I have been looking at the recent earnings reports, and it is clear that $Advanced Micro Devices(AMD)$   and $SUPER MICRO COMPUTER INC(SMCI)$  have had a tough time lately. AMD reported weaker-than-expected earnings, even though their revenue of 7.69 billion dollars topped the 7.42 billion dollars that was anticipated. Their EPS came in at 48 cents adjusted, just shy of the 49 cents expected. It is a mixed bag, and I am wondering how this will play out for them moving forward. Super Micros situation seems even more concerning to me. Their shares plunged 15 percent due to weak results and disappointing guidance. That kind of drop i

1. AMD: Revenue Beat, Profit Miss Q2 2025 revenue came in at $7.69 billion, above consensus (~$7.42B) — growth was anchored by strong client, gaming, and data-centre sales . Adjusted EPS was $0.48, slightly missing expectations (~$0.49), primarily due to ~$800 million in inventory charges tied to U.S. export controls on MI308 AI chips to China . Outlook: Q3 revenue guided to ~$8.7B, ahead of street estimates, driven by demand for MI350/MI400 AI accelerators . Despite the beat, shares dipped ~4–6% as investors weighed margin pressure and China export uncertainty . Outlook on AMD’s near-term trajectory: With Q3 guidance strong and AI momentum building, top-line strength is evident—but margins remain under pressure due to regulatory-related charges. Unless export restrictions ease, profits ma

🌟🌟🌟AMD and SMCI stumble.  Is Nvidia the last chip standing?  Earnings season in chipland has turned into a battlefield strewn with broken expectations and bruised valuations.  AMD and SMCI, once the darlings of the AI boom, have both missed earnings, triggering sharp selloffs and investor soul searching. AMD $Advanced Micro Devices(AMD)$  missed by a cent but the real damage came from AI revenue declines due to US export restrictions to China.  The MI300 sales vanished, margins shrank and the stock plunged over 8.7%, breaking below USD 160. SMCI $SUPER MICRO COMPUTER INC(SMCI)$  fell even harder, down 15% after

Do I hold chip stocks? NVDA since 2021 for the 'small' win.  --- Are semiconductors a 10- or 20-year investment theme? Yes, semiconductors are widely regarded as a long-term secular growth theme, potentially spanning 10–20 years or more. Here’s why: 🔷 1. Foundational to the Digital Economy Semiconductors power everything—from smartphones, laptops, and cars to data centres and artificial intelligence (AI). As digitalisation expands, so does chip demand. 🔷 2. AI & HPC (High-Performance Computing) The explosive growth of AI models (like GPTs) and large-scale computing infrastructures is massively driving chip demand, especially GPUs and custom silicon (e.g., NVIDIA, AMD, Broadcom, TSMC). 🔷 3. Reshoring & Geopolitics Governments (U.S., EU, Japan, China) are pouring billions into l

AMD & SMCI Miss Earnings! 100% Chip Tariff Incoming?! Oversold or Opportunity? > 😱 Earnings flops. Tariff shock. Tech sell-off? $SUPER MICRO COMPUTER INC(SMCI)$  plunged 15% on weak guidance. $Advanced Micro Devices(AMD)$   stumbled, too — despite a revenue beat. And now, Trump is talking about a 100% tariff on imported chips. Are we looking at a short-term dip… or the start of something nastier for semiconductors? Time to buy the pain—or watch from the sidelines? 2. What Happened in Earnings? $AMD Delivered Q2 revenue of $7.69B vs $7.42B expected — a mild beat. EPS came in at $0.48, missing the $0.49 consensus. Not catastrophic, but with the AI hype dial turned way up, inve

Nvidia reaching ATH! 

Love NVDA mah ini, the winners takes all

Vote NVDA lah josjisss bruderrr

NVIDIA is shining high with all the support from govt to bump up stock markets . This is the new Tesla but we all know what happened to Tesla and Musk. Until they find a new toy , PLAY is on !! We never know when the game stops !! 

Nvidia To the 🌙 good news and it's time to break 200

Trump and the market are similar: Both are vilatile. And one can neither time them nor ignore them. However,  placing faith on Trump's words is the stupidest thing one can do. So, any bets on a counter has to be based on their fundamentals only. The larger future of the AI market is more important here.

$AI 20250801 27.0 CALL$   

Don't let the big guys fool you and take your money. Both are critical companies for AI and the future of chip and server tech. 

The Q2 2025 earnings season has been a wild ride for chip stocks, with Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) and Super Micro Computer ( $SUPER MICRO COMPUTER INC(SMCI)$ ) taking hits after missing profit expectations. AMD reported a revenue beat but fell short on adjusted EPS, dragged down by a hefty inventory charge, while SMCI’s shares plunged 16% after missing both revenue and profit targets and issuing weak guidance. With the broader chip sector facing post-earnings sell-offs, investors are asking: are AMD and SMCI oversold and ripe for a rebound, or should they be avoided for now? And is NVIDIA, with its consistent beats, the only chip stock worth buying? This deep dive explores the

$Advanced Micro Devices(AMD)$ is scheduled to report its fiscal Q2 2025 earnings after the market closes on August 5, 2025. Given the company's position in the highly competitive and volatile semiconductor industry, especially with the surge in AI-related demand, this report is highly anticipated by investors and analysts. Revenue: The consensus among analysts is that AMD will report revenues of approximately $7.4 billion to $7.43 billion. This represents a significant year-over-year growth of around 27%. EPS (Earnings Per Share): However, the consensus for earnings per share (EPS) is lower, at roughly $0.28 to $0.48, which would be a decline from the same quarter last year. This is largely attributed to the impact of tighter export controls on its

The semiconductor industry is at a pivotal moment, and the recent buzz around AMD and SMCI earnings on August 5, 2025, only scratches the surface of a broader bullish trend. Despite short-term profit concerns for individual players, the chip sector is poised for a robust rally, driven by insatiable demand, technological innovation, and strategic positioning. Here’s why investors should bet big on the industry as a whole. Unstoppable Demand Fuels Growth The global appetite for semiconductors has never been stronger. From AI and machine learning to electric vehicles and 5G infrastructure, chips are the backbone of the digital revolution. AMD’s projected 27% revenue growth to $7.43 billion and SMCI’s expected 13% increase to $5.98 billion in Q2 2025 reflect this momentum, even amidst profit c

When rumors of a 70% price hike for the MI350X hit the coldest winter in the PC market in a decade, $Advanced Micro Devices(AMD)$ Q2 earnings report will be very interesting, either igniting a second revolution in AI chips or becoming a bubble bursting point?Longs: AI Pricing Hegemony + Share GrabbingPricing power nuke verification is the core trump card.Recently there are very many news pointed out that AMD will be the flagship AI chip MI350X pricing, from 15k violently pulled up to 25k, the price increase is as high as 67%, directly approaching the $NVIDIA(NVDA)$ H100 30k + range.This is not only a branding blow to the competition, but also a nuclear bomb level filler for gross profit.If the implementati

$Advanced Micro Devices(AMD)$ Caught Between AI Dreams and Economic Reality Advanced Micro Devices (NASDAQ: AMD) remains one of the most hotly debated names in the semiconductor space, and for good reason. Its deep push into the artificial intelligence (AI) accelerator market, spearheaded by the MI300 series, has elevated investor expectations to historic levels. With each quarterly earnings report, Wall Street watches with bated breath for signs that AMD is not just participating in the AI boom, but competing head-on with Nvidia. However, despite a robust product roadmap and expanding addressable markets, AMD stock is under intense pressure to justify its rich valuation. The company’s Q2 2025 earnings were widely anticipated—perhaps even overhyped