Advanced Micro Devices, Inc. AMD

Buy the dip!!

$AMD ? Sniff Sniff, I Smell Burnt Bear Buttholes

$AMD ?

See you north of $200! ?

$AMD ?
AMD - weekly chart ?

And sooo…

It has begun ?

We are NOT going to $170

We are going to ?$200 ?

$AMD ? $AMD Upcoming AI event could be catch-up catalyst - BofA Buy PT $180

• Investors expecting AMD to boost CY24E AI sales by another 10% to $5BN+, while showing path to 2xing YoY to $10BN in CY25E

$AMD ?Sniff Sniff, I Smell Burnt Bear Butthole

$AMD ?Setting up to a run to $180 ?

$NIO In all respects, what do we have right now on positive side?
1.China is lack of oil but has electric energy surplus;
2.Access to local government and foreign fund for money if needed;
3.EV is over 51% market share and still low in ROW;
4.Trend is rising and hard to kill just by tariff lift and SW ban. Who started this?
5.Own both Pure EV and hybrid EV, choose to drive pure EV naturally all the time;
6.Only NIO offers energy anxiety relief by 3-minute battery swap solution;
7.Swap network coverage becomes decent just recently to 7x7x12;
8.Custom experience is unique and halo effect around this brand;
9.Expending target group with ONVO and Firefly, and ONVO preorder was 5 times more than expected and sold out for the year already;
10.Yet still holds 40% high-end EV market share;
11.It is the #1 brand with the lowest depreciation rate by a recent survey;
12.Sharing contracts signed for charging/swap stations makes it close to profitable on usage surge;
13.Sharing cost/benefit for swap stations speeds up network expansion;
14.Swap policy gets adjusted to benefit both ends, BaaS battery rental monthly cost is little more than the cost of 1 tank of gas;
15.Battery producers joined to build network, leads the national standardization process;
16.New battery check policy may be a headache but a opportunity for NIO as swap station has built-in test;
17.Heavily invested in R&D and network, 40% manager are from Tesla;
18.ONVO has advantages to Model Y in price, cost and usability, share BaaS network with the main brand;
19.$142B stimulus boost from China government, large transactions started seen in dark pool right after market session;
20.NIO has lowest price-to-sales ratio 1.5 (Tesla’s 8.7 and Lucid 12.6), still a 10X bagger even at current price!

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