L watching the market
502 posts

L watching the market
@Chargingbu2l
Hello, this is L. From 🇪🇺 to 🇺🇸
Katılım Nisan 2026
309 Takip Edilen187 Takipçiler

@Barchart Just after March disaster, don’t forget YTD return.
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@ehelpmann Silver will need much more time to recover from the damage given. If your price is $75+
You will need much more time to recover.
(I was holding, 4kg-s of silver, and love it)
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Good morning ☀️☕️
Precious metal are not moving much so far today:
Silver +0.4%
Gold -0.1%
Platinum -0.4%
Is #Silver going to end the week above $80?

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@PolymarketMoney Microsoft back from the trenches :)
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@jimcramer Jim just say, today is going to be red day
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@QC_Capitals Handful of times, around 7000$ each time
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@Chargingbu2l True patience is key how long do you think before gold finally hits ATH?
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@Chargingbu2l @Mr_Derivatives What site or app is this screen from?
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$AMD was below $200 a month ago, today we have reached a new all-time high.
I am glad it played out this well since I aggressively called it out, but I am not selling. I think $AMD is still the best bet in the semiconductor space.
Anthropic is now considering incorporating $AMD GPUs into its hardware stack and this is just the beginning.
The alternatives are catching up with $NVDA, and $AMD GPUs are particularly good at inference thanks to their larger memory bandwidth and capacity. So, more buyers will shift to $AMD as AI workloads shifts from training to inference.
At the same time, CPU demand is also accelerating as the agentic capabilities of models improve day by day. Autonomous agentic loops are heavier on CPUs since they do the orchestration. $AMD is the second biggest player in the data center CPU market.
It's very well positioned in both product segments and still trading at 19x 2028 earnings. It's not cheap, but not obviously expensive either.
Hold for the optionality as the downside is limited.

Scrooge McDuck@ScroogeCap
SemiAnalysis calls out industry chatter that Anthropic is planning to incorporate $AMD GPUs into their hardware stack for the first time starting from MI450. Would expect a lot larger relative outperformance in the coming days if true.
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All these stocks hit new 52 WEEK HIGHS at some point today
$AMD
Intel $INTC
Nebius $NBIS
$DELL
Albemarle $ALB
Amkor $AMKR
Apellis $APLS
BNY Mellon $BK
Avis Budget $CAR
CBOE Global $CBOE
Coherent $COHR
Cirrus Logical $CRUS
Digital Realty $DLR
Equinix $EQIX
$EBAY
Ericcson $ERIC
GlobalFoundries $GFS
Garmin $GRMN
Interactive Brokers $IBKR
JB Hunt $JBHT
Lattice Semiconductor $LSCC
Intuitive Machines $LUNR
Monolithic Power $MPWR
On Semi $ON
$ONTO
Planet Labs $PL
Prologis $PLD
Revolution Medicine $RVMD
Semtech $SMTC
State Street $STT
$TD
$VALE
Viasat $VSAT
Western Digital $WDC
$XPO
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