@citrini
Cite asCryptoQuant has tracked the directional calls on AMD by @jukan05 on X since Jun 2025: not yet scored on AMD (as of Nov 11, 2026).
Other assets covered (30)
Relative view by default: fewer than 30 AMD calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
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A Taiwanese media report says NVIDIA may cut its orders with TSMC. If that happens, AMD and ASIC chipmakers could pick up some of the wafer capacity currently allocated to NVIDIA. I’ve heard similar rumors. I’ll let you know as soon as I can confirm them. https://t.co/46wCWDA65N
View original →Korean media reports that Samsung’s second Taylor foundry fab is already fully booked for AMD and NVIDIA HBM base dies—even before construction begins. AMD reportedly accounts for most of the volume. https://t.co/i0iWZZE1fW
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