micro Devices) following its performance on October 7, 2025, and its long-term prospects. Today’s stock price surged to $203.71 (up 23.7% from yesterday’s $164.67), hitting a 52-week high of $226.71. This impressive rally is no fluke—it’s driven by a landmark partnership with OpenAI. Unmatched Partnership Potential The cornerstone of today’s surge is AMD’s multi-year agency agreement with OpenAI, which involves deploying up to 6 gigawatts (GW) of AMD Instinct MI450 GPUs, with the first 1 GW rolling out in the second half of 2026. This deal could unlock hundreds of billions in infrastructure orders (estimated at $50B per GW) and includes OpenAI securing options for 160 million AMD shares (approximate
Bullish on AMD: The Next Dark Horse of the AI Revolution
TOPEnid Bertha: Wallstreet will be loading up AMD. Follow the moneny. They realize the base case for AMD $300 and Bull case $400 and beyond. The ai build out is real and AMD deal with OpenAI is the jacxkpot deal.
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1.44K
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Wealth Wizard
·
10-06
$AMD 20260116 230.0 CALL$ The OpenAI deal includes warrants for ~10% of AMD’s shares, aligning long-term upside. AMD’s Advancing AI 2025 event revealed MI350 and MI400 chips, plus Helios rack-scale AI infrastructure, expanding its full-stack AI positioning. 
AMD CALL
10-06 21:42
US20260116 230.0
SidePrice | FilledRealized P&L
Buy
Open
20.90
1Lot(s)
--
Closed
Advanced Micro Devices
$AMD 20260116 230.0 CALL$ The OpenAI deal includes warrants for ~10% of AMD’s shares, aligning long-term upside. AMD’s Advancing AI 2025 event reve...
TOPEnid Bertha: AMD is a coiled spring for the last 3 years so the upside is ready for the trillion mark. the reverse head shoulder higher gets 300 for starters
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1.15K
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options.oracle.sg
·
10-06
$NVDA 20280121 140.0 CALL$ - Entry 76.60 Restarting with a 10k USD small account using different option strategies: LEAPS, PMCC and CC. Strictly following the below for LEAPS entry 1) Choose a stock/ETF I have strong conviction in 2) Choose > 1.5yrs DTE 3)  0.8 Delta 4) Soft Point: Return on Premium for selling PMCC should be > 1.5% on weeklies. Let the games begin !
$NVDA 20280121 140.0 CALL$ - Entry 76.60 Restarting with a 10k USD small account using different option strategies: LEAPS, PMCC and CC. Strictly fo...
TOPMerle Ted: Ben Reitzes believes the Nvda momentum can continue, lifting its shares another 45% to $275 by end of the year
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564
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VNW Capital
·
10-06
$ETHA 20251024 29.0 PUT$ Closing at 73% profit and with 18 days left before expiry. Recycling to new trades with richer premium.
ETHA PUT
10-06 23:49
US20251024 29.0
SidePrice | FilledRealized P&L
Buy
Close
0.33
5Lot(s)
+72.88%
Closed
iShares Ethereum Trust ETF
$ETHA 20251024 29.0 PUT$ Closing at 73% profit and with 18 days left before expiry. Recycling to new trades with richer premium.
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1.93K
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JNCF
·
10-06
$Vanguard S&P 500 ETF(VOO)$ Shares of chipmaker AMD (AMD) soared in early trading on Monday after the company announced a multibillion-dollar deal with OpenAI (OPAI.PVT). The move will see AMD provide upward of 6 gigawatts of GPUs to the AI juggernaut over several generations, starting with its MI450 chips in the second half of 2026. As part of the deal, OpenAI will take a stake in AMD worth
$Vanguard S&P 500 ETF(VOO)$ Shares of chipmaker AMD (AMD) soared in early trading on Monday after the company announced a multibillion-dollar deal ...
TOPEnid Bertha: the world is $334 trillion dollars in debt now how long will it take to get to a zillion:)
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4.33K
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Terra_Incognita
·
10-06
$AMZN 20251010 220.0 CALL$ AMZN: collect $243 (1.1%) premium from this covered call.  Contract expires this Fri 10th Oct.  Bought in 100 shares last Fri from the cash secured put being in the money on expiry when AMZN closed at $219.51.  Monday trades went to as low as $216.03 as of writing and decided to just sell a short dated 1 week call to sell this back off if possible as part of options wheel strategy. 
AMZN CALL
10-06 21:55
US20251010 220.0
SidePrice | FilledRealized P&L
Sell
Open
2.43
1Lot(s)
--
Closed
Amazon.com
$AMZN 20251010 220.0 CALL$ AMZN: collect $243 (1.1%) premium from this covered call. Contract expires this Fri 10th Oct. Bought in 100 shares last ...
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1.59K
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YiSquared
·
10-06
$ACHR 20251121 10.0 CALL$  As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$  not-so-quietly takes market share with a $Tesla Motors(TSLA)$   collaboration rumour. Even without this speculative news, I'm still long $Archer Aviation Inc.(ACHR)$   for their Midnight eVTOL aircraft, which successfully demonstrated over the weekend at an airshow. The Midnight eVTOL aircraft is capable of carrying 4 passengers and a pilot for back-to-back trips of approx. 20 miles (~32,187 metres). What sets Archer apart is its AI pipeline - they're building
@YiSquared
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac
$ACHR 20251121 10.0 CALL$ As the Artificial Intelligence space heats up,$Archer Aviation Inc.(ACHR)$ not-so-quietly takes market share with a $Tesl...
TOPEnid Bertha: in my opinion since we closed above 13 next stop should be 20 by end of the month.
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