$美国超微公司(AMD)$ $AMD's Lisa Su k

$美国超微公司(AMD)$ $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."

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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