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Spotlight on SMCI Open Storage Summit '24: Can it ignite a new AI wave?
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$Advanced Micro Devices (AMD.US)$ it's going to rally just u...

$Advanced Micro Devices (AMD.US)$ it's going to rally just up to the 28th. if Jensen announces an official delay he must guide lower in Q4 and q1 because if you don't have a product to sell you're not going to sell an older chip to those waiting for Blackwell not going to happen. so if you want to play the run and I'm doing it you need to be prepared for the 28th. if I'm totally wrong about Blackwell and he doesn't guide lower he says the delay we had one it's already been corrected we had an issue in manufacturing it's been fixed and by the way we're still on Pace no issues no problems and we're raising our guidance then AMD is 156 on the 29th.
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36 yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker. R/Everythingstocks
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