How to bet on an AMD comeback with options using a ‘recovery trade’
In physics, the “observer effect” is an observer’s impact on the behavior of the subject being observed. Traders and investors are more than mere observers; they are participants. In such a system, it’s possible to create a feedback loop in which traders’ perceptions impact prices (or even fundamentals), which impacts their perceptions. There may be […]
This chip stock hit a rough patch. How to use options to play a bounce
Advanced Micro Devices remains one of the most compelling opportunities in the semiconductor space, well-positioned to capitalize on the ongoing AI revolution, accelerating data center demand, and robust growth in high-performance computing. Despite recent stock weakness, AMD’s strategic positioning in emerging technologies, particularly its MI300 artificial intelligence accelerator s and EPYC server processors , gives […]
Why Broadcom is tumbling after an earnings beat — and how to play dip
Broadcom reported an earnings beat Thursday, driven by strong sales of its AI products and VMware software. But management’s guidance for the current quarter disappointed investors, sending shares of the chipmaker down nearly 7% in the after market. This is too harsh of a reaction to an otherwise solid print. Revenue increased 47% year over […]
How to play Edge AI, according to UBS
ChatGPT’s late 2022 debut may have set off the early innings of the artificial intelligence arms race, but UBS says investors should start focusing on this next leg of growth. “We think the introduction of generative AI to edge devices has the potential to stimulate positive mix changes … and could also pull-in replacement cycles […]