That July 1st trading session certainly threw a curveball into the tech space, with $Advanced Micro Devices(AMD)$ sliding  while $Palantir Technologies Inc.(PLTR)$ Palantir rallied over . It felt like a dramatic, overnight changing of the guard. I am holding both AMD and PLTR for the long term in my tech portfolio, so I would be interested to explore whether I can place a longer Bull Put spread for AMD, like somewhere in August. Let's break down whether the AI narrative is permanently shifting, why AMD hit a wall, and how you should think about an August Bull Put spread under these conditions. 1. The Narrative Shift: Hardware vs. Software What you witnessed on July 1st was less of a permanent structur

$Advanced Micro Devices(AMD)$   Most people are asking: "Can AMD keep going?" I think the better question is: Has the AI trade become so crowded that great companies now have to be perfect just to justify their valuation? 💡 My View...? Uh oh!  Today's rally wasn't just about AMD. It was another reminder that the market is willing to aggressively reward any company with a credible AI growth story. The opportunity is enormous... ...but so are expectations. Here he goes 🙄  That's why I think investors should spend less time asking whether AMD is a great business (I think it is) and more time asking what level of future success is already priced into the stock. 📊 Why I Think This - Nobody asked you ADZ • AI infrastructure spending c

$Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least lowered any time soon? 

$Advanced Micro Devices(AMD)$ lets win more and more...ok? Thanks.

$Advanced Micro Devices(AMD)$ come and lets win more n more...!