Waiting at 200 and below~ come to papa~

$Qualcomm(QCOM)$: The "Disappointed" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge AI.

The “AMD trap” narrative feels more like a positioning reset than a structural breakdown. When expectations run hot, even good earnings can trigger a de-risking move. What’s interesting is the rotation into “hardcore infrastructure.” ALAB and ANET are picks-and-shovels plays on AI scaling — connectivity, data flow, latency optimization. That’s structurally different from pure compute cyclicality. ON, meanwhile, is more tied to auto/industrial cycles, so it’s not the same AI beta. The key question isn’t whether semis recover — it’s where operating leverage and pricing power are strongest in the next 12–24 months. If AI capex continues consolidating around hyperscalers, networking and interconnect may actually show more durable growth than GPUs themselves. This feels less like a sector colla

【Voting Post】$Palantir Technologies Inc.(PLTR)$  as I predicted last week. 128usd .  Insiders know it best 

must win

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ Advanced Micro Devices delivered a rollercoaster this week that left traders reeling 😵‍💫. After smashing Q4 2025 expectations with record $10.3B revenue and $1.53 EPS, the stock still got obliterated — plunging 17% in one session as guidance spooked the market. Shares gapped down hard, wiped out weeks of gains, and triggered memories of the brutal 2018 crypto-mining hangover. But today, on February 6, the stock is fighting back with a solid rebound above $200 🚀. So… 2018 redux or classic overreaction? Let’s break it down with fresh numbers and zero hype. 🔥 What Actually Happened in Q4 2025 The beat was undeniable ✅. Data center (AI GPUs + EPYC CPUs) carried t

AMD Slides 17% — 2018 Redux or Buy-the-Dip Setup? AMD just suffered its worst one-day drop since 2018, plunging 17% intraday despite delivering an earnings beat. Shares gapped down over 11% at the open, erasing most of the gains built earlier this year. So what actually broke? Not earnings. Not demand. But expectations. The market wasn’t disappointed by what AMD reported — it was disappointed by what AMD didn’t promise. ⸻ What Triggered the Sell-Off? AMD’s quarter was objectively solid: • Revenue and EPS beat consensus • Data-center revenue continued growing strongly • Client and embedded segments showed resilience Yet the stock collapsed because forward guidance failed to validate the most aggressive AI narratives priced into the stock. Key pressure points: • AI revenue lacked a near-term

It is normal to drop when the stock runs up too much. May be a buy-the-dip opportunity for AMD's AI growth.

Advanced Micro Devices: reset or opportunity? This looks less like the end of the Al story and more like a valuation and expectations reset. The sell-off was driven by guidance, not execution. The earnings beat confirmed solid operations, but management did not deliver the near-term Al inflection the market had aggressively priced in. With China demand removed and MI300 ramp visibility pushed out, investors recalibrated from “immediate Al winner” to “cycle participant with timing risk”. That said, calling this the end of AMD’s Al optimism is premature. Three points matter: 1. Crowded trade unwind AMD had become a consensus Al proxy outside Nvidia. When guidance failed to accelerate, positioning, not fundamentals, did the damage. A 17 percent drawdown in one session has clear capitulation c

Thoughts on this dip?

This is a pivotal moment for AMD. The 17% plunge is not just a number; it's a violent market verdict on its AI narrative. Let's break down whether this is a structural breakdown or a painful, but temporary, dislocation. 1. Is This the End of AMD's AI Optimism? No, but it's the end of the "AI optimism at any price" phase. The market has shifted from valuing AI potential to demanding AI proof. The key issues from the report that triggered the reset: "Less Impressive Without China": This is critical. A significant portion of Q4's beat was driven by one-off, lower-margin sales in China ahead of new export restrictions. Stripping that out reveals underlying demand that was good, but not "beat-and-raise" spectacular. The market hates being misled by non-recurring boosts. Lack of Near-Term Inflec

Amd was inflated lol

$Advanced Micro Devices(AMD)$  and $SUPER MICRO COMPUTER INC(SMCI)$  is not a comparison. Right now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years. SMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend. 

ARM to beat and Qualcomm to miss

I go for AMD then any other company. AMD doing well in AI

Advanced Micro Devices: Guidance in Context Guidance Summary AMD reported above-consensus revenue and EPS for its latest quarter, with data-centre revenue of around $5.4 billion.  For Q1 2026, guidance was roughly $9.5 billion to $10.1 billion (midpoint of about $9.8 billion), slightly above Street expectations but down sequentially from Q4.  Market Reaction Investors focused on the sequential decline in anticipated quarterly sales as a signal that the AI hardware build-out, while intact, might be normalising after a peak cadence of orders. The stock’s downward move reflects this recalibration rather than a fundamental earnings miss.  The guidance, though slightly below the most bullish forecasts, was nonetheless in line with analyst estimates and represented a conservative

AMD's Reality Check: Why Strong Earnings Couldn't Prevent a Selloff Semiconductor giant $Advanced Micro Devices(AMD)$   released its Q4 earnings after the bell, triggering a sell-off that sent shares tumbling more than 8% in after-hours trading. What exactly happened? Let's take a closer look. Three Things to Watch Q1 Guidance Misses Expectations; The Performance Unlock Awaits the MI450 in H2 At first glance, AMD's Q4 2025 metrics seem to beat market expectations significantly. However, once you strip out the revenue from the China-specific MI308, the beat is actually quite modest. Furthermore, AMD's guidance for Q1 2026 failed to show the kind of sequential surge seen in AI memory stocks like $Micron Techno

AMD: Drop | SMCI: Jump | QCOM: Drop | ARM: Drop Expensive stocks may fall if they don’t beat expectations, while cheaper stocks with real sales may rise.