韭菜变主力
commented on
$Advanced Micro Devices (AMD.US)$ the bears are always prompt when it comes to the border breakout. lets see if AMD can keep up this buying momentum and breakout .

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$Applied Materials (AMAT.US)$ AMAT’s result is much weaker than $Lam Research (LRCX.US)$ and $KLA Corp (KLAC.US)$.
$Advanced Micro Devices (AMD.US)$ The market appears to think AMD can’t keep its AI GPU share from NVDA, and will lose server CPU share to ARM, even though the latter has not unveiled its chips yet. They are thinking the AMD managements are a bunch of idiots. 200 week moving average, trend line, 50 day moving average, tons of resistance. Won’t chase, won’t net sell, but have been trading around.
$Merck & Co (MRK.US)$ I think the market is already thinking about Keytruda patent expiration.
$STMicroelectronics (STM.US)$ The gap filling gives a great exit opportunity to prudent traders who waited to buy at 24 in the prior leg of downtrend.
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$Applied Materials (AMAT.US)$ I don’t know what the market is thinking. AMAT’s earnings are completely predictable, but the share still drops with an everything-inline report. I bought at 164 and sold around 200. Won’t buy it back at 175.
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韭菜变主力
commented on
$Jefferies Financial (JEF.US)$ Some giveback after strong gain since last earnings report and post-election jump. The fundamental remains intact. Buyable at 70.14-70.34 or better at around 65.
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$ON Semiconductor (ON.US)$ Bought back at 47.9, although the P/E is somewhat expensive. Honstly, I hoped to buy it back at low 40s, but the bottom fishing activity in this market is strong. I don’t want to regret for giving up shares that may close to the bottom. You never know the trading algorithms, they send uptrended stocks to super expensive levels; selling downtrended stocks because of reduced earnings could also be invalid.
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$Camtek (CAMT.US)$ the report is good, like klac. but what’s the upside?
韭菜变主力 : Pootpoot, here is the thought: AMD has no active net sellers at this point. If you look at small time frame price action, at every support, AMD price drops only with the help of the index, meaning the sellers are not active, but passive index ETFs. Of course, active buyers at resistance are also rare; they all want to sell at resistance and hope to lower cost base. So I think AMD will just be market performer, with limited upside/downside at this point (barring from major news). If the bears can’t push down AMD at the trendline next time, a breakout will naturally happen; that means bottoming. By the way, NVDA is 25 dollar more expensive than AMD now, with similar 2025 EPS.