Advanced Micro Devices, $AMD, said it expects to take a charge of as much as $800 million after the Trump administration put new restrictions on semiconductor exports to China It is down 7% today.

$AMD - AMD: US EXPORT CONTROL APPLIES TO COMPANY'S MI3O8 PRODUCTS AMD EXPECTS EXPORT CONTROL MAY RESULT IN CHARGES UP TO ~$800M AMD: EXPECTS TO APPLY FOR LICENSES, NO ASSURANCE TO BE GRANTED

$AMD - AMD CEO LISA SU: WE'RE MONITORING THE TARIFF SITUATION VERY CAREFULLY

This is unusual. Marjorie Taylor Greene said on April 7th that people panicking over tariffs were "losers and failures." On April 8th and 9th, she just refiled her trades, showing she bought hundred of thousands of dollars in stocks, including in Apple, $AAPL, $PLTR, Nvidia, $NVDIA, $QCOM, $NKE, $AMD and much more when the market was deeply red. On April 9th, seemingly after the purchases, Trump announced his pause on the tariffs. Then, the stock market boomed.

PREMKT 🔸 $AAPL | +4.97% 🔸 $PTON | +4.12% 🔸 $INTC | +3.19% 🔸 $BABA | +2.53% 🔸 $AMD | +2.29% 🔸 $NVDA | +1.70% 🔸 $NFLX | +1.58% 🔸 $MSFT | +1.55% 🔸 $SNAP | +1.51% 🔸 $META | +1.50% 🔸 $AMZN | +1.15% 🔸 $TSLA | +0.99% 🔸 $DIS | +0.90% 🔸 $GOOGL | +0.90%

Advanced Micro Devices $AMD soars almost 24% for its best day since April 22, 2016 🚨📈

PREMKT 🔸 $XPEV: -11.68% 🔸 $MSTR: -9.99% 🔸 $BABA: -7.52% 🔸 $TSLA: -7.15% 🔸 $NIO: -6.79% 🔸 $NVDA: -6.35% 🔸 $AMD: -4.40% 🔸 $APPL: -4.23% 🔸 $INTC: -3.88% 🔸 $META: -3.71% 🔸 $AMZN: -3.12% 🔸 $GOOGL: -2.69% 🔸 $BA: -2.42% 🔸 $NFLX: -2.36% 🔸 $MSFT: -2.07%

PREMKT 🔸 $XPEV: -14.20% 🔸 $BABA: -11.45% 🔸 $MSTR: -10.73% 🔸 $NIO: -9.25% 🔸 $TSLA: -8.59% 🔸 $NVDA: -7.05% 🔸 $AMD: -6.02% 🔸 $META: -5.19% 🔸 $INTC: -4.33% 🔸 $AMZN: -4.27% 🔸 $BA: -4.20% 🔸 $NFLX: -3.89% 🔸 $APPL: -3.80% 🔸 $GOOGL: -3.70% 🔸 $MSFT: -3.62%

“自 2 月 19 日以来，美国股市的市值已蒸发超过 13 万亿美元。” 多于1/3 的美国36万亿国债！

Premkt $VIX: 38 $BABA: -8.29% $JD: -7.77% $XPEV: -7.49% $AMZN: -5.40% $AMD: -5.29% $INTC: -5.22% $TSLA: -5.13% $AAPL: -4.73% $NIO: -4.55% $NKE: -4.41% $MSFT: -4.38% $META: -4.25% $RIVN: -3.82% $NVDA: -3.80% $GOOGL: -3.07% $AMC: -2.27%

$NKE: -12.65% $AMZN: -9.50% $AAPL: -8.90% $META: -8.30% $TSLA: -7.40% $NVDA: -7.12% $AMD: -6.13% $GOOGL: -4.10%

Premkt $AAPL: -7.60% $AMZN: -6.45% $TSLA: -6.30% $NVDA: -5.70% $AMD: -5.32% $META: -4.80% $GOOGL: -3% $MSFT: -2.70% $NFLX:-2.60%

MARKET HIGHLIGHTS AUTOS: 🔸 GM & Ford drop as Trump imposes 25% import tax on foreign cars (effective April 3); European & Asian automakers also down. 🔸 S&P Changes: Cava ( $CAVA) replaces Altair ( $ALTR) in S&P MidCap 400 (March 31) after Siemens acquires Altair. 🔸 Crypto: GameStop ( $GME) plans $1.3B convertible notes offering to buy Bitcoin. EARNINGS: 🔸 MillerKnoll ( $MLKN): Q3 EPS $0.44 in line, revenue $876.2M (miss); Q4 guide below estimates. 🔸 Nio ( $NIO): Raises $450M via share placement for EV development. 🔸 Petco ( $WOOF): Q4 EBITDA beats, but weak Q1 & FY guidance. 🔸 Steelcase ( $SCS): Q4 EPS beats; Q1 revenue & EPS guidance above estimates. INDUSTRIALS & MATERIALS: 🔸 Chemours ( $CC) upgraded at Mizuho; 🔸 Liberty Energy ( $LBRT) upgraded at Morgan Stanley. 🔸 HB Fuller ( $FUL) beats Q1 EPS, guides FY revenue lower. FINANCIALS: 🔸 Jefferies ( $JEF) Q4 EPS misses; cites challenging capital markets. HEALTHCARE: 🔸 Medicaid overpaid insurers ( $CI, $HUM, $UNH, $ELV), per WSJ. 🔸 Nkarta ( $NKTX): Q4 EPS beats, cash runway to 2029. 🔸 Soleno ( $SLNO): FDA approves Vykat XR for genetic disorder. 🔸 Zentalis ( $ZNTL): Files mixed shelf offering up to $250M. TECH & MEDIA: 🔸 $AMD downgraded at Jefferies (AI concerns, competition). 🔸 S&P Changes: Angi ( $ANGI) replaces ODP in SmallCap 600. 🔸 3D Systems ( $DDD): Q4 EPS misses, weak FY guidance. 🔸 Concentrix ( $CNXC): Q1 EPS & revenue beat, reiterates FY outlook. 🔸 OpenAI nears $40B funding at $300B valuation (Bloomberg). 🔸 Verint ( $VRNT): Q4 EPS & revenue miss, weak FY guidance.

Good we are already up 10% but no flat stop, for now if it drops more we add $AMD

Ok start to add $AMD

Stock section $AMD Start to build my pos

Stock section $AMD It's starting to look interesting to add it to my spot stock section

有兴趣的小伙伴可以看看

收藏

厉害呀👍

Massive pump-and-dump scheme? Nope, just the $AMD / $NVDA ratio chart. 🫠

BREAKING: Guido Philip, $AMD Chief Commercial Officer, has purchased up to $500,000 of $AMD stock. This among the first stock purchases by a company insider in four years.

$AMD $INTC $ARM - AMD GAINS CPU SHARE OVER INTEL – BOFA 🔸 AMD continues to gain market share over Intel in Q4 2024. 🔸 Intel regained some desktop unit share but lost value share due to pricing cuts. 🔸 ARM adoption slower than expected but projected to accelerate in 2025. 🔸 BofA Ratings: Buy on ARM, Neutral on AMD, Underperform on Intel.

$AMD - EU Starts Reviewing AMD's $5 Billion ZT Systems Server Builder Deal EU Sets March 12 Deadline to End First Probe of Deal EU: AMD, ZT Systems Notify Merger Plans for EU Review

Advanced Micro Devices, $AMD, earnings: - Revenue: $7.65 billion, est: $7.53 billion - EPS: $1.09, est: $1.08

It's not been a fun year for $AMD

If you thought last week was a big one for earnings.. hold onto your butts... $AMD $AMGN $AMZN $AFRM $CMG $DIS $FTNT $GOOGL $ICE $LLY $NVO $NXPI $PLTR $PYPL $QCOM $RBLX $SPOT $UBER

BREAKING: Look at this. Marjorie Taylor Greene has purchases hundreds of thousands in stock. She bought shares of Amazon, $AMZN, Nvidia, $NVDA, Google, $GOOGL, $AMD, $CAT. She bought up to $500,000 in US Treasury Bills. And unusually, she bought bitcoin exposure with $IBIT.

BAIRD: BUY NIVDIA, AMD AMID DEEPSEEK SELLOFF 🔸 DeepSeek launch raises AI power, complexity concerns 🔸 Strong AI demand persists despite uncertainties 🔸 GPU evolution seen as hardware-driven; skeptical of workarounds 🔸 $NVDA less pricey than $AVGO; AMD offers best value 🔸 Recommends buying $NVDA, $AMD on dips 🔸 Top picks in chips include $NVDA, $MU, $SMTC, $HIMX

Good morning to everyone:

Good night to everyone:

BREAKING: Numerous traders used our Market Impact and Market Tide charts to take some $NVDA $AMD off on Friday. Take a look a the chart. You can see market tide was overwhelmingly negative on $NVDA (in fact the most negative sentiment in final 15 minutes on friday), while $META was the highest positive contributor. You can see the curl in the final minutes!!!! $META hit ATHs today, $NVDA fell 17%

盘前有点猛

Premkt $NVDA: -11.10% $MSFT: -6.12% $COIN: -5.44% $AMZN: -4.97% $AMD: -4.73% $MSTR: -4.64% $META: -4.34% $GOOGL: -4.03% $TSLA: -3.34% $AAPL: -0.94%

美股盤前： $NVDA: -10% $MSTR: -7.12% $COIN: -5.52% $AMD: -4.86% $META: -4.28% $MSFT: -3.46% $AMZN: -3.43% $TSLA: -3.30% $GOOGL: -3.22% $AAPL: -1.81%

⚠️

Premkt $NVDA: -8.06% $MSTR: -7.12% $COIN: -5.52% $AMD: -4.86% $META: -4.28% $MSFT: -3.46% $AMZN: -3.43% $TSLA: -3.30% $GOOGL: -3.22 $AAPL: -1.81%

MORNING BID 🔸 $CWAN acquires $ENFN for $11.25/share, totaling $1.5B, including $30M to end Enfusion's tax agreement. 🔸 $NVDA and $AMD drop due to new U.S. AI chip export controls, effective in 120 days. 🔸 $UNH, $CI, $CVS, $HUM up after U.S. proposes 2.2% increase in 2026 Medicare Advantage payments. 🔸 $SAGE confirms $BIIB $7.22/share acquisition proposal. 🔸 $EXAS reports Q4 revenue $713M, FY24 $2.76B; plans three new cancer tests in 2025. 🔸 $HOLX Q1 revenue $1.022B, slightly below expectations due to currency impact. 🔸 $JNJ to buy $ITCI for $132/share, valuing deal at $14.6B. 🔸 $NTRA Q4 revenue $472M, FY24 guidance $1.7B. 🔸 $RXST FY25 revenue guidance $185M-$197M, gross margin 71%-73%. 🔸 $BEN AUM dropped to $1.58T in Dec '24 from $1.65T in Nov '24 due to market downturn and $18.9B net outflows. 🔸 $LZ upgraded by JPMorgan to Overweight from Underweight, price target raised to $9 from $8. 🔸 $CLMT secured a $1.44B DOE loan to expand its Montana Renewables facility. 🔸 Biden admin delayed Nippon Steel's (NPSCY) $14.9B bid for $X to June, after blocking it on Jan. 3 for national security. 🔸 $ASO highlighted by Barron's for recovery potential in 2025 despite recent sales dips. 🔸 $BNED files for a $100M mixed shelf offering. 🔸 BMW saw sales decline due to China demand drop and recalls. 🔸 $BOOT Q3 EPS $2.43 vs. $2.05 est., revenue $608.2M vs. $593.45M, with 8.6% same-store sales growth. 🔸 $HSY CEO Michele Buck to retire by June 30, 2026. 🔸 $KSS to close San Bernardino EFC and 27 stores by April 2025, incurring $60M-$80M in charges. 🔸 $LULU ups Q4 EPS to $5.81-$5.85, revenue to $3.56B-$3.58B, with gross margin up 30 bps. 🔸 $JWN reports 4.9% net sales, 5.8% comp sales growth for holiday, expects 2.5%-3.5% comp sales growth for FY24.

So it's the weekend and that means time to relax/take it easy...what that looks like over hear is 2 a days in the gym, loading up on nature's medicine(steak, eggs, fruit, veggies), and diving into the charts 💪 -Weekend Agenda for Subs Video: $BTC Miners what I saw in $MSTR prior to its 4x move that I'm now seeing in the miners Charts: Speculative paths+Upside/Downside targets Early Expansion- $LCID, $MBLY, $RIVN, $LTC Expansion- $BTC, $SQ, $PLTR, $ARKK, $NVDA, $DOGE, $XRP, $AMZN, $MSTR Pre-Expansion- $MARA, $CLSK, $RIOT, $IREN, $BTBT, $WULF, $CIFR, $BITF, $WGMI Bottom Formations- $BLNK, $AMC, $ARKG, $CELH On-Going Corrective- $TSLA, $AMD, $MU, $LMND Requests- Subscribers chart requests will be posted

Weekend Updates in Subs: Video: #BTC/proxies-Securing gains strategy Charts: Speculative paths and near term targets Expansion: $BTC, $GME Bottom formations: $CLSK, Miners/#BTC, $ACB, $TLRY, $CGC, $LCID On-going corrective: $SMCI, $AMD, $TSLA, $LMND Subscriber request: $GRAB, $XPEV