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Mike
@MikeLongTerm
Long Term Investor Largest Holding $AMD $PLTR $TSLA Others $XYZ $HIMS $GRAB $TSM $AMZN $NVDA $LMT $ETH $BTC $META $GOOGL $WING $ADBE $BROS Not Financial Advice
加入 July 2020
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$AMD | Fairly large FOMO order end of week! I talked about how under-owned @AMD was for months and years. We are only less than 2 months away from Q3 ER, so I do expect certain level of FOMO from "smart money" into Nov. Everything is getting ready for my year end personal price target. Not Financial Advice! DYOR!
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BREAKING $AMD | Northland see $4T AI-as-a-Service🚨 Northland think “The firm’s analysis of data points from @nvidia ( $NVDA ), @AMD ( $AMD ) and @amazon ( $AMZN ) leads it to raise its long-term AI-as-a-Service market sizing to about $4T, or about five times larger than capacity it estimates will be in place by end of calendar year 2027.”
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