To The Moon

$Advanced Micro Devices(AMD)$ latest earnings have strengthened the argument that the AI semiconductor market still has considerable room to grow. Revenue reached $13.38 billion, adjusted EPS came in at $2.09, and data centre revenue climbed 97% year over year to a record $8.5 billion. The market clearly liked the results, with AMD shares gaining 3.68% during Tuesday’s session and another 5.02% after hours. But I believe there is a bigger investment opportunity worth examining. AMD does not necessarily need to defeat NVIDIA to become a major winner in the AI infrastructure market. It needs to convince large customers that having another reliable supplier is worth the investment. 1. Customer Diversification Could Be AMD’s Biggest Advantage Larg

AMD’s latest earnings have given investors another reason to be optimistic about the semiconductor sector. Shares rose 3.68% on Tuesday, followed by a further 5.02% gain after hours as the company delivered stronger-than-expected results and an encouraging revenue outlook. The numbers are impressive. Revenue reached $13.38 billion, while adjusted EPS came in at $2.09. More importantly, data centre revenue hit a record $8.5 billion, representing 97% year-over-year growth. However, I think the bigger story is not what AMD has already achieved. It is whether the company can maintain this growth as competition in the AI chip market intensifies. 1. Data Centre Growth Is Becoming AMD’s Biggest Opportunity The 97% growth in data centre revenue is particularly significant. AI infrastructure spendi

The $Invesco QQQ(QQQ)$ gained 0.61 per cent on Tuesday and the $S&P 500(.SPX)$ rose 0.35 per cent as technology shares recovered from the previous session's decline. Democrats recorded early progress in several important Senate races, but control of both chambers remained unresolved. The result could influence technology regulation, taxation, AI data-centre approvals and government spending, yet markets did not make a large bet on one political outcome. US-Iran negotiations also remained divided. Iran continued to link seven conditions to reopening the Strait of Hormuz, and the US response had not closed the gap. WTI crude fell 1.56 per cent and Brent declined 1.82 per c

AMD's stronger-than-expected earnings suggest that Intel's difficulties do not necessarily reflect weakness across the entire semiconductor industry. With revenue reaching $13.38 billion and data-centre revenue growing 97% year on year, AMD continues to benefit from EPYC adoption and AI infrastructure demand. However, I would remain cautious about chasing the post-earnings rally. Strong guidance is encouraging, but investors still need evidence that MI450 deployments can scale profitably and translate into sustained cash flow. My view: AMD's long-term prospects remain promising, but valuation and execution risks cannot be ignored. I would prefer waiting for a reasonable entry point rather than buying into short-term earnings momentum. The key catalysts for 2027 will be AI accelerator deli

$UOB(U11.SI)$ shares tumbled on Wednesday (4 Nov) morning, falling as much as -5.5% in their biggest decline since April last year. The sell-off followed third-quarter earnings that missed expectations. Amplifying the move, the UOB 5x Short DLC (YYOW) rose as much as +27.5%, while the UOB 5x Long DLC (WCBW) fell by a similar magnitude. Other bank stocks also came under pressure following UOB’s disappointing results. $DBS(D05.SI)$ fell -1.5% as of 10am Singapore time, dropping below S$70 for the first time since July 2026. Correspondingly, the

Hello everyone! Today i want to share some trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says “we now expect revenue to grow more than 80% in 2027” more than double the company’s long-term growth target from a year ago. What’s also crazy is that data center is expected to account for over 80% of AMD’s total revenue next year. 2 $Advanced Micro Devices(AMD)$ CEO Lisa Su highlighted that $Meta Platforms(META)$ Muse reached 10M activations in just six weeks showing how quickly personal AI agents are gaining traction. Huge for AMD because each agent runs on an EPYC-powered virtual machine with 2 vCPU

AMD’s Instinct MI450 accelerator and its companion Helios rack-scale system represent the company’s most credible challenge yet to Nvidia's data center dominance. Whether the MI450 can truly reset the AI chip trade depends on a high-stakes execution test across several key fronts. In this article, we would like to share our views covering $Advanced Micro Devices(AMD)$’s Instinct MI450, the Helios rack system, bull/bear cases, technical spec comparisons against Nvidia, and financial/valuation projections. 1. The Strategic Context: AMD's High-Stakes Imperative The market for artificial intelligence training and inference infrastructure has historically operated under a virtual monopoly. $NVIDIA(NVDA)$ Nvidia

AMD just delivered the kind of earnings report AI investors desperately needed. Revenue: $13.38 BILLION Up: 45% YoY. Adjusted EPS: $2.09 Against approximately: $1.95 EXPECTED. Data Center revenue: $8.55 BILLION Up: 97% YoY. And Q4 revenue guidance? $17 BILLION. Wall Street expected approximately: $16.23 BILLION. Then the stock exploded after hours. November 3 closing price: $483.90 Up: 3.65%. By around 6:04 p.m. ET, AMD was trading near: $521.35 Another: 7.74% AFTER HOURS. After last week's brutal selloff, this looks like precisely what the bulls needed. But I think the most important number in AMD's report isn't: $17 BILLION. It isn't: 97%. It isn't even: $2.09. It is: 55%. And that number could tell us whether AMD's next rally becomes sustainable or whether investors are about to confron

My prediction: B. Gain 5%–10%. AMD has a stronger growth story than Intel, particularly in data-center CPUs and AI accelerators. Its Q2 data-center revenue surged 107% year over year to $6.7 billion, demonstrating that demand is translating into real business growth. Its expanding partnerships with Meta, Microsoft and Anthropic also strengthen its longer-term AI opportunity. However, I wouldn't expect an explosive rally. With AMD trading at a premium valuation, simply beating the $13.08 billion revenue estimate may not be enough. Investors need convincing Q4 guidance, stronger AI accelerator shipments and evidence that Helios can generate meaningful revenue in 2027. My view: AMD has better fundamentals than Intel, but expectations are already high. A solid earnings beat combined with optim

C. Trade between -5% and +5%

Replying to @Market CRASHer:Same for me as well//@Market CRASHer:I choose E. CRASH more than 10%> . I will be 100% right. guaranteed. anything that I buy crashes but anything I don't buy goes up by 100% a day

I choose E. CRASH more than 10%> . I will be 100% right. guaranteed. anything that I buy crashes but anything I don't buy goes up by 100% a day

AMD falling 7.59% on Monday before Tuesday's after-close is classic earnings de-risking, not a broken thesis. The bar is high: company guided ∼$13B +/- $300M revenue at 54.5% non-GAAP gross margin, but consensus now sits at $13.22B and $1.97 EPS. Q3 itself won't reset the chip trade, Q4 guidance will. Bulls are betting MI450 and Helios can take real data-center share from Nvidia and re-anchor valuations around AMD growth, while bears are rightly flagging lofty expectations, supply-ramp execution, and thin margins on new AI racks. If AMD prints data-center above $4B with a clean MI450 ramp into 2026 and margin expansion, it lifts AMD, SOXL and the whole AI supply chain. If it guides light, the pullback continues. As an options seller i'm not chasing strength here — selling cash-secured puts

C

Expect to fall heavily

I choose E. Because of the narrative even it earns money. After which will rally.

I choose C. AMD should not have much impact as the result should be good.

Intel plunged nearly 29% after its latest earnings report, as a disappointing outlook raised fresh concerns about the semiconductor industry's growth prospects. The selloff spread across the sector, dragging AMD down nearly 11% on Friday. AMD fell another 7.5% on Monday, closing at $466.84. $Intel(INTC)$ Now, all eyes are on $Advanced Micro Devices(AMD)$ , which reports third-quarter earnings after the closing bell on November 3. AMD has a different growth story from Intel. Its EPYC server processors are gaining traction in data centers, while its Instinct AI accelerators are competing for a share of the booming AI infrastructure market. What Wall Street Expects According to Bloomberg BEST consensus estima

The $Invesco QQQ(QQQ)$ fell 1.37 per cent on Monday and the $S&P 500(.SPX)$ declined 0.52 per cent. All 435 House seats and 35 Senate seats are being contested in the US midterm election. A change in congressional control could alter expectations for taxation, technology regulation, AI data-centre approvals and government spending. The election was not the only reason technology shares fell. Oracle lost 8.78 per cent, AMD fell 7.59 per cent and Intel declined 8.97 per cent as investors continued to reduce exposure to companies associated with heavy AI investment. The result may shape the policy path, but companies still need to prove that investment can produce profit an

$Advanced Micro Devices(AMD)$ 7.59% share-price decline on Monday, ahead of Tuesday’s earnings announcement, puts the spotlight on a familiar problem in the semiconductor sector: even strong business performance may not be enough when expectations are already high. AMD has guided for approximately $13 billion in Q3 revenue, plus or minus $300 million, and a non-GAAP gross margin of 54.5%. With analyst consensus now at $13.22 billion in revenue and $1.97 EPS, investors are looking beyond whether the company meets its guidance. They want to know what comes next. 1. The gap between guidance and expectations The revenue consensus is already slightly above AMD’s midpoint guidance. That means simply delivering the expected result may not create much

AMD’s latest earnings have given investors another reason to be optimistic about the semiconductor sector. Shares rose 3.68% on Tuesday, followed by a further 5.02% gain after hours as the company delivered stronger-than-expected results and an encouraging revenue outlook. The numbers are impressive. Revenue reached $13.38 billion, while adjusted EPS came in at $2.09. More importantly, data centre revenue hit a record $8.5 billion, representing 97% year-over-year growth. However, I think the bigger story is not what AMD has already achieved. It is whether the company can maintain this growth as competition in the AI chip market intensifies. 1. Data Centre Growth Is Becoming AMD’s Biggest Opportunity The 97% growth in data centre revenue is particularly significant. AI infrastructure spendi

$Advanced Micro Devices(AMD)$ latest earnings have strengthened the argument that the AI semiconductor market still has considerable room to grow. Revenue reached $13.38 billion, adjusted EPS came in at $2.09, and data centre revenue climbed 97% year over year to a record $8.5 billion. The market clearly liked the results, with AMD shares gaining 3.68% during Tuesday’s session and another 5.02% after hours. But I believe there is a bigger investment opportunity worth examining. AMD does not necessarily need to defeat NVIDIA to become a major winner in the AI infrastructure market. It needs to convince large customers that having another reliable supplier is worth the investment. 1. Customer Diversification Could Be AMD’s Biggest Advantage Larg

The $Invesco QQQ(QQQ)$ gained 0.61 per cent on Tuesday and the $S&P 500(.SPX)$ rose 0.35 per cent as technology shares recovered from the previous session's decline. Democrats recorded early progress in several important Senate races, but control of both chambers remained unresolved. The result could influence technology regulation, taxation, AI data-centre approvals and government spending, yet markets did not make a large bet on one political outcome. US-Iran negotiations also remained divided. Iran continued to link seven conditions to reopening the Strait of Hormuz, and the US response had not closed the gap. WTI crude fell 1.56 per cent and Brent declined 1.82 per c

AMD’s Instinct MI450 accelerator and its companion Helios rack-scale system represent the company’s most credible challenge yet to Nvidia's data center dominance. Whether the MI450 can truly reset the AI chip trade depends on a high-stakes execution test across several key fronts. In this article, we would like to share our views covering $Advanced Micro Devices(AMD)$’s Instinct MI450, the Helios rack system, bull/bear cases, technical spec comparisons against Nvidia, and financial/valuation projections. 1. The Strategic Context: AMD's High-Stakes Imperative The market for artificial intelligence training and inference infrastructure has historically operated under a virtual monopoly. $NVIDIA(NVDA)$ Nvidia

AMD just delivered the kind of earnings report AI investors desperately needed. Revenue: $13.38 BILLION Up: 45% YoY. Adjusted EPS: $2.09 Against approximately: $1.95 EXPECTED. Data Center revenue: $8.55 BILLION Up: 97% YoY. And Q4 revenue guidance? $17 BILLION. Wall Street expected approximately: $16.23 BILLION. Then the stock exploded after hours. November 3 closing price: $483.90 Up: 3.65%. By around 6:04 p.m. ET, AMD was trading near: $521.35 Another: 7.74% AFTER HOURS. After last week's brutal selloff, this looks like precisely what the bulls needed. But I think the most important number in AMD's report isn't: $17 BILLION. It isn't: 97%. It isn't even: $2.09. It is: 55%. And that number could tell us whether AMD's next rally becomes sustainable or whether investors are about to confron

$UOB(U11.SI)$ shares tumbled on Wednesday (4 Nov) morning, falling as much as -5.5% in their biggest decline since April last year. The sell-off followed third-quarter earnings that missed expectations. Amplifying the move, the UOB 5x Short DLC (YYOW) rose as much as +27.5%, while the UOB 5x Long DLC (WCBW) fell by a similar magnitude. Other bank stocks also came under pressure following UOB’s disappointing results. $DBS(D05.SI)$ fell -1.5% as of 10am Singapore time, dropping below S$70 for the first time since July 2026. Correspondingly, the

Hello everyone! Today i want to share some trading ideas with you! 1 $Advanced Micro Devices(AMD)$ CEO Lisa Su says “we now expect revenue to grow more than 80% in 2027” more than double the company’s long-term growth target from a year ago. What’s also crazy is that data center is expected to account for over 80% of AMD’s total revenue next year. 2 $Advanced Micro Devices(AMD)$ CEO Lisa Su highlighted that $Meta Platforms(META)$ Muse reached 10M activations in just six weeks showing how quickly personal AI agents are gaining traction. Huge for AMD because each agent runs on an EPYC-powered virtual machine with 2 vCPU

AMD's stronger-than-expected earnings suggest that Intel's difficulties do not necessarily reflect weakness across the entire semiconductor industry. With revenue reaching $13.38 billion and data-centre revenue growing 97% year on year, AMD continues to benefit from EPYC adoption and AI infrastructure demand. However, I would remain cautious about chasing the post-earnings rally. Strong guidance is encouraging, but investors still need evidence that MI450 deployments can scale profitably and translate into sustained cash flow. My view: AMD's long-term prospects remain promising, but valuation and execution risks cannot be ignored. I would prefer waiting for a reasonable entry point rather than buying into short-term earnings momentum. The key catalysts for 2027 will be AI accelerator deli

The $Invesco QQQ(QQQ)$ fell 1.37 per cent on Monday and the $S&P 500(.SPX)$ declined 0.52 per cent. All 435 House seats and 35 Senate seats are being contested in the US midterm election. A change in congressional control could alter expectations for taxation, technology regulation, AI data-centre approvals and government spending. The election was not the only reason technology shares fell. Oracle lost 8.78 per cent, AMD fell 7.59 per cent and Intel declined 8.97 per cent as investors continued to reduce exposure to companies associated with heavy AI investment. The result may shape the policy path, but companies still need to prove that investment can produce profit an

$Advanced Micro Devices(AMD)$  is approaching an important earnings test, and the market is clearly becoming more demanding. Shares fell 7.59% on Monday ahead of Tuesday’s earnings announcement, suggesting investors are reducing exposure rather than positioning aggressively for a positive surprise. The expectations are already high. AMD previously guided for approximately $13 billion in quarterly revenue, plus or minus $300 million, with a non-GAAP gross margin of 54.5%. Meanwhile, analyst consensus has moved to approximately $13.22 billion in revenue and $1.97 in earnings per share. This creates an interesting situation. AMD could deliver another strong quarter and still disappoint investors if its forward outlook does not justify the va

Intel plunged nearly 29% after its latest earnings report, as a disappointing outlook raised fresh concerns about the semiconductor industry's growth prospects. The selloff spread across the sector, dragging AMD down nearly 11% on Friday. AMD fell another 7.5% on Monday, closing at $466.84. $Intel(INTC)$ Now, all eyes are on $Advanced Micro Devices(AMD)$ , which reports third-quarter earnings after the closing bell on November 3. AMD has a different growth story from Intel. Its EPYC server processors are gaining traction in data centers, while its Instinct AI accelerators are competing for a share of the booming AI infrastructure market. What Wall Street Expects According to Bloomberg BEST consensus estima

My prediction: B. Gain 5%–10%. AMD has a stronger growth story than Intel, particularly in data-center CPUs and AI accelerators. Its Q2 data-center revenue surged 107% year over year to $6.7 billion, demonstrating that demand is translating into real business growth. Its expanding partnerships with Meta, Microsoft and Anthropic also strengthen its longer-term AI opportunity. However, I wouldn't expect an explosive rally. With AMD trading at a premium valuation, simply beating the $13.08 billion revenue estimate may not be enough. Investors need convincing Q4 guidance, stronger AI accelerator shipments and evidence that Helios can generate meaningful revenue in 2027. My view: AMD has better fundamentals than Intel, but expectations are already high. A solid earnings beat combined with optim

$Advanced Micro Devices(AMD)$ 7.59% share-price decline on Monday, ahead of Tuesday’s earnings announcement, puts the spotlight on a familiar problem in the semiconductor sector: even strong business performance may not be enough when expectations are already high. AMD has guided for approximately $13 billion in Q3 revenue, plus or minus $300 million, and a non-GAAP gross margin of 54.5%. With analyst consensus now at $13.22 billion in revenue and $1.97 EPS, investors are looking beyond whether the company meets its guidance. They want to know what comes next. 1. The gap between guidance and expectations The revenue consensus is already slightly above AMD’s midpoint guidance. That means simply delivering the expected result may not create much

C. Trade between -5% and +5%

AMD falling 7.59% on Monday before Tuesday's after-close is classic earnings de-risking, not a broken thesis. The bar is high: company guided ∼$13B +/- $300M revenue at 54.5% non-GAAP gross margin, but consensus now sits at $13.22B and $1.97 EPS. Q3 itself won't reset the chip trade, Q4 guidance will. Bulls are betting MI450 and Helios can take real data-center share from Nvidia and re-anchor valuations around AMD growth, while bears are rightly flagging lofty expectations, supply-ramp execution, and thin margins on new AI racks. If AMD prints data-center above $4B with a clean MI450 ramp into 2026 and margin expansion, it lifts AMD, SOXL and the whole AI supply chain. If it guides light, the pullback continues. As an options seller i'm not chasing strength here — selling cash-secured puts

I’d put AMD’s data-centre growth first. The market already assumes AI demand stays strong. What matters now is whether AMD can turn that demand into sustained revenue growth, improving margins and credible MI450/Helios deployment at scale. A strong ramp would support the idea that AI accelerator economics are broadening beyond one dominant supplier. Nvidia’s share remains important, but absolute AI spending can grow fast enough for AMD to gain substantial revenue without taking the crown. Arm-Qualcomm device demand matters more for the broader semiconductor cycle, especially PCs and edge AI, but I see it as a secondary valuation driver for AI-heavy chip names. For AMD, Tuesday is less about beating one quarter and more about proving that its AI growth can justify the expectations already p

The real test for AMD isn’t whether MI450 generates hype. It’s whether it can turn demand into sustainable profits. Data-centre growth is the key, but Nvidia’s dominance, execution risks and margin pressure leave little room for disappointment. In this market, strong demand isn’t enough. Investors want proof of market share, pricing power and profitable growth. I’d be watching AMD’s data-centre numbers and forward guidance closely. The next chapter of the AI chip race could be decided by who delivers the best returns, not just the fastest chips. 🚀

Replying to @Market CRASHer:Same for me as well//@Market CRASHer:I choose E. CRASH more than 10%> . I will be 100% right. guaranteed. anything that I buy crashes but anything I don't buy goes up by 100% a day

I choose E. CRASH more than 10%> . I will be 100% right. guaranteed. anything that I buy crashes but anything I don't buy goes up by 100% a day

I choose E. Because of the narrative even it earns money. After which will rally.