Here's your chip stock update for Monday: AMD +12%, Applied

Mike Chan | Deep Ventures 🤘2026/11/11 04:49:13

Here's your chip stock update for Monday: AMD +12%, Applied Materials +11%, Micron +6%. Nvidia -5%. Part of that is Nvidia's CEO drama. Part of it is Google, which launched two more TPU systems, making it four eighth-generation TPU systems in one year. And AMD's CPUs are integrated, hence their bump. The king is vulnerable, and the natives are restless.

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