$Arm Holdings(ARM.US$ Why does this have a very high PE?
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$Advanced Micro Devices(AMD.US$ Earnings per share needs to grow 200 times to bring the PE down to realistic levels. The hype of AI PC is not as strong as the the robust business from the data centers. If Lisa is fixated more on AI PCs, it’s going pull down the earnings.
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$Advanced Micro Devices(AMD.US$ Guilty pleasures of pump-and-dump cycles. It keeps going around in circles, not moving forward much.
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$NVIDIA(NVDA.US$ Grateful for the dips in last two days.
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$NVIDIA(NVDA.US$ Once the FOMO and macro corrections have ended, we’ll get a more stable and cleaner price point.
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$NVIDIA(NVDA.US$ The Red Wedding
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$NVIDIA(NVDA.US$ Holders hold and buyers wait. Let the institutions and insiders throw tantrums. Let the CPI and fed rate settle. Let the dust settle. Let’s be patient.
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$NVIDIA(NVDA.US$ At this point, it’s not looking good. Let the dust settle after the split before repositioning. Also beware of sideway traps $Advanced Micro Devices(AMD.US$ ans $Super Micro Computer(SMCI.US$. Those are heavily overpriced.
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$NVIDIA(NVDA.US$ It looks like a FOMO bull run in pre market. It’s looking good.
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$Advanced Micro Devices(AMD.US$ Lisa sold more on 5th June. She should receive PhD in finance already!
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