LONG AMD
1.
$Taiwan Semiconductor Manufacturing(TSM)$ expects $Advanced Micro Devices(AMD)$ MI400 revenue for the next year will be nearly 1/10 of the revenue from $NVIDIA(NVDA)$ Rubin.
I think this grossly underestimates MI400’s potential.
Given that there is a possibility Rubin may be delayed, MI400 orders can be way more than the estimates.
Long $Advanced Micro Devices(AMD)$ .
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2.
$SoFi Technologies Inc.(SOFI)$ is finally at $25.
The prophecy is now fulfilled.
Though the valuation looks a bit stretched at this level, it could be justified fast if the Fed really turns dovish as Powell signalled.
The next stop?
$100 by 2030 is not a dream.
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- VivianChua·2025-08-24Nice 💚💚💚LikeReport