MU
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AMD’s Explosive Answer to Agentic AI
It is not the first time for CPU makers. AMD’s share price surged by 15% post-market to a new high after announcing strong 1Q 2026 results, underpinned by the scarcity in the high-performance CPU and accelerator stack. It reaffirms our positive view on the CPU segment, and its potential is still underestimated by the market.… Continue reading
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What’s higher than an All-Time High?
While market hearsay warns that indices have moved too fast and prices are “too high” to chase, the tape tells a profoundly different story. To the contrary, we are witnessing a proliferation of exceptional risk-reward setups—and potentially the next generation of multi-baggers—quietly emerging from consolidation bases. The key to navigating this environment isn’t measuring how… Continue reading