$AMD
Advanced Micro Devices, Inc.
605.53▲ +1.90%
2026-06-15→2026-10-13
L 429.56·H 649.42
84 closes · daily · Yahoo Finance
Market Cap
$988.51B
P/E
154.5
52w Range
188 – 659
Mentions 30d
66
01
FinTwit Mentions
60 tweets · last 180 days
@dannycheng2022
6h ago

RT @dannycheng2022: Everyone has a chance to buy low and create wealth if you have followed my Volatility Holes — one of the most reliable indicators on my charts. The whales have given us plenty of time to load up these bullish stocks: $AMD — highlighted near $100 → currently ~$594 (≈5.9x) $NOW — highlighted near $81 → currently ~$140 (≈1.7x) $SHOP — highlighted near $94 → currently ~$179 (≈1.9x) $RBRK — highlighted near $44 → currently ~$120 (≈2.7x) I usually share these high-probability indicators in my "Must-Read" posts and Weekly Insights. The next time I share, don’t ignore it. Read the post twice, stay patient, and build conviction before you size up. That’s how the edge compounds.

0 likes3 rt0 replies
@dannycheng2022
13h ago

Everyone has a chance to buy low and create wealth if you have followed my Volatility Holes — one of the most reliable indicators on my charts. The whales have given us plenty of time to load up these bullish stocks: $AMD — highlighted near $100 → currently ~$594 (≈5.9x) $NOW — highlighted near $81 → currently ~$140 (≈1.7x) $SHOP — highlighted near $94 → currently ~$179 (≈1.9x) $RBRK — highlighted near $44 → currently ~$120 (≈2.7x) I usually share these high-probability indicators in my "Must-Read" posts and Weekly Insights. The next time I share, don’t ignore it. Read the post twice, stay patient, and build conviction before you size up. That’s how the edge compounds.

63 likes1 rt3 replies
@dannycheng2022
1d ago

Everybody wants a 10x stock. Almost nobody sizes the position properly, adds aggressively on drawdowns, or holds through full cycles. Without proper sizing, every position stays touristy. Without adding on weakness, compounding never accelerates. Without holding through cycles, the big move gets missed. Most people trade in and out, miss the parabolic runs, ask for pullbacks, and then keep waiting for even lower prices while the real gains happen without them. A true 10x takes full cycles, not months. Examples from my top 3 core holdings (>90% of portfolios since first entry): $PLTR: $8.80 (May 2023) → $209 (~24x in 3.5 years) $NVDA: $15.20 (Jan 2023) → $220 (~14.5x in 3.8 years) $AMD: $110 (May 2025) → $610 (~5.5x in 1.5 years)

39 likes2 rt9 replies
@dannycheng2022
1d ago

RT @dannycheng2022: Conviction is not measured in months. It is tested across multi-year cycles. $NVDA: -66% in 2021–22, then about +407% over 3 years into 2026. $AMD: -65% in 2021–22, then about +447% over 3 years into 2026. $TSM: -56% in 2022, then about +409% over 3 years into 2026. $PLTR: -65% in 2022, then about +1,049% over 3 years into 2026. $HOOD: -90% from the 2021 high to the 2022 low, then about +1,600% off that low into 2026. Many missed the parabolic run by trading in and out. Many more failed to hold through volatility. And many more will never learn!

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@dannycheng2022
1d ago

$AMD (October 12, 2026-Monthly Chart) The monthly chart is what I care about most as a long-term investor. I play full cycles of 3–10 years, not the 1–2 year swings most people focus on X. On $AMD’s monthly chart, the last volatility hole (yellow candle) marked the cycle top near $227 in March 2024. That sell signal was followed by 11 months of consolidation and drawdown. Then, in June 2025, a bullish red candle appeared while retail sentiment was still fearful and skeptical. That buy signal launched the next advance, and the uptrend has accelerated strongly since. My monthly signals have been more than 95% accurate on major stocks. That is why I treat the sell and buy signals as equally important. The sell signal after the volatility hole protected capital during the long consolidation. The buy signal on the red candle captured the subsequent move. Ignoring either one usually means missing part of the cycle. If you bought $AMD with me between May and June 2025, the process is simple: sit patiently and ride the trend until the next bearish signal appears on the monthly chart. There is no need to follow most voices on X. Many will tell you to wait for higher levels based on their systems or Elliot Waves—advice that would have caused you to miss another generational accumulation window.

48 likes2 rt1 replies
@dannycheng2022
3d ago

Chasing all-time highs is fine when the stock is in the right stage of a long-term uptrend channel. I’ve done it with these names, and those old highs now look like deep discounts: $NVDA at $38 (post-split) — prior ATH from summer 2023 $PLTR at $45 — prior cycle ATH from 2024 $AMD in the $220s — prior ATH from 2025 Those “expensive” highs became the new lows. Will explain more on this this weekend if I have time! @cantonmeow @sheslee @Hiteshp99 @starship_ride @niker8202 @RosannaInvests @tonylee80

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@dannycheng2022
3d ago

Concentration Over Complexity (October 10, 2026) $AMD is up 6× since my first entry in May 2025. $PLTR is nearly 2× since late July/August 2026. These are my top two core holdings and together make up more than 65% of my portfolios. Concentration and simplicity have beaten chasing every new ticker. However, every day I see new names from my followers and subscribers, but I’m NEVER, NEVER interested in them. Diversification is the hedge against not fully understanding what you own. I’d rather research a few businesses deeply (fundamentally and technically), size them with conviction, and let time work! I share my core stocks in my portfolios with my positions openly on X because I want others to succeed and understand why sizing matters— not to brag. Not everyone here is willing to show their actual process. My approach is straightforward: research the right businesses, size up methodically, and sit patiently. No options. No leverage. Just compounding. $AMD 6× in ~1.5 years and $PLTR nearly 2× in three months came from that discipline. Focus on the right stocks, size with intention, let time do the heavy lifting instead of diversifying into too many unnecessary stocks to dilute the gains!

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@dannycheng2022
5d ago

While others hunted the next $PLTR, I bought more $PLTR! I shared a demonstration of how I accumulated $PLTR nonstop from $110 to $130 near this cycle low on X, when many were so certain it would fall to $60–$80. The point was educational, not to show off: accumulation rarely happens in one day. It often stretches across weeks, months, or even a year. That is also what I did with $NVDA from 2023 to 2024, and with $AMD from mid-2025 into early 2026. The next time whales and institutions offer a large discount, know what to do. While most people were busy hunting for the next $PLTR, I simply focused on accumulating more $PLTR through the market noise and the bearish tweets on X. That is why concentration, patience, conviction, and size determine my final gains, not luck. I can be lucky for a single day. I cannot be lucky for more than 1,000 days, which is how long it has been since my first $PLTR entry at $8.80!

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@dannycheng2022
5d ago

Most Stocks Do Nothing for Months — And That’s Exactly When Winners Are Made (October 8, 2026) If you lack patience and conviction, you are better off leaving the stock market. Most losses do not come from picking a bad company. They come from thinking in weeks when the payoff is always measured in years. Good stocks can go nowhere for 6 to 12 months. That stretch feels like failure, but it is often the best buying window for a long-term investor. Price is consolidating, attention fades, and shares are available while almost nobody wants them. Once that base ends, Stage 2 begins: the uptrend, usually with a vengeance. The mistake is selling into that boredom. People treat activity as progress, so a quiet chart feels hopeless and they exit at the bottom or in the middle of the base. The genuine long term investors who do better usually do the opposite. They accumulate when the stock is ignored, size up only if the thesis still holds, and let time compound! Sounds easy but the majority find it difficult! Wealth from stocks is built in cycles of 3 to 10 years, not in a few months or a single year. When the right names keep doing nothing, that is often when the winner is made, if you can endure the flat stretch and filter the noise on X. That is the approach I have used with $NVDA, $PLTR, $AMD, and $OSCR over the past few years!

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@dannycheng2022
5d ago

A bull market is not won by trading in and out. It is won by building conviction in the right stocks, sizing up, and adding whenever the market offers a real discount. From there the work is simpler and harder: sit through the volatility and ride the trend the whales have already set. That is why talk is cheap and a disciplined strategy is not. There is no need to keep hunting for the next A or B name. My top three core stocks, $PLTR, $NVDA, and $AMD, already making up more than 90% of my various portfolios, have proven my track record over the past two years, and they are very likely to keep performing well through the end of this bull cycle.

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@dannycheng2022
6d ago

Almost every week over the past year, I get asked if it’s too late to buy $NVDA, $PLTR, and $AMD. The cost of sitting on the sidelines is higher than not owning them this cycle. No need to get my approval—if you never start a position, you’ll keep missing. That said, no stock goes up vertically, and every pullback or drawdown is what I always like!

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@dannycheng2022
6d ago

Early followers know my track record. $NVDA: first entry $15.2 in Jan 2023. More than 15x since. 
$PLTR: first entry $8.8 in May 2023. About 21x since. 
$AMD: first entry $110 in May 2025. Can this do 10x for me? The process hasn’t changed. Each cycle, find the few names that actually matter. Hold through the noise. Add on real discounts so the position compounds instead of just sitting there. Not every entry will be a 10–20x. The edge is staying early on the right ones, and patient enough to let the math work.

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@dannycheng2022
7d ago

$AMD Still too low. 1300+ this time next year in my opinion. https://t.co/7L4Lw3bLIT

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@dannycheng2022
7d ago

The most expensive trade of 2026 was selling the leaders! (October 6, 2026) The most expensive trade of 2026 was not buying the top. It was selling $AMD, $PLTR, and $NVDA because fake gurus and permabears said the move was over. They did not just miss a level. They called the end of the trend, and anyone who listened got shaken out of the only trade that mattered. They called $AMD $300 after it had already hit $584. It is over $640. They called $PLTR $60 after it “failed” $135. It is near $190. They called $NVDA $100 off the $190 double bottom. It just made an all-time high at $243.37. That is not risk management. It is fake TA built to get you out. Follow them and you do not just miss a bounce. You sit out the uptrend, wait for a breakdown that never comes, and hand the shares to the person who ignored the call. The level they drew becomes your exit and someone else’s entry. Bad analysis does not stay on the chart. It transfers the position. Every share you dumped because you believed those targets was a generational AI ticket, sold low and marked up without you.

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@dannycheng2022
7d ago

I spent more than six months accumulating $AMD the same way I did in 2023–2024: into retail fear, skepticism, and the same questions about why I was “hurting my portfolio” buying Advanced Money Destroyer. From ~$110, that position is almost 6x. Most people didn’t follow. They listened to fake gurus on X and kept hunting small speculative stocks instead.

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@dannycheng2022
7d ago

In a bull cycle, the edge is not finding more ideas. It is sizing the right ones. Find the conviction stock, size it properly, and keep adding on each drawdown so the gains compound. I use my monthly rental income for those adds, when whales offer the yearly discounts. Concentration in those names is what has let Lee @sheslee and me keep printing millions in each of our conviction stocks-- $PLTR, $NVDA, $AMD, $OSCR, $BB and more to be shared later. Of every strategy in a bull cycle, sizing the right stock matters most for maximum returns. Small stocks sit in a different bucket. I have plenty of wins and losses there, and I do not weigh them much, because most of them are lottery tickets. Many people keep hunting for the next $PLTR, or rotating through small names, and end up frustrated, because those are not the compounding stories. If time allows, I would like to do a Space chat with Lee @sheslee and @cantonmeow on why sizing the right stock is the most important strategy for maximum returns in a bull cycle.

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@dannycheng2022
7d ago

How many believed the fake furus on X, sold $PLTR in the $40 range and $AMD around $200, and never bought back?

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@dannycheng2022
8d ago

RT @dannycheng2022: Conviction Cannot Be Borrowed (October 1, 2026) Even the right stocks do not protect you from losing money. Plenty of people still lost in $PLTR, $NVDA, and $AMD, the top 3 core stocks, which make up more than 90% in my portofolios because they were in the name without the behavior that made it work. Some shorted a primary uptrend and got squeezed. Some bought after a sharp run, then sold the first real drawdown because the position was larger than their nerves or their capital could handle. Others used options or leverage that forced them out before the thesis had time to play out, or they chased every dip and every rip until transaction costs and bad entries erased the edge. A stock can be a core winner and still be a losing trade if entry, size, and holding period do not match the volatility. That is why conviction cannot be borrowed. The holder who sat through 30–50% swings had a different risk tolerance, time horizon, and balance sheet than the person who had to exit. Copying the ticker is easy. Sitting through the drawdown is the trade. The person who held did not just own the stocks. They owned the volatility, the doubt, and the time. Without that, even the right names still lose money.

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@dannycheng2022
8d ago

Most investors prefer to bottom-fish stocks that have already plunged. Price action, however, often tells a clearer story: it reveals both the prevailing momentum and the behavior of the whales who help set the trend. Every sector has leaders and laggards. A lesson I learned a decade ago—and do not intend to relearn—is to stay with the leaders rather than chase the laggards. Institutions and large holders tend to accumulate strong stocks for many reasons, while they sell weaker ones for a simpler one: the fundamentals are deteriorating. Fighting that trend, or defaulting to the retail instinct to buy what has fallen the most, is rarely a reliable way to make money or outperform. The semiconductor sector is a clear example. $NVDA and $AMD have acted as leaders and reached all-time highs, while $SMCI has struggled to reclaim $50, well below its prior high of $122.9. The difference is not subtle, and neither is the lesson.

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@dannycheng2022
9d ago

My Sharing on $AMD (October 4, 2026-Weekly Chart) Honestly, I don't care too much about traditional TA, but it was my weekly chart that gave me the conviction to hold through the volatility and ignore all the market noise. 1. The double volatility holes marked the early stage of the bottoming — I started adding from $110. 2. Once AMD cleared the upper boundary of the volatility holes and the longest momentum bars, I added along the way up to the $220 range. This explains how I accumulated not just at a specific time, but across a zone over 6 months. While most retail investors keep hunting for stock A and stock B, I stick to my own core most of the time. Simplicity and concentration beat everything! @cantonmeow @sheslee

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@dannycheng2022
10d ago

My top 3 core holdings — $PLTR, $NVDA and $AMD — account for more than 90% of my portfolios combined. $NVDA and $AMD made all-time highs today. $PLTR is next. In a bull market, patience and conviction in the right stocks pay off if you know how to read them fundamentally and technically and ignore all the market noises and fake furus on X. Over the past three years, plenty of people trashed these names. Every time they pulled back and gave a discount to buy and accumulate, the same voices said the move was over. Those discounts were the entries, not the exit! It is not easy to be a bear here. You pay twice: once by missing the parabolic uptrend, and again by refusing the discounts that funded the next leg. The cost is not just being wrong. It is missing the compounding.

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@dannycheng2022
10d ago

$AMD You don't have to imagine the crap that you have to go through to get here. 66% draw down, rounding tops, double top... People with conviction like @dannycheng2022 and @GreatMattsby would know. https://t.co/aIYEB2nOVB

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@dannycheng2022
11d ago

Thank you for trusting me and going heavy on $AMD through the fear and skepticism of 2025–2026.

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@dannycheng2022
11d ago

congratulation to all $AMD holders when @dannycheng2022 said stock of the cycle is wasn't messing around

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@dannycheng2022
11d ago

Skeptical crowd. Public receipts. Two calls that paid. (October 2, 2026) Called $AMD the semiconductor of this cycle in 2025 and shared my accumulation zone from $110 to $220 along the way on X, after the $NVDA call last cycle. Most were skeptical. Also posted the screenshot of how I timed the bottom and accumulated $PLTR aggressively from $110 to $130, while most gurus said it would drop to $60–$80. Check the repost. Plenty of mockery. Result: $AMD +5x from the May 2025 entry. $PLTR +72% in about 2.5 months. I share the research. Not financial advice. @cantonmeow @Jimmy_tesla_01 @Hiteshp99 @sheslee @tonylee80

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@dannycheng2022
12d ago

Conviction Cannot Be Borrowed (October 1, 2026) Even the right stocks do not protect you from losing money. Plenty of people still lost in $PLTR, $NVDA, and $AMD, the top 3 core stocks, which make up more than 90% in my portofolios because they were in the name without the behavior that made it work. Some shorted a primary uptrend and got squeezed. Some bought after a sharp run, then sold the first real drawdown because the position was larger than their nerves or their capital could handle. Others used options or leverage that forced them out before the thesis had time to play out, or they chased every dip and every rip until transaction costs and bad entries erased the edge. A stock can be a core winner and still be a losing trade if entry, size, and holding period do not match the volatility. That is why conviction cannot be borrowed. The holder who sat through 30–50% swings had a different risk tolerance, time horizon, and balance sheet than the person who had to exit. Copying the ticker is easy. Sitting through the drawdown is the trade. The person who held did not just own the stocks. They owned the volatility, the doubt, and the time. Without that, even the right names still lose money.

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@aleabitoreddit
14d ago

Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking... "How is Serenity"? I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break. I remember saying physical AI + world models would major shift way back when, so maybe I should have invested in private companies at the time... Apart from that... other interesting news: - Some channel checks from ECOC was that $NVDA apparently secured 50% of $LITE Greensboro UHP laser capacity? And possibly contracts that allow them to secure the remaining capacity per Barclays. That's $5B in lasers (annual capacity)... so it's hilarious to see Nvidia go out and bottleneck the rest of the industry by doing this. But this just puts more strategic value on other merchant laser suppliers + more visibility for Lumentum. It's kinda game theory over allocation, since if you secure all the HBM, lasers, and others it inadvertently makes it much harder for competitors to scale their programs. - Then there's your massive $150B Nvidia authorized buybacks (just look at $AAPL when they did buybacks..) They're printing too much. - What's also interesting is that Samsung Electro-Mechanics is expanding their FC-BGA substrate capacity today... but customers are the one funding this. I also remembered $MRVL in SEC filings cited large body substrates as one of the core bottlenecks of their program (alongside $TSM sole source dependencies). So they also went out and did some other expansion agreements with related companies like AT&S recently. - OpenAI delaying Astra-6.1 October release over safety concerns just now. Nvidia also happened to launch an AI safety platform. I don't think this is meaningfully bearish that the models are just getting 2 good.

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@dannycheng2022
16d ago

$AMD (September 28, 2026-Daily Chart) I am one of the most genuine and earliest voices who showed you how to accumulate $AMD with the indicators and my TA while most of retail stayed skeptical and fearful. My strategy is never to catch the exact bottom. It is to size up in the right stocks whenever the reliable bullish signals show up on charts. A tiny position in the right stock will not create financial freedom. That is exactly what the latest daily is showing again. Same signals, simplified on the latest daily chart: (1) Momentum bars around $448, $480, and $518. Once cleared, they flipped from resistance to support, acting as reliable buy and accumulation zones. (2)The bullish red ribbon unfolding. That usually means a mid-term trend reversal which is more sustainable and reliable. That is what this latest daily breakout looks like. (3) Add gradually at the support levels I shared in my daily review. A strong stock does not go up in a straight line. Ignore the noise that $AMD is topping. That noise cost people a generational wealth opportunity. I walked most of my friends and my community into $AMD from $110 to $220. Many even kept adding from $300 to $400 to $500 by following the same signals the whole way. Once again, thank you for trusting me. Patience and conviction are paying off.

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@dannycheng2022
16d ago

RT @dannycheng2022: Cycles Create Wealth. Months Never! (September 21, 2026) $AMD’s previous major cycle began after the December 2015 monthly red candle at $2.36 and ran to the February 2022 high of $132.96 — a little over six years and roughly 56x if you held the full move. This cycle’s monthly red candle printed in June 2025 while $AMD was trading between $111 and $148, all shared with my Patreon and X subscribers with "MUST-READ posts". I am not claiming the same exact path will repeat for $AMD, but I am happy with a 2x from here. That is why I keep saying wealth is created by long-term investment, not by trading in and out. Conviction is NEVER measured in months or a couple of years; it is measured across a 3-to-10-year cycle. I look for historical patterns, analyze charts and keep track of company fundamentals, have regular meetings with fund directors and managers from prestigious private banks, and share how we see the cycle (that kind of information is rarely available on social media unless you have worked in the field). I tell my community to keep everything simple when the majority like to trade in and out on X, outsmarting the whales: treat a handful of stocks as cores and keep for a cycle, with $AMD being one of them. Every meaningful drawdown is an opportunity to add. I do not rely only on red candles; I use my other proprietary indicators I do not share in public so they cannot be copied. My personal appraoch is very straightforward: stay with large-cap leaders in each sector, treat small and meme names as lottery tickets only, keep dollar-cost averaging in my core stocks only when the market offers a discount, and double down when the indicators flip bullish—especially when the bears are loudest. These strategies have played out successfully in recent years. I got Chad @chad_ventures to add more $AMD around $450, $480 and $500 after he built his initial position at $150, Seth @redfoxryder to load up heavily at $440-$450 after sharing my first buy order at $110 to $130 with him, and some of my closest friends at $150-$220. The last time my patreon community added aggressively was from $110 to $200 from 2025 to early 2026, when most were skeptical and some even unsubscribed to have missed the real move! Sorry that the stock market is never for the majority but for the patient and disciplined few only! Once again, thank you to my community who trusted my process. If a content creator simply told me to trade in and out, I would definitely quit because that is NEVER the right way to build and create your wealth and very often you will miss the biggest gains and the later parabolic move! Trading can be daily practice for fun and pocket money. Investment is an art. Long-term thinking and wisdom is extremely rare on social media because 99.999% of accounts are traders. I share my own buy and sell orders with Tier 3 subscribers only and will give even more detail in the personalized Tier 4 service. My proven track record speaks for everything. You can check my previous tweets on X and the $AMD gains screenshots I have posted before (I will not repost them here), when most claimed that they had shared their bullish signals for $AMD before. I have been lucky to highly concentrate on the right names in each cycle: $PLTR from 2023 onward, $NVDA since 2023, and $AMD since 2025. Those three now make up more than 90 percent of my portfolios. Luck definitely played a part, but luck does not last—my core positions come from meticulous research, both fundamental and technical, along with patience and conviction. I share my top holdings transparently and openly on X so anyone can watch the journey in real time, because I want others to succeed on their own path as well! @cantonmeow @Jimmy_tesla_01 @redfoxryder @chad_ventures @Hiteshp99 @sheslee @tonylee80

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@dannycheng2022
16d ago

One of the most important things Danny @dannycheng2022 told me is that proper position sizing is more important than timing the exact bottom. Sometimes, going big when momentum is strong can be pretty profitable. $AMD has now become one of my biggest positions in this portfolio.

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@dannycheng2022
16d ago

2 myths that blow up retail portfolios (September 27, 2026) Myth 1 Small stocks look like the easy 10x–20x path to wealth, so retail investors bet too heavy. Then the drawdown comes. Panic. They sell the bottom. Most small names are lottery tickets. Nobody knows which one wins. If your portfolio is heavily-loaded with them, one bad stretch can wipe you out. For lottery tickets, I NEVER keep DCAing. That’s important. Only add if conviction is still there and you are willing to stomach more than 90% volatility. Myth 2 Only sub-$10 stocks can easily do 10x. In Jan 2023 I bought $NVDA at $152 × 10,000 shares (pre-split) and sat. 15x+ in 3 years. $MU $70 → $1,000+ in 1.5 years $AMD $76 → $630 in 1.5 years $SNDK $28 → $1,700+ in 1.5 years None were pennies. Quality can 10x. Size it right. Hold. Cheap is not the requirement.

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@dannycheng2022
16d ago

I never catch the exact bottom. I stopped caring. I focus on my own strategies only: 1. A few high-conviction name only 2. Wait for the cycle low to form and prices to stabilize 3. Buy the rebound + breakout 4. Keep accumulating for compounding while the long-term uptrend is intact 5. Size up and concentrate each time Aggressive buying and accumulating is how I make up for missing the low. That’s how I make up for missing the cycle low. First buys were already off the low. Then I kept adding amid retail fear and skepticism and when my indicators flipped bullish: 1. $NVDA $15.20 after ~$10.80 (~41% off the cycle low) → accumulated into $150 2. $PLTR $8.80 after ~$5.84 (~51% off the cycle low) → accumulated into $150 3. $AMD $110 after $76 (~45% off the cycle low) → accumulated into $220 4. $MU $700 after the 10x from $70 — bears called the top → accumulated into $850 One big initial entry is NEVER ENOUGH . Compounding is. When bears scream, check the trend. Alive → buy. Dead → wait. Missing the bottom is normal. Missing the trend is expensive.

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@dannycheng2022
17d ago

Conviction, Concentration, and Cash (September 26, 2026) You do not need to win every trade or own every stock. Wins and losses are part of the process. What actually moves a portfolio is a small number of high-conviction companies, concentrated capital, and disciplined position size. That is why I treat names differently by quality and certainty. Leaders and large companies in strong sectors get more allocation whereas smaller stocks can still belong in the book, but they should be treated as lottery tickets. Nobody can reliably know which of those will outperform, and an oversized position in a low-conviction name will affect your emotions, and sleep during drawdowns. In practice, I keep my own thesis very simple. Most of my money has gone into my top five names. The next group, roughly positions six through ten, gets a smaller but still meaningful allocation. Everything beyond that is a just lottery-ticket sleeve. My proven track record in $PLTR, $NVDA, and $AMD is the clearest example of that approach: concentrated bets in names I understood both fundamentally and technically and sized properly. Concentration is extremely difficult because it cannot be borrowed. It comes from your experience in the market, your own research, and names you actually have conviction in. Conviction is never measured in months or a couple of years, but in cycles of 3-10 years. And no one can impose that conviction on you. Cash is the other half of the system. I keep about 20% in cash and never go all-in, even with a multi-million-dollar portfolio. Equities are only about 40% of my overall net worth. Markets do not rise in a straight line. In a drawdown, cash preserves optionality. It keeps you from selling at the wrong time or freezing and doing nothing. The last point follows from that. A long list of small winners rarely creates financial freedom. What compounds is a few well-sized conviction positions — the kind $PLTR, $NVDA, and ownasdfadfafadfadsfa were for me — plus enough cash to act when the market gives you the next discount!

61 likes1 rt6 replies
@dannycheng2022
18d ago

$AMD (September 25, 2026-Weekly Chart) Backtesting my $AMD weekly chart from early 2025 to late September 2026 showed that these 3 signals worked well: (1) Dual volatility holes along with the descending blue ribbons in panel 1 marked the early bottom — the first buy and accumulation zone. (2) Five bullish red candles marked the next buy and accumulation zone. Most of them were spot-on. (3) Momentum bars (blue horizontal bars) marked additional buy and accumulation zones once they cleared. Keep it simple. In the right stocks, follow these 3 indicators. Don’t try to catch the exact bottom. Add size as the setup confirms, and let the position compound .It’s like adding plates to the bar. You don’t load everything on the first lift. You add weight as the strength shows up.

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@dannycheng2022
18d ago

Who is buying $AMD and $PLTR at these levels?

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@dannycheng2022
18d ago

Fake gurus said $AMD was going to $300. I told my community $1T was only the beginning. We loaded $AMD for six months while retail sat in fear, waiting for the big drawdown. Same play I ran on $NVDA in 2023–2024. Say no to fake gurus. Follow the indicators that actually work. Hilarious that those content creators charging $200–$2,000 a month somehow never put $AMD in their top 3. Premium research, I guess — just missing the stock that printed. If you want the list of bullish names you shouldn’t miss this cycle, come in and join us. $AMD crossed $1T. The thesis already paid!

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@aleabitoreddit
18d ago

$AKAM signs $11.6B compute deal with Anthropic for accelerated CPU workloads demands over 7 years. $AMD to $MU should be happy to hear this… Akamai ests. ~$5.5B of capex to service the $11.6B commitment. Including +$1.7B of 2026 capex specifically to pre-purchase supply chain components like memory. So much for Anthropic/OpenAI calling for an AI slowdown?

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@dannycheng2022
19d ago

Don’t Copy the Names. Copy the Process. Even though I share the names of stocks I am bullish on, copying those tickers will not automatically make you money. Plenty of people still lost money in $NVDA, $PLTR, and $AMD because they chased, overtraded, sized poorly, or sold during the drawdowns. I will later share a detailed post on how I have accumulated in specific zones over the past years using my own indicators—some public, some not. The real edge is not blindly following a list given by others. It is choosing the right stocks for each cycle, then pairing that selection with patience, conviction, dry powder during massive downturns, the discipline to ignore market noise on X, and proper sizing for a 3- to 10-year hold. Without those, the same names that created wealth for some will destroy capital for others.

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@dannycheng2022
19d ago

Not bragging. I’m here to show what actually compounds when you learn to invest in the right stocks for a cycle and size up, instead of trading in and out. $NVDA from $15.2 in Jan 2023 → ~15x $PLTR from $8.8 in May 2023 → ~22x $AMD from $110 in May 2025 → ~5.6x I have posted the screenshots before to silence the haters. I repeat: Real wealth is NEVER made in months, or even a couple of years. It is built across 3–10 year cycles — if you have the patience and conviction to sit still while everyone else needs a new story and keeps chasing new stocks. That is the whole game!

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@dannycheng2022
20d ago

Size Beats Timing (September 23, 2026-Daily) No indicator, guru, or “right stock” retires anyone by itself. Even in $AMD, size is the whole game. 10 shares at the cycle bottom near $76: cost ~$760 worth ~$6,240 now. Excellent entry. Not life-changing money! 10,000 shares at recent low around $440: cost ~$4.24M worth ~$6.24M now. Not the best entry. Real money. Percentage return is not net worth. A tiny perfect trade is still a tiny profit. Size in the right name is what builds wealth. Don’t fall for anyone claiming they can retire you unless you’re willing to bet big on the right stocks!

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@dannycheng2022
20d ago

Thank you for following along and trusting the signals on my top-tier core holdings — especially $AMD. I never expected it to become a top-3 position in my own portfolio. For years, a lot of people dismissed it as Advanced Money Destroyer. That skepticism is exactly why the setup mattered. Through meticulous fundamental research and my own TA, I started buying at $110 and kept adding weekly and monthly on the way toward $220. Every one of those buys went out to Tier 3 subscribers in Weekly Insights and through real-time alerts. I shared them often enough that some people grew skeptical, got bored, and unsubscribed. That’s okay. The market is NEVER for most retail investors if they don’t have patience and conviction. Those exits also lined up, almost on cue, with $AMD’s parabolic run. That’s why I keep pointing to my DIU — Danny’s Indicator of Unfollowers and Unsubscribers. It has been uncannily accurate. To everyone who stayed: I’m grateful for your support and compliments. Most of you captured significant gains from the $110 area onward. 5X in a year is not a bad result. Over the past year, 20+ buy signals on $AMD were shared in my MUST-READ posts. Trading has its place. But investing in the right name, in the right size, with the discipline to hold through the noise — that is what builds wealth. No shortcut in the world!

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@aleabitoreddit
21d ago

All right $META Muse is cooking. I can hear all the $AMD, $INTC, and $ARM CPUs vrrrring in the background. Along with the memory + components (NICs, SSDs, DRAM) needed for all the browsers/VMs When I ask it to do a bunch of long form tasks… Intel CEO also said recently that CPU demand is so strong they can only support 50% of what customers need, so there’s some signals there. I’m also curious how much $AMZN or $NBIS is involved with running Muse, or if Meta hosts everything inhouse. Kinda an ADHD post but Meta beat my expectations with this release. Will keep trying it out

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@aleabitoreddit
22d ago

I'm not having a fun day since I got sick today. But the bottlenecks are having a good time: $AMD +9.13% | $INTC +14.16% | $ARM +14.33% CPUs go brrr $SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61% Lasers go brrr $EWY +4.08% | $DRAM +2.83% | $MU +2.23% Memory go brrr $NBIS +4.7% | $CRWV +5.03% | $IREN +1.73% Compute go brrr Probably most material developments were CPU:GPU ratio expectations + CPU demand (from new AI releases). As well as optical developments from ECOC 2026 (as seen with $MRVL PR + others) Still a lot to catch up on.

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@dannycheng2022
22d ago

How many of you believed the fake gurus who said $AMD would fill the gap at $170 in 2025? You sat out the entire move while my community kept loading up every week. Then the same voices claimed the next gap between $360 and $400 would get filled. Another generational buying opportunity wasted!. Some bears even called for a plunge to $300, scaring even more people out of the last dip. I feel terribly sorry for everyone who trusted them instead of me!

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@dannycheng2022
22d ago

I’ve been running a barbell approach: cautious and aggressive at the same time. On the cautious side, I still want some relatively stable names with more manageable swings — $NVDA as one of my top two positions, plus $TSM, $GOOGL, $META, and $AMZN. Those give the portfolio ballast and long-term compounding. On the aggressive side, my biggest bets are $PLTR and $AMD, along with a few other high-volatility names I share with the community. That’s where I’m looking for asymmetric upside, knowing the swings can be much sharper. The goal isn’t to pick one style. It’s to keep enough stability that I can stay invested, while still putting real size into the names that can move the needle.

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@dannycheng2022
22d ago

@dannycheng2022 Your story hit close to home. I subscribed in 2024 out of curiosity and honestly never left. At the time I was almost all-in $TSLA with a small $PLTR position on the side, plus a huge bunch of lottery stocks. I was stubborn. I held through everything. Watched my gains round-trip 5x over the past 2 years. Portfolio was a mess and I knew it. I don’t have multiple income streams like you. What I did have were your indicators. I used them to sell options for premium and stay in the game. Through you I also found a community of people who actually do the work — @cantonmeow, @sheslee and many others. That changed how I looked at this market. $PLTR slowly became my biggest position. I started following your signals and adding when it felt uncomfortable. Now I’m focused on building the core instead of chasing tickets. My only real regret is not buying more $PLTR and my core positions $AMD $NVDA $NBIS $HOOD $GOOGL earlier. These past few months the volatility has been insane. I used it to finally clean the book up. Somehow, even with all the noise, this portfolio has stayed pretty stable. I learnt that investing is 50% conviction and 50% patience when you are in the right stocks. Thank you, Danny. I am a small account but I am grateful I stayed and I will continue to stay!

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@dannycheng2022
22d ago

Quality beats quantity. You do not need a crowded watchlist to build wealth. A few exceptional names can change your life. Everything else is usually noise dressed up as opportunity. My core holdings have been $PLTR, $NVDA, and $AMD. Those three did the real work. The rest of the names I mostly touched were lottery tickets—occasional wins that never compounded into anything meaningful. Joining more chat rooms and Discords does not necessarily make you a better investor. It usually does the opposite. Conflicting opinions dilute conviction, adding noises. Most of the people in those rooms are neither whales nor institutions; they are not the ones who move markets or set the long-term direction. Listening to them rarely improves your decisions. The edge comes from independent thinking. Learn to analyze businesses yourself fundamentally. Form a thesis. Then bet with real size when the odds look favorable, when market offers discounts or when indicators flip bullish. Life-changing money rarely comes from tiny positions or constant tinkering. No indicator, no chart pattern, and no Discord call will retire you. The only thing that does is owning the right companies, starting with meaningful size, and adding as the thesis plays out so compounding can work. Stay in until long term bearish signals appear or the thesis changes. Keep the process simple. A concentrated portfolio of high-quality names, held with discipline, will thank you far more than a complicated system full of noise.

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@dannycheng2022
22d ago

I asked my rich neighbor to buy 10,000 shares of $AMD at $450 during the recent dip. I told him that sizing is what actually decides the win. Good advice fell on deaf ears. $AMD is now $570 pre-market. That’s a $1.2 million profit he walked away from.

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@dannycheng2022
22d ago

Cycles Create Wealth. Months Never! (September 21, 2026) $AMD’s previous major cycle began after the December 2015 monthly red candle at $2.36 and ran to the February 2022 high of $132.96 — a little over six years and roughly 56x if you held the full move. This cycle’s monthly red candle printed in June 2025 while $AMD was trading between $111 and $148, all shared with my Patreon and X subscribers with "MUST-READ posts". I am not claiming the same exact path will repeat for $AMD, but I am happy with a 2x from here. That is why I keep saying wealth is created by long-term investment, not by trading in and out. Conviction is NEVER measured in months or a couple of years; it is measured across a 3-to-10-year cycle. I look for historical patterns, analyze charts and keep track of company fundamentals, have regular meetings with fund directors and managers from prestigious private banks, and share how we see the cycle (that kind of information is rarely available on social media unless you have worked in the field). I tell my community to keep everything simple when the majority like to trade in and out on X, outsmarting the whales: treat a handful of stocks as cores and keep for a cycle, with $AMD being one of them. Every meaningful drawdown is an opportunity to add. I do not rely only on red candles; I use my other proprietary indicators I do not share in public so they cannot be copied. My personal appraoch is very straightforward: stay with large-cap leaders in each sector, treat small and meme names as lottery tickets only, keep dollar-cost averaging in my core stocks only when the market offers a discount, and double down when the indicators flip bullish—especially when the bears are loudest. These strategies have played out successfully in recent years. I got Chad @chad_ventures to add more $AMD around $450, $480 and $500 after he built his initial position at $150, Seth @redfoxryder to load up heavily at $440-$450 after sharing my first buy order at $110 to $130 with him, and some of my closest friends at $150-$220. The last time my patreon community added aggressively was from $110 to $200 from 2025 to early 2026, when most were skeptical and some even unsubscribed to have missed the real move! Sorry that the stock market is never for the majority but for the patient and disciplined few only! Once again, thank you to my community who trusted my process. If a content creator simply told me to trade in and out, I would definitely quit because that is NEVER the right way to build and create your wealth and very often you will miss the biggest gains and the later parabolic move! Trading can be daily practice for fun and pocket money. Investment is an art. Long-term thinking and wisdom is extremely rare on social media because 99.999% of accounts are traders. I share my own buy and sell orders with Tier 3 subscribers only and will give even more detail in the personalized Tier 4 service. My proven track record speaks for everything. You can check my previous tweets on X and the $AMD gains screenshots I have posted before (I will not repost them here), when most claimed that they had shared their bullish signals for $AMD before. I have been lucky to highly concentrate on the right names in each cycle: $PLTR from 2023 onward, $NVDA since 2023, and $AMD since 2025. Those three now make up more than 90 percent of my portfolios. Luck definitely played a part, but luck does not last—my core positions come from meticulous research, both fundamental and technical, along with patience and conviction. I share my top holdings transparently and openly on X so anyone can watch the journey in real time, because I want others to succeed on their own path as well! @cantonmeow @Jimmy_tesla_01 @redfoxryder @chad_ventures @Hiteshp99 @sheslee @tonylee80

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@dannycheng2022
24d ago

The 3 Easiest Stocks — And the Gurus Who Missed Them These three stocks ($PLTR, $NVDA and $AMD) ARE, in my view, among the easiest to make money in. 1. Get the analysis wrong and it means you don't even know the basic technical analysis. You need to start again from ABC! 2. Miss the parabolic run in one of them and you’re left with an awkward question: did you just pay a fake guru for the privilege of watching the train leave without you? The "geniuses" who told you to sell at the bottom didn’t just miss the move — they charged you a subscription fee to help you miss a generational opportunity. Meanwhile, services that never even mention these three names at the early stage still charge you $200–$2,000 a month. I was mocked and judged for 2 years for betting so big on them. Now the table has turned. It is not my style to attack or criticize anyone. I just refuse the trader mindset that keeps leading people to failure!

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@dannycheng2022
24d ago

Conviction is not measured in months. It is tested across multi-year cycles. $NVDA: -66% in 2021–22, then about +407% over 3 years into 2026. $AMD: -65% in 2021–22, then about +447% over 3 years into 2026. $TSM: -56% in 2022, then about +409% over 3 years into 2026. $PLTR: -65% in 2022, then about +1,049% over 3 years into 2026. $HOOD: -90% from the 2021 high to the 2022 low, then about +1,600% off that low into 2026. Many missed the parabolic run by trading in and out. Many more failed to hold through volatility. And many more will never learn!

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@dannycheng2022
24d ago

You know the guy. He called $PLTR a crash to $60–$80. Then $120 was a bear trap. Then $150. Then $180. At some point the “trap” started looking a lot like a staircase. That’s why I sized up. The same guy later decided $AMD was topping at $500 this cycle and heading to $300. I wish he were right but so many followed him only to have missed a generational move. Then he called $NBIS topping at $250, destination $130. I bought the dip instead and shared with my Tier 3 subscribers in my Weekly Insights. I’ve started treating his calls like a contrarian checklist. The hit rate is better that way!

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@dannycheng2022
25d ago

You don’t need multiple winners but you need the right size (September 1, 2026) I spent a full year accumulating $NVDA from 2023 to 2024. From 2025 through the first half of 2026, I ran the same process with $AMD. Last week I even shared a list of the stocks I’m bullish on this cycle in a single post with my Patreon Tier 3 community. Most of them are charted regularly with all, and I will keep adding during massive drawdown. I don’t need a long list of winners. What matters is picking the right names each year/cycle and sizing them aggressively. Position size determines the final outcome. A few concentrated bets with real size is what sets me apart from others. Wealth is never built by trading in and out. It is built by buying, adding, and holding through each volatility. I don’t rely on luck. I rely on my own TA, which is why I feel comfortable DCA’ing into my top tier core stocks every month.

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@dannycheng2022
25d ago

Back in March 2025, $AMD looked interesting to me. I started buying around $110 and kept adding all the way down to $80 in April. At the time I was mostly a swing trader. Very little of my book was built for the long term. By October, AMD was almost a 2.5x from my cost. For a six-month hold, that felt like an easy sell. There was also a large gap on the daily and weekly, and a lot of gap-fill / Elliott Wave commentary pointing to a crash toward $120–$150 before any real upside. I was tempted. I didn’t want to give the profits back, and the plan in my head was simple: sell, then reload if it tagged those levels. Then I came across @dannycheng2022 arguing the other side. Not every gap has to fill. He was pointing to steady whale accumulation in his own work, and making the case that holding through the noise beats constantly swinging in and out. That stuck with me. I left the position alone. I’m 5x on it now. The people waiting for the textbook fill are still waiting. Credit where it’s due. @dannycheng2022 put in the work when it was easier to sell the story than sit with it. Having said that, here is what i see on the chart now. AMD just broke out. Weekly Bollinger Bands are getting very tight, and price is breaking out above a positively sloped 20-week MA. A clean break above the 1.618 Fib opens the door to more upside. sorry for the long post ! But, happy to meet wonderful people online. Regards, Crow.

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@dannycheng2022
25d ago

Most $200, $2,000, and even $20,000-a-month subscriptions never told you to buy $PLTR and $AMD — the star stocks of this cycle. They kept pushing meme names and speculative trades built on volatility. That is not investing. Learn to own the right stocks through a 3- to 10-year cycle if you wish to succeed and outperform in the stock market. There is no shortcut. Rushing is the fastest way to lose money. Every day I give my community the names that matter in this cycle. We track them and follow through. We ignore social-media noise and headlines, because that is another sure way to lose money. I will raise tier prices soon. The reason is the value: accuracy, dedication, quality, and quantity — plus the work Dr. Cat @cantonmeow and I put in, including weekends when almost no one else is working and giving excuse. Compare the value. Then decide. Don’t miss the signals again and again!

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@dannycheng2022
25d ago

$AMD “topping out”? Most big accounts told you $AMD was topping out. My chart showed the opposite for months: sideways consolidation that gave anyone who missed the move a huge window to add and accumulate. The momentum bars at $457 and $486 were the last clean opportunities. That signal is reliable once those levels clear with steady whale accumulation. Today, the $518 momentum bar has already been cleared, pointing to more upside. Follow the people who share selflessly and have a proven track record. And don’t forget who told you to sell and wait for $300 — missing the generational buying opportunities of the past few weeks and months.

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@aleabitoreddit
25d ago

TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agreement for pluggable/NPO/CPO. "Expected to add significant capacity to support Marvell’s growing requirements." I like to keep an eye out on Globalfoundries related updates given $SIVE is their reference laser for SCALE. - $CIEN expects roughly 30% annual revenue growth, 50% adj. gross margin, 20% FCF margin, through FY2029. The company says component availability, not demand, is limiting growth... Seems common across $NVDA to upstream suppliers that supply is the limiting factor for revenue growth. - Winbond acquires Infineon's NOR Flash and F-RAM business for $1.12 billion. Very surprised Infineon sold considering NOR Flash ASP + importance just keep going up and up and up, but good for Winbond consolidation. - Samsung reportedly expands outsourcing of DDR5-module and SSD assembly. I think some local Taiwan reports flag Transcend and Apacer as possible beneficiaries. The report specifically identifies Dreamtech, Hanyang Digitech and SFA Semicon. I've noticed other Korean firms entering new Samsung Electronics contracts for likely legacy memory modules maybe like ~1-2m ago.. So think some media commentary probably missed this too. Maybe too small for them to notice? - $NBIS raises AI cloud prices for the 2nd time in three months (~17-21%), bullish read through for other Neoclouds like $CRWV to $IREN earnings. - $AMZN signs $2.4B agreement with $GNRC for generator deliveries throughout 2027-2028... and received warrants tied to as much as $8B of aggregate purchases Good to keep an eye out on who Amazon signs these warrant agreements with (eg. Alchip, $AAOI, $QCOM, $MRVL, etc) and what type of infra procurement they want. - $TSEM and NewPhotonics begin volume shipments of laser integrated optical engines. Not familiar with newphotonics, so not going to leave much commentary here. But will do some research today. - Goldman Sachs reportedly sees the ABF deficit expanding from 14% to 51%. Forecast shortages are 14% in 2H26, 34% in 2027 and 51% in 2028... More substrate bottleneck stuff, not surprising regarding demand imbalances. - Crusoe raises $3.9B at a $30.9B valuation. Okay this valuation is better than Instinct raising at a bubble $10B valuation off 100k users... - Japan and the U.S. reportedly discuss a $12.9–19.3B $GFS run fab. That's like half of Globalfoundries marketcap lol. Not much details here. - $ARM CEO Rene Haas said he is confident that they can secure enough supply to meet $2B in customer demand (for their AGI CPU). There's probably a lot more demand, probably supply constrained growth as usual so good $ARM signaled confidence in securing allocations. - Supply chain sources said Kioxia has about 50% of its LTA capacity tied up, while SK Hynix/Samsung reserve about 70% of capacity for LTAs for 3-5 years. Not sure how people are bearish on memory.... I don't like posting updates one-by-one like a news reporter, so hope this saves some time of stuff I like looking at. On a side note was surprised markets from $AMD to $INTC rallied today after rate hikes. Think high-beta overshot the selloff the most.

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@dannycheng2022
26d ago

Remember who said the $AMD top was in and to wait for $300 — and who genuinely posted the bullish setup last year and told you to stay long for the full cycle. Haters will gonna hate, which I like to bet against you all the time. The people who actually followed my buy orders are the ones saying thank you.

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@dannycheng2022
26d ago

I bought the gap-up and those gaps were the launch before the parabolic move. $NVDA — May 25, 2023 $30.54 → $38.52 $TSM — Jan 18, 2024 $100.16 → $108.19 $PLTR — Feb 14–15, 2023 $7.61 → $8.80–$10.11 $AMD — Oct 6, 2025 $164.67 → $200+ https://t.co/950lyevujc

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