Earning Report Release as AI Computes

I get that being just a hardware company isn’t enough in a post-DeepSeek world & $NVIDIA(NVDA)$ 's CUDA ecosystem keeps demand high despite premium pricing. But at some point -- shouldn’t $Advanced Micro Devices(AMD)$ catch a bid?

Fundamentally, it’s trading at a 0.5x PEG & is down over 50% in the past year 😳

The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute.

This is an industry driven by ecosystem advantages, first-mover positioning & hyperscaler commitments that lock in long-term spending that $NVIDIA(NVDA)$ is scooping up -- right now, $Advanced Micro Devices(AMD)$ is still the alternative, not the priority.

$Sea Ltd(SE)$ Q4 Earnings 🚨

• Sales $4.95B vs Est. $4.66B

• EPS $0.39 vs Est. $0.44

• EBITDA $591M vs Est. $555M

• GMV $28.6B vs Est. $27.2B

FY25 Guidance

• Shopee GMV Growth: 20%

• Garena Bookings Growth: 10%

Image

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

JimmyHua
03-05
JimmyHua
Great thougths and insights!
Ryan_Z0528
03-05
Ryan_Z0528
Great thougths and insights!

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":410183364685912,"tweetId":"410183364685912","gmtCreate":1741151879947,"gmtModify":1741153908104,"author":{"id":10000000000010928,"idStr":"10000000000010929","authorId":10000000000010928,"authorIdStr":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","vip":8,"userType":8,"introduction":"Host of @WOLF_Podcasts","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":850,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/397a73a8a4977883ebe7f21fe34e5a75","width":"680","height":"415"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/397a73a8a4977883ebe7f21fe34e5a75","width":"680","height":"415"}],"title":"Earning Report Release as AI Computes","html":"<html><head></head><body>1.I get that being just a hardware company isn’t enough in a post-DeepSeek world &amp; <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 's CUDA ecosystem keeps demand high despite premium pricing. But at some point -- shouldn’t <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> catch a bid? Fundamentally, it’s trading at a 0.5x PEG &amp; is down over 50% in the past year 😳2.The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute. This is an industry driven by ecosystem advantages, first-mover positioning &amp; hyperscaler commitments that lock in long-term spending that <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> is scooping up -- right now, <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> is still the alternative, not the priority.3. <a data-mention-id=\"SE\" class=\"teditor-mention\" data-mention-name=\"Sea Ltd\" href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> Q4 Earnings 🚨• Sales $4.95B vs Est. $4.66B• EPS $0.39 vs Est. $0.44• EBITDA $591M vs Est. $555M• GMV $28.6B vs Est. $27.2BFY25 Guidance• Shopee GMV Growth: 20%• Garena Bookings Growth: 10%<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/397a73a8a4977883ebe7f21fe34e5a75\" tg-width=\"680\" tg-height=\"415\">Image</body></html>","htmlText":"<html><head></head><body>1.I get that being just a hardware company isn’t enough in a post-DeepSeek world &amp; <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 's CUDA ecosystem keeps demand high despite premium pricing. But at some point -- shouldn’t <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> catch a bid? Fundamentally, it’s trading at a 0.5x PEG &amp; is down over 50% in the past year 😳2.The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute. This is an industry driven by ecosystem advantages, first-mover positioning &amp; hyperscaler commitments that lock in long-term spending that <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> is scooping up -- right now, <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> is still the alternative, not the priority.3. <a data-mention-id=\"SE\" class=\"teditor-mention\" data-mention-name=\"Sea Ltd\" href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> Q4 Earnings 🚨• Sales $4.95B vs Est. $4.66B• EPS $0.39 vs Est. $0.44• EBITDA $591M vs Est. $555M• GMV $28.6B vs Est. $27.2BFY25 Guidance• Shopee GMV Growth: 20%• Garena Bookings Growth: 10%<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/397a73a8a4977883ebe7f21fe34e5a75\" tg-width=\"680\" tg-height=\"415\">Image</body></html>","text":"1. I get that being just a hardware company isn’t enough in a post-DeepSeek world & $NVIDIA(NVDA)$ 's CUDA ecosystem keeps demand high despite premium pricing. But at some point -- shouldn’t $Advanced Micro Devices(AMD)$ catch a bid? Fundamentally, it’s trading at a 0.5x PEG & is down over 50% in the past year 😳 2. The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute. This is an industry driven by ecosystem advantages, first-mover positioning & hyperscaler commitments that lock in long-term spending that $NVIDIA(NVDA)$ is scooping up -- right now, $Advanced Micro Devices(AMD)$ is still the alternative, not the priority. 3. $Sea Ltd(SE)$ Q4 Earnings 🚨 • Sales $4.95B vs Est. $4.66B • EPS $0.39 vs Est. $0.44 • EBITDA $591M vs Est. $555M • GMV $28.6B vs Est. $27.2B FY25 Guidance • Shopee GMV Growth: 20% • Garena Bookings Growth: 10% Image","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/410183364685912","repostId":0,"isVote":1,"tweetType":1,"viewCount":1616,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SE","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":750,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":410204798025792,"commentId":"410204798025792","gmtCreate":1741157198902,"gmtModify":1741157203757,"authorId":10000000000011856,"author":{"id":10000000000011856,"idStr":"10000000000011856","authorId":10000000000011856,"name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.12","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":410183364685912,"objectIdStr":"410183364685912","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great thougths and insights![Miser]","text":"Great thougths and insights![Miser]","html":"Great thougths and insights![Miser]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":410203244150872,"commentId":"410203244150872","gmtCreate":1741156733334,"gmtModify":1741156738147,"authorId":1436866998000,"author":{"id":1436866998000,"idStr":"1436866998000","authorId":1436866998000,"name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.12","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":410183364685912,"objectIdStr":"410183364685912","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great thougths and insights!","text":"Great thougths and insights!","html":"Great thougths and insights!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/410183364685912"}