AMD, SMCI, QCOM, ARM: all jump

AMD, SMCI, QCOM, ARM: all jump
I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts.
Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing "ai" and trying con people into investing continually), then that is poor long term planning.
I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)

AMD Slides 17%! 2018 Redux or Buy-the-Dip?

Advanced Micro Devices suffered its worst session since October 2018, plunging 17% intraday after a cautious outlook overshadowed an earnings beat. Shares gapped down 11.2% at the open and risk wiping out all gains made in early 2026. Some analysts argue Q4 results looked far less impressive without China demand, and near-term AI revenue failed to show a true inflection. Others see capitulation in a crowded trade—and a potential entry point if data-center momentum re-accelerates. Is this guidance-driven reset the end of AMD’s AI optimism? Or a classic overreaction before the next cycle leg?

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Shares gapped down 11.2% at the open and risk wiping out all gains made in early 2026. Some analysts argue Q4 results looked far less impressive without China demand, and near-term AI revenue failed to show a true inflection. Others see capitulation in a crowded trade—and a potential entry point if data-center momentum re-accelerates.\n\nIs this guidance-driven reset the end of AMD’s AI optimism?\nOr a classic overreaction before the next cycle leg?","image":"https://community-static.tradeup.com/news/1c5fa6861f0b5f7867f8e0f5d2f61ce3"}],"images":[],"coverImages":[],"html":"<html><head></head><body>AMD, SMCI, QCOM, ARM: all jump\n \n I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts.\n \n Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing \"ai\" and trying con people into investing continually), then that is poor long term planning.\n \n I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)</body></html>","htmlText":"<html><head></head><body>AMD, SMCI, QCOM, ARM: all jump\n \n I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts.\n \n Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing \"ai\" and trying con people into investing continually), then that is poor long term planning.\n \n I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)</body></html>","text":"AMD, SMCI, QCOM, ARM: all jump I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts. Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing \"ai\" and trying con people into investing continually), then that is poor long term planning. I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/528851374339624","repostId":0,"isVote":1,"tweetType":1,"viewCount":283,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD","SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":731,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/528851374339624"}