AMD

🎮 Microsoft and AMD join forces!
Microsoft $MSFT last week announced a strategic partnership with AMD $AMD to shape the future of the Xbox platform across home consoles and cloud services. The goal is to develop next-generation custom chips that will take gaming to a whole new level.

AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.

What do you guys think? Do you have $AMDstock in your portfolio?

NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.

What do you think of this collaboration? Do you have shares of $NVDA or $AMD in...
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📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.

📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.

🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.

Which companies' results will you be interested in?

🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.

The most visible case is the company Nvidiawhich has announced that it...
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Will anyone be buying $NVDAstock again ?

The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.

Hedge funds are increasingly betting against stocks, with Nvidia $NVDA, Advanced Micro Devices $AMD and Tesla $TSLA their three largest short positions, a Morgan Stanley report showed Thursday.

Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD jumped 6% and $TSLA even 11%. I don't want to time the market, so I guess I don't care where it goes because I'll either buy or be happy with the gains. We'll see...
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Investors, which stocks did you buy last?

I'm taking advantage of the correction and slowly overbought. Most recently I overbought $AMD, $TSLA and established a position in $TTD.