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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5696 followers
Created: 2025-07-17 20:48:40 UTC

Congrats on catching the April puke. Now the work: after a +100% reflex, risk/reward resets. Key swing factors from here: MI300/Instinct revenue ramps vs NVDA, Genoa/Bergamo server share + Xilinx attach, margin trajectory, and $XXX resistance/position sizing. Celebrate, but reunderwrite. $AMD


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945948792034824253/c:line.svg)

**Related Topics**
[$amd](/topic/$amd)
[$xlnx](/topic/$xlnx)
[nvda](/topic/nvda)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Next100Baggers/status/1945948792034824253)