AMD Plunge: Chip Stocks Start to Pull Back?

AMD fell 10% in after-hours trading. While AMD's fourth-quarter financial report exceeded analysts' revenue expectations, the guidance for the first quarter fell short of expectations. Affected by AMD's earnings, other semiconductor stocks also fell in the after hour trading. ------------- Will chip stocks start to pull back following AMD's earnings? Are you bullish or bearish on QCOM's earnings? Which chip stock is a better choice to invest in AI?

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Tiger_James Ooi

2024-08-28

Is AMD a Better AI Stock than Nvidia?

AMD $Advanced Micro Devices(AMD)$ stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38. Key Points to Know About AMD: 1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen

Is AMD a Better AI Stock than Nvidia?

Samlunch

2024-07-27

$ARM Holdings Ltd(ARM)$ ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!

BrianLTS

2024-07-28

Definitely ARM

Tom Chow

2024-07-28

👍

obe99

2024-02-20

Are you let's make this happen 😭

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Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen","listText":"AMD <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38. &nbsp;Key Points to Know About AMD: &nbsp;1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen","text":"AMD $Advanced Micro Devices(AMD)$ stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38. Key Points to Know About AMD: 1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen","images":[{"img":"https://community-static.tradeup.com/news/e0fc456b54df4f78e0173d6b63af0341","width":"1822","height":"945"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/343271041220640","isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4163712024582652","authorId":"4163712024582652","name":"dragonfyre","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4163712024582652","authorIdStr":"4163712024582652"},"content":"While undoubtedly nvidia is currently the top dog, I am keeping an eye on amd, I think their future is looking bright, with cpu, gpu and ai growth potential, especially with intel's lack of performance and troubles.","text":"While undoubtedly nvidia is currently the top dog, I am keeping an eye on amd, I think their future is looking bright, with cpu, gpu and ai growth potential, especially with intel's lack of performance and troubles.","html":"While undoubtedly nvidia is currently the top dog, I am keeping an eye on amd, I think their future is looking bright, with cpu, gpu and ai growth potential, especially with intel's lack of performance and troubles."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":332294028402832,"gmtCreate":1722134299518,"gmtModify":1722134303297,"author":{"id":"3572236737712328","authorId":"3572236737712328","name":"BrianLTS","avatar":"https://static.tigerbbs.com/ec1e776b8113215c077b67791e4f544c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572236737712328","authorIdStr":"3572236737712328"},"themes":[],"htmlText":"Definitely ARM","listText":"Definitely ARM","text":"Definitely ARM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332294028402832","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332048199176304,"gmtCreate":1722096533118,"gmtModify":1722096535674,"author":{"id":"4156573848876002","authorId":"4156573848876002","name":"Tom Chow","avatar":"https://community-static.tradeup.com/news/b85f5e5acfe3f789a38fe740b486781c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4156573848876002","authorIdStr":"4156573848876002"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332048199176304","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331958236463248,"gmtCreate":1722052319064,"gmtModify":1722255687260,"author":{"id":"3555293442593045","authorId":"3555293442593045","name":"Samlunch","avatar":"https://static.tigerbbs.com/17478579b111537e74aea4d338e8aef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555293442593045","authorIdStr":"3555293442593045"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!","text":"$ARM Holdings Ltd(ARM)$ ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":1,"link":"https://ttm.financial/post/331958236463248","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000142","authorId":"9000000000000142","name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000142","authorIdStr":"9000000000000142"},"content":"I am setting my Arm Holding's EOY share price target at a minimum of $200+ with little to no resistance.","text":"I am setting my Arm Holding's EOY share price target at a minimum of $200+ with little to no resistance.","html":"I am setting my Arm Holding's EOY share price target at a minimum of $200+ with little to no resistance."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275921446281408,"gmtCreate":1708402482823,"gmtModify":1708402487003,"author":{"id":"4153169021414522","authorId":"4153169021414522","name":"obe99","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4153169021414522","authorIdStr":"4153169021414522"},"themes":[],"htmlText":"Are you let's make this happen 😭","listText":"Are you let's make this happen 😭","text":"Are you let's make this happen 😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275921446281408","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269809354010816,"gmtCreate":1706880531718,"gmtModify":1707013965533,"author":{"id":"3585745902929799","authorId":"3585745902929799","name":"TBI","avatar":"https://community-static.tradeup.com/news/282bf6441b6c41fe9f0c97a7aa7d92ae","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585745902929799","authorIdStr":"3585745902929799"},"themes":[],"title":"My Watchlist [46]: INTC (dtd 2/2/24)","htmlText":"Hi everyone! Here’s my long-awaited post on one of the eminent semiconductor companies: Intel (NASDAQ: INTC) Here’s a quick look at the daily chart. Note that the stock was trading in a rising wedge pattern (appearing to be bearish), but ultimately broke out of it, and has backtested the breakout at least once. I believe this is the second time we are backtesting the breakout. I note significant volume on the weekly candle on the first backtest, and potentially similar volume on this potential second backtest. What could possibly affect the weekly closing candle would be the news yesterday that INTC delayed its $20bn Ohio project from 2025 to late-2026. This caused a sell-off after hours yesterday. However, my expectation is that the weakness will be bought up over the session. The daily c","listText":"Hi everyone! Here’s my long-awaited post on one of the eminent semiconductor companies: Intel (NASDAQ: INTC) Here’s a quick look at the daily chart. Note that the stock was trading in a rising wedge pattern (appearing to be bearish), but ultimately broke out of it, and has backtested the breakout at least once. I believe this is the second time we are backtesting the breakout. I note significant volume on the weekly candle on the first backtest, and potentially similar volume on this potential second backtest. What could possibly affect the weekly closing candle would be the news yesterday that INTC delayed its $20bn Ohio project from 2025 to late-2026. This caused a sell-off after hours yesterday. However, my expectation is that the weakness will be bought up over the session. The daily c","text":"Hi everyone! Here’s my long-awaited post on one of the eminent semiconductor companies: Intel (NASDAQ: INTC) Here’s a quick look at the daily chart. Note that the stock was trading in a rising wedge pattern (appearing to be bearish), but ultimately broke out of it, and has backtested the breakout at least once. I believe this is the second time we are backtesting the breakout. I note significant volume on the weekly candle on the first backtest, and potentially similar volume on this potential second backtest. What could possibly affect the weekly closing candle would be the news yesterday that INTC delayed its $20bn Ohio project from 2025 to late-2026. This caused a sell-off after hours yesterday. However, my expectation is that the weakness will be bought up over the session. The daily c","images":[{"img":"https://community-static.tradeup.com/news/cf29a2c588387fd13a92f4bbe20c677c","width":"1332","height":"870"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":160,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/269809354010816","isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274693198939","authorId":"3479274693198939","name":"dong123","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274693198939","authorIdStr":"3479274693198939"},"content":"Interesting analysis! Looking forward to the next one.","text":"Interesting analysis! Looking forward to the next one.","html":"Interesting analysis! Looking forward to the next one."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":269402315223216,"gmtCreate":1706789059750,"gmtModify":1706789063983,"author":{"id":"4143970300089892","authorId":"4143970300089892","name":"Rubel02788","avatar":"https://community-static.tradeup.com/news/86a3dc19d3731d163fb4c8d6659af3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143970300089892","authorIdStr":"4143970300089892"},"themes":[],"htmlText":"said news, but not bad news","listText":"said news, but not bad news","text":"said news, but not bad news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269402315223216","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269339465392136,"gmtCreate":1706781317350,"gmtModify":1706785821606,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010844","authorIdStr":"10000000000010844"},"themes":[],"title":"QCOM Earnings Digest | A Bright Future Amidst Twists and Turns","htmlText":"After the US stock market closed yesterday, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> , the giant of handsets chip, released its first quarter report of the fiscal year 2024, which corresponds to the three months to December 24, 2023.Compared with analysts' expectations, Qualcomm's first quarter report exceeded expectations comprehensively!Among them, the revenue was $99.35 billion in the first quarter, an increase of 5% year on year, which exceeded analysts' expectations of $95.37 billion, and also exceeded the management guidance of $91-9.9 billion.By products, the handsets chip segment rebounded significantly, with revenue of $6.687 billion, an increase of 16%, exceeding analysts' expectations of $6.31 billion; The IoT segment generated $11.38 billion in revenue, a yea","listText":"After the US stock market closed yesterday, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> , the giant of handsets chip, released its first quarter report of the fiscal year 2024, which corresponds to the three months to December 24, 2023.Compared with analysts' expectations, Qualcomm's first quarter report exceeded expectations comprehensively!Among them, the revenue was $99.35 billion in the first quarter, an increase of 5% year on year, which exceeded analysts' expectations of $95.37 billion, and also exceeded the management guidance of $91-9.9 billion.By products, the handsets chip segment rebounded significantly, with revenue of $6.687 billion, an increase of 16%, exceeding analysts' expectations of $6.31 billion; The IoT segment generated $11.38 billion in revenue, a yea","text":"After the US stock market closed yesterday, $Qualcomm(QCOM)$ , the giant of handsets chip, released its first quarter report of the fiscal year 2024, which corresponds to the three months to December 24, 2023.Compared with analysts' expectations, Qualcomm's first quarter report exceeded expectations comprehensively!Among them, the revenue was $99.35 billion in the first quarter, an increase of 5% year on year, which exceeded analysts' expectations of $95.37 billion, and also exceeded the management guidance of $91-9.9 billion.By products, the handsets chip segment rebounded significantly, with revenue of $6.687 billion, an increase of 16%, exceeding analysts' expectations of $6.31 billion; The IoT segment generated $11.38 billion in revenue, a yea","images":[{"img":"https://community-static.tradeup.com/news/67fd2cbcbb70c8ce98594a0257cdecbe","width":"1028","height":"469"},{"img":"https://community-static.tradeup.com/news/7d0468b1d2f524aeb19520ebc2f81153","width":"944","height":"455"},{"img":"https://community-static.tradeup.com/news/754f87ec78b794167ba580419d2c55b1","width":"845","height":"415"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":199,"commentSize":1,"repostSize":13,"link":"https://ttm.financial/post/269339465392136","isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":269135738917024,"gmtCreate":1706741609705,"gmtModify":1706741614269,"author":{"id":"4169441028138182","authorId":"4169441028138182","name":"somlar.","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4169441028138182","authorIdStr":"4169441028138182"},"themes":[],"htmlText":"Sr thankful. Adm plunh chip stocks","listText":"Sr thankful. Adm plunh chip stocks","text":"Sr thankful. Adm plunh chip stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269135738917024","isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269122067407040,"gmtCreate":1706738161603,"gmtModify":1706738340490,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"title":"Semiconductor Soiree: A Rollercoaster Ride with Upside Potential","htmlText":"In the theatrics of the stock market, AMD recently took centre stage with an after-hours dip that left investors checking their heart rates. Is this the opening scene of a tragedy, or just a plot twist in the semiconductor saga? Fear not, fellow investors — we're here to decode the drama and find the silver lining in the silicon cloud. AMD's Dip: A Tumble, Not a Titanic Sink So, AMD (<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>) stumbled a bit in the first-quarter guidance dance. But let's not forget, even superheroes have their kryptonite. Macro headwinds, like the wind messing up Superman's hair, played a part. PC demand doing the cha-cha and supply chain constraints tap dancing didn't help either. But hold your horses! These challenges aren't exclusive to AMD.","listText":"In the theatrics of the stock market, AMD recently took centre stage with an after-hours dip that left investors checking their heart rates. Is this the opening scene of a tragedy, or just a plot twist in the semiconductor saga? Fear not, fellow investors — we're here to decode the drama and find the silver lining in the silicon cloud. AMD's Dip: A Tumble, Not a Titanic Sink So, AMD (<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>) stumbled a bit in the first-quarter guidance dance. But let's not forget, even superheroes have their kryptonite. Macro headwinds, like the wind messing up Superman's hair, played a part. PC demand doing the cha-cha and supply chain constraints tap dancing didn't help either. But hold your horses! These challenges aren't exclusive to AMD.","text":"In the theatrics of the stock market, AMD recently took centre stage with an after-hours dip that left investors checking their heart rates. Is this the opening scene of a tragedy, or just a plot twist in the semiconductor saga? Fear not, fellow investors — we're here to decode the drama and find the silver lining in the silicon cloud. AMD's Dip: A Tumble, Not a Titanic Sink So, AMD ($Advanced Micro Devices(AMD)$) stumbled a bit in the first-quarter guidance dance. But let's not forget, even superheroes have their kryptonite. Macro headwinds, like the wind messing up Superman's hair, played a part. PC demand doing the cha-cha and supply chain constraints tap dancing didn't help either. But hold your horses! These challenges aren't exclusive to AMD.","images":[{"img":"https://community-static.tradeup.com/news/39691203487daa22860371504278eb5f","width":"1200","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/269122067407040","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":269026085355600,"gmtCreate":1706714849893,"gmtModify":1706714854532,"author":{"id":"4165057826928192","authorId":"4165057826928192","name":"Gman69","avatar":"https://community-static.tradeup.com/news/f57ad6b06851461c94e66ee5f93cc61d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4165057826928192","authorIdStr":"4165057826928192"},"themes":[],"htmlText":"No way out more in it's just because of earni gd it's going back up","listText":"No way out more in it's just because of earni gd it's going back up","text":"No way out more in it's just because of earni gd it's going back up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269026085355600","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269007137439824,"gmtCreate":1706710223937,"gmtModify":1706775356974,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"AMD always never chase the high or look at 30 days moving average ","htmlText":"Ahoy there, mate! Gather 'round for a tale of the stock seas, where even a savvy investor like meself navigates the treacherous waters without succumbing to the notorious FOMO – the dread that plagues many a landlubber. **🏴‍☠️ The Soaring Voyage of AMD:** Aye, AMD be a ship that sailed from 120 doubloons to a dazzling 190 in a mere three moons. The lure of golden treasures had many a sailor eager to board, but caution be the name of the game in these unpredictable waters. **🌊 Navigating the Waves of Averages:** The savvy navigator keeps a watchful eye on the moving averages, and in this tale, the 30-day moving average be a trusty compass. At around 151 doubloons, it be a signal – caution, one might not want to set sail so close to the peak at 190. **💣 The Earnings Storm:** Nearin' the trea","listText":"Ahoy there, mate! Gather 'round for a tale of the stock seas, where even a savvy investor like meself navigates the treacherous waters without succumbing to the notorious FOMO – the dread that plagues many a landlubber. **🏴‍☠️ The Soaring Voyage of AMD:** Aye, AMD be a ship that sailed from 120 doubloons to a dazzling 190 in a mere three moons. The lure of golden treasures had many a sailor eager to board, but caution be the name of the game in these unpredictable waters. **🌊 Navigating the Waves of Averages:** The savvy navigator keeps a watchful eye on the moving averages, and in this tale, the 30-day moving average be a trusty compass. At around 151 doubloons, it be a signal – caution, one might not want to set sail so close to the peak at 190. **💣 The Earnings Storm:** Nearin' the trea","text":"Ahoy there, mate! Gather 'round for a tale of the stock seas, where even a savvy investor like meself navigates the treacherous waters without succumbing to the notorious FOMO – the dread that plagues many a landlubber. **🏴‍☠️ The Soaring Voyage of AMD:** Aye, AMD be a ship that sailed from 120 doubloons to a dazzling 190 in a mere three moons. The lure of golden treasures had many a sailor eager to board, but caution be the name of the game in these unpredictable waters. **🌊 Navigating the Waves of Averages:** The savvy navigator keeps a watchful eye on the moving averages, and in this tale, the 30-day moving average be a trusty compass. At around 151 doubloons, it be a signal – caution, one might not want to set sail so close to the peak at 190. **💣 The Earnings Storm:** Nearin' the trea","images":[{"img":"https://community-static.tradeup.com/news/a8a297e9e46d504982e5892afece1f18","width":"1242","height":"1351"},{"img":"https://community-static.tradeup.com/news/1a1d3e7712ceb40d6e56b9765fbb7ff2","width":"1242","height":"1677"},{"img":"https://community-static.tradeup.com/news/98e729aee18c23f3bdc8504b4cdee694","width":"2688","height":"1242"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/269007137439824","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":269007133937848,"gmtCreate":1706710101024,"gmtModify":1706775366851,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"themes":[],"htmlText":"It's pullback time for chip stocks. The share price of AMD plunged after it offered a first quarter forecast that fell short of&nbsp;market expectations. AMD makes graphics processing units, or GPUs, which are needed to train and deploy generative artificial intelligence models. But the Artificial Intelligence market is still currently dominated by Nvidia, and it does not look like AMD can take over Nvidia any time soon. The stock market is forward looking. AMD &nbsp;has&nbsp;to edge up its competitiveness in order to lead in the chips market.&nbsp;","listText":"It's pullback time for chip stocks. The share price of AMD plunged after it offered a first quarter forecast that fell short of&nbsp;market expectations. AMD makes graphics processing units, or GPUs, which are needed to train and deploy generative artificial intelligence models. But the Artificial Intelligence market is still currently dominated by Nvidia, and it does not look like AMD can take over Nvidia any time soon. The stock market is forward looking. AMD &nbsp;has&nbsp;to edge up its competitiveness in order to lead in the chips market.&nbsp;","text":"It's pullback time for chip stocks. The share price of AMD plunged after it offered a first quarter forecast that fell short of market expectations. AMD makes graphics processing units, or GPUs, which are needed to train and deploy generative artificial intelligence models. But the Artificial Intelligence market is still currently dominated by Nvidia, and it does not look like AMD can take over Nvidia any time soon. The stock market is forward looking. AMD has to edge up its competitiveness in order to lead in the chips market.","images":[{"img":"https://community-static.tradeup.com/news/15a47e7c3ef63c9a388584e7878b5355","width":"1283","height":"1029"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/269007133937848","isVote":1,"tweetType":1,"viewCount":1453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":269047045820424,"gmtCreate":1706709925852,"gmtModify":1706709930478,"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"themes":[],"htmlText":"Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v> , <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> or <a href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a> <v-v data-views=\"1\"></v-v> to build wafers for them. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devi</a>","listText":"Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v> , <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> or <a href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a> <v-v data-views=\"1\"></v-v> to build wafers for them. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devi</a>","text":"Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ or $Samsung Electronics Co., Ltd.(SSNLF)$ to build wafers for them. $Advanced Micro Devi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269047045820424","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268975519637680,"gmtCreate":1706702381851,"gmtModify":1706702386517,"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"themes":[],"htmlText":"I guess&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> and the rest belonging to the same industry are trending down temporary... Would probably trend up after sometime... Only thing is, how high can they go?&nbsp;[Thinking]&nbsp;&nbsp;[Thinking]&nbsp;&nbsp;[Thinking]&nbsp;&nbsp; The hype to AI has probably sizzled out... Thus, maybe wouldn't trend too high as it's perhaps reached it's peak... Perhaps... Perhaps... Perhaps...&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel </a>&nbsp;<a href=\"https://ttm.financial/U/3573390365123336\">@GoodLife99 </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;","listText":"I guess&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> and the rest belonging to the same industry are trending down temporary... Would probably trend up after sometime... Only thing is, how high can they go?&nbsp;[Thinking]&nbsp;&nbsp;[Thinking]&nbsp;&nbsp;[Thinking]&nbsp;&nbsp; The hype to AI has probably sizzled out... Thus, maybe wouldn't trend too high as it's perhaps reached it's peak... Perhaps... Perhaps... Perhaps...&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel </a>&nbsp;<a href=\"https://ttm.financial/U/3573390365123336\">@GoodLife99 </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;","text":"I guess $Advanced Micro Devices(AMD)$ and the rest belonging to the same industry are trending down temporary... Would probably trend up after sometime... Only thing is, how high can they go? [Thinking] [Thinking] [Thinking] The hype to AI has probably sizzled out... Thus, maybe wouldn't trend too high as it's perhaps reached it's peak... Perhaps... Perhaps... Perhaps... [What] [What] [What] @DiAngel @GoodLife99 @Aqa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268975519637680","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268974694314040,"gmtCreate":1706702164072,"gmtModify":1706703117444,"author":{"id":"3549006657706117","authorId":"3549006657706117","name":"主线大师 Theme master","avatar":"https://community-static.tradeup.com/news/7a28ab43a2ea27ebd6fffb76c0b0af94","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549006657706117","authorIdStr":"3549006657706117"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> $AMD's Lisa Su key quotes during the Q4 call: \"Customer response to MI300 has been overwhelmingly positive.\" \"The additional functionality and optimizations of ROCm 6 and the growing volume of contributions from the Open Source AI Software community are enabling multiple large hyperscale and enterprise customers to rapidly bring up their most advanced large language models on AMD Instinct accelerators.\"","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> $AMD's Lisa Su key quotes during the Q4 call: \"Customer response to MI300 has been overwhelmingly positive.\" \"The additional functionality and optimizations of ROCm 6 and the growing volume of contributions from the Open Source AI Software community are enabling multiple large hyperscale and enterprise customers to rapidly bring up their most advanced large language models on AMD Instinct accelerators.\"","text":"$美国超微公司(AMD)$ $AMD's Lisa Su key quotes during the Q4 call: \"Customer response to MI300 has been overwhelmingly positive.\" \"The additional functionality and optimizations of ROCm 6 and the growing volume of contributions from the Open Source AI Software community are enabling multiple large hyperscale and enterprise customers to rapidly bring up their most advanced large language models on AMD Instinct accelerators.\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268974694314040","isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268974637420648,"gmtCreate":1706702151748,"gmtModify":1706781649952,"author":{"id":"4163830509758562","authorId":"4163830509758562","name":"RickPANDA","avatar":"https://community-static.tradeup.com/news/b4bcab9fc9e00799638da1493b8a0e34","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163830509758562","authorIdStr":"4163830509758562"},"themes":[],"htmlText":"PCT: Which Chip? v10.0 : PCT = Pandas Coffee Talk. Today new data says: AAPL &amp; META buying AI Chip from NVDA. MSFT &amp; GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD &amp; INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down&nbsp;for INTC &amp; AMD. QCOM &amp; AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...","listText":"PCT: Which Chip? v10.0 : PCT = Pandas Coffee Talk. Today new data says: AAPL &amp; META buying AI Chip from NVDA. MSFT &amp; GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD &amp; INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down&nbsp;for INTC &amp; AMD. QCOM &amp; AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...","text":"PCT: Which Chip? v10.0 : PCT = Pandas Coffee Talk. Today new data says: AAPL & META buying AI Chip from NVDA. MSFT & GOOGL buying AI Chip from AMD. INTC is old time MSFT US supplier. QCOM is old time AAPL china supplier. TSM all along is Taiwan Supplier selling to China-made AAPL. TSM become so big. AMD & INTC become so little. From this new data projections. Revenues force will up for AAPL NVDA TSM. Slightly down for INTC & AMD. QCOM & AVGO plus minus. AVGO is British supplier. ASML is EU supplier. EU is passing pro-EU against-US trades laws. So...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":491,"commentSize":2,"repostSize":65,"link":"https://ttm.financial/post/268974637420648","isVote":1,"tweetType":1,"viewCount":3566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274765978906","authorId":"3479274765978906","name":"NING667","avatar":"https://static.tigerbbs.com/a57c9ae2c0aec0397127c3ef99611f9d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274765978906","authorIdStr":"3479274765978906"},"content":"🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶","text":"🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶","html":"🔥 Brilliant analysis! Inspirational insights! 👏👍 ⟶"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268967026405552,"gmtCreate":1706700308309,"gmtModify":1706700312950,"author":{"id":"4157259515311612","authorId":"4157259515311612","name":"Wuulala","avatar":"https://community-static.tradeup.com/news/99f7832a7f06755f057407731e20f5e7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4157259515311612","authorIdStr":"4157259515311612"},"themes":[],"htmlText":"Rebounding soon! It might be just a Temporary drop!","listText":"Rebounding soon! It might be just a Temporary drop!","text":"Rebounding soon! It might be just a Temporary drop!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268967026405552","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268960441770160,"gmtCreate":1706698700732,"gmtModify":1706699674895,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581730064782630","authorIdStr":"3581730064782630"},"themes":[],"htmlText":"Pleasing a market on steroids! AMD had to really wow the markets. And for a market already pumped up on handy earning beats and voracious guidance ahead, what might be wow a few months back is just a meh now. To be fair, AMD posted fantastic results especially if you are looking for the correct information. I believe the markets are not looking in the right place. Yes computing is weak but AI is on track and fantastic considering M300 just released. As such, the markets being what they are, they don't make sense when they don't seem to see what you see. I am taking the weakness as an opportunity. However, the markets are ripe for a pullback and that is the inherent risk. Technically, AMD is still looking like it is in the middle of a third wave. However the pivot at 160 must hold. Below th","listText":"Pleasing a market on steroids! AMD had to really wow the markets. And for a market already pumped up on handy earning beats and voracious guidance ahead, what might be wow a few months back is just a meh now. To be fair, AMD posted fantastic results especially if you are looking for the correct information. I believe the markets are not looking in the right place. Yes computing is weak but AI is on track and fantastic considering M300 just released. As such, the markets being what they are, they don't make sense when they don't seem to see what you see. I am taking the weakness as an opportunity. However, the markets are ripe for a pullback and that is the inherent risk. Technically, AMD is still looking like it is in the middle of a third wave. However the pivot at 160 must hold. Below th","text":"Pleasing a market on steroids! AMD had to really wow the markets. And for a market already pumped up on handy earning beats and voracious guidance ahead, what might be wow a few months back is just a meh now. To be fair, AMD posted fantastic results especially if you are looking for the correct information. I believe the markets are not looking in the right place. Yes computing is weak but AI is on track and fantastic considering M300 just released. As such, the markets being what they are, they don't make sense when they don't seem to see what you see. I am taking the weakness as an opportunity. However, the markets are ripe for a pullback and that is the inherent risk. Technically, AMD is still looking like it is in the middle of a third wave. However the pivot at 160 must hold. Below th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":36,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/268960441770160","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274715219344","authorId":"3479274715219344","name":"catandbull","avatar":"https://static.tigerbbs.com/124ddb27832ad3a5d8aa835fe6bb7572","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274715219344","authorIdStr":"3479274715219344"},"content":"Nice analysis, but watch out for the pullback. 📉💸","text":"Nice analysis, but watch out for the pullback. 📉💸","html":"Nice analysis, but watch out for the pullback. 📉💸"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268928953196720,"gmtCreate":1706691013091,"gmtModify":1706691136708,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566532164444643","authorIdStr":"3566532164444643"},"themes":[],"title":"AI Stocks Slide After ER 😅","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD now models upward of $3.5 billion in 2024 revenue from data-center graphics processing units, which focuson AI applications. That's well above the company's prior forecast, which was for more than $2 billion, but a Susquehanna analyst wrote recently that investors appeared to be targeting $6 billion - or more. ⚠️ Trading tips: looking at dip buy after FOMC statement releases on Wednesday at 2pm. There could be some bounce at open but beware of choppy trades until Fed chair appears. More bargain coming up? Shares of AMD fell 6.5% in Tuesday's after-hours trading following the outlook. Through Tuesday's close, the stock had enjoyed a sharp rally of about 80% since the company's prior e","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD now models upward of $3.5 billion in 2024 revenue from data-center graphics processing units, which focuson AI applications. That's well above the company's prior forecast, which was for more than $2 billion, but a Susquehanna analyst wrote recently that investors appeared to be targeting $6 billion - or more. ⚠️ Trading tips: looking at dip buy after FOMC statement releases on Wednesday at 2pm. There could be some bounce at open but beware of choppy trades until Fed chair appears. More bargain coming up? Shares of AMD fell 6.5% in Tuesday's after-hours trading following the outlook. Through Tuesday's close, the stock had enjoyed a sharp rally of about 80% since the company's prior e","text":"$Advanced Micro Devices(AMD)$ AMD now models upward of $3.5 billion in 2024 revenue from data-center graphics processing units, which focuson AI applications. That's well above the company's prior forecast, which was for more than $2 billion, but a Susquehanna analyst wrote recently that investors appeared to be targeting $6 billion - or more. ⚠️ Trading tips: looking at dip buy after FOMC statement releases on Wednesday at 2pm. There could be some bounce at open but beware of choppy trades until Fed chair appears. More bargain coming up? Shares of AMD fell 6.5% in Tuesday's after-hours trading following the outlook. Through Tuesday's close, the stock had enjoyed a sharp rally of about 80% since the company's prior e","images":[{"img":"https://community-static.tradeup.com/news/3d48730ca56fd24249630237512b0511","width":"1284","height":"1308"},{"img":"https://community-static.tradeup.com/news/75bab1ed8c653fa48e49fd3700d129d0","width":"1284","height":"286"},{"img":"https://community-static.tradeup.com/news/793da02c6598bdd161a9257b3656dad9","width":"1102","height":"1735"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":202,"commentSize":6,"repostSize":15,"link":"https://ttm.financial/post/268928953196720","isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274797184441","authorId":"3479274797184441","name":"kooko","avatar":"https://static.tigerbbs.com/36c3861f0d8b44d8c96ebd5c9e19c861","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274797184441","authorIdStr":"3479274797184441"},"content":"Agree. FOMC suspense! 🚀","text":"Agree. FOMC suspense! 🚀","html":"Agree. FOMC suspense! 🚀"}],"imageCount":4,"langContent":"EN","totalScore":0}],"essenList":[{"id":343271041220640,"gmtCreate":1724824769795,"gmtModify":1724825125718,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105176974307820","authorIdStr":"4105176974307820"},"themes":[],"title":"Is AMD a Better AI Stock than Nvidia?","htmlText":"AMD <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38. &nbsp;Key Points to Know About AMD: &nbsp;1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen","listText":"AMD <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38. &nbsp;Key Points to Know About AMD: &nbsp;1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen","text":"AMD $Advanced Micro Devices(AMD)$ stock is up 2.1% year-to-date, currently trading at $150.5, which is 28.8% below its all-time high of $211.38. Key Points to Know About AMD: 1) 2Q 2024 Earnings Beat Expectations: AMD's 2Q 2024 revenue and EPS exceeded market expectations, as did its earnings guidance. Earnings per Share: +19% YoY, $0.69 adjusted vs. $0.68 expected. Revenue: +9% YoY, $5.84 billion vs. $5.72 billion expected. Guidance: For Q3 2024, AMD projects revenue of around $6.7 billion, a 16% YoY increase, beating the $6.61 billion expected. Data center GPU revenue is expected to exceed $4.5 billion in 2024, up from the $4 billion guided in April. 2) Data Center Growth is Promising but Relatively Slower than Nvidia’s: The data cen","images":[{"img":"https://community-static.tradeup.com/news/e0fc456b54df4f78e0173d6b63af0341","width":"1822","height":"945"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/343271041220640","isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4163712024582652","authorId":"4163712024582652","name":"dragonfyre","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4163712024582652","authorIdStr":"4163712024582652"},"content":"While undoubtedly nvidia is currently the top dog, I am keeping an eye on amd, I think their future is looking bright, with cpu, gpu and ai growth potential, especially with intel's lack of performance and troubles.","text":"While undoubtedly nvidia is currently the top dog, I am keeping an eye on amd, I think their future is looking bright, with cpu, gpu and ai growth potential, especially with intel's lack of performance and troubles.","html":"While undoubtedly nvidia is currently the top dog, I am keeping an eye on amd, I think their future is looking bright, with cpu, gpu and ai growth potential, especially with intel's lack of performance and troubles."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":331958236463248,"gmtCreate":1722052319064,"gmtModify":1722255687260,"author":{"id":"3555293442593045","authorId":"3555293442593045","name":"Samlunch","avatar":"https://static.tigerbbs.com/17478579b111537e74aea4d338e8aef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555293442593045","authorIdStr":"3555293442593045"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!","text":"$ARM Holdings Ltd(ARM)$ ARM should do the best this earnings. People are still unaware of how good and solid ARM's business model is and how their margins are so high. They literally sit there and collect money as other chip companies utilise their chip design to build their own products. Its a cutthroat industry and if you arent innovating and coming out with new products every year then expect to lose market share. ARM just needs to ensure their customers are happy and collect the royalty fees!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":1,"link":"https://ttm.financial/post/331958236463248","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000142","authorId":"9000000000000142","name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000142","authorIdStr":"9000000000000142"},"content":"I am setting my Arm Holding's EOY share price target at a minimum of $200+ with little to no resistance.","text":"I am setting my Arm Holding's EOY share price target at a minimum of $200+ with little to no resistance.","html":"I am setting my Arm Holding's EOY share price target at a minimum of $200+ with little to no resistance."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332294028402832,"gmtCreate":1722134299518,"gmtModify":1722134303297,"author":{"id":"3572236737712328","authorId":"3572236737712328","name":"BrianLTS","avatar":"https://static.tigerbbs.com/ec1e776b8113215c077b67791e4f544c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572236737712328","authorIdStr":"3572236737712328"},"themes":[],"htmlText":"Definitely ARM","listText":"Definitely ARM","text":"Definitely ARM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332294028402832","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332048199176304,"gmtCreate":1722096533118,"gmtModify":1722096535674,"author":{"id":"4156573848876002","authorId":"4156573848876002","name":"Tom Chow","avatar":"https://community-static.tradeup.com/news/b85f5e5acfe3f789a38fe740b486781c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4156573848876002","authorIdStr":"4156573848876002"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332048199176304","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275921446281408,"gmtCreate":1708402482823,"gmtModify":1708402487003,"author":{"id":"4153169021414522","authorId":"4153169021414522","name":"obe99","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4153169021414522","authorIdStr":"4153169021414522"},"themes":[],"htmlText":"Are you let's make this happen 😭","listText":"Are you let's make this happen 😭","text":"Are you let's make this happen 😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275921446281408","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}