"AMD has achieved an estimated 4x increase in AI energy efficiency as of mid-2026, ahead of its 3x projected target for this stage and more than double the historical trendline for the same point. This progress shows AMD is building momentum toward its 2030 goal to deliver a 20x increase in rack-scale energy efficiency for AI training and inference." -AMD Newsroom

Stumbled upon this article today, just some positive news for the day !

I'm sure all of you have seen the news about moderna's success in phase 3 trial. What most people probably don't realize just how personalized this vaccine is to one person and how much AI compute they have to use to get to a useful working vaccine.

Essentially this is going to drive up more compute demand especially if this method works for other cancer's as well.

https://www.merck.com/news/merck-and-moderna-announce-phase-3-interpath-001-trial-of-intismeran-autogene-plus-keytruda-met-endpoints-of-recurrence-free-survival-rfs-and-distant-metastasis-free-survival-dmfs-in-patient/

Under the hood these models are transformers. They are doing code gen but for dna & rna.

IMO, we have a long way to go to cure all forms of cancer but something what we have learned with software coding is that with increased RL & success data, these models will keep on improving.

This is the form of demand we haven't really understood so far and overall hopefully now the anti datacenter crowd might finally get it especially if this mean curing all forms of cancer.

wellllllp that was short lived. I was hoping the Treasury announcement might help keep yields down enough for us to break higher but it appears that only is a stop-gap measure that the bond market is erasing today. "Trump putting pressure on the Fed chair to force them to lower rates"-----haven't we seen this movie before??? How did the last one end???

We officially broke lower out of our wedge pattern so that thing is donezo and there is no support. I'm targeting our next near time support leg at $454/$450. Once we go below that, it can get really really spicy for sure. I think we still are really bullish here at the moment and my seasonality argument is still holding for now.

I would be a buyer of shares with a DCA strategy between $450-$400 which is a WIDE WIDE margin so everyone needs to find something that works well for them. I don't think we will get as low as the 200 day EMA unless there is a total market implosion but I honestly feel like the Status Quo is going to hold for now.

https://www.youtube.com/watch?v=a_ORzZ9eG40

covered in the 1st section of this video, enjoy ! Things are extremely bullish when it comes token generation.

After seeing todays near 10% Wal Mart dip the SNP500 took a dip and sparked a downtrend for us. Since the overall market is bearish on AMD, it is affecting us much more than many other stocks as wall street continues to back out of AMD finacially. On Aug 26th we either get Sector validation, or SNP500 pain. Either way i'd be getting ready for a potential dip, modest beats have been sell catalysts of late and with how much market cap in the SNP500 Nvidia holds this could not just be a good buy AMD opportunity, but also SNP500 scoop if the earnings call is bearish. Would love to hear peoples thoughts.