103744109
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Intel ( $Intel (INTC.US)$ ): Hits 4-year high, +44% YTD.
AMD ( $Advanced Micro Devices (AMD.US)$ ): Extends rally on CPU demand spike.
Why? "Compute Tax 2.0" shifts to CPUs as AI agents scale.
Key Drivers:
1. AI Agents Rewrite Demand:
"Sandbox execution" models require domain-specific CPUs for task coordination.
Not just training—real-world AI execution needs CPU-driven system control.
2. Supply Crunch Deepens:
TSMC’s N2/N3 capacity book...
AMD ( $Advanced Micro Devices (AMD.US)$ ): Extends rally on CPU demand spike.
Why? "Compute Tax 2.0" shifts to CPUs as AI agents scale.
Key Drivers:
1. AI Agents Rewrite Demand:
"Sandbox execution" models require domain-specific CPUs for task coordination.
Not just training—real-world AI execution needs CPU-driven system control.
2. Supply Crunch Deepens:
TSMC’s N2/N3 capacity book...
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103744109
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$Advanced Micro Devices (AMD.US)$, Nvidia, $Broadcom (AVGO.US)$, and $Marvell Technology (MRVL.US)$ investors and speculators are seeing relatively cheaper premiums for call and put options, setting up a lower price point in buying protection against price fluctuations for the stocks that drove some of the biggest gains in the semiconductor industry in 2025.
$NVIDIA (NVDA.US)$'s implied volatility percentile stood at 4% as ...
$NVIDIA (NVDA.US)$'s implied volatility percentile stood at 4% as ...
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103744109
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$Advanced Micro Devices (AMD.US)$ Could someone knowledgeable please explain how equity works? I’m not quite clear on it. Could any expert offer some guidance?
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103744109
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$Super Micro Computer (SMCI.US)$ missed 5.6 bil revenue as promised, yet still got the guts to raise FY26? Seriously? What is up with this company lol
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$Advanced Micro Devices (AMD.US)$ tonight rise or drop?
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