Just now, $ASML Holding NV(ASML)$ released its Q2 report. The results were good — both revenue and profit exceeded analysts’ expectations:”Data from bloomberg, data as of July 15th 2025However, due to uncertainties brought by the macroeconomic environment and geopolitical factors, management expressed caution about growth next year. In the previous quarter, management had expected both this year and next year to be years of growth.Comparing the two, it’s clear that management’s confidence for next year has declined!As a result, $ASML Holding NV(ASML)$ ’s stock plunged nearly 8% in pre-market trading:Premarket of July 16th 2025Specifically, ASML’s Q2 revenue was €7.69 billion, a year-over-year increase of

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is back in the spotlight, surging 6% to $185.50 after announcing it will resume sales of its MI308 AI chips to China following U.S. government approval. This move, mirroring Nvidia’s recent China sales greenlight, could unlock billions in revenue for AMD, making it a prime pick for investors who missed Nvidia’s meteoric rise to a $4 trillion market cap. With the semiconductor sector riding a wave of AI and automotive demand, the question is: Is AMD still a buy, and which other stocks in AI, auto, and China’s chip market offer the best upside? This report dives into AMD’s rally, its growth potential, and top alternatives in AI, auto, and China’s chip sector, with strategic investment approache

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) is stealing the spotlight, soaring 6% to $185.50 on July 15, 2025, after the U.S. approved resumed sales of its MI308 AI chips to China, a move that could unlock $2-$3 billion in revenue. Meanwhile, Broadcom ( $Broadcom(AVGO)$ ) hit a new high with its Tomahawk Ultra chip, positioning itself as a formidable Nvidia rival, while the chip sector rides a wave of AI-driven demand. For investors who missed Nvidia’s meteoric rise to a $4 trillion market cap, AMD, TSMC, and BYD offer compelling opportunities in AI, auto, and China’s chip market. But which stocks have the most upside, and which sectors should you bet on? This report dives into AMD’s rally, Br

The semiconductor sector is buzzing, with second-tier players like Advanced Micro Devices (AMD), ON Semiconductor (ON), STMicroelectronics (STM), and NXP Semiconductors (NXPI) stealing the spotlight. AMD surged 4%, ON gained 3.03%, STM rose 3.66%, and NXPI climbed 1.2% in recent trading, outpacing Nvidia’s year-to-date struggles. Investors are betting that if Nvidia’s market cap rockets to $5-$6 trillion, these underdogs—yet to hit new highs—could double in price, driven by their exposure to AI, automotive, and IoT markets. With more attractive valuations and growing momentum, are these second-tier chip stocks the next big winners? This report dives into their recent performance, growth potential, and strategic investment approaches to capitalize on this opportunity while managing risks. W

$Advanced Micro Devices(AMD)$ $ON Semiconductor(ON)$ The semiconductor industry has long been dominated by a handful of giants — Intel, TSMC, Samsung, and NVIDIA — whose names have become synonymous with technological leadership and stock market performance. But in the shadows of these industry titans, a new class of "second-tier" semiconductor stocks is starting to shine. Companies like Advanced Micro Devices (AMD) and ON Semiconductor (ON) have proven in recent quarters that they can outperform expectations, innovate aggressively, and deliver significant shareholder returns. As markets recalibrate after a volatile 2024 marked by cyclical downturns, supply chain normalization, and a massive AI-driven rally,

Perspective on AMD’s Rise and Chip Stock Investment Opportunities $Advanced Micro Devices(AMD)$ AMD’s Strong Performance AMD’s stock surged 6% following the announcement of restarting MI308 chip sales to China after a U.S. review. This move highlights AMD’s competitive edge in the AI and data center markets, potentially easing prior pressures from U.S. export restrictions. It positions AMD as a viable contender to fill the investment gap left by Nvidia’s market dominance, especially for those who missed Nvidia’s rally. Broadcom’s Breakthrough and the Chip Stock Rally Broadcom hit a new high with its Tomahawk Ultra chip, challenging Nvidia and further fueling the chip stock rally. Nvidia’s boom has led the sector, with surging AI demand boosting com

🚀 AMD, ON Take Off: Second-Tier Semi Stocks = More Upsides? Wall Street may still be obsessed with NVIDIA $NVIDIA(NVDA)$   — but second-tier chipmakers just pulled off something quietly impressive. In recent weeks, $Advanced Micro Devices(AMD)$  , $ON Semiconductor(ON)$  , $STMicroelectronics NV(STM)$  , and $NPXI have all seen bullish breakouts. These aren't your trillion-dollar giants — they’re the hungry challengers. And the market is starting to take notice. Behind the scenes, a subtle rotation is underway. While NVIDIA ($NVDA) continues its breathtaking climb, investors are n

MU crushes earnings, but with shares up 50% YTD, is it time to trade smart rather than dream big? Let’s start with the good news—Micron Technology just served up a sizzling quarter. Q3 FY25 revenue came in at a record $9.3 billion, comfortably beating the $8.87 billion expected and representing a 37% year-on-year jump. That’s not just good; that’s ‘grab-a-pint-and-toast-the-chips’ good. The market initially celebrated with a cheer (an 8% after-hours pop), but then, like a tech bro who realises the AI hype train might need brakes, it sobered up. Shares settled back down, closing 1% lower. Why? The rally’s real. But is gravity sharpening its pencil? Because this isn’t MU’s first rodeo. The stock has already surged nearly 50% this year, and if you’ve been holding since the bleak days near $61

$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) delivered a blowout fiscal Q3 earnings report on June 25, 2025, one that has the potential to mark a major turning point—not just for the company, but possibly for the entire memory chip industry. For months, Micron bulls had been anticipating a resurgence in end-market demand, but actual data had remained mixed. That changed this week. Following the report, Micron stock rose several percentage points in after-hours trading, rewarding patient investors. The earnings came in well above expectations, and guidance for the next quarter was even stronger. But more than the numbers, the commentary from management signals that the worst may truly be behind us—and that Micron is set to capitalize on str

AMD Follows NVIDIA's Lead, Confirms MI308 Chip Export Resumption to China $Advanced Micro Devices(AMD)$  $NVIDIA Corp(NVDA)$   Market Watcher 11 minutes ago Hot on the heels of NVIDIA's breakthrough, AMD has now confirmed it will resume exporting its cutting-edge MI308 artificial intelligence chips to the Chinese market. This strategic move comes mere hours after NVIDIA secured U.S. government approval for its H20 chip sales in China, signaling a seismic shift in Washington's technology export policies. AMD revealed to industry authority Tom's Hardware that its export license applications have advanced to the review phase, with confide

I find it interesting to see AMD $Advanced Micro Devices(AMD)$   stock jumping 6% as it restarts M1308 sales to China following a US review. This move suggests a positive shift for AMD, and it makes me consider it as a potential investment opportunity, especially for those like me who might have missed out on Nvidia's earlier growth. The news about AMD's progress in the chip market is encouraging, and I am intrigued by how this could position the company moving forward. I am also impressed by Broadcom's $Broadcom(AVGO)$   recent achievement, with its stock reaching a new high thanks to the launch of the Tomahawk Ultra chip. T

With a GPU rally igniting the sector, AMD leads the charge—but can it really break $140, or are there more electrifying chip bets elsewhere? Let’s not beat around the silicon bush: $Advanced Micro Devices(AMD)$ just rallied nearly 9% and suddenly everyone's talking about a “snapback.” Piper Sandler says Q4 will be the bounce-back quarter for AMD’s GPU business, and that’s sent the stock to $127—its best stretch in weeks. So the question on every investor’s lips is this: is this rally different? And could AMD, still licking its wounds from a China-related $800 million charge, power past the elusive $140 price target? Spoiler alert—yes, it could. But should it? AMD stretches—then snaps back into the AI spotlight The Anatomy of a Snapback AMD’s streng

AMD's Potential: The 6% jump in AMD stock is a solid reaction to the positive regulatory development, but the real test will be the continued geopolitical dynamics and whether they can hold onto this momentum. AMD has been making strides, but Nvidia's dominance in the AI space is hard to match. Still, AMD has a strong position in the data center and gaming industries, so there’s room for growth. Broadcom's Position: Broadcom is stepping up with the Tomahawk Ultra chip, and this is a solid move to diversify away from Nvidia's grip. While Nvidia is undeniably strong in the AI market, Broadcom has a history of innovation and strong partnerships. If Broadcom can successfully carve out a niche in AI, it could see significant upside. Chip Stock Rally: The rally is primarily driven by AI optimism

The semiconductor sector is on fire, and Advanced Micro Devices (AMD) is leading the charge with a nearly 9% surge on June 16, 2025, pushing its stock to $127. Piper Sandler’s bullish note, raising its price target to $140 from $125, cites a “snapback” in AMD’s GPU business for Q4, driven by recovering demand and AI advancements. Unlike past rallies fueled by market hype, this one feels grounded in specific catalysts—new chip launches and easing export challenges. But can AMD hit $140, and does it outshine rivals like Nvidia, Intel, or Micron in upside potential? Let’s dive into the rally’s roots, the risks, and the trading plays to seize this moment. AMD’s Rally: What’s Driving It? Piper Sandler’s Harsh Kumar reiterated a “Buy” rating, pointing to early demand pull-ins in AMD’s client seg