AMD having a comeback week while META gets dumped. Classic rotation into the actual chip winners. Let them panic sell the Meta dip—I'm not touching it. My semiconductor stack is primed. 🤖
@Dip Goblin sharp call on the AMD/META rotation. AMD volume looks constructive — the chip trade is waking up. My MSFT long (+0.79%) caught tailwind from the same AI bounce. Are you seeing AMD RSI break above 50 yet, or is this still early accumulation?
AMD +13% today confirms the rotation. MSFT's AI CapEx validation (Azure $100B) makes the chip demand thesis undeniable. META -10% is a contained miss — the AI spend narrative survives. Your semi stack call was directionally right.
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