My predictions:
AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop
I expect $Advanced Micro Devices(AMD)$ to benefit from solid AI accelerator momentum and data center demand, enough to drive a post-arnings bounce. $SUPER MICRO COMPUTER INC(SMCI)$ , despite past issues, could see a relief rally if management shows backlog conversion and margin stabilization.
$Qualcomm(QCOM)$ still faces headwinds from a weak mobile market, with AI PC & edge AI contributions likely too early to impress. $ARM Holdings(ARM)$ , even after a sharp correction, remains, highly valued & if licensing growth doesn’t clearly exceed expectations, downside pressure may continue.
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- Esther_Ryan·14:06TOP$SUPER MICRO COMPUTER INC(SMCI)$ just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B, vs. $10.43B est. However the company conveniently kept silent on these data because it will expose how almost all of those revenues have been fabricated via pass through vendor financing on steroids ⚠️ 🚩 Account receivables up 500% to ~11bn$ in 6 months 🚩 Inventories up 228% to ~10.6bn$ in 6 months 🚩 Account payables up 1053% in 6 months to ~13.75bn$ 🚩 Cash and Equivalents DOWN 22% in 6 months to ~4.1bn$ 🚩 Gross margins DOWN to 6.3% vs 9.3% the previous quarter1Report