This week, four of my holdings report, and the US votes. Mon: $PLTR reports after the close Tue: $SHOP before the open. US midterm elections. Then $AMD after the close Wed: $APP after the close Fri: US jobs report for October AMD is my biggest position, over half my portfolio. It's guided to about $13bn of revenue this quarter, up from $11.5bn last quarter. I'm not watching the headline number. I'm watching the outlook for next year and AI chip demand. Election night and earnings night on the same Tuesday means one thing: volatility. I'm not trading it. My plan is set before the week starts, not during it. Lots of volatility ahead but my plan remains the same. My own holdings and thinking, not advice. Capital at risk. #Earnings #AMD #Midterms #Investing
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5 Comments
Nate
@hoodnate · 3d
amd being over half your portfolio makes watching the outlook over the headline feel relatable
Leo
@l3onel · 3d
im watching pltr im consider a position with em. I hold amd so im watcning them too and i may add after earnings, since amd tended to dip post earnings BUT FIRST im buying google monday
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