$AMD 0.69 Rising Signal

Notable posts

• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

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• @StockSavvyShay neutral 1956 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC ~2.2x • $LRCX ~2.2x • $KLAC ~2.0x • $AMAT ~1.7x • $ASML ~1.7x • $ANET ~1.7x • $TSM ~1.2x • $LITE ~1.1x • $COHR ~1.0x • $CRDO ~0.9x • $NVDA ~0.8x • $AMD ~0.7x • $AAOI ~0.7x • $MRVL ~0.6x • $ON ~0.6x • $AVGO ~0.6x • $SNDK ~0.4x • $MU ~0.4x

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• @StockSavvyShay bullish 1405 eng

  AI suppliers are on pace to generate massive profits over the next three years: • $NVDA ~$1.1T • Samsung ~$807B • SK Hynix ~$611B • $MU ~$356B • $TSM ~$354B • $AVGO ~$342B • $AMD ~$74B • $ASML ~$63B • $AMAT ~$42B • $QCOM ~$41B • $INTC ~$31B • $MRVL ~$21B

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• @StockSavvyShay bullish 1298 eng

  $AMD is on pace to generate over $75B in profit over the next three years: • 2026: $13.8B (+274% YoY) • 2027: $24.7B (+78% YoY) • 2028: $35.4B (+43% YoY) AMD is the only credible challenger gaining share across both the CPU and GPU layers of the AI economy at the same time. https://t.co/PsmxMcZDpu

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• @StockSavvyShay bullish 706 eng

  One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. So far, we’ve covered: • Everything you need to know about the SpaceX IPO • Why $MELI is one of the best opportunities in the market • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • How $TE, $NVTS & $IREN fits into the AI power bottleneck • Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $DDOG, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO & $NVDA I plan to keep posting 5-6 videos per week so let me know which earnings or companies you want me to cover next!

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• @WOLF_Financial neutral 600 eng

  This is how the largest US listed stocks have performed so far in 2026 Nvidia $NVDA +10%🟢 Apple $AAPL +13.1%🟢 Google $GOOGL +17.7%🟢 Microsoft $MSFT -13.8%🔴 Amazon $AMZN +6.6%🟢 Tawian Semi $TSM +36.6%🟢 Broadcom $AVGO +11.5%🟢 Meta Platforms $META -10.2%🔴 Tesla $TSLA -13.1%🔴 Eli Lilly $LLY +5.3%🟢 Berkshire Hathaway $BRK.B -2.9%🔴 Micron $MU +202.7%🟢 Walmart $WMT +6.7%🟢 JPMorgan $JPM -3.1%🔴 $AMD +117.8%🟢

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• @WOLF_Financial bullish 452 eng

  Here are the best performing stocks in the S&amp;P 500 so far in 2026 Sandisk $SNDK +557%🟢 $DELL +213%🟢 Seagate $STX +208%🟢 Micron $MU +203%🟢 Western Digital $WDC +197%🟢 Intel $INTC +169%🟢 Lumentum $LITE +134%🟢 $AMD +118%🟢 On Semi $ON +117%🟢 Ciena $CIEN +109%🟢

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• @StockSavvyShay bullish 574 eng

  This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how fast the business is actually compounding. For example $AMD may trade at ~54x forward earnings but earnings are expected to grow from $5.43 in 2026 to $16.24 in 2028 implying a ~73% earnings CAGR and a PEG of ~0.7x.

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