$GOOG (+1.92%)

$AMD (-0.98%)

$NVDA (-0.36%)

https://www.youtube.com/live/8UWKxJbjriY

$AMD (-0.98%)

The analysts at Wedbush currently see strong potential in AMD shares and have significantly raised their price target ahead of the Q3 figures. Particularly exciting: the AI GPU business is increasingly taking center stage.

AMD is thus increasingly positioning itself as a serious competitor to NVIDIA in the field of artificial intelligence. If the company impresses with its upcoming quarterly figures, this could be an important catalyst for the share.

Personally, I find the topic of AI GPUs extremely interesting - AMD still has a lot of catching up to do here, but also enormous growth potential.

#ki
#amd
#nvidia
#halbleiter
#chip

Hello everyone,

I have cleaned up my portfolio a bit and trimmed it to 30 positions (please ignore the very small positions, it is more expensive to sell them than to keep them). The different ETFs on msci, msci em, dax and NASDAQ are due to historical reasons (sub. Deposits, change from synth. To physical replication, too many taxes with complete change). At the end of the year I will sell the 2 DWS old funds and then have the tax refunded promptly --> grandfathering. I just don't know where to switch to.

I am currently saving:

$TDIV (+0.2%) 250/m

$IWDA (+0.22%) 600/m

$IEMA (-0.02%) 250/m

$EQAC (+0.09%) 250/m

$ALV (-0.48%) 50/w

$KO (-0.11%) 50/w

$PEP (+0.06%) 50/w

$UNH (+0.02%) 50/w

$V (+0.16%) 50/w

$ULVR (+0.24%) 50/w

And I reinvest the dividends from $O (+0.25%) and $MAIN (+0.26%) monthly

I try to have all positions that I want to hold long-term at 2-4 percent (exceptions: ETFs, $EWG2 (-1.01%) and $BRK.B (+0.14%) )

At the moment semiconductors ($AMD (-0.98%)
$PLTR (-0.46%)
$MU (+0.27%) and $MPWR (+0.94%) ) are my "yield positions", which I would like to sell if the price continues to rise.

But at the moment I'm lacking inspiration. What is my portfolio missing in the long term? Which themes could I "play" to achieve short-term returns. Or just leave everything as it is.

I would be grateful for any opinions.

Greetings 👋

$AMD (-0.98%)

$ORCL (-0.78%)

Have you noticed what's going on between AMD and Oracle? 👀

Oracle is increasingly relying on AMD Epyc chips for its cloud servers - and that's no coincidence. The components deliver more power with less energy consumption. An absolute game changer for data centers. 💪

While $NVDA (-0.36%) is currently in the spotlight everywhere, AMD is working quietly and cleverly in the background on deals that carry real weight. Oracle is expanding its cloud offerings with AMD chips, and that's where the exciting leverage lies:

@cloud is growing

@AI needs computing power

@AMD supplies the right hardware

You can really see how AMD is gradually expanding its position in the high-performance sector. And if Oracle continues to scale (which they will), this could become a huge growth driver for AMD in the long term. 📈

Personally, I see a story here that the market has not yet fully priced in.

In my opinion, AMD has a lot of upside potential, especially if AI, cloud and servers continue to explode.

What do you think - is AMD on the verge of the next big wave?

#AMD
#Oracle
#KI
#Cloud
#Investing
#Aktien
#Techstocks

Infineon $IFX (-1.64%) is the global market leader in power semiconductors, i.e. the chips that are essential for powering data factories. Business is going better than ever before - but this is probably just the beginning. "The demand for power semiconductors for AI data centers is increasing massively," Infineon top manager Richard Kuncic told Handelsblatt.

The high investments are a blessing for Infineon in two respects.

Firstly, the company is benefiting from the sheer number of new server farms. In recent weeks, OpenAI has signed contracts worth billions with Oracle, Nvidia and AMD. "There is huge demand," said founder Sam Altman last week, but "we are so constrained by computing power."

Other companies are also investing unprecedented sums in data centers. Analysts at Jefferies speak of more than 300 major projects in the United States alone. The four largest hyperscalers, i.e. providers of computing power, would spend 90 billion dollars on new facilities every quarter.

Secondly, more and more power semiconductors are required to supply computers with energy. According to Kuncic, a server cabinet today contains such chips worth between 12,000 and 14,000 euros. This covers the energy requirements of 128 graphics processors, so-called GPUs. GPUs are supplied by companies such as NVIDIA $NVDA (-0.36%) and AMD $AMD (-0.98%) They are the core of AI computers.

According to Kuncic, engineers will accommodate 576 GPUs in the next generation of server racks. This will increase the value of the power semiconductors to more than 100,000 euros.

But that's not all. Kuncic: "More and more fields of application are emerging for AI. This is also increasing the demand for power semiconductors." Until now, companies such as OpenAI have mainly used the computers to train AI models at great expense. In the future, however, AI will be used much more frequently.

Europe's largest semiconductor manufacturer promised its investors sales of AI power semiconductors of 600 million euros for the past financial year, which ended on September 30. At the beginning of August, CEO Jochen Hanebeck said that this figure is set to rise to one billion euros in the new financial year.

It is possible that the CEO will increase this forecast in mid-November when he presents the latest results and ventures an outlook for the new financial year.

Infineon supplies the entire value chain with its power semiconductors, from the producers of transformers to computer manufacturers such as $DELL (+1.82%) Dell , $DELTA (-1.37%) Delta and $HPE (+0.2%) HP, to operators such as $AMZN (-0.78%) Amazon and $GOOGL (+1.97%) Google.

Together with Nvidia, the world's most valuable corporation, the Munich-based company is developing the next generation of power supply systems for AI data centers. The company made the announcement this spring.

With a market share of just under 18 percent, Infineon is the world's top-selling supplier of power semiconductors. The number two, US competitor Onsemi $ON (+2.41%)has around nine percent. Infineon is far ahead of its competitors in terms of technology and production, according to Deutsche Bank analyst Johannes Schaller last week.

Source text (excerpt) & graphic: Handelsblatt, 15.10.25

$AMD (-0.98%)

However, there are 2 resistances to overcome on the way to $230, $218.9x and $222.

If this is not successful and the price bounces off the $222 resistance, for example, a correction to around $206 would be realistic and if this mark does not hold, it could well fall to around $180.

https://www.tradingview.com/x/4ByyrefM/

$AMD (-0.98%) and $ORCL (-0.78%) are significantly expanding their partnership and are planning a gigantic AI supercluster with 50,000 AMD Instinct MI450 GPUs from the third quarter of 2026. The project is based on AMD's new "Helios" rack design, combined with the upcoming EPYC processor generation and Pensando network technology. The aim is to create an open, scalable platform for high-performance AI workloads. According to AMD manager Forrest Norrod, open collaboration is at the heart of the strategy to make AI infrastructure more efficient and flexible. The deal follows recent major orders from OpenAI and Microsoft - and underlines AMD's growing importance in the global competition for powerful AI hardware.

$ISRG (+0.68%)
$PATH (-1.16%)
$RR

Here is an exciting overview, for me the most attractive in terms of growth/potential of the stocks I know $RR
$PATH (-1.16%) also $ISRG (+0.68%) I would perhaps add to the portfolio again in the event of a correction. However, there are some stocks I don't know either.

What do you think are the most exciting stocks on the list, where should we perhaps take a closer look?

$AMZN (-0.78%)
$MSFT (+0.45%)
$NVDA (-0.36%)
$AMD (-0.98%)
$GOOGL (+1.97%)
$GOOG (+1.92%)
$RIO (+1.07%)
$ALB (-0.43%)
$INTC (-0.91%)
$PLTR (-0.46%)
$IRBT (+2.45%)
$SYK (+0.23%)
$MDT (-0.19%)
$LMT (+0.02%)
$DPRO (-3.56%)