koolgal
02-04 05:22
Can AMD, SMCI, QCOM & ARM strike back to outrun their Memory peers?

AMD: The Measured Retreat:DROP
Despite a beat & raise performance from Lisa Su, AMD faces the classic perfection problem.  After a massive runup, the bar was set so high it requires a miracle to clear it. Expect a slight pullback as AMD catches its breath.

SMCI: The Volatile Rebound: JUMP
After a brutal year of margin anxiety, SMCI is finally showing that Volume is King.  With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere.

QCOM: The Gravity Check: DROP
Qualcomm is currently fighting a 2 front war: stagnating mobile phone  sales & a transition to AI PCs.  Unless QCOM reveal a surprise strategy, gravity may win this round.

ARM: The Royalty Rally: JUMP
ARM isn't just a chip company. It is a toll booth on the AI highway. With V9 architecture & power efficiency, ARM is poised to leap.

@Tiger_comments @TigerStars @Tiger_SG @TigerClub

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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Comments

  • icycrystal
    02-04 20:45
    icycrystal
    thanks for sharing
    • koolgal: 
      Best of luck 🍀🍀🍀
    • koolgal: 
      Happy Trading 🌈🌈🌈💰💰💰
    • koolgal: 
      More bargain hunting to do.
    • koolgal: 
      The market is down again today .
    • koolgal: 
      Appreciate your support 🥰🥰🥰
  • VivianChua
    02-05 00:54
    VivianChua
    Nice 💚💚💚
    • koolgal: 
      Best of luck 🍀🍀🍀
    • koolgal: 
      Happy Trading 🌈🌈🌈💰💰💰
    • koolgal: 
      Appreciate your support 🥰🥰🥰
    • koolgal: 
      Thanks 😊😊😊
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