Advanced Micro Devices, Inc. AMD

$AMD ? AMD is expected to report 15.7% YoY growth to $6.71 billion in revenue, with EPS rising 31.4% YoY to $0.92.

Expectations for data center revenue are high, with analysts from Oppenheimer expecting AMD to report 114% YoY and 21% QoQ revenue growth in the segment.

$NVDA $META $MSFT $AVGO $GOOG

$AMD ?AMD is expected to increase its Earnings from: $1.8 Billion per year in 2024
to
$8.1 Billion per year in 2026.

ALSO

FCF is expected to go from:

$1.3 Billion in 2024
to
$9.3 Billion in 2026

This is not a typo.

Revenue is expected to nearly double in that time too.

$NVDA ? SoftBank CEO Masayoshi Son called Nvidia $NVDA "undervalued", saying he was stockpiling "tens of billions" to invest in AI as he believes artificial superintelligence will need "hundreds of billions of dollars."

New projects are lined up

Next $NVDA

Will hit 180 before closing today

$AMD ? Meta $META, Microsoft $MSFT, Alphabet $GOOG and Amazon $AMZN are estimated to consider investing between $30B to $60B for AI each year, per Accel.

$NVDA $AMD $AVGO

See slow bleeding.. times to pop?????

3 days red ???no good… See bottom???

Time to pop.. see bottom… buy more here 500 shares and call 160c?????