AMD
Advanced Micro Devices
stock NASDAQ

Insane that AMD, despite having superior products, needs Intel's production shortages to gain market share...

Yeah, totally always a risk there. That’s the reason I’m hesitant to buy AMD. Their P/E is way too high and so it their forward P/E

AMD is gonna go HARD this year.

I don't really follow Intel, but it seems that AMD is currently leading in Gaming and server CPUs.
Intel's revenue has been declining for several years, and they have had negative income for 6 of the past 7 quarters.

you argument is what exactly?
there's some unique things in the us - yes.
will there be copy cats and alternatives in europe - also yes.
palantir is a data collection firm, actually nothing they do is unique other than they have their hooks in so many processes.
nvidia is a unique company only in the sense that they have a design lead.
ten years, nvidia may not have that position. just like Xerox, IBM, AMD, etc in the day.
if you look around hard enough, china has in many areas already beaten the US when it comes to research, innovation, etc.

and the EU has some unqiue things of it's own
This isn't even about Trump at this point.
He's been elected twice, the US is either getting into Gilead territory or becoming a full blown oligarchy under Thiel & Musk.

Europe (and the world) simply cannot trust that the US will come to it's senses any time soon.

Hence the world is moving on from the post WW2 order.

I’m hoping my conviction is correct! Taking some of my recent AMD gains to load up on AVGO.

Yah some of the recent pump could be China hope, but again Nvidia hadn't pumped at all and they are a much bigger beneficiary of China sales.
Are you saying there's a material delay to mi455 that the market isn't aware of? What is your source here, 2nm, hbm, interal design delay?
What supply issue does Intel have that relates to AMD? Their revenue is capped because of their own foundries. If your alluding to client being fucked from ram prices, I'd argue the market doesn't care about anything but DC gpu and cpu
I've been in amd since $2 so yah I'm holding lol, but I generally sell calls on pumps like this so I don't really care if we drop after ER. I prefer having the ltcg. If we keep pumping to ER I'd expect a sell off, but I already sold some $1.5M of leaps I was holding last week, so I'll sell some csp if so

I keep seeing posts about this, but it feels like the conversations keep missing the point. The biggest issue here is the supply chain risk, and nobody seems to mention it. I have yet to see a post talking about the implications of a full scale invasion of Taiwan, which would in turn destroy the global tech industry overnight.
Some people here know supply chains well. For everyone else, think back to COVID. Now imagine that the shortages weren’t toilet paper or hand sanitizer, but technology. Our overall market cap in the US is 77T (Trillion). Technology makes up 30% of that, or 23T of the total. The technology sector alone brings in 10-12% of the total GDP to the United States. And I can only speak for the US, I have no guage on tech GDP numbers of other countries.
If you follow geopolitics closely, it’s not crazy to think China could make a move on Taiwan within the next year, yes it's very out there and the 2027 date has been thrown around a lot which is a bit missleading since nobody knows when it could actually happen. This is a very pseudo market post... Bear with me here and please put your think hats on so you could comprehend the implications of such an event if it were to ever take place.
Nobody knows when China will invade their neighbor, but if it does happen, it'll most likely start off as a naval blockade that stops all exports out of Taiwan, including chips that power our lives, and that kind of disruption would be enough to send global markets into absolute turmoil.
I know some of you will say this could never happen, but for that are on the same page, I urge you to look into Chinese military expansionism and how much they've been doing to set themselves up for globalism within the last few years. For those that are ignorant or have no idea as to whats going on, here's a few bit's those which are TLDR. Please think on it if you have the capacity to do so:
\-Russia's president Putin wrote an article "The Historical Unity of Russians and Ukrainians". You can read it for yourself if you search the title, he explains the why and how and lays out a plan for Russian reunification. He's currently attempting to invade Ukraine and hundreds of men and women are paying the price each day.
\-China passes the Anti-Session law in 2005. This gives China the legal framework that gives them the authority to use non peaceful means to conquer Taiwan. A land that they view is theirs by right.
So even as a big “what if,” how would you position yourself in the markets if you had knowledge of this even happening ahead of time? Would you look at leap put options on the biggest fabless tech companies? Fabless means --- companies that design and outsource manufacturing to companies like TSMC (HQ in Taiwan). TSMC has manufacturing plants decades ahead of what any competitor has. Think of fabless companies such as Nvidia, AMD, Apple, Qualcomm, Broadcom, Realtek, etc. They send their designs to TSMC and other Taiwanese manufacturers to build their innovative chipset designs. These chips power AI, servers, android/ios phones, your computers, satellites, your EV's, etc. If there was ever a halt in production from Taiwan, and sanctions were placed against China, the global economy would crumble, there's no denying that.
This isn’t theory. It’s a real risk that deserves serious thought and discussion. Our entire tech sector could face systemic risk because of a singular event.
How you would you position yourself in the market if this were to happen? How would you hedge against it? I want to hear some genuine thoughts from those that have considered this and have done the research to understand it's a possibility.

# 🚀 Supernova Hunter V3: High-Momentum Stocks for 2026-01-24
**Summary:** The scan just completed on 41 stocks showing elite relative strength, high efficiency (lift), and positive volume fuel.
# 📊 Supernova Table (Ranked by Strength)
|Symbol|Price|Score|AI Prob|RVOL|Wkly Buy Zone|Wkly Sell|Mthly Buy Zone|Mthly Sell|
|:-|:-|:-|:-|:-|:-|:-|:-|:-|
|**MU**|$399.65|120|80% 🔥|1.1x|$390.52|$422.12|$362.31|$485.59|
|**AMD**|$259.68|120|91% 🔥|1.4x|$254.98|$274.93|$252.78|$309.39|
|**SANM**|$177.83|115|36% ✅|1.7x|$175.45|$183.38|$168.67|$196.23|
|**AU**|$106.26|115|56% ✅|1.5x|$103.00|$107.02|$96.23|$112.98|
|**IPOK.DE**|$196.00|110|98% 🔥|1.4x|$191.21|$228.01|$166.76|$283.73|
|**TX**|$43.81|110|60% ✅|1.1x|$42.84|$44.20|$42.09|$45.69|
|**ULTA**|$686.12|110|75% ✅|1.1x|$683.87|$701.79|$670.36|$716.27|
|**NVS**|$147.14|110|1% ✅|1.3x|$144.74|$147.14|$137.62|$148.98|
|**PL**|$26.94|110|31% ✅|1.1x|$26.04|$28.88|$25.67|$30.70|
|**DHT**|$13.82|110|58% ✅|1.1x|$13.82|$14.18|$13.44|$14.68|
|**ASX**|$19.39|110|72% ✅|1.4x|$19.24|$20.12|$18.16|$21.67|
|**EMBJ**|$78.80|110|99% 🔥|1.3x|$78.23|$82.16|$73.48|$84.74|
|**ORLA**|$18.45|105|56% ✅|1.7x|$18.13|$19.26|$16.47|$19.87|
|**FTAI**|$292.10|100|15% ✅|1.1x|$292.10|$312.83|$265.15|$308.97|
|**ALB**|$189.51|100|94% 🔥|0.9x|$179.94|$193.06|$184.05|$235.60|
|**TTMI**|$95.02|100|63% ✅|1.0x|$93.21|$99.50|$92.07|$109.52|
|**AGX**|$363.88|100|63% ✅|0.9x|$352.12|$383.84|$346.85|$423.41|
|**DXCM**|$72.86|100|1% ✅|1.0x|$72.04|$74.16|$69.54|$75.67|
|**APH**|$150.99|100|18% ✅|1.0x|$149.44|$157.10|$141.73|$159.87|
|**SND**|$4.65|100|10% ✅|1.3x|$4.42|$5.00|$4.26|$4.96|
|**ORN**|$12.21|95|86% 🔥|1.8x|$11.62|$12.39|$11.33|$13.30|
|**NESR**|$20.41|95|98% 🔥|1.6x|$20.40|$21.54|$20.16|$22.62|
|**POWL**|$417.95|95|100% 🔥|1.6x|$415.89|$442.74|$412.98|$517.48|
|**MATX**|$158.94|90|83% 🔥|1.3x|$157.78|$162.38|$153.49|$178.54|
|**NVMI**|$460.91|90|25% ✅|1.0x|$452.03|$467.23|$419.42|$477.69|
|**LCII**|$147.18|90|87% 🔥|1.2x|$147.18|$152.07|$147.09|$164.02|
|**RPID**|$4.12|90|95% 🔥|1.1x|$4.12|$4.95|$3.68|$5.49|
|**MODG**|$15.60|90|89% 🔥|1.3x|$15.46|$15.83|$14.11|$16.77|
|**KGC**|$37.16|90|21% ✅|0.9x|$36.19|$37.74|$34.78|$41.92|
|**BA**|$252.15|90|34% ✅|0.9x|$248.59|$256.02|$234.80|$257.96|
|**TTI**|$11.29|90|81% 🔥|1.2x|$11.10|$11.48|$10.97|$13.78|
|**DNLI**|$20.25|90|88% 🔥|1.4x|$19.56|$20.95|$19.03|$22.19|
|**NEM**|$124.31|90|22% ✅|1.0x|$119.82|$124.90|$117.10|$132.72|
|**VRTX**|$468.41|90|28% ✅|1.0x|$464.79|$482.95|$452.63|$497.03|
|**PBYI**|$6.42|90|100% 🔥|1.4x|$6.08|$6.48|$5.72|$7.13|
|**CMPX**|$5.90|90|91% 🔥|1.0x|$5.79|$6.50|$5.85|$7.91|
|**CGEM**|$12.50|90|91% 🔥|1.0x|$12.07|$12.87|$10.83|$15.13|
|**FNV**|$255.75|85|3% ✅|1.8x|$253.94|$263.23|$239.68|$264.14|
|**MRAM**|$14.15|85|67% ✅|1.9x|$13.00|$15.41|$11.00|$15.36|
|**KNX**|$56.95|85|6% ✅|1.8x|$55.26|$57.84|$55.99|$60.97|
|**UPWK**|$22.11|85|14% ✅|1.5x|$20.93|$22.35|$19.87|$22.47|
https://preview.redd.it/7xfj9yrtncfg1.png?width=1936&format=png&auto=webp&s=46b24681f8d1e98264cd1c9f43d20513cc6f932e
https://preview.redd.it/onttawhuncfg1.png?width=1936&format=png&auto=webp&s=b78cff3f0640dcdbe3c7142caae10889b322bdc8
https://preview.redd.it/7215r87vncfg1.png?width=1936&format=png&auto=webp&s=099748a6cb6c6cc4fb5955273d50591d5b6c4084
# 🛡️ The Inclusion Criteria (The Filter)
To even appear on this "Supernova" list, every ticker here had to pass our separate, intensive **Gemini\_Adaptive\_Ensemble\_V10.2** simulation.
* **The Simulation:** We trained 10-40 adaptive neural network models per stock and ran thousands of Monte Carlo projected paths.
* **The Threshold:** **Only stocks that showed an 80% or greater "Win Rate" (probability of price increase) in those external simulations were included in this screen.**
# 🧠 The "AI Prob" in the Table (The Secondary Check)
The **"AI Prob"** you see listed in the table above is a **separate, internal calculation** specific to this report's Physics Engine (distinct from the inclusion simulation).
* **How it's calculated:** It uses a **Histogram-based Gradient Boosting Classifier** trained specifically on "Lift vs. Drag" physics metrics.
* **What it measures:** It calculates the probability that the current "Lift" (buying pressure efficiency) is sufficient to overcome "Drag" (selling resistance) for a >8% move in the next 30 days.
* *Think of it as a second opinion: The Ensemble Simulation got the stock on the list, and this Physics AI rates the current momentum quality.*
# 🧪 The Math & Physics Behind The Targets
1. **Gravity (Regression Line):** We calculate a 90-day linear regression line to find the stock's "center of gravity." This tells us the true trend direction, stripping away daily noise.
2. **Orbit (Volatility Channels):** The Buy/Sell targets are derived using **2-Standard Deviation Volatility Channels**.
* **Buy Zone (Floor):** Statistically, price rarely stays below this level for long. It's the "oversold" spring-load zone.
* **Sell Target (Ceiling):** This is the statistical "overextended" zone where gravity usually pulls price back.
3. **Lift vs. Drag (Efficiency):** We measure how much volume (fuel) is required to move the price. High efficiency (High Lift, Low Drag) means the stock is rising effortlessly.
**How to use:**
* **Buy Zone:** Ideal entry if price dips to this level.
* **Sell Target:** Statistical probable high for the timeframe.
* *Note: This is an automated algorithmic scan, not financial advice. Do your own DD.*

A whole lot of folks are about to learn why AMD is called Advanced Money Destroyer. Shipments to China didn't resume early enough to impact this quarter, and the deliveries for the OpenAI deal haven't even started. It was always going to be a stretch to meet the original timetable, and the supply crunch pushed everything back that much more. Intel just showed us how having sold out supply doesn't guarantee record-breaking revenue and profits.

Do you have insight on why AMD shot to the moon the last week?

Competition doesnt mean zero value/zero growth for other companies. Nvidia exploded. AMD also had a phenomenal growth but less than Nvidia

I’m bullish on gas/energy/oil. I also think there will soon be a run in fintech/finance
Enterprise SaaS, too. ServiceNow, Salesforce, Toast
Cybersecurity stocks
I’ve been buying SLB, FANG, NOW, TOST, AMD, PYPL, MRVL, META, ZS & SMCI
Taking a swing trade gamble on FIVR and AVPT but don’t mind holding those long term as I bought at good valuations.

Next week is more TACO as he’s threatening Canada with more tariffs. Unless AMD gets some good news I expect a 3-5% dip and then finish the week flat assuming Trump gives up again.

Pretty insane. gpt-oss-120B can write expert human level kernels for MLA for AMD MI300x.
«Most of the human solutions lack behind in fusing some of the more complex operators together»
You can just bulldoze through kernel optimization with cheap LLMs now.
https://x.com/teortaxesTex/status/2014948175144980559?s=20

No, he's been doing this for a good number of years and has covered both Nvidia and AMD as focused stocks. But he been far more financial than technical with his talking points, repeating the kind of technology arguments you might find people like me and a few others offering to this reddit sub or grabbing opinions from some of the other true technical YT publishers. He's absolutely not a technical resources himself. But if you go back less then a year, he really started to move into Nvidia's talking point camp and picked up all the new slide deck suport. So I guess he's happy playing that game. I haven't heard him be outright negative on AMD yet, but he's way to bullish on Nvidia and OP called out that nonsense nicely.

i thought maybe he was new to tech. it certainly seems that way. but the dude has over like 20 videos on AMD . . . At this point i just have to believe he is just creating content for $$ with zero integrity; that is the only thing that makes sense to me. To make 20+ videos with AMD in it and be that bad at tech . . . it doesn't add up. Either he is the dumbest man alive, or just doesn't care about anything else but making slop content for clicks . . . and honestly . . . i cant tell.

Apparently there are rumors of META and AMD contract

GPUs are so 2025, this is the year of the CPUs. Intel fucked up and couldn't meet demand for their older generation server CPUs and left a ton of money on the table. They basically sold out for all of 2026. Jensen Huang is on record saying Nvidia will be the biggest vendor for CPUs going forward.
Calls on INTC and AMD (and ARM to a certain extent). Think MU memory type of shortages, but unlike MU which only has 11% market share, INTC has 72% market share and AMD 28% of the data centers server CPU market respectively.

seems like $AMD want to have a $MU moment