AMD

Will anyone be buying $NVDA18.5%stock 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 $AMD23.8%so far , but $NVDA18.5% is already looking tempting too.

Nvidia

NVDA

$114.2 $17.85 +18.54%

Market Cap

2.4T

P/E

32.81

Div. Yield

0.04%

EV

2.4T

P/S

18.26

Payout

1.14%

ChartMetrics

1D5D1M6MYTD1Y5YMAX

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Hedge funds are increasingly betting against stocks, with Nvidia $NVDA18.5%, Advanced Micro Devices $AMD23.8% and Tesla $TSLA22.7% their three largest short positions, a Morgan Stanley report showed Thursday.

Nvidia

NVDA

$114.2 $17.85 +18.54%

Market Cap

2.4T

P/E

32.81

Div. Yield

0.04%

EV

2.4T

P/S

18.26

Payout

1.14%

ChartMetrics

1D5D1M6MYTD1Y5YMAX

[fontWeight: 500][/] [#344054 fontSize: 12px][/]

Yesterday it rose very nicely - the S&P500 added less than 2%, $AMD23.8% jumped 6% and $TSLA22.7% 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 $AMD23.8%, $TSLA22.7% and established a position in $TTD19.6%.

So $AMD23.8%stock has already dropped below $100. They've lost 20% this year alone. I bought in at the beginning of the year and am currently still overbought. I think the stock is significantly undervalued now and has huge potential...
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Investors, which semiconductor stocks do you have in your portfolio?

For me, this sector makes up a fairly large part of my portfolio. I've had $ASML15.4%stock for quite some time and recently bought $AMD23.8% and $AVGO18.7% after the downturn .

Do you buy, sell or hold?

I would be interested to know how you are approaching the current correction and what your strategy is. I am currently overbought and taking advantage of larger declines in individual stocks. I have been...
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:

Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?

The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY13.3% and Arm Holdings $ARM24.2%, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
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Shares of $AMD23.8% plummeted significantly after earnings!

The company reported weaker than expected results. The company's shares responded by falling 8%.

AMD

AMD

$96.84 $18.63 +23.82%

Market Cap

136B

P/E

82.72

Div. Yield

0.00%

EV

132B

P/S

5.26

Payout

0.00%

ChartMetrics

1D5D1M6MYTD1Y5YMAX

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🗓️Klíčové events of the week! 🌟

This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:

❌Monday
Prague Stock Exchange closed due to a public holiday

Results:
Before the markets open: ON Semi $ON22.7%

After markets close: Ford $F9.2%

📊Tuesday

US Consumer Confidence

JOLTS - Job...
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🗓️Klíčové events of the coming week!

This week there are interesting conferences, news in AIbut also at Robotax. In this busy week, we start the results season, which will be kicked off by PepsiCo followed by the largest banking house in the United States!

Let's keep a close eye on these events!

🧠Monday: $NVDA18.5% AI Summit - NVIDIA is one of the leaders in AI chips. From data...
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AMD strengthens its position in AI with $4.9 billion acquisition of ZT Systems

- Acquisition of ZT Systems: $AMD announced the acquisition of ZT Systems for $4.9 billion, strengthening its position in artificial intelligence and data center infrastructure.

- Competitive Advantage: This acquisition will enable $AMD23.8% to better compete with Nvidia, which dominates the AI and data...
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