$1,000 follows their calls into $1,115
All in the world market (VT). No called asset is counting right now.
Archimedes@AlphaTrader00I'm up like +50,000 bips on this $AMD trade, and Venice/MI400/MI500/NPU/Taalas haven't even hit yet... @zephyr_z9 @citrini @aleabitoreddit @RJCcapital
Archimedes@AlphaTrader00Hard to say. I already added size around $85. Looking forward to add more when the stars align.
Archimedes@AlphaTrader00When you absolutely bottom tick a generational long and it's one of your biggest holdings... I'm up so many bips on $AMD, they want me to start reporting in points. Any sharp hedge funds/research firms hiring? @zephyr_z9 @citrini @aleabitoreddit @RJCcapital
Archimedes@AlphaTrader00Feels like a short term bottom on the charts. Added a bunch today, wish me luck. The bounce should be nice
Archimedes@AlphaTrader00My brother in silicon @zephyr_z9 gets the $AMD thesis 👇
Zephyr@zephyr_z9AMD's Venice absolutely mogs Vera CPU for agent sandboxes Very power-efficient at 256 cores, but only 400 Watts
Archimedes@AlphaTrader00Despite all the $IREN bulls pumping nonstop, the market keeps downgrading the value of IREN in real time When will this trend stop & reverse? Who knows. But I'm sure glad I sold all my IREN shares at the peak, in the 60s, & pivoted towards dozens of stocks that have outperformed
Archimedes@AlphaTrader00Them: "I feel like AMD is sort of squeezed in the middle." Lisa Su: Okay fam. We're gonna squeeze Nvidia's groq on both sides with Cerebras and Taalas @benitoz didn't see this one coming
Ben Pouladian@benitozEvery chip I mention has one thing in common I didn’t say out loud None of them has to make money Hyperscaler silicon isn’t a product. It’s an invoice they no longer have to pay AMD is the only one in the middle that still has to sell chips at a profit @steph_palazzolo
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