26/11/2025
⌞ ⌝ AMD – Slides to $206 as Meta–Google Chip Deal Threatens AI Market Share & Selling Pressure Intensifies
🔽 AMD sank -4.15% sharply as competitive pressure in the AI-chip race escalated, with reports that Meta is in talks to buy Google’s TPUs, challenging AMD’s positioning as the primary alternative to Nvidia. Coupled with a CFO share-sale filing, broader semiconductor weakness, and renewed fears about AI-infrastructure consolidation, AMD extended its multi-week decline — now down nearly 23% month-to-date, its worst month since 2022.
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🧠 What’s Driving the Move?
• Meta exploring Google TPUs, potentially reducing AMD’s long-term data-center footprint. 🔵♾️ 💭 🌈𝐆
• Google’s TPUs are increasingly competitive with Nvidia, raising share concerns. 🌈𝐆 🆚 👁🗨🟩
• U.S. “Genesis Mission” includes AMD partners, but near-term sentiment stays weak. 🇺🇸🚀
• Heavy drawdown amid tech rotation: AMD is now on pace for its worst month since September 2022, with selling accelerating over the past nine sessions. Shares touched their lowest intraday level since October 3. 📉
• Insider activity hits sentiment: AMD CFO Hu Jean X filed to sell 14,506 restricted shares, adding minor negativity in a sensitive tape. 👤🤑
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📉 Daily Loss: -4.15%
📌 Resistance: 230.20 → 258.90
📌 Support: 184.00 → 168.60
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⚠️ Momentum Alert
AMD remains under sustained downside pressure after eight declines in the last nine sessions. A failure to reclaim 210 risks a 184 continuation. Bulls must break above the 230 region to shift momentum back constructive.
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