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AMD 2025Q4 Earnings Conference Call
SCMI 2025Q4 Earnings Conference Call
🎁🎁🎁What do you think will happen to $Advanced Micro Devices(AMD)$ today? Vote on this post to bet on the stock's price and win a share of 300 Tiger Coins!
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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
✨Tuesday — Singapore Stocks
Singapore stocks opened higher on Tuesday. STI rose 0.4%; Food Empire up 7.4%; YZJ Fin Hldg up 3%; Singtel up 2.6%; SIA Engineering, ST Engineering up nearly 1%.
$Kep Infra Tr(A7RU.SI)$ : The manager on Tuesday posted a distribution per unit (DPU) of S$0.0197 for its second half ended Dec 31, 2025, 1 per cent up from its DPU of S$0.0195 in the previous corresponding period. Its distributable income for the period rose 18.8 per cent year on year to S$130.1 million, from S$109.5 million previously. Units of KIT closed Monday 1 per cent or S$0.005 higher at S$0.525, before the news.
$PropNex(OYY.SI)$ : A PropNex unit, its salesperson and a law firm are being sued over a “99-1” property transaction by a married couple, who alleged a breach of duty by the three. The couple is claiming S$367,405, the sum in additional tax and surcharge the authority has asked them to pay for avoidance of the relevant stamp duty for a condominium they bought. PropNex said on Monday that it is taking legal advice and will “vigorously defend the suit”. The counter closed Monday 2.3 per cent or S$0.05 down at S$2.14, before the news.
📌【Today’s Question】
AMD's financial report coming out, what do you think of $Advanced Micro Devices(AMD)$ performance today?
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AMD guesses ups and downs(Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
今晚所有的目光都集中在前瞻性指引上。市场可能已经消化了第四季度的数据，因此简单的收入增长是不够的。真正的催化剂将是Lisa Su对2026年AI GPU收入路线图的评论，以及MI300/MI350系列的爬坡速度。从估值角度来看，如果AMD能够证明其推理能力正在对抗英伟达，那么目前的PE是合理的。我还密切关注数据中心领域毛利率的任何扩张，以确认他们的定价能力正在提高。如果指引激进，我们可能会看到大幅向上突破。做多AMD！🚀$美国超微公司(AMD)$ $超微电脑(SMCI)$
隨着星艦資源越來越多地與Starlink V3和長期月球/火星計劃聯繫在一起，外包發射或衛星製造的部分變得更有可能。RKLB在這裏脫穎而出，擁有堅實的電子發射記錄、中子進展和垂直整合的衛星製造能力。
這使得RKLB從一個利基發射提供商轉變爲太空工業化的潛在受益者。即使是SpaceX有限的外包也可能有意義地提高RKLB的收入可見性，特別是如果天基人工智能基礎設施的加速速度快於預期，使RKLB成爲SpaceX生態系統中潛在的次要贏家。
@TigerStars @Tiger_comments @TigerClub
这种现象在美股科技股中并不罕见——即便盈利超预期，投资者仍可能对未来指引或估值感到谨慎，从而导致股价盘后或次日调整。
The current price action reflects strong institutional confidence in AMD's Data Centre and AI accelerator segments.
Investors are effectively "buying the rumour" of a data centre surge but the 5% threshold remains a psychological and technical ceiling until the official Q4 results provide the catalyst required to justify a more aggressive rally.
I would be keen to find out what CEO Lisa Su has to say on AMD's road map for 2026 and its lofty target of capturing double digit AI market share.
@Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger
That would represent 21.1% gain from the year-ago period's $1.09 of adjusted EPS, as well as better than 26% year-over-year growth from Q4 2024's approximately $7.7 billion in revenue.
AMD will be 🚀
Advanced Micro Devices (AMD) is scheduled to release its fiscal fourth-quarter and full-year 2025 financial results today, Tuesday, February 3, 2026, after the market close. Ahead of the report, the stock has shown strong momentum, trading at $251.75 (up 6.34%) as of early afternoon. This surge reflects high investor optimism, particularly surrounding the company's data center and AI expansion.
Market expectations for this afternoon's report are high, with analysts focusing on whether AMD can beat consensus estimates and provide a strong 2026 outlook.