$AMD heating up with 5 bulls vs 1 bear in 24hrs.
Bulls stacking on the AI infrastructure play:
• Full-stack positioning: GPUs, CPUs, networking, software, power
• @MrMikeInvesting calling $1,800+ by end of 2031 (current ~$487)
• Thesis: end-to-end AI ecosystem finally complete
Bear case from @ArtofSpecuycky:
• Earnings risk ahead
• Options gamma negative between $450-$400
• If results miss, downside pressure could accelerate fast
Market's pricing in upside but hedging hard on the downside. Watch that $450 level.
Bulls stacking on the AI infrastructure play:
• Full-stack positioning: GPUs, CPUs, networking, software, power
• @MrMikeInvesting calling $1,800+ by end of 2031 (current ~$487)
• Thesis: end-to-end AI ecosystem finally complete
Bear case from @ArtofSpecuycky:
• Earnings risk ahead
• Options gamma negative between $450-$400
• If results miss, downside pressure could accelerate fast
Market's pricing in upside but hedging hard on the downside. Watch that $450 level.