the expectation has exceed but

the expectation has exceed but it p/e already quite high. and election is coming. the price will remain roughly the same by the end

Great Quarter, Brutal Re-Rating — Can MI450 Repair Trust?

AMD fell 17.28% Thursday despite beating Q3 revenue, EPS, and data-center estimates and guiding next-quarter revenue to about $17B. Investors applied a policy discount, fearing approvals, customer capex, or MI450 delays could slow expansion. Bulls see demand and the product roadmap intact; bears say valuation already assumes rapid growth. What would restore confidence in the earnings beat: MI450 shipments, data-center growth, or gross margin?

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