AMD

Nvidia and AMD have just completely changed the artificial intelligence market . Nvidia has just announced a massive share buyback program. They have announced a new innovation in the security of AI agents , which is impressive given how quickly they are moving.

AMD has also just announced an acquisition deal.

So, it was a good day for AMD , rising over $10,000.

If you own any semiconductor stocks, such as AMD, Nvidia, Micron or any of those stocks, I have big news for you today and we will discuss where semiconductor stocks are headed from now on.

And then there's AMD.

And remember, when we're talking about Micron, they sell a lot of memory to companies like Nvidia and AMD for their various chipsets.

And so as more supply comes online, if we start to see average selling prices go down, I think there will be an an increase of how much HBM that AMD and Nvidia actually purchase.

Jose why why why doesn't that fear happen to Nvidia? Why is it only happening to Mike or Dell? like why or AMD why is it only in Micron that's getting that fear

AMD, you said at 639 it looks like it will go down. We got the sell signal here and the trend reversed at 612. The sell signal was at 640, and the all-time high was 645. I said 639 last week.

But just as we can see when things lose their momentum on the rise, we can see when they lose their momentum on the fall. And I think if you look here, it seems we are bouncing off well at the $600 level .

From $600 to $604. It seems she wants to return to the top.

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.

AMD has become a trillion-dollar company , and the growth in its data center business explains why investors are so interested in it . In the second quarter of 2026, AMD generated $11.5 billion in revenue, a 50% year-over-year increase.

For example, we saw this explosion in AMD's stock. To be fair, we had expected a breakout around the mid-forties here. It happened, but things got pretty crazy.

We have reached a level of 645 in AMD stock. It is in the "overbought" zone on the daily chart. It is in the " overbought" zone on the weekly chart. I just think some of this is a bit premature because I don't think we need that many processors.