$AMD Catalyst Posts
February 12, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $AMD Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
2 source posts analyzed· 2026-02-12T13:26:14+00:00After seeing all hyperscalers give $100B+ guidances, $AMZN $200B, and now $NBIS giving a $16-20B capex guidance, I have realised that I don't own enough semis. Next year, all the data center equipment infrastructure names will print cash. $ALAB $NVDA $AMD $MU $SNDK $SMCI $ASML
· 2026-02-12T09:21:06+00:00Out BE from original short of AMD setup on $ASTER. Waiting now for a deviation of PDH. Take profit 1 hit - Break even trade. CVD Divs with funding aggr turning positive. I might punt another shot, the R:R is great.