$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ is not a comparison.

Right now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years.

SMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend.

Semi Selloff! Can ALAB, ANET & ON Defy The AMD Trap?

Tech is reeling after AMD and Qualcomm's brutal earnings plunge. With AMD crushed by high expectations and Qualcomm hit by memory shortages, investors are fleeing to "hardcore infrastructure." Next week, Astera Labs (ALAB), Arista Networks (ANET), and onsemi (ON) will prove if the AI backbone is still solid. Can these connectivity and power leaders provide the safe haven the market desperately needs, or is the chip correction just beginning? Is AI infrastructure still the safest bet after the AMD meltdown? Which ticker are you buying for a rebound: ALAB, ANET, or ON?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":529306145560152,"tweetId":"529306145560152","gmtCreate":1770247224828,"gmtModify":1770252288087,"author":{"id":4096093486770560,"idStr":"4096093486770560","authorId":4096093486770560,"authorIdStr":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":621,"starInvestorFlag":false},"themes":[{"themeId":"20a635dda45c4f4bbbb7986fcca9244a","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Semi Selloff! Can ALAB, ANET & ON Defy The AMD Trap?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20a635dda45c4f4bbbb7986fcca9244a}&rnconfig={\"headerBarHidden\": true}","description":"Tech is reeling after AMD and Qualcomm's brutal earnings plunge. With AMD crushed by high expectations and Qualcomm hit by memory shortages, investors are fleeing to \"hardcore infrastructure.\" Next week, Astera Labs (ALAB), Arista Networks (ANET), and onsemi (ON) will prove if the AI backbone is still solid. Can these connectivity and power leaders provide the safe haven the market desperately needs, or is the chip correction just beginning?\n\nIs AI infrastructure still the safest bet after the AMD meltdown? Which ticker are you buying for a rebound: ALAB, ANET, or ON?","image":"https://community-static.tradeup.com/news/1c5fa6861f0b5f7867f8e0f5d2f61ce3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> and&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> is not a comparison.\nRight now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years.\nSMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend.&nbsp;</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> and&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> is not a comparison.\nRight now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years.\nSMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend.&nbsp;</body></html>","text":"$Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ is not a comparison. Right now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years. SMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/529306145560152","repostId":0,"isVote":1,"tweetType":1,"viewCount":452,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":271,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/529306145560152"}