Jose Najarro

$NVDA $AMD $CRWV -- MY THOUGHTS ON PREMARKETS https://t.co/7qP6fzuHsJ

$NVDA $AMD $MU $AVGO What a great day to be a semiconductor investor ... AM I RIGHT!! https://t.co/UpXuiLaSbQ

IS $AMD AN INCOMING THREAT TO $NVDA? If you are an Nvidia investor, are you worried? During the latest earnings, Lisa Su mentioned the following about the AI Market. Announcing a heavy adoption by a large foundational model company. Training: "Training engagements also https://t.co/2nXlGGWKoK

$ORCL $NVDA $AMD OpenAI Recently Announced" OpenAI for Countries," which I feel is an early indication of massive AI projects being built all over the world. This is extremely bullish for $NVDA, $ORCL, and maybe some $AMD. $NVDA -- The HEART OF AI. $ORCL -- Already a Key Player https://t.co/zL6xtehrR6

$NVDA $ORCL $MSFT $ARM AM I CRAZY TO THINK THAT IT'S NOT A COINCIDENCE THAT OPENAI ANNOUNCED "OpenAI for Countries A new initiative to support countries around the world that want to build on democratic AI rails" THE SAME DAY WE GOT REPORTS ABOUT "AI DIFFUSION LAW" EASING? https://t.co/hB5RWyxhP6

$NVDA $AMD ** CRAZY IF TRUE ** Reports that : TRUMP TO RESCIND GLOBAL CHIP CURBS AMID AI RESTRICTIONS DEBATE https://t.co/vxGQD4XFQl

$AMD PC MARKET #INTC "Looking more broadly across the PC market, we remain confident we can grow client processor revenue well ahead of the market in 2025. Led by expanding adoption of our desktop channel and consumer and commercial notebook portfolio as well as a richer mix." https://t.co/vaB0sH99il

$AMD on MI350 "Customer interest in the MI350 Series is very strong. Setting the stage for broad deployment in the second half of this year. As one example, we are partnering with Oracle to deploy a large scale cluster powered by Mi355x accelerator" https://t.co/GvBWobic4x

$AMD ON AI CHIPS $NVDA "Several hyperscalers expanded their use of Instinct accelerators, to cover an increasing range of generative AI search, ranking and recommendation use cases. We also added multiple Tier one cloud and enterprise customers in the quarter, including one of https://t.co/caA7A8ajM4

LOL $AMD KEEPS KICKING $INTC "Looking forward, we see a clear path to continued share gains as customers ramp their fifth gen EPYC offerings that deliver unmatched performance efficiency and TCO across every major cloud and enterprise data center workload." --EARNINGS CALL https://t.co/ANPIyRklnd

$AMD $INTC -- LISA SU -- AMD Q1 EARNINGS CALL "We gained server CPU share driven by the ramp of our latest fifth Gen EPYC TURN processors and sustained demand for fourth Gen EPYC." https://t.co/jncKmn0f2E

The biggest shock for me from $AMD is that they changed their slide layout --- Bullish or bearish? https://t.co/K4VcWxoEoG

$AMD BEAT • Sales $7.44B vs Est. $7.12B • EPS $0.96 vs. Est. $0.93 • Data Center Sales $3.7B +57% YoY Q2 Guide • Sales $7.4B vs Est. $7.2B https://t.co/goxYqg5xP8

$AMD +6% "Dr. Lisa Su, AMD chair and CEO. “Despite the dynamic macro and regulatory environment, our first quarter results and second quarter outlook highlight the strength of our differentiated product portfolio and consistent execution positioning us well for strong growth in https://t.co/eka3tbCepC

$MSFT $NVDA NO ONE IS TALKING ABOUT ONE OF THE MOST BULLISH POINTS FROM MICROSOFT'S EARNINGS CALL. $MSFT CFO AMY HOOD SAID: "I did talk about in my comments, we had hoped to be in balance by the end of Q4. We did see some increased demand as you saw through the quarter. So we https://t.co/yDiLqQ0HIH