AMD(US:AMD) Seeking Alpha·2025-06-26 19:30Group 1 - The tech sector is showing resilience despite geopolitical tensions and rising oil prices, with a notable focus on AI trends and cyclical recovery in the analog space [5][8][70] - Tesla's recent robotaxi launch is seen as a pivotal moment for the company, with investors reacting positively despite limited information from the event [9][12][40] - Concerns remain regarding Tesla's ability to scale its robotaxi service, particularly in terms of pricing, safety, and competition from companies like Waymo [17][20][29] Group 2 - Nvidia's recent earnings report showed a slight growth expectation of 2% sequentially, which was below consensus estimates, yet the stock did not decline significantly due to prior write-offs that had already priced in negatives [42][44] - AMD is gaining market share in the server CPU market, with estimates suggesting a 40% share this year, driven by its competitive positioning against Intel [49] - Apple's recent developer conference was disappointing for investors, with lowered smartphone sales forecasts indicating a challenging year ahead, yet the long-term outlook remains bullish [51][53] Group 3 - Broadcom reported earnings in line with expectations and is viewed as a solid midterm investment due to its strong fundamentals and position in the AI server market [54][56] - CoreWeave's stock has surged significantly, but concerns about overvaluation and reliance on retail investors have led to a downgrade in sentiment [64][66] - The overall market is experiencing shifts, with a potential move from growth stocks to value picks, presenting opportunities for investors to acquire solid growth stocks at better prices [67]