$AMD(AMD.US)
Congratulations to all AMD Longbridge community members.
The night market (trading) surged too fiercely tonight.
Unfortunately, another account doesn't support night market trading.
2. On April 23rd, a new wave of price increases hit the CPU market, with AMD's server CPU product line expected to rise by 16% to 17%. The state of supply falling short of demand has driven prices upward, further pushing the stock price higher. Source: Titanium Media
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The Second Half of AI Computing Power: The Return of CPU Supremacy and "Computing Sovereignty"
In a nutshell: AMD is rising on logic, Intel is rising on life. The surge is too nerve-wracking, I didn't set up any options positions, completely missed it. Perhaps the logic has truly shifted to the CPU side now. The supply and demand for server CPUs in 2026 is indeed severely imbalanced: most of AMD and Intel's 2026 server CPU production capacity has already been pre-booked, prices have increased by 10–15%, and delivery lead times have significantly lengthened. This is caused by the explosive demand for AI servers combined with a shortage of advanced process capacity...
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