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Against the backdrop of surging AI infrastructure enthusiasm and semiconductor stocks repeatedly hitting new highs, investors are increasingly betting on the “broadening AI beneficiary” theme. This year, as major cloud providers continue raising AI capital expenditures and data-center demand expands rapidly, more capital has begun re-rating second-tier AI infrastructure plays. Among them, $Advanced Micro Devices (AMD.US)$jumps more...
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SPY $SPDR S&P 500 ETF (SPY.US)$ is at $733.83. QQQ $Invesco QQQ Trust (QQQ.US)$ at $695.77. Both pushing higher. Both ignoring the noise underneath them.
And underneath them, something genuinely interesting happened yesterday.
Yesterday I wrote a post asking whether the market was structurally weak. Four companies beat earnings. All four sold off. It felt like a real signal worth paying attention to.
Then AMD $Advanced Micro Devices (AMD.US)$ gappe...
And underneath them, something genuinely interesting happened yesterday.
Yesterday I wrote a post asking whether the market was structurally weak. Four companies beat earnings. All four sold off. It felt like a real signal worth paying attention to.
Then AMD $Advanced Micro Devices (AMD.US)$ gappe...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
With $Advanced Micro Devices (AMD.US)$ closing at $421.39 on Wednesday (up 18.6% after a massive Q1 2026 earnings beat), the stock is currently in "price discovery" mode, having cleared almost every major analyst price target and technical resistance level.
Here is a breakdown of the profit-taking levels and how investors are shifting into options.
1. Where do investors take profits?
Since AMD is at an all-time high, there is no...
Here is a breakdown of the profit-taking levels and how investors are shifting into options.
1. Where do investors take profits?
Since AMD is at an all-time high, there is no...
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75768762 : AMD is a much better stock to invest in
76524181688 : They all look good, prices are high, let’s wait and see
73208652 : and stock price
102655916 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
天之骄子 :
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