🚀 AMD surges to $166, NVIDIA -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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1PC
2025-07-28

🚀 AMD surges to $166, NVIDIA rides Alphabet’s $10B AI capex wave — Who’s got the edge in the race to $200? [Surprised] With big tech earnings looming, here’s what I’m watching.[Eye]
AMD’s July run is no joke — Up 23%, breaking resistance with volume confirmation. Traders are chasing momentum, but RSI’s flashing caution ⚠️.
NVIDIA’s setup is quieter, but deeper: $44B Q1 revenue, 75% margins, & hyperscale demand still ramping. Alphabet’s $10B capex is a direct tailwind 🌬️.
Capex boom: Meta, Microsoft, Amazon all boosting infra spend. If this trend holds, NVIDIA’s pipeline stays loaded. But AMD could benefit too—especially in MI400 & custom silicon.
Who hits $200 first? [Thinking]
AMD: Momentum play could spike pre-earnings!
NVIDIA: Fundamental beast, slower grind but more staying power [Surprised]
My bet? AMD tags $200 first — But NVIDIA holds it longer.[Silence]

# Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

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大树大
·2025-07-28
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同意，amd涨到200所需要的资金比英伟达少多了。
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- 1PC:
  谢谢 [Smile]
  2025-07-28
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Traders are chasing momentum, but RSI’s flashing caution ⚠️.\n<br>\nNVIDIA’s setup is quieter, but deeper: $44B Q1 revenue, 75% margins, &amp; hyperscale demand still ramping. Alphabet’s $10B capex is a direct tailwind 🌬️.\n<br>\nCapex boom: Meta, Microsoft, Amazon all boosting infra spend. If this trend holds, NVIDIA’s pipeline stays loaded. But AMD could benefit too—especially in MI400 &amp; custom silicon.\n<br>\nWho hits $200 first? <span class=\"teditor-emoji\">[Thinking]</span>\n<br>\nAMD: Momentum play could spike pre-earnings!\n<br>\nNVIDIA: Fundamental beast, slower grind but more staying power <span class=\"teditor-emoji\">[Surprised]</span>\n<br>\nMy bet? 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But AMD could benefit too—especially in MI400 &amp; custom silicon.\n<br>\nWho hits $200 first? <span class=\"teditor-emoji\">[Thinking]</span>\n<br>\nAMD: Momentum play could spike pre-earnings!\n<br>\nNVIDIA: Fundamental beast, slower grind but more staying power <span class=\"teditor-emoji\">[Surprised]</span>\n<br>\nMy bet? AMD tags $200 first — But NVIDIA holds it longer.<span class=\"teditor-emoji\">[Silence]</span>\n<br></body></html>","text":"🚀 AMD surges to $166, NVIDIA rides Alphabet’s $10B AI capex wave — Who’s got the edge in the race to $200? [Surprised] With big tech earnings looming, here’s what I’m watching.[Eye] AMD’s July run is no joke — Up 23%, breaking resistance with volume confirmation. Traders are chasing momentum, but RSI’s flashing caution ⚠️. NVIDIA’s setup is quieter, but deeper: $44B Q1 revenue, 75% margins, & hyperscale demand still ramping. Alphabet’s $10B capex is a direct tailwind 🌬️. Capex boom: Meta, Microsoft, Amazon all boosting infra spend. 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