Direxion Daily AMD Bull 2X Shares

WSJ: off-balance-sheet commitments across nine big tech filings

> Total: roughly $3.0T, mostly AI related, sourced from filing footnotes

> Composition: $1.2T uncommenced leases + $1.9T purchase commitments (chips, equipment, energy, services)

> $Meta Platforms(META.US) : $347B future lease commitments

> $Alphabet(GOOGL.US) : $811B purchase and contractual obligations

> $Oracle(ORCL.US) : off-balance-sheet lease commitments up about 30x in four years

Note: the $1.2T uncommenced lease figure is roughly 4x the prior year disclosure. None of it is undisclosed. It sits in the footnotes.

$Intel(INTC.US)Intel: A Turnaround Story Worth Watching 🚀

Intel is one of the biggest names in semiconductors, but the company has faced major challenges in recent years. Now, its turnaround strategy and focus on advanced chip manufacturing could make the stock interesting again.

The key question is whether Intel can execute, regain technological leadership, and compete effectively against AMD, NVIDIA and TSMC.

If Intel succeeds, the upside could be significant. If execution continues to disappoint, investors could remain cautious.

Intel is definitely a stock to keep on the watchlist. 👀📈

#Intel #INTC #Stocks #Investing #Semiconductors #TechStocks

$AMD(AMD.US)

📌 AMD’s Q2 2026 trade recap shows record revenue of USD11.5B, driven by Data Center GPU demand. Over the next two months, momentum should persist, but margin compression and valuation risks require disciplined hedging.

AMD’s latest investment after Nividia,holding about 3.3 M shares, valued ~ USD565 M. This came via conversion of its earlier xAI investment, not fresh buying. However, it signals confidence in space-linked AI infrastructure, diversifying beyond semiconductors. This move strengthens cross sectors ties, with both firms effectively rubbing each other’s backs to balance risk and growth!

TSMC Arizona’s 2nm fab may arrive as much as four-quarters earlier than expected, media report, amid speedy progress on the chip giant’s 3rd fab (P3) in Phoenix.

Source: Dan Nystedt

Impressive...but at the same time hard to believe that by 2029, the market share for GPUs will be ~21% compared to ~79% for ASICs. Also implying a 17.5% market share for Nvidia lol.

BofA: AI Compute

$AMD(AMD.US)

Just starting to build my AMD position and I believe AMD will benefit from the run into the following 2-3 years as it continues to not only build GPUs but CPUs as well, but mainly besides having really strong fundamental growth, it has stayed one of, if not the strongest semi name technically when the pullback happened. So I am looking to capitalize on gains on the next leg up, but capping my downside in case another pullback might happen.

$AMD(AMD.US)

AMD is looking steady at these time. She has weathered the tech selloff pretty well and is well positioned for another run at her all time highs.

Fundamentally, AMD is also in a good place. Her strength lies in inference and that is exactly where the next phase of this AI revolution is heading towards.

@Captain's Treasure

$Super Micro Computer(SMCI.US) Super Micro Computer's stock climbed around 9% in premarket trading. Shares of Super Micro Computer rose after the server manufacturer's fourth-quarter results beat analysts' forecasts. SMCI said it expects revenue in its fiscal first quarter to reach between $14.5 billion and $15.5 billion, surpassing mid-point consensus of $11.8 billion. It comes as the group sees its server solutions optimized for artificial intelligence fuelling future revenue as the build-out of data centers accelerates. "Super Micro continues to be one of the leading players in the AI server market with next-generation GPUs and broader technical capabilities encompassing areas like liquid cooling, now spanning up to modular AI infrastructure via DCBBS [data center building block solutions]," analysts led by Joseph Cardoso, wrote in a note on Wednesday. However, while demand remains strong, we continue to see variability tied to customer timing, mix sensitivity, working capital intensity and customer concentration. @Captain's Treasure

$AMD(AMD.US)

AMD remains one of the most interesting semiconductor stocks to watch as demand for AI infrastructure accelerates.

AMD’s latest results showed strong momentum: Q2 2026 revenue reached about $11.5B, up 50% year over year, while Data Center revenue surged 107% to $6.7B. Management also guided Q3 revenue to roughly $13B, above the roughly $12.5B Wall Street expectation. (Reuters⁠)

The bigger question is valuation. At around $474/share, AMD is already priced for significant future growth, so simply beating estimates may not be enough—the company needs to keep delivering strong AI and data-center growth.

Bull case: AI accelerator demand, EPYC server growth, and continued market-share gains could drive substantial earnings growth.

Risk: Competition, margins, export restrictions, and a high valuation leave less room for disappointment.

Bottom line: AMD’s fundamentals look strong, but at this valuation, execution matters enormously. It’s a stock I’d be watching closely rather than chasing blindly.

#AMD #AMDStock #Semiconductors #AI #ArtificialIntelligence #Stocks

TSM's July revenue rose 44% which is way ahead of their own 40% full year guidance. TSM remain the key to many other companies like Nvidia, AMD, and now more recently even companies trying to turn self sufficient like Amazon & Google are also turning to TSM for orders. In my opinion, there is definitely still room to grow for TSM.

Woah, $Riot Platforms(RIOT.US) announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Fermi(FRMI.US) Fermi Signs 15-Year TensorWave AI Data Center Lease Worth Approximately $6.5 Billion - $AMD(AMD.US)

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Cantor Says Semiconductor Selloff Is "Overdone," Reiterates AI Bullish View

Just some near term events:

$AMD(AMD.US)

AMD looks like a good topic for today. It reported good results but price retreated. To be fair, it has rallied quite a fair bit since last week so was due a breather.

It has been consolidating around these levels which is good to store energy before another push to new highs. Hopefully!

@Captain's Treasure

$AMD(AMD.US) buyers spotted stepping into the $482.5C for 08/07, loading up with over $1.43M in premium.