7.41K
5.68K
·
05-06
AMD/Intel New High Again! CPU & Memory Surges: Which Side Do You Pick?
$Advanced Micro Devices(AMD)$ surged +16.5% after-hours to above $400. $INTC$ jumped +17.6% yesterday. Same week: $SanDisk Corp.(SNDK)$ printed 78.4% gross margins, and $Micron Technology(MU)$ 's CEO called memory a "strategic asset for AI." Two AI infrastructure plays are flying simultaneously — CPUs and memory. Which one runs further?1. CPU Story: Demand Is Structurally ShiftingAI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." E
TOPShyon: I lean slightly toward memory in the near term because pricing power is stronger. When $SanDisk Corp.(SNDK)$ is guiding ~80% gross margins and $Micron Technology(MU)$ calls memory a “strategic asset,” it signals real scarcity. Supply takes years to add, and with customers already booking out capacity, the upside feels more immediate. That said, the CPU story is very real. $Advanced Micro Devices(AMD)$ is benefiting from the shift to inference and agentic AI, where CPUs regain importance. Even Intel seeing demand recovery confirms this isn’t a one-player trade. So to me, memory is a tight supply trade, while CPUs are a demand growth trade. Short term I favor memory, but longer term AMD likely compounds better as inference scales. Positioning-wise, I’d rather hold both but tilt slightly toward memory for now. @TigerClub @TigerStars @Tiger_comments
4.06K
·
05-06
⚡ Lumentum (LITE) FY2026 Q3 Earnings: The "Optical Engine" of AI
$Lumentum(LITE)$ is transitioning from a cyclical telecom component maker to a high-margin, vertically integrated systems provider for the AI "Giga-factory" era. 1. 📊 Financial Scorecard: Growth & Efficiency Revenue: $808.4M (+90.1% YoY) — Record quarter. Non-GAAP EPS: $2.37 (Beat consensus of $2.26). Operating Margin: 32.2% (Up from ~11% last year). This 2,140 bps expansion signals extreme operating leverage—profits are growing much faster than revenue. Q4 Guidance: Explosive outlook of $960M–$1.01B revenue. 2. 🤝 The "Nvidia Factor" & War Chest Lumentum’s balance sheet was transformed this quarter by a $2 billion strategic investment from Nvidia. Cash Position: Increased to $3.17B. The Moat: Nvidia isn't just a customer; they are a partne
3.64K
·
05-05
$NVIDIA(NVDA)$
1.78K
·
05-05
$英特尔(INTC)$ $半导体指数ETF-HOLDRs(SMH)$ $iShares费城交易所半导体ETF(SOXX)$ Not much but enough to upgrade my old desktop. Thank you Intel.
2.08K
·
05-05
$INTC 20270319 60.0 CALL$ Hard to predict how far it can go, can only move up the SL and make sure not return everything...
1.51K
·
05-05
$Micron Technology(MU)$
1.13K
·
05-05
$Lemonade, Inc.(LMND)$ short pull back longest dca and hold
4.39K
·
05-05
$LITE 20260508 945.0 PUT$ 3 More days to go for another 170k .. wait patiently ... if earning boom tonight ... tomorrow will be great ...
1.45K
·
05-05
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @CashBoost @Tiger_CashBoostAccount @TigerStars Support / Resistance 📈📉: Support: $394-396, $387, $380, $375 Resistance: $402, $408 (?), $414.5 Outlook 📝: TSLA opened above $394-396 during today's market session, thus may be able to see more short term upside movement towards $402. If TSLA managed to break and hold $40
TOPwow.. ur CBA limit must be v high
2.13K
·
05-05
$ASML 20260821 1400.0 CALL$ A quick 2 days turnaround trade with ASML. Yesterday ASML pulled back about 2%. Took the opportunity to get in a call position hoping for a rebound. And a rebound it did, today. Close with small profits. 🍀
TOPGood. My call went against me 🥲
1.12K
·
05-05
$COHR 20260508 320.0 PUT$ move like tortoise [Spurting]
1.13K
·
05-05
$Micron Technology(MU)$ slowly but surely [DOGE]
1.26K
·
05-05
$OCBC Bank(O39.SI)$ good to buy more or trying buying DBS as it may go upside?
1.44K
·
05-05
$Apple(AAPL)$ doing well. I trying to buy more but however dun know isnt a right move to do that. Let see this few days how it goes.
1.44K
·
05-05
$SOXL 20260515 145.0 CALL$ looks about rightsssssss
2.26K
996
·
05-06
$MU 20260717 700.0 CALL$ share for coins. Does it have more runway to go?
6.36K
·
05-06
$Advanced Micro Devices(AMD)$ AMD GO GO GO TO THE MOON 🌙!!!
1.05K
·
05-06
$Intel(INTC)$ Intel go go go to the moon!!!