$Advanced Micro Devices (AMD.US)$ 盘后这个上涨，好像是因为：
AMD Shares Are Trading Higher After Tesla CEO Elon Musk Said Tesla Expects to Still Buy GPUs From AMD and NVIDIA
在特斯拉首席执行官埃隆·马斯克表示特斯拉仍然预计将从AMD和英伟达购买GPU后，AMD的股票交易价格上涨。

$Advanced Micro Devices (AMD.US)$ There are reasons why the stock hasn't risen, but there is no need to panic. After yesterday's sharp increase (which can't really be called a sharp increase since it was the pre-market that was most impressive), the proportion of short sellers has actually increased compared to last Friday, rising from 12% to 14.48%, making it very difficult for an increase in the early part of today. It will only be possible to welcome a surge without resistance after this wave of short sellers completely give up in despair!

$Advanced Micro Devices (AMD.US)$ Not bad, the Ask has been digested completely, and funds are starting to turn into Inflow! Continuing with a Call, of course, a pullback is unavoidable, and those in a bind urgently need to get free, the chips are pending exchange! Such explosive Earnings Reports (and considering export license fees + tariffs), there is no reason to remain bearish! (If you insist on arguing that AMD's growth is not as fast as NVDA's, I am too lazy to explain to you, just wait and see. NVDA's YoY revenue growth will definitely gradually decrease in all upcoming quarters, AMD will slowly catch up, and then the growth curves of the two companies will exchange spots!)

$Advanced Micro Devices (AMD.US)$ In the past two days, there has been a significant Outflow of retail investors (S) funds, however, there has been continuous Inflow of large orders (L) and medium orders (M)! It is possible that retail investors have been traumatized after the last Earnings Reports, and some people do not want to take risks and have already fled!

$Advanced Micro Devices (AMD.US)$ If there are no significant fluctuations in the Large Cap market, the chances of breaking through and stabilizing at 100 in the last 1-2 hours of trading are greater! This is because today's Options betting limit is 100, and it may not be easy for the bears to let AMD reach 100 so quickly. Of course, reaching and stabilizing there in advance would be something everyone would like to see! After these Call Options under 100 become invalidated (after being forced to close), it means the bears have exited successfully! The resistance for climbing may be smaller after that!

$Advanced Micro Devices (AMD.US)$ In pre-market, the SPY Large Cap has broken through yesterday's key position of 5650 (which was also yesterday's highest point before encountering resistance and falling back) due to the bullish non-farm data. Yesterday at this time, AMD was pushed to 100.1 (in fact, the pre-market high was 100.3). There's no expectation for it to rise extra like others (similar to other stocks, which rose yesterday and are still rising today). Can AMD catch up today? Will it recover yesterday's 100.1? The trend is really too weak, sigh, it's painful!

$Advanced Micro Devices (AMD.US)$ Today there is hope to touch the key level of 100, which is a psychological key level in people's minds. Once it's touched, there will be enormous pressure! Many people will surely have orders at this 100 level to take profits or break even. Additionally, $100 is also where the EMA 50-day moving average is located. If it breaks through and stabilizes, the trend could completely reverse! Furthermore, if it stabilizes at 100 yuan, it will surpass the high of 97.91 from April 9, where there was a rare bullish candlestick, marking a new round of higher highs and higher lows! This may potentially initiate a reversal trend! Three pieces of evidence prove that the 100 level is indeed crucial! If it breaks through and stabilizes, AMD will completely reverse the downward trend that has been ongoing since October 2024, when it fell from $172 (of course, whether this reversal can be sustained will depend on the performance after the Earnings Reports, with the main concerns being whether the Large Cap stabilizes and whether there is a significant pullback)! A month ago, around March 24, I predicted that AMD below 100 yuan would lead to disaster, as that was my conclusion from AMD consolidating at the bottom for three weeks. However, I never expected that Trump's tariff trade war would directly lead to the Large Cap and AMD stocks collapsing dramatically; this is definitely an unforeseen black swan event! The key point is: if it can successfully break through and stabilize at 100 yuan today, it will trigger buy signals from Algo Institutions (refer to the earlier discussion on why 100 is so important), as well as a rush of retail investors buying, which will further push stock prices to oscillate upwards! Before the Earnings Reports, if the market performs well, there’s hope to rise to 103 yuan on the eve of the May 6 Earnings Reports, thus filling the first gap since the trade war on April 3! This request is not unreasonable; NVDA, which is in a similar situation, is also expected to fill its 110.42 gap today! The specifics of the next movement depend on the performance of the Earnings Reports! If performance is slightly poor, it may pull back a bit! Unless the Earnings Reports are extremely bad, it may continue to drop! Next week's Earnings Reports have a betting limit of 110 or 115 for Friday (currently, 110 seems more realistic! We will have to see the closing price performance tomorrow, and I will update again tomorrow!) The 115 level is extremely critical, as many people are stuck at that level! The pressure may also be very high. Let's wait and see the upcoming performance!

$Advanced Micro Devices (AMD.US)$ Go for it, Taiwan Semiconductor has already turned green! Strive for the net inflow in the closing period to break through the 0.1 billion mark, there are still 2.5 hours!