AMD US Court blocks most liberation day tariffs and says US President exceeded his authority (Reuters). Get ready for a rally into SP500 highs before the next drama episode...
AMD "AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate. Countries around the world are recognizing AI as essential infrastructure — just like electricity and the internet" from NVDA q1 26 fiscal year earnings press release. Guess who's aiming for inference output in their chips...
AMD Eyes on NVDA earnings. Next event - Advancing AI 12th of June, right amid a probable drama phase taking into account Fed's meeting and inflation numbers. On the sidelines hoping to grab more shares once drama hits and VIX spikes again. Great company for 2026+