$ARM Holdings Ltd(ARM)$ AMD $A

AMD $Advanced Micro Devices(AMD)$ beat their EPS estimate by a penny and it moved up $12 bucks. ARM beat their estimate by six cents and it dropped $15 bucks. I'd call that an overreaction. But don't forget, it was also an overreaction when it moved up to $188 based on nothing.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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Comments

HelixTrader
08-01
HelixTrader
I just moved to NVIDIA.
seems like the hedge funds have finished their manipulation and have what they wanted, position wise.
Looks like a big rally ahead.

I'll come back to ARM when it's also stabilised.
shunyan
08-01
shunyan
It’s not about the current quarter earnings but the outlook. AMD raised AI guidance but ARM kept it flat despite beating in 2Q. Who do u think has a better 2H24 outlook?
RJR
08-02
RJR
Great article, would you like to share it?

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But don't forget, it was also an overreaction when it moved up to $188 based on nothing.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings Ltd\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> AMD <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> beat their EPS estimate by a penny and it moved up $12 bucks. ARM beat their estimate by six cents and it dropped $15 bucks. I'd call that an overreaction. But don't forget, it was also an overreaction when it moved up to $188 based on nothing.</body></html>","text":"$ARM Holdings Ltd(ARM)$ AMD $Advanced Micro Devices(AMD)$ beat their EPS estimate by a penny and it moved up $12 bucks. ARM beat their estimate by six cents and it dropped $15 bucks. I'd call that an overreaction. But don't forget, it was also an overreaction when it moved up to $188 based on nothing.","highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":3,"repostSize":214,"favoriteSize":0,"link":"https://ttm.financial/post/333784643567728","repostId":0,"isVote":1,"tweetType":1,"viewCount":6063,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD","ARM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":249,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":333734847012952,"commentId":"333734847012952","gmtCreate":1722506563460,"gmtModify":1722506568300,"authorId":4148225697711872,"author":{"id":4148225697711872,"idStr":"4148225697711872","authorId":4148225697711872,"name":"HelixTrader","avatar":"https://community-static.tradeup.com/news/c36de01fdced41f046f9ad240d5a8ac2","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.28","exceedPercentage":"93.29%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":333784643567728,"objectIdStr":"333784643567728","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I just moved to NVIDIA. \nseems like the hedge funds have finished their manipulation and have what they wanted, position wise. \nLooks like a big rally ahead.\nI'll come back to ARM when it's also stabilised.","text":"I just moved to NVIDIA. \nseems like the hedge funds have finished their manipulation and have what they wanted, position wise. \nLooks like a big rally ahead.\nI'll come back to ARM when it's also stabilised.","html":"I just moved to NVIDIA. \nseems like the hedge funds have finished their manipulation and have what they wanted, position wise. \nLooks like a big rally ahead.\nI'll come back to ARM when it's also stabilised.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":333786704609416,"commentId":"333786704609416","gmtCreate":1722524192453,"gmtModify":1722524197033,"authorId":3576785967586073,"author":{"id":3576785967586073,"idStr":"3576785967586073","authorId":3576785967586073,"name":"shunyan","avatar":"https://community-static.tradeup.com/news/e3dc4eb9d9c49db2bb1b031129b6e830","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.08","exceedPercentage":"93.80%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":333784643567728,"objectIdStr":"333784643567728","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"It’s not about the current quarter earnings but the outlook. 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