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Rumor: Is TSMC losing orders to Samsung? AMD CEO Lisa Su visited Samsung to discuss 2nm AI chip production in addition to HBM memory chip supply, media report, while Tesla last year announced a $16.5B deal with Samsung to produce its AI6 chip in Taylor, Texas, starting in the 2nd half of 2027. $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Tesla(TSLA.US) #Samsung #semiconductor #semiconductors
Source: Dan Nystedt
Day 5
Operation: Monitoring AMD share price
Reason: AMD struggling to hold its support level and once it breaks that, I'll be looking to add a few shares.
Insights: Lisa Su is a great CEO and her leadership will steer AMD back on track eventually. Numerous partnerships with other companies are also lined up, and the current bearish sentiment will flip if the company continues to deliver top earnings. @Bridge Buzz SG
$AMD(AMD.US)
AMD is one of my favorite stocks. Always have a strong faith in its CEO, Lisa Su future products and penetration in market shares in the AI race. While Nvdia is the hot topic for the GPUs in 2025, I also believe 2026 will be a year for inference GPU. AMD is doing the same thing as what NVDIA have been done to catch up in the industry.
@Bridge Buzz SG
$AMD(AMD.US) Two big partnership deals in two days! First TCS, now Autolink for smart cars. Lisa Su is on fire!
Watching out for silver
Another Wednesday, another set of movers and shakers across the pond. Here’s what’s heating up in U.S. equities and global markets today — perfect for your watchlist and our community’s next debate 👇
Bought SanDisk calls last week. Best decision ever!
Another Wednesday, another set of movers and shakers across the pond. Here’s what’s heating up in U.S. equities and global markets today — perfect for your watchlist and our community’s next debate 👇
