AMD's Multi-model Signal remains long through the CPI-driven AI selloff, treating the dip as a buying opportunity. Hot CPI revived rate fears, with the CoreWeave unwind adding to the broad decline; AMD fell 5.7% in one session. x.com 

SpaceX's beat has relit the AI trade and given semiconductors a fresh catalyst. Chips led Wednesday's close, with AMD, Nvidia, Micron, Marvell and Broadcom all up, but SMH is still below its 21-day average near 594. It needs to hold 536 and reclaim 562 before buyers regain control; 594 is the next test. x.com  x.com 

AMD is the textbook example of a stock with too much priced into its valuation: it delivered flawless earnings and still sold off. x.com 

AMD has more AI accelerator market-share potential than the 7% forecast suggests. The more likely outcome is at least 15%-20% share, versus the forecast quoted from @pequityresearch. x.com 

Semiconductor leaders look better placed than high-beta stocks with poor company models. TSMC, ASML, Nvidia and memory should lead the sector and belong in the buy basket, with Broadcom not far behind. The CPU basket is only a hold: much of its upside was priced in during Intel and AMD's run. x.com 

AMD's stock has outrun its fundamentals, leaving it a bad investment at today's price despite an extremely bullish long-term outlook for the business. From April 2025 to September 2026, AMD rose 8x while revenue grew 55%; Nvidia rose 2.4x while revenue grew 118%. AMD had previously lagged despite improving fundamentals, but the market's catch-up went too far. Its risk/reward is no longer what it was at roughly 20x forward earnings in 2025; a crash could make it attractive again. x.com  x.com 

ASML's reported inability to make enough machines for the next two years is a buy signal for the whole AI stack. Its stock still sold off despite that shortage. x.com 

AMD is leading semiconductors and could reach $650 in the next three months, as Q4 should be a strong push for the sector. Its mean reversion off $440 a few weeks ago shows it wants to go much higher. The $565–530 zone is the level to watch for a break and flip into support. x.com 

AMD's fundamentals are very strong, but about 50x 2028 estimated earnings is a price that cannot be normalized for any company, under an investment philosophy that may be wrong. Per PrivPubInvestor, the stock rose from $450 to almost $650 in two weeks on CPU demand, analyst price-target hikes, new partnerships and the Helios rollout. x.com  x.com 

AMD's secured wafer supply from TSMC and ramping MI450 demand undercut Morgan Stanley's 43% cut to its AMD GPU demand forecast, especially while it leaves Nvidia's forecast untouched. The market is not buying the downgrade. x.com