Rate Of ReturnAMD continues to strengthen its AI position with Microsoft adopting its Helios AI platform for Azure, adding to a growing list of major customers. Investor optimism remains high. When AMD reaches $600, I may consider taking some profits. It would be a good opportunity to reassess its valuation, long-term growth potential, and whether there are more attractive opportunities elsewhere.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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