$Advanced Micro Devices(AMD)$

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10-03

$Advanced Micro Devices(AMD)$ 🚀 $AMD shares are trading higher after a Wednesday report suggested Intel is in early talks to add the company as a foundry customer.

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# 💰Stocks to watch today?(5 Dec)

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RgSFO
·10-03
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There is lot of news (noise) about AI companies using Intel foundry for making their chips. It is not simple and easy. It will take time. Any deal with Intel is good for now to avoid tariffs.
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- RgSFO:
  Well said! I have some AMD shares. Hopefully, it will rally after earnings. I hope they will announce something big, contract north of 10 billions. Now a days, investors are looking for announcements future contracts in tens of billions for the stock command high valuation.
  10-04
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- Barcode:
  Good point. Implementation won’t be fast given design migration and Intel’s ramp. But the signal matters. For AMD, even exploratory collaboration diversifies supply, hedges tariffs & adds strategic flexibility in a shifting geopolitical landscape. It’s a chess move, not a sprint.
  10-04
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  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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Hen Solo
·10-03
TOP
I’ve been considering buying AMD, shouldn’t have procrastinated 😆
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  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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- Barcode:
  Your timing instincts are usually sharp HS, and AMD’s momentum here reflects how quickly sentiment can pivot. The best opportunities often emerge right after moments like this.
  10-04
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- Barcode:
  I value your read HS, sharper cycles always come from sharper dialogue.
  10-04
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Tui Jude
·10-04
TOP
I’m impressed by how cleanly you tied the Intel foundry talks to the options flow spike. That $13.9M net call premium build into midday is telling, especially with price breaking through $170 in tandem. If this partnership materialises, it could reshape competitive dynamics in advanced node capacity and give AMD a structural tailwind that the market’s only beginning to price in.
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- Barcode:
  TJ, I couldn’t agree more. That alignment between headline momentum and flow was striking. If Intel foundry capacity opens up for AMD, it’s not just tariff hedging, it’s a potential multi-year structural uplift that could shift competitive positioning across the entire advanced node stack.
  10-04
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- Barcode:
  TJ, I couldn’t agree more. That alignment between headline momentum and flow was striking. If Intel foundry capacity opens up for AMD, it’s not just tariff hedging, it’s a potential multi-year structural uplift that could shift competitive positioning across the entire advanced node stack.
  10-04
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  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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Cool Cat Winston
·10-03
TOP
Way to go AMD 📈💹📈
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- Barcode:
  I appreciate your eyes on this CCW, clarity grows with each exchange.
  10-04
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  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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- Barcode:
  CCW, your quick reads always cut through the noise. AMD’s reaction here is a perfect example of how clean catalysts align with flow.
  10-04
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Kiwi Tigress
·10-03
TOP
I’m loaded up alrdy otherwise I’d be in fr
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  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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- Barcode:
  KT, that’s classic positioning discipline. Being fully loaded before the crowd catches on is what turns strong setups into standout trades.
  10-04
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- Barcode:
  Grateful for your engagement KT, dialogue always deepens the signal.
  10-04
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Queengirlypops
·10-03
TOP
Watching this 1️⃣ 🧃
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  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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- Barcode:
  Love that Q, your timing radar is on point. This one has the kind of setup that rewards sharp eyes and quick pivots 🧠📈
  10-04
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- Barcode:
  Thanks for your perspective Q, it sharpens how we all view momentum.
  10-04
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CMacchiato
·10-11
Great article, would you like to share it?
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TETRA
·10-07
wow
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YueShan
·10-06
Good ⭐⭐⭐
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Alecksliew
·10-03
Great article, would you like to share it?
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- Barcode:
  I appreciate that, thank you. Really appreciate you taking the time to repost, it helps keep the conversation flowing 🔄💬
  10-04
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- Barcode:
  🤖🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
  10-04
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- Barcode:
  I’d be happy to share more insights. Are you interested in the charts, the full write-up, or both?🌟🌟🌟🍀
  10-04
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