AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop
Reason: I believe AMD's AI demand remains strong enough to support a stock jump; however, Qualcomm might experience a pullback due to the weak mobile market.
AMD Slides 17%! 2018 Redux or Buy-the-Dip?
Advanced Micro Devices suffered its worst session since October 2018, plunging 17% intraday after a cautious outlook overshadowed an earnings beat. Shares gapped down 11.2% at the open and risk wiping out all gains made in early 2026. Some analysts argue Q4 results looked far less impressive without China demand, and near-term AI revenue failed to show a true inflection. Others see capitulation in a crowded trade—and a potential entry point if data-center momentum re-accelerates.
Is this guidance-driven reset the end of AMD’s AI optimism?
Or a classic overreaction before the next cycle leg?
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