Portfolio Update: Up 130% YTD ➤ 4 new additions to the portfolio in the last month ➤ 5 positions with 100%+ returns over the last 8 months ➤ 54% exposure to semiconductors and 32% to data centers hypertechinvest.com/p/portfo…

As a European, I'm all in on improving trade relations with China. Give me some affordable Chinese EVs

Value investors when you buy an AI stock instead of a Lithuanian forklift-parts manufacturer trading at 0.3× book

🚨Lisa Su dropped a bombshell Yet nobody has caught it $AMD's MI450 will use 2nm technology, while $NVDA's Rubin will use 3nm A massive power and efficiency advantage This is breaking news, and I don’t understand why nobody is reporting it

For the first time in history $AMD has reached a 50% market share in server CPUs It marks the end of an era for $INTC

$AMD 🚨 Lisa Su said the quiet part out loud Again, no one caught it You can thank me later Listen to her: “As much as we love working with OpenAI, we’re working with other customers as well. There’s a lot of excitement around the industry about MI450, and we’re ready for it.” she said while she could barely hold her smile The moment she starts talking about validation, you can see her carefully choosing her words, not wanting to spill the beans She ends the comment with a proud, happy face If you know, you know.

🚨 $AMZN just bought $85 million in $AMD shares As reported in their latest 13-F Do they know something we don’t? A large purchase for AWS? Anyway, extremely bullish!

If your portfolio isn’t down at least 5% on the day, you’re not trying to build generational wealth

$AMD will power Grok in $TSLA vehicles Only cars equipped with an $AMD Ryzen processor will be able to run these AI models

JUST IN: $ORCL signed a multi billion dollar contract with $AMD to build a cluster of 30,000 of their latest MI355X GPUs

Lisa Su secured a $10B investment from Saudi Arabia for $AMD Nothing but bullish news for the stock lately

$AMD has achieved 45% GPU market share in Japan and is targeting 70%

🚨 UBS Raises $AMD Price Target from $150 to $210

🚨 Elon Musk announced today on CNBC that $TSLA and xAI are looking to buy 1,000,000 GPUs from both $NVDA and $AMD

Popular Stocks % Drop from All-Time Highs $BMNR –73% $RDW –76% $BTQ –56% $ONDS –54% $MSTR –50% $ZETA –46% $RCAT –44% $BITF –44% $UMAC –43% $SOUN –42% $HIMS –40% $RGTI –40% $SMR –40% $OKLO –39% $ALAB –37% $QBTS –37% $OUST –36% $NNE –33% $CCCX –32% $ASTS –32% $TEM –31% $IONQ –31% $RKLB –30% $KRKNF –27% $NBIS –20%

🚨 JUST IN: $IREN ANNOUNCES THE PURCHASE OF 1,100 MI350X

$AMD In Lisa we trust

🚨 BREAKING: $IBM says key quantum computing algorithm can run on conventional $AMD chips IBM announced it has developed an algorithm to run alongside quantum chips that can address such errors on a field-programmable gate array (FPGA) manufactured by $AMD The Xilinx acquisition is paying off $AMD is playing the long game on all fronts Jay Gambetta, IBM’s VP of quantum efforts, said the work showed that IBM's algorithm not only works in the real world but can also operate on a readily available $AMD chip that is not “ridiculously expensive.” “Implementing it, and showing that the implementation is actually 10 times faster than what is needed, is a big deal,” Gambetta said in an interview IBM has a multi-year plan to build a quantum computer called Starling by 2029. Gambetta said the algorithm work disclosed Friday was completed a year ahead of schedule

$AMD CEO Lisa Su Visited the White House Today "We're trying to accelerate AI leadership for the United States, and certainly we think this Administration has done a lot for that... We're happy to be a part of this."

These are all of the AI data-center operator plays available in the market right now: $CRWV | CoreWeave | MC: $61B $NBIS | Nebius Group | MC: $26B $IREN | Iren | MC: $15B $GLXY | Galaxy Digital | MC: $15B $APLD | Applied Digital | MC: $9.5B $CIFR | Cipher Mining | MC: $8B $RIOT | Riot Platforms | MC: $7.8B $MARA | Mara Holdings | MC: $7.5B $CLSK | CleanSpark | MC: $5B $WULF | TeraWulf | MC: $5B $HUT | Hut 8 Corp | MC: $4.3B $BITF | Bitfarms | MC: $2.3B $HIVE | Hive Digital Technologies | MC: $1.2B $WYFI | WhiteFiber | MC: $1B $SLNH | Soluna Holdings | MC: $0.2B $DGXX | Digi Power X | MC: $0.2B

$AMD reportedly raising MI350 prices by nearly 50% Pretty bullish They’re probably seeing strong demand

🚨 $NVDA is reportedly delaying the launch of Rubin due to a redesign aimed at better matching $AMD MI450 Things are changing Source: Fubon

$AMZN sold all its $AMD shares last quarter, fully exiting its 0.05% stake

🚨 $AMD Reaches an 80% Market Share of Amazon's CPU retail sales

Ray Dalio's Bridgewater increased its stake in $AMD by 20%, bringing the total to 2.2 million shares, or 1% of the portfolio

🚨New Forbes Article: $AMD Stock to $330? Everyone, get ready, the $AMD train is leaving the station!

The CUDA moat is coming to an end soon. $AMD has finally partnered with Tinygrad to improve its software stack for developing AI models using Instinct Accelerators. This is extremely important, as Tinygrad has demonstrated that with its rewritten AMD stack, $AMD GPUs can outperform Nvidia’s. This collaboration also helps Tinygrad add to the open source ROCm community and makes AMD GPUs much more valuable. Tinygrad’s CEO has even purchased $250K worth of AMD stock because of the potential he sees in it.

🚨 RUMOR: $AMZN to place a large order for $AMD MI355X GPUs CNBC’s David Faber reported on “Squawk On The Street”: “I am hearing some talk though that involves perhaps a GPU win for $AMD from AWS”

$AMZN didn’t sell a single $AMD share last quarter They now hold $122M worth of $AMD shares

🚨 $AMD Executive Vice President and CCO Phil Guido purchased $1M worth of shares A huge vote of confidence for shareholders Management only buys for one reason

🚨 New Street raises price target on $AMD to $230 from $150

Bank of America now thinks $META will be a customer of $AMD MI450

$AMD price target raised to $270 from $180 at JPMorgan

Barclays raises $AMD price target to $300 from $200

I find myself coming back to this "debate" Martin was more knowledgeable, yet he was the one who lost money This is a lesson for investors: don’t fight momentum The market can stay irrational longer than you can stay solvent

$AMD Announced xAI as a new Customer last Quarter Now xAI is set to raise up to $12 billion in debt for AI expansion Will we see a large MI355X or MI400 order?

What’s your largest holding right now? Mine is $AMD

🚨 ARK’s Cathie Wood sells $AMD stock and buys $BABA and $BIDU

It’s now $AMD vs $INTC + $NVDA Lisa Su is making Jensen take some sharp turns lately $AMD has the full stack: CPU + GPU + DPU + NPU + NIC From the data center to the retail consumer From the rack to the chip $NVDA still has to rely on a failed company like $INTC

🚨 $AMD sells 9 out of the 10 top-selling CPUs on Amazon What was once almost an $INTC monopoly Is now dominated by $AMD

🚨 Daniel Romero (me) upgrades $AMD to a Strong Buy rating and raises the price target to $500

$AMD in a Nutshell

𝐌𝐲 𝟔 𝐌𝐚𝐢𝐧 𝐒𝐭𝐨𝐜𝐤𝐬 𝐟𝐨𝐫 𝟐𝟎𝟐𝟓 1. AMD | $AMD • Data Center & AI Leadership: AMD's EPYC processors have become the go-to choice for hyperscalers, surpassing Intel in data center revenue for the first time. Its powerful Instinct AI accelerators are set to gain substantial market share in AI and data processing. • Integrated AI Solutions: $AMD is moving toward integrated, AI-optimized server designs, combining advanced semiconductor expertise with acquisitions like Pensando. This positions AMD to rival NVIDIA’s dominance. • Growth in Consumer & Enterprise: $AMD is gaining momentum in both consumer and enterprise CPU markets, eating into Intel's market share, especially in server and desktop processors. • Technology & Infrastructure Synergies: Collaborations with ZT Systems and efforts to develop integrated server systems will enable $AMD to offer complete end-to-end solutions in AI and semiconductors. • Exciting AI Expansion at AMD: Chris Sosa, Director of Engineering - AI Software at $AMD, announced plans to double their team size every six months, focusing on GPU infrastructure. Key opportunities include open-source contributions to scale inference, building MLOps platforms (GPUaaS for training and inference), and leading DevOps architecture to shape AMD's next-gen inference platform. They're seeking both senior and junior engineers, with Kubernetes and ops expertise as a plus. • Strengthening ROCm with Silo.AI and Nod.ai Acquisitions: $AMD’s acquisitions of Silo.AI, Europe’s largest AI lab, and Nod.ai, an open-source AI software expert, bring over 600 AI experts to the company, including 125 PhDs. These teams have deep experience optimizing AI solutions for AMD hardware and working with ROCm. Their expertise will be crucial in strengthening ROCm’s performance, addressing software weaknesses, and accelerating AI model deployment across AMD’s product portfolio, from data centers to edge devices.

$AMD is rising from the ashes like a Phoenix

The stock market isn't a serious thing anymore How the FUCK is $KULR a $1b company with $3m in revenue in the last quarter and 50% operating LOSS

Why is everyone talking about $IREN and $OSCR instead of whatever this is? I just missed out on generational wealth again in only 5 days

🚨BREAKING: BofA keeps $AMD at Buy with a $200 Price Target

The CUDA moat is sooner to be over $AMD says MI300X delivers over twice the DeepSeek throughput compared to $NVDA's H200 This impressive performance is boosted by AITER, $AMD's new library of optimized AI kernels that accelerates training and inference on its GPUs AITER has instantly doubled the inference performance of the MI300X from 6484.76 tok/s to 13704.36 tok/s

$AMD reports Q3 earnings on November 4 This is what the market is expecting: 🟢 Revenue growth: +28% YoY 🟢 EBITDA growth: +39.5% YoY 🟢 EPS growth: +27.2% YoY

🚨 Morgan Stanley expects $AMD to double its advanced packaging demand at $TSM in 2026 Doubling $NVDA growth This projection is driven by massive expected demand for MI355 and MI400 Mega bullish

$AMD Presented today the $NVDA killer in the retail segment In 6 months they’ll present the $NVDA killer in the data center segment

The Trump Administration wants to bring chip manufacturing back to America Here are some plays so you can profit off it: $MU (Micron) — The largest US-based memory foundry, producing DRAM, NAND, and HBM in Idaho, Virginia, and Utah. The only American supplier of advanced HBM for AI datacenters. $SKYT (SkyWater) — The largest US pure-play foundry, with 200 mm fabs in Minnesota and Florida. Specializes in rad-hard, aerospace, and defense chips under DoD Trusted status. $INTC (Intel) — The only US-headquartered leading-edge logic maker, with 300 mm fabs in Arizona and Oregon plus advanced packaging in New Mexico. $GFS (GlobalFoundries) — At-scale US pure-play foundry with a 300 mm fab in Malta, NY, focused on auto, RF, and aerospace chips. $TXN (Texas Instruments) — Analog leader with 300 mm fabs in Lehi, UT, and Sherman, TX, home to one of the world’s largest analog sites. $ON (ON Semiconductor) — Expanding US power and auto chip output, including the 300 mm East Fishkill, NY fab. $WOLF (Wolfspeed) — Runs the world’s first 200 mm silicon carbide fab in Mohawk Valley, NY, vital for EVs and high-power devices. $MCHP (Microchip) — US microcontroller maker with fabs in Arizona, Colorado, and Oregon producing 200 and 300 mm wafers. $ADI (Analog Devices) — Mixed-signal leader with fabs in Massachusetts and Oregon, supplying industrial and defense-grade chips. $COHR (Coherent) — Key US supplier of silicon carbide substrates and epitaxy from North Carolina, critical for EV and defense power systems. $AMAT (Applied Materials) — The largest US chip equipment maker, providing deposition, etch, and inspection tools across fabs. $LRCX (Lam Research) — US leader in etch and deposition, with high share in advanced logic and memory lines. $ACLS (Axcelis Technologies) — US ion implantation equipment provider, essential for silicon carbide and power chip production. $ENTG (Entegris) — US specialist in chemicals and filtration, enabling ultra-clean manufacturing at new fabs. $GLW (Corning) — Supplies glass and optics for lithography and semiconductor tools, with strong US production capacity.

$AMD is a better investment than $NVDA $NBIS is a better investment than $CRWV $SOFI is a better investment than $BAC $HIMS is a better investment than $AMZN

🚨 $AMD has started delivering MI355x Exciting times ahead

🚨 $AMD Announces New $6 Billion Share Repurchase Plan In addition to the remaining $4 billion of the existing program Increasing the repurchasing plan to a total of $10 billion.

I want everybody to apologize to Lisa Su for ever doubting her Not me You

Russia can barely invade Ukraine anyway

Morgan Stanley Raises $AMD Price Target From $121 → $185 Third upgrade in just 7 days

Strategic stocks are surging The Trump administration doesn’t want to depend on China anymore Here are 30 strategic U.S. companies you should know: $SKYT | SkyWater Technology | Just acquired Infineon’s Fab 25 in Austin, one of the largest 200 mm fabs in the U.S., massively boosting secure chip capacity. $MU | Micron Technology | Only U.S. producer of advanced memory; investing ~$200B to build DRAM and HBM fabs on American soil. $RCAT | Red Cat Holdings | Builds tactical drones like the Black Widow and operates a 155,000-sq-ft Georgia facility for drone and vessel production. $MP | MP Materials | Owns Mountain Pass, America’s only rare-earth mine, producing the NdPr magnets used in F-35s and missiles. $EOSE | Eos Energy | Makes U.S. zinc-based batteries for grid storage; backed by a $303M DOE loan guarantee to expand production. $TXN | Texas Instruments | Supplies radiation-hardened chips that power missile guidance and military satellites. $MPTI | M-tron Industries | Provides precision timing and RF filters. $UUUU | Energy Fuels | Runs the only U.S. uranium mill and produces rare-earth oxides for nuclear fuel and defense tech. $UAMY | U.S. Antimony | Only North American antimony smelter, with a Pentagon contract worth up to $245M for stockpiling. $COHR | Coherent | U.S. leader in lasers and optics; developing optical networking with NVIDIA. $INTC | Intel | Expanding fabs in Arizona, Ohio, and New Mexico; new Foveros 3D packaging plant strengthens U.S. semiconductor independence. $WOLF | Wolfspeed | Operating the world’s largest silicon carbide fab in New York for high-power electronics in defense and EVs. $AMAT | Applied Materials | World’s biggest semiconductor equipment supplier; every U.S. fab expansion depends on its tools. $KTOS | Kratos Defense | Builds jet-powered target drones, tactical UAS, and hypersonic test vehicles. $AVAV | AeroVironment | Supplies Puma and Raven surveillance drones plus Switchblade loitering munitions, used by U.S. and allied forces. $ASTS | AST SpaceMobile | Completed the world’s first 5G call from space to a normal smartphone, with AT&T as a partner through 2030. $ZS | Zscaler | DoD Impact Level-5 certified; secures classified military networks with zero-trust cybersecurity. $GFS | GlobalFoundries | Largest U.S. pure-play foundry, DoD-trusted, expanding New York fabs and advanced packaging to secure supply for defense, automotive, and communications. $MRCY | Mercury Systems | Trusted defense microelectronics and secure packaging provider, accredited by the DoD for mission-critical systems. $BWXT | BWX Technologies | Sole supplier of nuclear reactors and fuel for every U.S. Navy submarine and aircraft carrier. $LASR | nLIGHT | U.S. high-energy laser source provider; recurring Navy and directed-energy work makes it a key defense supplier. $IPX | IperionX | Reshoring titanium metal; recently received multiple DoD awards to scale U.S. titanium production. $DCO | Ducommun | Critical aerostructures and electronics; builds inlet lipskins and other parts on the F-35 and major missile and sensor programs. $BKSY | BlackSky | Real-time ISR imagery for U.S. intelligence; awarded a 10-year NRO contract, the agency’s largest commercial imagery effort. $RDW | Redwire | U.S. space components including power, deployables, and avionics; widely used across NASA and DoD constellations. $PKE | Park Aerospace | U.S. manufacturer of advanced composites for radomes and missile materials; supports multiple classified defense programs. $FEIM | Frequency Electronics | Precision space-qualified clocks and oscillators for GPS and other satellites; critical for U.S. positioning and timing systems. $LPTH | LightPath Technologies | Infrared optics and thermal imaging assemblies, including F-35 related orders; supplies MIL-spec LWIR and MWIR components. $GPHOF | Graphite One | Developing a U.S. graphite mine-to-anode supply chain; backed by a DoD Title III DPA grant for feasibility work.

$AMD is the easiest 10x among the large caps Few understand this

Why does this guy always post like he owns every stock that goes up?

AI play you’ve probably never heard of casually outperforming $NVDA by 3x over the last 5 years

$AMD will be presenting at Computex tomorrow, May 21st I’ll be covering all important announcements

🚨JUST IN: $AMD Responds to the $NVDA and $INTC Deal AMD said the announcement hasn’t changed its belief that it can continue taking business from Intel. “We’re confident in our ability to keep driving innovation, growing market share, and reinforcing AI as the company’s top strategic priority,” $AMD said in an emailed statement. “Overall, we continue to consistently execute on our x86 leadership roadmap, delivering high-performance products that power everything from PCs to data centers.” Source: Bloomberg

Most people were too busy making acronym jokes about $AMD instead of actually studying the company Their loss

All price target updates on $AMD after OpenAI deal 🟢 Barclays – $300 🟢 Jefferies – $300 🟢 Melius Research – $300 🟢 Cantor Fitzgerald – $275 🟢 Wells Fargo – $275 🟢 Truist – $273 🟢 Benchmark – $270 🟢 UBS – $265 🟢 BofA Securities – $250 🟢 Roth/MKM – $250 🟢 CFRA – $250 🟢 Morgan Stanley – $246 🟢 Stifel – $240 🟢 Baird – $240 🟢 Evercore ISI – $240 🟡 Mizuho – $205 🟡 Citi – $215

Yesterday: $AMD signed an agreement to collaborate with Saudi Aramco on advanced technology solutions. Today: $AMD signed a deal with G42 to deploy its AI GPUs in one of France's most powerful AI compute facilities, just after President Macron announced a €109 billion AI investment. $AMD is making moves.

$AMD Price Target Raised to $200 from $175 at BofA

🚨 $AMD is collaborating with Fujitsu to develop a revolutionary hybrid system combining a 2nm $ARM chip with $AMD's Instinct AI accelerators This system is expected to launch in 2027

Free trade is now communism and protectionism is capitalism?

🚨JUST IN: $NBIS Chief Revenue Officer: "What’s ahead of us is dramatically greater than what we have already reported and shown."

China has banned $NVDA chips Nothing has been said about $AMD Can you imagine if $AMD could compete in the Chinese market without $NVDA? That could be very bullish. ✅

🚨 $AMD set to deliver Q2 beat on CPU and GPU strength, according to Bank of America

$AMD has 10x potential from here They have 10 years of hypergrowth ahead GPUs, CPUs, FPGAs, APUs, NPUs, DPUs, model deployment, photonics, gaming, VR... This company will be at the core of the AI era Let’s dive deep into it 🧵

$AMD Ryzen 7 7800X3D Sells 32x More Units Than $INTC Best-Selling CPU In Germany Data from July Source: Mindfactory

🚨 $MSFT announces that the next generation of its Xbox device portfolio, and the Xbox Cloud will be powered by $AMD

🚨 $AMD confirms U.S. approval to export AI chips to China

$AMD just hit ATHs 🚨 Congratulations shareholders

X is full of amazing stock ideas Here’s a thread with the summarized bull case for 8 X darlings Let’s start 1. Kraken Robotics | $PNG Battery and sonar systems producer for subsea defense and infrastructure. Already profitable with 30%+ CAGR long-term growth guided. A close supplier to Anduril, rapidly expanding its manufacturing footprint with operations across Canada, the US, and Europe. Trading at just a $1B enterprise value, despite strong tailwinds from defense modernization and maritime security.

🚨 Analysts are suddenly bullish on $AMD Susquehanna International Group has raised its $AMD price target from $135 to $210 🟢 Will $AMD finish the year above $200?

🚨 $AMD — Lisa Su: “I believe we can be the best in High Performance Computing.”

Investors tend to assume $NVDA will remain the leader forever The reality is that $AMD is coming for the first place If you are an investor in these stocks, you can't be taken by surprise You need to understand what's happening under the surface Let's explain it 1/ $NVDA dominated AI for years • 90% share in data center GPUs • CUDA as the de facto AI software stack • NVLink and NVSwitch for scaling infrastructure But 90% market share doesn’t last forever Just ask Intel.

🚨 $AMD: BofA Securities reiterates Buy, raises PT 𝐭𝐨 $175 (𝐟𝐫𝐨𝐦 $130)

Citi raises $AMD's price target to $145 from $120

$AMD repurchased $779 million of common stock in the first quarter of 2025

Suddenly, data centers aren’t important, and power is no longer scarce, just because $CRWV said so I’m calling it. A month from now, it’ll be the hot topic again, and all data center stocks will recover their hype I’m bullish on everything energy-related for the next two years

🚨 $NBIS price target increased to $206 from $77 by Northland Securities

🚨Another win for $AMD ASE, the world’s largest outsourced semiconductor assembly and test provider, has transitioned to $AMD hardware They reported a 30% drop in total cost of ownership after switching to $AMD EPYC and Ryzen chips Now, they also plan to adopt Instinct accelerators

Is $AMD getting a deal with $MSFT? $MSFT is reportedly developing toolkits to convert CUDA models to AMD’s ROCm so they can run on the MI300X There has been a significant increase in inquiries regarding the MI400X and MI450X roadmap, and Microsoft is working closely with AMD to maximize performance Seems like $MSFT is one of those OpenAI-scale clients $AMD has been talking about.

“Mom, how did we get so rich?” “Your dad invested in $AMD before the MI700 Quantum Supercomputer was even announced.”

$AMD Has Now Secured the First and Second Position In the Top500 Supercomputers

Shoutout to those who told me $AMD would see $60 before $200

🚨 $AMD stock price target raised to $183 from $175 at Mizuho on AI growth

🚨 $AMD upgraded by Truist today to Buy from Hold, with the price target raised to $213 from $173

Top 1% ranked analyst Harsh Kumar gives $AMD a Buy rating with a $190 price target

$AMD to Report Q2 2025 Financial Results on Aug. 5, 2025, after the market close

🚨 $AMD CTO just said: “AMD could absolutely be part of Stargate thanks to MI400.”

$AMD says it will restart MI308 sales to China after a U.S. review This is estimated to add an extra $1.5 billion in revenue and improve gross margins Let’s go!

🚨 JUST IN: US Department of Energy forms $1B supercomputer and AI partnership with $AMD The U.S. has formed a $1B partnership with $AMD to build two supercomputers targeting nuclear power, fusion energy, national security, and cancer treatment. The goal is to accelerate breakthroughs in fields that require massive computing power. Energy Secretary Wright said the systems will boost advances in fusion, defense, and drug development. Scientists aim to replicate fusion by compressing plasma under extreme conditions, and faster computing can accelerate those experiments. The machines will also help manage the U.S. nuclear arsenal and simulate cancer treatments at the molecular level. The first supercomputer, Lux, will be completed within six months. It will use $AMD MI355X AI chips along with $AMD CPUs and networking hardware. It’s being co-developed by $AMD, $HPE, $ORCL, and ORNL. ORNL Director Stephen Streiffer said Lux will deliver about 3× the AI capacity of current systems. $AMD CEO Lisa Su called it the fastest deployment of a system of this scale. The second system, Discovery, will use $AMD MI430 chips, a variant of the MI400 series optimized for both HPC and AI. It will be built by $AMD, $HPE, and ORNL, with operations starting in 2029. Streiffer said Discovery will bring major gains in computational power, though exact performance wasn’t disclosed.

$AMD powers $GOOG's new AI Cloud servers with their EPYC processors According to Google Cloud’s tests, using AMD’s new Zen 5 chips helped their latest AI servers run up to 80% faster per CPU core compared to older ones

$AMD Announces OpenAI has been collaborating on the development of the MI450