AMD is bouncing off the 452 support line; this level is considered strong and stable.

AMD is trying to push green.

Uh, what are they talking about with AMD over here right now AMD is up about four today. Uh, this was one of the lines we talked about in our alpha report this morning.

one of the shorter term bounces we were looking for was AMD off of this 452 line. 452 is, uh, you know, one of my purple lines. So it's it's near highest uh next to the highest uh the orange line in terms of strength and stability and how how frequently we bounce there. So pretty good bounce here uh on AMD.

the inference chip basket. Okay, so you've got obviously Nvidia, which would could be at the 5090 level, it could be at the 6000 level, uh it could be at the Groke level, etc. Right?

You've got Broadcom for A6. You've got and and the Google TPU, which is also in partnership with um Broadcom. You've got Marll A6 and uh you obviously you've got AMD competing TSM as uh the upstream sort of manufacturer manufacturer.

You've got uh ASML as the upstream manufacturer for the manufacturer, right? But um who am I missing on on like I mean there are obviously a ton of other individual you know chip component manufacturers chip components uh like LSCC's in there uh you know plus many others uh Vertive etc right but I mean this is more of like your your traditional like let's this is I'll just call this more the traditional um you know all chip stocks we think and this this would be more inference only so I'm going to say not not the big boys like Vera Rubin. and uh you obviously you've got AMD competing

This is server CPUs expected to jump 50% year-over-year in 2027. That's kind of bullish. Vera and AMD at Nvidia and uh AMD. You've got Intel CPU sold out in 2027.

even since the 17th. Let's go back out. Yeah, here's AMD stock. Here's Marll. This was peaked out right around the suckening.

we um uh you know, we we ended up uh calling out AMD in our course member live streams. We're like, man, this is going to be good for AMD. The freaking thing doubled.

Broadcom's still flat. AMD is still sitting at about 775. It's been pretty stable there. A couple percent over here on Nvidia been pretty stable on the day.

Wow, almost that full 5% hold there on AMD. That's nice.