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Price
$305
USD
Day
+0.6%
YTD
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Research feed
Latest imported research note for this ticker.
longwatchaleabitoreddit, zephyr_z9
Imported thesis
CPU supply shortage adds new pricing power dimension — server CPUs up 10-20% since March with AMD planning cumulative 16-17% hikes through Q3. Dual GPU/AI + x86 CPU pricing tailwinds.
Imported reasoning
Thesis is strengthening but RSI 96.5 is extreme. This level historically precedes 5-10% corrections. May 5 earnings will either justify the run or trigger first real pullback.
Last imported
Apr 23, 12:30 p.m.
Source report
2026-04-23_midday.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
CPU supply shortage adds new pricing power dimension — server CPUs up 10-20% since March with AMD planning cumulative 16-17% hikes through Q3. Dual GPU/AI + x86 CPU pricing tailwinds.
Sleeve
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Consensus PT (USD)
$340
Holdings
No holdings recorded for this ticker.