Watching AMD closely this week. The Advancing AI event could reinforce long-term AI leadership with new hyperscaler partnerships, while strong earnings guidance may become the next catalyst for another breakout.

Longbridge - Captain's Watch
Captain's Watch

☕️ [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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