$AMD together with OpenAI, closed a deal to deliver an AI accelerator with a capacity of 6 gigawatts; before the market opened the shares are up 24% — it's time to pop the champagne 🥳
I sold one of my positions at $225 — the market’s reaction was overblown. But I’m holding the rest; I have other stocks for speculating on price movements :-)
I'll definitely hold; AMD's AI cards are good, and their performance-to-price ratio could make them an interesting option against Nvidia. AMD is the leader in CPUs, so they can still ride the AI wave, which could mean a nice appreciation over the next few years.
That rise is great, but it’s likely to pull back a bit and wipe out some of the gains.
Bulios Black
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I'll still hold the shares. At what price levels would you consider selling?
Bulios Black
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I sold one of my positions at $225 — the market’s reaction was overblown. But I’m holding the rest; I have other stocks for speculating on price movements :-)
Sounds good. I'll probably keep holding — it's really expensive right now, but I think they'll make it up with earnings.
I’ll definitely hold on longer as well, and I’ll buy more if there’s a bigger dip...
I'll definitely hold; AMD's AI cards are good, and their performance-to-price ratio could make them an interesting option against Nvidia. AMD is the leader in CPUs, so they can still ride the AI wave, which could mean a nice appreciation over the next few years.
I'd like your opinion: should I sell and take profits, or keep holding? Isn't this just an overreaction by the market?