$AMD down on various news:
🔴 Possible collaboration between $INTC, SoftBank, and $ARM
🔴 Jeff Pu of Hong Kong’s GF Securities downgraded $AMD, citing that the company has cut MI355X orders, reducing full-year order volume from $7B to $6B
🟠 The U.S. Government announced that NVIDIA and $AMD will now have to apply for licenses to sell in China for each generation
🟠 The U.S. also announced its intention to possibly take a stake in Intel. This could mean money flowing from $NVDA and $AMD through special taxes to support their largest competitor. Bad news

$NBIS | AI Cloud + Software
$IREN | Data centers + Bitcoin
$GLXY | Crypto + Data Centers
Which one will deliver the best 10-year returns? ✅

🚨 $AMD to present next-gen product and technology roadmaps at Financial Analyst Day on November 11, 2025
$AMD really wants to show off MI400 and MI500 as much as possible
You can feel the change in their marketing and in the rumors around $NVDA
The $AMD moment is approaching

How about 256 logical chips and fast?
That’s $AMD

$TEM is the $PLTR of Healthcare
Few understand

One thing investors forget:
$NVDA Rubin will connect 72 logical chips, the same as $AMD MI450
Rubin Ultra will connect 144, below the 256 of $AMD's MI500
$AMD is aiming to surpass $NVDA's scale, not just match it
Their roadmap is as bold as it is exciting for shareholders

All I need in 2026 are two things:
1.$AMD launching MI450 before $NVDA Rubin
2.$NBIS being recognized by Wall Street as the best AI cloud company

$AMD's Lisa Su:
"We see a clear path to scaling our AI business to tens of billions of dollars in annual revenue.
When we reach that level, it will involve significant gigawatt-scale deployments"

🚨 German tech firm sues $NVDA for patent infringement
Seeking to block Nvidia across 18 European countries
ParTec’s lawsuit alleges theft of the DGX AI supercomputer design
Imagine what this could do for $AMD

BofA adds $AMD to the US 1 List, a collection of BofA’s best investment ideas
As always, price drives the narrative
Some analysts can’t see the facts until they’re right in front of their faces