I thought $AMD ’s growth is enough for me, and I can sell now.
Discussione su AMD
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426ATH 🚀🚀 +110% TTWROR
Bull Market Stock Portfolio Management.
Screenshot day.
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Chips – Intel & AMD
$INTC (-1,64%) is in early talks with $AMD (-3,56%) to manufacture some of AMD’s chips at Intel fabs, per Semafor. Most AMD designs are currently made by TSMC, which still leads in advanced tech. Any deal would likely cover less advanced chips, with no details yet on scale or investment.
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Podcast episode 111 "Buy High. Sell Low."
Subscribe to the podcast so that Jusos fail.
00:00:00 Beware of private equity at Trade Republic
00:12:00 Private equity shares
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01:39:29 AMD, Intel & Nvidia
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#traderepublic
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TTWROR +104% from Aug23
Trimmed a part of $RKLB (+6,56%) (15%) and $SOFI (-2,94%) (20%) waiting for a pullback in the next weeks.
200 wma shows short term overvalue.
In watchlist:
Add to $AMD (-3,56%) position,
Whatching $NOVO B (+1,06%) , $DUOL , $CLSK (+4,7%) , $JD (-1,63%) (but i don't wanna spend my liquidity)
$BIDU (+1,09%)
$BABA (-0,87%)
$HIMS (-8,64%) i'm preparing to my first safe trim after a strong impulse
If you want to buy, enter with a first trance, and then add when the price pull back.
I think it is a great win for the long term (3-7 years)
AMD Responds to NVIDIA–Intel Deal
Following the announcement of $NVDA (-0,8%) $5B investment and partnership with $INTC (-1,64%) , $AMD (-3,56%) emphasized that its strategy remains unchanged. In a statement to Bloomberg, the company said: “Our belief has not changed that we can continue to win share from Intel. We are confident in our ability to keep innovating, grow market share, and advance AI as a top strategic priority.”
The message underlines AMD’s determination to stay competitive in CPUs and AI, despite the landmark alliance between two of its biggest rivals.
Big shopping day
From buy the dip to short the winner, everything was there again today. Almost 10k were pumped into the market again today. Somehow I can't get my Tr account updated again, so make do with the screenshots
$SBMO (-0,23%)
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$AMD (-3,56%)
$INTC (-1,64%)
$3350 (+2,83%)



+ 2

It's just too tempting!
What went down $AMD (-3,56%) went down excessively, then went up $INTC (-1,64%) went up too exaggeratedly. Logical, isn't it? I love extremes like that! They make trading fun.😉😎
Will it work again?
Probably not 200% again in 48 hours, but I thought the sell-off today at noon was totally exaggerated. $AMD (-3,56%) The price will therefore probably rise again to at least 160$ in the next few days, which would correspond to approx. 160% for the bond. I would be happy with that.
Incidentally, this is one of the classic derivative swing trades that I referred to in my explanation of my strategy. Taking advantage of short-term swings in one direction or another that are fundamentally exaggerated. A short on $INTC (-1,64%) would also be a good option. I'm still thinking about that.
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