Direxion Daily AMD Bear 1X Shares

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: White House to Redirect Billions in Research Funds Toward AI, Away From Colleges - WSJ

ALERT🚨🚨: META's CUSTOM AMD MI400-series chip will be half the size of a normal MI455X chip. It is "optimized" for recsys workloads and $/Memory Bandwidth. It will use ~144GB of HBM instead of 432GB. We break it down below👇️ 1/7🧵

Oil will return to $90+ again and stay for quite a while...until Trump decides to drop another bomb shell of a ceasefire and peace talks resumption.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Expands Taurus Family With 3.2T Smart Signal Conditioners for AI Infrastructure

AMD advancing AI event is tomorrow and thursday, helios rack already landed microsoft and analysts bumped targets to 655 and 700. stock only closed +1.6% cos oil ate the whole tape. this is the catalyst week and im positioned long into it

Earnings are around the corner and funds that have derisked into it have done so, tech stocks looked to have bottomed and if earnings confirms AI momentum, tech will fly.

While everyone else was focused on South Korea crash & buying the dips on memory stocks, I am paying attention to our local market. With the reduced board lot size introduced in October, many are pushing bank stocks higher before taking profit later on. I'm not 100% sure that a healthy pullback is on the cards anytime soon, but I'm certainly not rushing in as well. I'm buying these bank stocks for my dividend portfolio, not trading, hence the patience and not trying to fomo in to lock in more profits.

AMD strengthened its AI infrastructure strategy by committing to the Helios platform, shifting from selling standalone accelerators to offering an integrated AI rack solution. Microsoft’s planned Azure deployment and customer commitments from Meta, OpenAI and Oracle enhance AMD’s AI positioning. Despite higher analyst price targets, the stock’s gains were limited as broader market sentiment was weighed down by oil price concerns and caution ahead of earnings, while select AI supply-chain segments remained relatively resilient.

More custom silicon and rack options means AI infra gets commoditized and deployed everywhere. Google with “Frozen v2” and AMD with Helios on Azure lowers cost per token, so usage explodes. Nvidia still sells the most GPUs, but TSMC, power, cooling, and networking all win bigger. This isn’t anti-Nvidia, it’s pro-AI scale.

Watching AMD closely this week. The Advancing AI event could reinforce long-term AI leadership with new hyperscaler partnerships, while strong earnings guidance may become the next catalyst for another breakout.

Seems like Fraser Centerpoint Trust prefers assets in the north-east sector of the island like this Bayshore one. So far, they haven't have foothold to the south-western sector like clementi-jurong east/west-Bukit Batok-Tengah-CCK-Bukit Panjang. Hopefully they would acquire something when the greater southern waterfront district lands.

Memory stocks went down recently, is it a good buy on dip ? if yes which is the next giant should be well performed ? share with me thank you

AMD continues to strengthen its AI position with Microsoft adopting its Helios AI platform for Azure, adding to a growing list of major customers. Investor optimism remains high. When AMD reaches $600, I may consider taking some profits. It would be a good opportunity to reassess its valuation, long-term growth potential, and whether there are more attractive opportunities elsewhere.

AMD's Azure win and Google's custom AI chip efforts reinforce that AI demand remains strong beyond Nvidia.Current weakness as sector rotation rather than the end of the AI cycle. If chip stocks pull back while fundamentals remain intact, sentiment-driven weakness could present attractive opportunities to add quality AI names. At the same time, maintaining some energy exposure provides a useful hedge against higher oil prices and geopolitical risks.

Trump’s vociferous posturing is not going to get the Strait of Hormuz open. In his past track record of “managing” relations with other countries, he has always made things worse and this war is turning out no different. Now we are faced with the threat of blockage of another strait and free marine passage rights in danger of being undermined permanently.

AMD continues to strengthen its AI position with Microsoft adopting its Helios AI platform for Azure, adding to a growing list of major customers. Investor optimism remains high. When AMD reaches $600, I may consider taking some profits. It would be a good opportunity to reassess its valuation, long-term growth potential, and whether there are more attractive opportunities elsewhere.

Now AMD becomes the customer of Meta, OpenAI, and Oracle. Though now Singapore leans on AI to win high-net-worth flows, what will be the Singaporeans’ job opportunity.

Technology and AI shares up to moon

I'm still leaning toward buying the dip in AI and semiconductor stocks. The recent correction feels more like a sentiment reset than a change in the long-term story. AMD securing Microsoft for Helios and Google reportedly developing more advanced custom AI chips only confirm that AI infrastructure spending continues to accelerate, not slow down.

I don't see this as an "anti-Nvidia" trade. The AI market is becoming larger and more competitive, which is healthy for the entire ecosystem. Nvidia will remain a major beneficiary, while companies across memory, networking, storage and software should also capture meaningful growth. That's why I'm using this pullback to gradually accumulate my highest-conviction AI positions.

Oil and energy could stay strong if Middle East tensions escalate further, but I prefer to stay focused on where I see the biggest long-term compounding opportunity. Short-term volatility doesn't change my strategy. As long as AI demand and enterprise spending remain intact, I'll continue to add on weakness and let time do the heavy lifting.