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@TraderJohnny_ Too early to tell. Shaking off tourists is a possibility. News still needs time to digest imo.

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@SixSigmaCapital I think MXL and AAOI looked worse at the close from stocks and themes i monitor…

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@RealSimpleAriel @aleabitoreddit Yes I hear you Ariel. But couldnt one have said the same about ALAB and CRDO around late March of this year? Perhaps different environment for sure.

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@DiligentPlane Also, NVDA doesnt just sell a chip. They sell a processor, memory, interconnect, networking, software, a complete system. AMD is the only company attempting to compete against Nvidias end to end hardware and software stack. Other companies are just attempting to get a piece of it

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@DiligentPlane AMD. Beating and surpassing earnings the next 12-18 months. The next CPU super cycle is a matter of when it will start reflecting in stock price, not if. Amazing MOMENTUM Device.

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@SixSigmaCapital Do you think APP ends up like, if it hasnt already, LULU NKE DUOL etc? Pretty much down 80% from highs. Another $120~ and it will be there

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@Don7Spy Theres only one Don! Did you mention this as potential long before?!

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@ETFbreakouts Duly Noted Josh. Thank you for sharing.

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@TraderJohnny_ Well I could answer your question. ARM made 5b last year. AMD/INTC 35-50b.

ARM does not sell a single CPU. They make most of their money from intellectual property rather than physical hardware. In other words, they make most of their money from IP/licensing.

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@Don7Spy Are you short these already or looking soon?

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@Lee_Trades Someone always knows something I guess

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@WisemanCap @Muse Doesn’t Google have something similar? I have used Google to make a restaurant reservation about a year ago. Never used it since.

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@Lee_Trades Hello good Lee. I concur Iran war ending will lead to lower rates and oil prices. When will that be though?

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@DiligentPlane Hello good DP! I think oil and war can definitely moon these stocks if we can get the war to stop and oil prices lower. No idea when

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@WisemanCap @Muse Do you have a screenshot to share so we can see? Thx Kaushik

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@Venu_7_ Hello Venu bro! Been a while. Any views on LITE or AMD? I know you mentioned them a few times in the past. Keep up the great work. I’d never easy.

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@WisemanCap Kaushik how do you keep posting so many articles recently! You are on fire

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@WisemanCap Do you own it Kaushik?

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@NirAoo7 This looks cool! Would like to see more of these kind of posts. I think Mags and memory holding up.

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@WisemanCap Does that make some semi a good buy then Kaushik?