AMD Guidance Misses: Will it Hit $130 This Time?

11-01

$Advanced Micro Devices(AMD)$ Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an

Ultrahisham

11-01

AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav

AD2024

11-01

$Advanced Micro Devices(AMD)$ hold for long term if you believe AI is star performance in coming years.

Barcode

11-01

$Advanced Micro Devices(AMD)$ 🔺🅱️🆄🅻🅻🅸🆂🅷🔺 I am HODL down, love the 🚨📰🗞️🚨📰🗞️🚨 Cathie Wood and Ark Invest bought 111,080 shares of $AMD today! @Tiger_comments @Daily_Discussion @TigerWire @TigerStars @TigerPicks @TigerPM @TigerGPT

RexLim

11-01

$Advanced Micro Devices(AMD)$ trash stock can always get lower

Ng Jia Haw

10-31

Shorting AMD to 140 a weak report worth to try , fundamentally not a very good Semicon leader

vuvence IX

10-31

$Advanced Micro Devices(AMD)$ This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers & entertainment so at least it is attached to some big ticket consumer spending going forward.

vuvence IX

10-31

Not for much longer.

Limpc88

10-30

$Advanced Micro Devices(AMD)$ Is definitely a good entry opportunity!

Tiger_Academy

10-30

Weekly Wealth Trends: Ways to capture this week's key trading opportunities?

Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks $Advanced Micro Devices(AMD)$ and $Alphabet(GOOG)$ AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem

Weekly Wealth Trends: Ways to capture this week's key trading opportunities?

stripes

10-30

$Advanced Micro Devices(AMD)$ if AI is the future and AMD is the cloest competition to Nvidia, then its a matter of time before it recovers.

JacksNiffler

10-30

Why AMD is falling?

$Advanced Micro Devices(AMD)$ Q3 overall results, revenue & profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami

Why AMD is falling?

jessica_twt

10-30

$Advanced Micro Devices(AMD)$ dips nearly 8% after guidance misses.Revenue increased by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted EPS: $0.92, in line with market expectations.Revenue and gross margin slightly misses guidance.Looking ahead, the company expects Q4 revenue to be approximately $7.5 billion, slightly lower than analyst forecast is $7.55 billion. Although the company currently anticipates that sales of AI accelerators will exceed $5 billion this year, up from a previous forecast of $4.5 billion, some analysts and investors have been hoping for higher sales figures. AMD's projected adjusted gross margin for the Q4 is also slightly below market expectations.In summary,

Option_Movers

10-30

Option Movers｜AMD Volume Surges 168%; Traders Bet on GOOGL Rising to $180 This Friday

Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: $Tesla(TSLA)$; $Nvidia(NVDA)$; $SoFi Technologies(SOFI)$; $AMD(AMD)$; $Trump Media & Technology(DJT)$ ; $Ford(F)$ ; $Pfizer(PFE)$ ;

Option Movers｜AMD Volume Surges 168%; Traders Bet on GOOGL Rising to $180 This Friday

Iykyk

10-30

Nvidia is the best. Let's go

Gabe_

10-30

$Advanced Micro Devices(AMD)$ Earnings beat but still not enough. Expectations for this stock is so high and AMD needs to justify its high valuation by showing its insane growth and ability to capture market share. The Market clearly dislike this stock and AMD is not a market darling as compared to $NVIDIA Corp(NVDA)$ The post earnings sell-off seems justifiable but definitely an over-reaction. Q4 guidance forecasted to be at $7.5 billion as compared to $7.55 billion expected in revenue. There are much better opportunities out there and NVIDIA will be a better buy than AMD when its valuation is compared. However, AMD still stands a chance but I do not se

KaiR

10-30

$Advanced Micro Devices(AMD)$ Very difficult. May be on par but won't be stellar.

Kong123

10-30

My prefiction, revenue shall be surprise by +1% ~+ 2.2% , 6.73B, whereas EPS slightly below espectation of 0.41.

Disciple Huang

10-29

With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),$Advanced Micro Devices(AMD)$ and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need

6et1

10-29

It's certainly an exciting time for semiconductor companies, especially with the strong demand for AI-related products! AMD's upcoming earnings report will be closely watched, given the recent positive performances from its peers. Analysts are optimistic about AMD's prospects, with revenue expected to grow 15.8% year-over-year to $6.71 billion, and adjusted earnings per share projected at $0.92. The company's data centre business, which is crucial, is anticipated to bring in $3.46 billion, up significantly from last year. As for the target price, analysts have set an average target of $188.06, compared to the current share price of around $156.15. This suggests a potential upside of about 21% if AMD meets or exceeds expectations.

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With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an","text":"$Advanced Micro Devices(AMD)$ Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366442027286744","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366319166140472,"gmtCreate":1730441702583,"gmtModify":1730442068092,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581730064782630","authorIdStr":"3581730064782630"},"themes":[],"htmlText":"AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav","listText":"AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. 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Advanced Micro Devices, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions AMD recently released its quarterly results and exceeded analyst forecasts, leading to updates in analysts' predictions. Advanced Micro Devices Third Quarter 2024 Earnings: Beats Expectations AMD's third-quarter 2024 earnings exceeded expectations, with higher revenue and increased profit margin. The company's balance sheet and financial position are analyzed in detail in this article. AMD should at least be meeting expectations 'by this time in the game' This article discusses AMD's record revenue in its data center segment during the latest quarterly report. Advanced Micro Devices Inc. Stock Underperforms Wednesday When Compared To Competitors On a recent trading day, AMD's stock underperformed some of its competitors, including NVIDIA, Intel, and Applied Materials. The article provides an overview of the stock's performance. AMD Q3 Earnings Beat Estimates, Shares Down on Weak Q4 View AMD reported strong third-quarter 2024 earnings, beating expectations. However, the stock price declined due to weak fourth-quarter guidance. Please note that the provided information is for reference purposes only and does not constitute investment advice.","text":"Here are some recent news articles related to Advanced Micro Devices (AMD): AMD's AI Data Center Business Booms: CEO Says It's 'Closed A Good Part Of That Gap' With Nvidia Advanced Micro Devices CEO Lisa Su provided a deeper look into the future of AMD's data center AI business during the company's earnings call and shared her views on competition in the market. Advanced Micro Devices, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions AMD recently released its quarterly results and exceeded analyst forecasts, leading to updates in analysts' predictions. Advanced Micro Devices Third Quarter 2024 Earnings: Beats Expectations AMD's third-quarter 2024 earnings exceeded expectations, with higher revenue and increased profit margin. The company's balance sheet and financial position are analyzed in detail in this article. AMD should at least be meeting expectations 'by this time in the game' This article discusses AMD's record revenue in its data center segment during the latest quarterly report. Advanced Micro Devices Inc. Stock Underperforms Wednesday When Compared To Competitors On a recent trading day, AMD's stock underperformed some of its competitors, including NVIDIA, Intel, and Applied Materials. The article provides an overview of the stock's performance. AMD Q3 Earnings Beat Estimates, Shares Down on Weak Q4 View AMD reported strong third-quarter 2024 earnings, beating expectations. However, the stock price declined due to weak fourth-quarter guidance. Please note that the provided information is for reference purposes only and does not constitute investment advice.","html":"Here are some recent news articles related to Advanced Micro Devices (AMD): AMD's AI Data Center Business Booms: CEO Says It's 'Closed A Good Part Of That Gap' With Nvidia Advanced Micro Devices CEO Lisa Su provided a deeper look into the future of AMD's data center AI business during the company's earnings call and shared her views on competition in the market. Advanced Micro Devices, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions AMD recently released its quarterly results and exceeded analyst forecasts, leading to updates in analysts' predictions. Advanced Micro Devices Third Quarter 2024 Earnings: Beats Expectations AMD's third-quarter 2024 earnings exceeded expectations, with higher revenue and increased profit margin. The company's balance sheet and financial position are analyzed in detail in this article. AMD should at least be meeting expectations 'by this time in the game' This article discusses AMD's record revenue in its data center segment during the latest quarterly report. Advanced Micro Devices Inc. Stock Underperforms Wednesday When Compared To Competitors On a recent trading day, AMD's stock underperformed some of its competitors, including NVIDIA, Intel, and Applied Materials. The article provides an overview of the stock's performance. AMD Q3 Earnings Beat Estimates, Shares Down on Weak Q4 View AMD reported strong third-quarter 2024 earnings, beating expectations. However, the stock price declined due to weak fourth-quarter guidance. Please note that the provided information is for reference purposes only and does not constitute investment advice."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":366141349453824,"gmtCreate":1730390643103,"gmtModify":1730391322459,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> trash stock can always get lower","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> trash stock can always get lower","text":"$Advanced Micro Devices(AMD)$ trash stock can always get lower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366141349453824","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365955357008040,"gmtCreate":1730345141051,"gmtModify":1730348581189,"author":{"id":"3564668223045253","authorId":"3564668223045253","name":"Ng Jia Haw","avatar":"https://static.tigerbbs.com/0601b8c13fa5c3661c7143d4f84c6f0b","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564668223045253","authorIdStr":"3564668223045253"},"themes":[],"htmlText":"Shorting AMD to 140 a weak report worth to try , fundamentally not a very good Semicon leader","listText":"Shorting AMD to 140 a weak report worth to try , fundamentally not a very good Semicon leader","text":"Shorting AMD to 140 a weak report worth to try , fundamentally not a very good Semicon leader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/365955357008040","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365840217276424,"gmtCreate":1730317031894,"gmtModify":1730319242753,"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912","authorIdStr":"4185398225303912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers &amp; entertainment so at least it is attached to some big ticket consumer spending going forward.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers &amp; entertainment so at least it is attached to some big ticket consumer spending going forward.","text":"$Advanced Micro Devices(AMD)$ This is now a good buy. AMD has fingers in several pies and is not a one trick pony. It may not have the spectacular returns of Nvidia but it is in a good position to leverage off the AI boom. Long term it is the clients like Google, Meta, Tesla etc that have to show a return on thier AI investment for the AI boom to bed in and become mainstream. Ultimately what do large sectors of the population spend thier money on. Food, fuel, travel, phones, computers, TVs, cars, cloths, housing, entertainment. What items listed here does AMD tick, computers & entertainment so at least it is attached to some big ticket consumer spending going forward.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365840217276424","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365822116974720,"gmtCreate":1730312716655,"gmtModify":1730312751419,"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185398225303912","authorIdStr":"4185398225303912"},"themes":[],"htmlText":"Not for much longer.","listText":"Not for much longer.","text":"Not for much longer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365822116974720","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365696708816928,"gmtCreate":1730282097862,"gmtModify":1730282101765,"author":{"id":"3572904542082218","authorId":"3572904542082218","name":"Limpc88","avatar":"https://static.tigerbbs.com/d9e3e203a1aaa7875be2e273211a2f5b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572904542082218","authorIdStr":"3572904542082218"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Is definitely a good entry opportunity!","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Is definitely a good entry opportunity!","text":"$Advanced Micro Devices(AMD)$ Is definitely a good entry opportunity!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365696708816928","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365568416907312,"gmtCreate":1730276142515,"gmtModify":1730343067442,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104455119105420","authorIdStr":"4104455119105420"},"themes":[],"title":"Weekly Wealth Trends: Ways to capture this week's key trading opportunities?","htmlText":"Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> and <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem","listText":"Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> and <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem","text":"Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks $Advanced Micro Devices(AMD)$ and $Alphabet(GOOG)$ AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem","images":[{"img":"https://community-static.tradeup.com/news/5dcb564fe3c7f3a3d97422667d094e64","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/7f54fa37d136d82df28ebff3c43d263e","width":"2000","height":"2000"},{"img":"https://community-static.tradeup.com/news/0fc80e643dae4b3a6c3d2910185a828f","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":176,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/365568416907312","isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4162540544084792","authorId":"4162540544084792","name":"Better 1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4162540544084792","authorIdStr":"4162540544084792"},"content":"Just wanted to check if TQQQ is 3xBull ETF ?","text":"Just wanted to check if TQQQ is 3xBull ETF ?","html":"Just wanted to check if TQQQ is 3xBull ETF ?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":365672052191296,"gmtCreate":1730276061625,"gmtModify":1730276065767,"author":{"id":"3571370022239344","authorId":"3571370022239344","name":"stripes","avatar":"https://static.tigerbbs.com/6243cd17db49e8ce4bb35a3ef0f0b8b7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571370022239344","authorIdStr":"3571370022239344"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; if AI is the future and AMD is the cloest competition to Nvidia, then its a matter of time before it recovers.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; if AI is the future and AMD is the cloest competition to Nvidia, then its a matter of time before it recovers.","text":"$Advanced Micro Devices(AMD)$ if AI is the future and AMD is the cloest competition to Nvidia, then its a matter of time before it recovers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365672052191296","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365551426183464,"gmtCreate":1730271847400,"gmtModify":1730288658654,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Why AMD is falling?","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> Q3 overall results, revenue &amp; profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> Q3 overall results, revenue &amp; profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami","text":"$Advanced Micro Devices(AMD)$ Q3 overall results, revenue & profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami","images":[{"img":"https://community-static.tradeup.com/news/9086ea18df9858cb0da25615eda3e7a9","width":"2457","height":"1379"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":660,"commentSize":1,"repostSize":32,"link":"https://ttm.financial/post/365551426183464","isVote":1,"tweetType":1,"viewCount":8951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365528668643376,"gmtCreate":1730266438349,"gmtModify":1730266444802,"author":{"id":"10000000000011986","authorId":"10000000000011986","name":"jessica_twt","avatar":"https://community-static.tradeup.com/news/06987e22c898afbe39776cb98e1e6b47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011986","authorIdStr":"10000000000011986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> dips nearly 8% after guidance misses.Revenue increased by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted EPS: $0.92, in line with market expectations.Revenue and gross margin slightly misses guidance.Looking ahead, the company expects Q4 revenue to be approximately $7.5 billion, slightly lower than analyst forecast is $7.55 billion. Although the company currently anticipates that sales of AI accelerators will exceed $5 billion this year, up from a previous forecast of $4.5 billion, some analysts and investors have been hoping for higher sales figures. AMD's projected adjusted gross margin for the Q4 is also slightly below market expectations.In summary,","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> dips nearly 8% after guidance misses.Revenue increased by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted EPS: $0.92, in line with market expectations.Revenue and gross margin slightly misses guidance.Looking ahead, the company expects Q4 revenue to be approximately $7.5 billion, slightly lower than analyst forecast is $7.55 billion. Although the company currently anticipates that sales of AI accelerators will exceed $5 billion this year, up from a previous forecast of $4.5 billion, some analysts and investors have been hoping for higher sales figures. AMD's projected adjusted gross margin for the Q4 is also slightly below market expectations.In summary,","text":"$Advanced Micro Devices(AMD)$ dips nearly 8% after guidance misses.Revenue increased by 18% year-over-year to $6.82 billion, surpassing market expectations of $6.71 billion. Adjusted EPS: $0.92, in line with market expectations.Revenue and gross margin slightly misses guidance.Looking ahead, the company expects Q4 revenue to be approximately $7.5 billion, slightly lower than analyst forecast is $7.55 billion. Although the company currently anticipates that sales of AI accelerators will exceed $5 billion this year, up from a previous forecast of $4.5 billion, some analysts and investors have been hoping for higher sales figures. AMD's projected adjusted gross margin for the Q4 is also slightly below market expectations.In summary,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365528668643376","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365504961413200,"gmtCreate":1730260582861,"gmtModify":1730270409402,"author":{"id":"3527667647532483","authorId":"3527667647532483","name":"Option_Movers","avatar":"https://community-static.tradeup.com/news/165a4ccff157a147c5c40d359f9dc408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667647532483","authorIdStr":"3527667647532483"},"themes":[],"title":"Option Movers｜AMD Volume Surges 168%; Traders Bet on GOOGL Rising to $180 This Friday","htmlText":"Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/TSLA\">$Tesla(TSLA)$</a>; <a href=\"https://ttm.financial/S/NVDA\">$Nvidia(NVDA)$</a>; <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies(SOFI)$</a>; <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>; <a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> ; <a href=\"https://ttm.financial/S/F\">$Ford(F)$</a> ; <a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a> ;","listText":"Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/TSLA\">$Tesla(TSLA)$</a>; <a href=\"https://ttm.financial/S/NVDA\">$Nvidia(NVDA)$</a>; <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies(SOFI)$</a>; <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>; <a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> ; <a href=\"https://ttm.financial/S/F\">$Ford(F)$</a> ; <a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a> ;","text":"Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: $Tesla(TSLA)$; $Nvidia(NVDA)$; $SoFi Technologies(SOFI)$; $AMD(AMD)$; $Trump Media & Technology(DJT)$ ; $Ford(F)$ ; $Pfizer(PFE)$ ;","images":[{"img":"https://community-static.tradeup.com/news/fe7c9f6e797a24475bdd42cd931781f5","width":"1179","height":"2141"},{"img":"https://community-static.tradeup.com/news/a6ad4f3e17b9e730a15e8527dc0dc9c4","width":"1599","height":"299"},{"img":"https://community-static.tradeup.com/news/5a97c064d70c24de935d19ac64872dc8","width":"820","height":"402"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/365504961413200","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":365383836459216,"gmtCreate":1730248644296,"gmtModify":1730248648190,"author":{"id":"3561094934768918","authorId":"3561094934768918","name":"Iykyk","avatar":"https://community-static.tradeup.com/news/4330127ff99e15a7dc358c141514b8c3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561094934768918","authorIdStr":"3561094934768918"},"themes":[],"htmlText":"Nvidia is the best. Let's go","listText":"Nvidia is the best. Let's go","text":"Nvidia is the best. Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365383836459216","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365503878053960,"gmtCreate":1730244666971,"gmtModify":1730269113064,"author":{"id":"3578382992939732","authorId":"3578382992939732","name":"Gabe_","avatar":"https://community-static.tradeup.com/news/b184d58a0d0a35bed936997b73fb778f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578382992939732","authorIdStr":"3578382992939732"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v>Earnings beat but still not enough. Expectations for this stock is so high and AMD needs to justify its high valuation by showing its insane growth and ability to capture market share. The Market clearly dislike&nbsp;this stock and AMD is not a market darling as compared to&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; The post earnings sell-off seems justifiable but definitely an over-reaction. Q4 guidance forecasted to be at $7.5 billion as compared to $7.55 billion expected in revenue. There are much better opportunities out there and NVIDIA will be a better buy than AMD when its valuation is compared. However, AMD still stands a chance but I do not se","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v>Earnings beat but still not enough. Expectations for this stock is so high and AMD needs to justify its high valuation by showing its insane growth and ability to capture market share. The Market clearly dislike&nbsp;this stock and AMD is not a market darling as compared to&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; The post earnings sell-off seems justifiable but definitely an over-reaction. Q4 guidance forecasted to be at $7.5 billion as compared to $7.55 billion expected in revenue. There are much better opportunities out there and NVIDIA will be a better buy than AMD when its valuation is compared. However, AMD still stands a chance but I do not se","text":"$Advanced Micro Devices(AMD)$ Earnings beat but still not enough. Expectations for this stock is so high and AMD needs to justify its high valuation by showing its insane growth and ability to capture market share. The Market clearly dislike this stock and AMD is not a market darling as compared to $NVIDIA Corp(NVDA)$ The post earnings sell-off seems justifiable but definitely an over-reaction. Q4 guidance forecasted to be at $7.5 billion as compared to $7.55 billion expected in revenue. There are much better opportunities out there and NVIDIA will be a better buy than AMD when its valuation is compared. However, AMD still stands a chance but I do not se","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365503878053960","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585745902929799","authorId":"3585745902929799","name":"TBITrades","avatar":"https://community-static.tradeup.com/news/282bf6441b6c41fe9f0c97a7aa7d92ae","crmLevel":8,"crmLevelSwitch":0,"idStr":"3585745902929799","authorIdStr":"3585745902929799"},"content":"mate its just back testing a break out lmao this is the greatest of all shakeouts retail will keep selling this for it to gamma V at open","text":"mate its just back testing a break out lmao this is the greatest of all shakeouts retail will keep selling this for it to gamma V at open","html":"mate its just back testing a break out lmao this is the greatest of all shakeouts retail will keep selling this for it to gamma V at open"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365494065332296,"gmtCreate":1730242271287,"gmtModify":1730242275403,"author":{"id":"3582857924539773","authorId":"3582857924539773","name":"KaiR","avatar":"https://static.tigerbbs.com/7b0d49e68d719c76dc992553ab2dbac6","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582857924539773","authorIdStr":"3582857924539773"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Very difficult. May be on par but won't be stellar.&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Very difficult. May be on par but won't be stellar.&nbsp;","text":"$Advanced Micro Devices(AMD)$ Very difficult. May be on par but won't be stellar.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365494065332296","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365477982949440,"gmtCreate":1730238262591,"gmtModify":1730238266981,"author":{"id":"3585634044713216","authorId":"3585634044713216","name":"Kong123","avatar":"https://community-static.tradeup.com/news/b98348643175392a7296a947f9f8739a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585634044713216","authorIdStr":"3585634044713216"},"themes":[],"htmlText":"My prefiction, revenue shall be surprise by +1% ~+ 2.2% , 6.73B,&nbsp;whereas EPS slightly below espectation of 0.41.","listText":"My prefiction, revenue shall be surprise by +1% ~+ 2.2% , 6.73B,&nbsp;whereas EPS slightly below espectation of 0.41.","text":"My prefiction, revenue shall be surprise by +1% ~+ 2.2% , 6.73B, whereas EPS slightly below espectation of 0.41.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365477982949440","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365333294096552,"gmtCreate":1730202939346,"gmtModify":1730205894652,"author":{"id":"4097069413028710","authorId":"4097069413028710","name":"Disciple Huang","avatar":"https://static.tigerbbs.com/22b0bba9f868080a2660e6374d3cca86","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097069413028710","authorIdStr":"4097069413028710"},"themes":[],"htmlText":"With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need","listText":"With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need","text":"With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),$Advanced Micro Devices(AMD)$ and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365333294096552","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365323835613216,"gmtCreate":1730200629708,"gmtModify":1730205894563,"author":{"id":"4181473917072602","authorId":"4181473917072602","name":"6et1","avatar":"https://community-static.tradeup.com/news/1a6124ba82839de35e52e32d26b92b74","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181473917072602","authorIdStr":"4181473917072602"},"themes":[],"htmlText":"It's certainly an exciting time for semiconductor companies, especially with the strong demand for AI-related products! AMD's upcoming earnings report will be closely watched, given the recent positive performances from its peers. Analysts are optimistic about AMD's prospects, with revenue expected to grow 15.8% year-over-year to $6.71 billion, and adjusted earnings per share projected at $0.92. The company's data centre business, which is crucial, is anticipated to bring in $3.46 billion, up significantly from last year. As for the target price, analysts have set an average target of $188.06, compared to the current share price of around $156.15. This suggests a potential upside of about 21% if AMD meets or exceeds expectations.","listText":"It's certainly an exciting time for semiconductor companies, especially with the strong demand for AI-related products! AMD's upcoming earnings report will be closely watched, given the recent positive performances from its peers. Analysts are optimistic about AMD's prospects, with revenue expected to grow 15.8% year-over-year to $6.71 billion, and adjusted earnings per share projected at $0.92. The company's data centre business, which is crucial, is anticipated to bring in $3.46 billion, up significantly from last year. As for the target price, analysts have set an average target of $188.06, compared to the current share price of around $156.15. This suggests a potential upside of about 21% if AMD meets or exceeds expectations.","text":"It's certainly an exciting time for semiconductor companies, especially with the strong demand for AI-related products! AMD's upcoming earnings report will be closely watched, given the recent positive performances from its peers. Analysts are optimistic about AMD's prospects, with revenue expected to grow 15.8% year-over-year to $6.71 billion, and adjusted earnings per share projected at $0.92. The company's data centre business, which is crucial, is anticipated to bring in $3.46 billion, up significantly from last year. As for the target price, analysts have set an average target of $188.06, compared to the current share price of around $156.15. This suggests a potential upside of about 21% if AMD meets or exceeds expectations.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365323835613216","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":364701163098112,"gmtCreate":1730048609160,"gmtModify":1730116201980,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a>&nbsp; 🔺🅱️🆄🅻🅻🅸🆂🅷🔺 🚀📊💸 CHIP WARS: WILL AMD &amp; ON KEEP THE SEMI SIZZLE? 💸📊🚀 Kia ora Tiger traders!&nbsp; 🌟 It’s time to crank up those trading engines! 🏎️💨 We’re zooming towards AMD’s earnings report on October 29th, and the semiconductor streets are buzzing louder than a coffee machine on a Monday morning. ☕️ Can AMD and ON Semiconductor keep up the momentum, or are we in for a plot twist? Let’s fire up the data chips and see! 🔥📉 🧠 Key Insights &amp; Earnings Buzz • 📊 Revenue Ramp-Up: Analysts expect AMD’s Q3 revenue at $6.71 billion, marking a solid 16% YoY surge. Compare this to $5.84 billion last quarter—growth is definitely on the menu! 🍽️ • 💵 Earning","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a>&nbsp; 🔺🅱️🆄🅻🅻🅸🆂🅷🔺 🚀📊💸 CHIP WARS: WILL AMD &amp; ON KEEP THE SEMI SIZZLE? 💸📊🚀 Kia ora Tiger traders!&nbsp; 🌟 It’s time to crank up those trading engines! 🏎️💨 We’re zooming towards AMD’s earnings report on October 29th, and the semiconductor streets are buzzing louder than a coffee machine on a Monday morning. ☕️ Can AMD and ON Semiconductor keep up the momentum, or are we in for a plot twist? Let’s fire up the data chips and see! 🔥📉 🧠 Key Insights &amp; Earnings Buzz • 📊 Revenue Ramp-Up: Analysts expect AMD’s Q3 revenue at $6.71 billion, marking a solid 16% YoY surge. Compare this to $5.84 billion last quarter—growth is definitely on the menu! 🍽️ • 💵 Earning","text":"$Advanced Micro Devices(AMD)$ $ON Semiconductor(ON)$ 🔺🅱️🆄🅻🅻🅸🆂🅷🔺 🚀📊💸 CHIP WARS: WILL AMD & ON KEEP THE SEMI SIZZLE? 💸📊🚀 Kia ora Tiger traders! 🌟 It’s time to crank up those trading engines! 🏎️💨 We’re zooming towards AMD’s earnings report on October 29th, and the semiconductor streets are buzzing louder than a coffee machine on a Monday morning. ☕️ Can AMD and ON Semiconductor keep up the momentum, or are we in for a plot twist? Let’s fire up the data chips and see! 🔥📉 🧠 Key Insights & Earnings Buzz • 📊 Revenue Ramp-Up: Analysts expect AMD’s Q3 revenue at $6.71 billion, marking a solid 16% YoY surge. Compare this to $5.84 billion last quarter—growth is definitely on the menu! 🍽️ • 💵 Earning","images":[{"img":"https://community-static.tradeup.com/news/0a1a98b4715e55792d6b3c9daaedc88b","width":"1405","height":"921"},{"img":"https://community-static.tradeup.com/news/c4a5fd934a76ae1a5b8d8aecada015d3","width":"1116","height":"837"},{"img":"https://community-static.tradeup.com/news/0a7d987eee566081203c53e36fcc2552","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1308,"commentSize":13,"repostSize":52,"link":"https://ttm.financial/post/364701163098112","isVote":1,"tweetType":1,"viewCount":3226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information provided, here are the key insights and earnings buzz for Advanced Micro Devices (AMD) and ON Semiconductor (ON) ahead of their earnings reports: AMD: Revenue Ramp-Up: Analysts expect AMD's Q3 revenue to be $6.71 billion, a solid 16% year-over-year surge compared to $5.84 billion last quarter. Earnings Outlook: Net income is projected to be $815.76 million ($0.50/share), more than double last year's $299 million ($0.18/share). Data Center Dominance: AMD's data center segment is expected to generate $3.52 billion in revenue, setting another record, led by Instinct, EPYC, and Ryzen processors. ON:Unfortunately, there is no specific information available for ON Semiconductor in the provided data. Regarding the technical setup and price targets: Support Levels for AMD: $155.06 (MA 50) and $151.43 (MA 200). Holding these support levels could be significant for the stock. Buy/Sell Analysis: Among chip manufacturers, NVIDIA has the highest buy rating at 74%, followed by AMD at 51%, Intel at 30%, and ON Semiconductor at 55% according to the data provided. As an AI, I don't have access to real-time data or the ability to predict future stock performance. It is important to conduct thorough research and analysis before making any investment decisions. Consider factors such as historical performance, market conditions, and any news or announcements that may impact these stocks. Remember, investing in stocks involves risks, and it's always recommended to consult with a financial advisor or do further research to make informed investment decisions. Disclaimer: The information provided here is for informational purposes only and should not be considered as investment advice. The stock analysis is based on the information available in the provided data and may not reflect the current market conditions and stock performance.","text":"Based on the information provided, here are the key insights and earnings buzz for Advanced Micro Devices (AMD) and ON Semiconductor (ON) ahead of their earnings reports: AMD: Revenue Ramp-Up: Analysts expect AMD's Q3 revenue to be $6.71 billion, a solid 16% year-over-year surge compared to $5.84 billion last quarter. Earnings Outlook: Net income is projected to be $815.76 million ($0.50/share), more than double last year's $299 million ($0.18/share). Data Center Dominance: AMD's data center segment is expected to generate $3.52 billion in revenue, setting another record, led by Instinct, EPYC, and Ryzen processors. ON:Unfortunately, there is no specific information available for ON Semiconductor in the provided data. Regarding the technical setup and price targets: Support Levels for AMD: $155.06 (MA 50) and $151.43 (MA 200). Holding these support levels could be significant for the stock. Buy/Sell Analysis: Among chip manufacturers, NVIDIA has the highest buy rating at 74%, followed by AMD at 51%, Intel at 30%, and ON Semiconductor at 55% according to the data provided. As an AI, I don't have access to real-time data or the ability to predict future stock performance. It is important to conduct thorough research and analysis before making any investment decisions. Consider factors such as historical performance, market conditions, and any news or announcements that may impact these stocks. Remember, investing in stocks involves risks, and it's always recommended to consult with a financial advisor or do further research to make informed investment decisions. Disclaimer: The information provided here is for informational purposes only and should not be considered as investment advice. The stock analysis is based on the information available in the provided data and may not reflect the current market conditions and stock performance.","html":"Based on the information provided, here are the key insights and earnings buzz for Advanced Micro Devices (AMD) and ON Semiconductor (ON) ahead of their earnings reports: AMD: Revenue Ramp-Up: Analysts expect AMD's Q3 revenue to be $6.71 billion, a solid 16% year-over-year surge compared to $5.84 billion last quarter. Earnings Outlook: Net income is projected to be $815.76 million ($0.50/share), more than double last year's $299 million ($0.18/share). Data Center Dominance: AMD's data center segment is expected to generate $3.52 billion in revenue, setting another record, led by Instinct, EPYC, and Ryzen processors. ON:Unfortunately, there is no specific information available for ON Semiconductor in the provided data. Regarding the technical setup and price targets: Support Levels for AMD: $155.06 (MA 50) and $151.43 (MA 200). Holding these support levels could be significant for the stock. Buy/Sell Analysis: Among chip manufacturers, NVIDIA has the highest buy rating at 74%, followed by AMD at 51%, Intel at 30%, and ON Semiconductor at 55% according to the data provided. As an AI, I don't have access to real-time data or the ability to predict future stock performance. It is important to conduct thorough research and analysis before making any investment decisions. Consider factors such as historical performance, market conditions, and any news or announcements that may impact these stocks. Remember, investing in stocks involves risks, and it's always recommended to consult with a financial advisor or do further research to make informed investment decisions. Disclaimer: The information provided here is for informational purposes only and should not be considered as investment advice. The stock analysis is based on the information available in the provided data and may not reflect the current market conditions and stock performance."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":365568416907312,"gmtCreate":1730276142515,"gmtModify":1730343067442,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104455119105420","authorIdStr":"4104455119105420"},"themes":[],"title":"Weekly Wealth Trends: Ways to capture this week's key trading opportunities?","htmlText":"Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> and <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem","listText":"Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> and <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem","text":"Hello, Tiger Friends!This week might be the most thrilling of the latter half of the year. The U.S. presidential election has reached a critical juncture, coupled with earnings reports from the five major tech giants and the VIX soaring above 20, suggesting significant market volatility. How can we enhance our trading success rate this week?Ⅰ.Trading opportunities and risksA. Trading OpportunitiesTech Stocks $Advanced Micro Devices(AMD)$ and $Alphabet(GOOG)$ AMD released its earnings on Tuesday, projecting Q4 revenue around $7.5 billion, falling short of analysts' average estimate of $7.55 billion, marking a 22% year-over-year decline. Although AMD anticipates gains from the AI sector, its Q4 forecast rem","images":[{"img":"https://community-static.tradeup.com/news/5dcb564fe3c7f3a3d97422667d094e64","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/7f54fa37d136d82df28ebff3c43d263e","width":"2000","height":"2000"},{"img":"https://community-static.tradeup.com/news/0fc80e643dae4b3a6c3d2910185a828f","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":176,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/365568416907312","isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4162540544084792","authorId":"4162540544084792","name":"Better 1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4162540544084792","authorIdStr":"4162540544084792"},"content":"Just wanted to check if TQQQ is 3xBull ETF ?","text":"Just wanted to check if TQQQ is 3xBull ETF ?","html":"Just wanted to check if TQQQ is 3xBull ETF ?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":366319166140472,"gmtCreate":1730441702583,"gmtModify":1730442068092,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581730064782630","authorIdStr":"3581730064782630"},"themes":[],"htmlText":"AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav","listText":"AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav","text":"AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":78,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/366319166140472","isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365299410640896,"gmtCreate":1730194665689,"gmtModify":1730200352393,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581730064782630","authorIdStr":"3581730064782630"},"themes":[],"htmlText":"Will AMD Surpass Earnings Expectations? Advanced Micro Devices (AMD) has been a significant player in the semiconductor industry for decades. It’s a company that constantly battles with giants like Intel and NVIDIA, striving to deliver cutting-edge technology to stay competitive. As AMD’s next earnings report approaches, many investors are keen to know if the company will exceed its earnings expectations. Here are the key factors at play in determining whether AMD is poised to beat the market’s estimates. 1. Strong Product Portfolio AMD has recently bolstered its product lineup with new releases in CPUs, GPUs, and accelerated computing products. With its Ryzen, EPYC, and Radeon lines, AMD has secured substantial market share gains across various sectors, including consumer PCs, gaming, and","listText":"Will AMD Surpass Earnings Expectations? Advanced Micro Devices (AMD) has been a significant player in the semiconductor industry for decades. It’s a company that constantly battles with giants like Intel and NVIDIA, striving to deliver cutting-edge technology to stay competitive. As AMD’s next earnings report approaches, many investors are keen to know if the company will exceed its earnings expectations. Here are the key factors at play in determining whether AMD is poised to beat the market’s estimates. 1. Strong Product Portfolio AMD has recently bolstered its product lineup with new releases in CPUs, GPUs, and accelerated computing products. With its Ryzen, EPYC, and Radeon lines, AMD has secured substantial market share gains across various sectors, including consumer PCs, gaming, and","text":"Will AMD Surpass Earnings Expectations? Advanced Micro Devices (AMD) has been a significant player in the semiconductor industry for decades. It’s a company that constantly battles with giants like Intel and NVIDIA, striving to deliver cutting-edge technology to stay competitive. As AMD’s next earnings report approaches, many investors are keen to know if the company will exceed its earnings expectations. Here are the key factors at play in determining whether AMD is poised to beat the market’s estimates. 1. Strong Product Portfolio AMD has recently bolstered its product lineup with new releases in CPUs, GPUs, and accelerated computing products. With its Ryzen, EPYC, and Radeon lines, AMD has secured substantial market share gains across various sectors, including consumer PCs, gaming, and","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":154,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/365299410640896","isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000438","authorId":"9000000000000438","name":"OswaldFinger","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000438","authorIdStr":"9000000000000438"},"content":"AMD has a strong product portfolio and potential revenue growth from EPYC processors.","text":"AMD has a strong product portfolio and potential revenue growth from EPYC processors.","html":"AMD has a strong product portfolio and potential revenue growth from EPYC processors."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363627164348664,"gmtCreate":1729818778555,"gmtModify":1729856552216,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"AMD Potential Buy Before Earnings On 29 Oct. Watch MTF Closely.","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> will be releasing its third quarter earnings after market close on next Tuesday (29 Oct). We have seen two semiconductor stocks <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> and <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> reporting positive earnings which helped drive their stock price higher. So how would AMD stock price be performing after the earnings report on 29 Oct? Market is expecting AMD to post earnings of $0.92 per share for the third quarter. Analysts say AMD could benefit from Intel's recent woes. Intel stock has plummeted this year on competitive and operational concerns. Can AMD Stay Ahead Of Intel In CPUs Chips? Under AMD CEO Lisa’s supervision, AMD jumped ahead of","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> will be releasing its third quarter earnings after market close on next Tuesday (29 Oct). We have seen two semiconductor stocks <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> and <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> reporting positive earnings which helped drive their stock price higher. So how would AMD stock price be performing after the earnings report on 29 Oct? Market is expecting AMD to post earnings of $0.92 per share for the third quarter. Analysts say AMD could benefit from Intel's recent woes. Intel stock has plummeted this year on competitive and operational concerns. Can AMD Stay Ahead Of Intel In CPUs Chips? Under AMD CEO Lisa’s supervision, AMD jumped ahead of","text":"$Advanced Micro Devices(AMD)$ will be releasing its third quarter earnings after market close on next Tuesday (29 Oct). We have seen two semiconductor stocks $Lam Research(LRCX)$ and $Western Digital(WDC)$ reporting positive earnings which helped drive their stock price higher. So how would AMD stock price be performing after the earnings report on 29 Oct? Market is expecting AMD to post earnings of $0.92 per share for the third quarter. Analysts say AMD could benefit from Intel's recent woes. Intel stock has plummeted this year on competitive and operational concerns. Can AMD Stay Ahead Of Intel In CPUs Chips? Under AMD CEO Lisa’s supervision, AMD jumped ahead of","images":[{"img":"https://community-static.tradeup.com/news/2d9f35a9c8df78486e2ded0ab8242e63","width":"453","height":"738"},{"img":"https://community-static.tradeup.com/news/7c21560905e1191f9075380e9d733912","width":"637","height":"401"},{"img":"https://community-static.tradeup.com/news/854b6473cf1de19bbff9205821f78d35","width":"1362","height":"374"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":84,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/363627164348664","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000185","authorId":"9000000000000185","name":"moonzo","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000185","authorIdStr":"9000000000000185"},"content":"I hate AMD, i regret I didn't buy other semiconductor stocks","text":"I hate AMD, i regret I didn't buy other semiconductor stocks","html":"I hate AMD, i regret I didn't buy other semiconductor stocks"}],"imageCount":8,"langContent":"EN","totalScore":0},{"id":364274276347968,"gmtCreate":1729944388909,"gmtModify":1730172032116,"author":{"id":"3566854457101758","authorId":"3566854457101758","name":"HMH","avatar":"https://static.tigerbbs.com/4f9d0a9264992f1a8f444997883a3f1a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566854457101758","authorIdStr":"3566854457101758"},"themes":[],"title":"Can AMD Continue the Semiconductor Earnings Rally?","htmlText":"Western Digital Jumps 9% on Earnings Beat Amid Strong Cloud Demand <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>’s earnings are on deck for October 29, 2024, and the semiconductor sector is buzzing with optimism. Companies like TSMC, Lam Research, and Western Digital have delivered strong results in recent weeks, largely driven by surging demand in artificial intelligence (AI) and cloud computing. Even <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>, the AI leader, hit a new all-time high this week, signalling market enthusiasm for tech stocks despite macroeconomic uncertainties. But with high expectations already priced into the sector, the big question remains: Can AMD keep the rally alive? In this article, I’ll explore the outlook for AMD’s earni","listText":"Western Digital Jumps 9% on Earnings Beat Amid Strong Cloud Demand <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>’s earnings are on deck for October 29, 2024, and the semiconductor sector is buzzing with optimism. Companies like TSMC, Lam Research, and Western Digital have delivered strong results in recent weeks, largely driven by surging demand in artificial intelligence (AI) and cloud computing. Even <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>, the AI leader, hit a new all-time high this week, signalling market enthusiasm for tech stocks despite macroeconomic uncertainties. But with high expectations already priced into the sector, the big question remains: Can AMD keep the rally alive? In this article, I’ll explore the outlook for AMD’s earni","text":"Western Digital Jumps 9% on Earnings Beat Amid Strong Cloud Demand $Advanced Micro Devices(AMD)$’s earnings are on deck for October 29, 2024, and the semiconductor sector is buzzing with optimism. Companies like TSMC, Lam Research, and Western Digital have delivered strong results in recent weeks, largely driven by surging demand in artificial intelligence (AI) and cloud computing. Even $NVIDIA Corp(NVDA)$, the AI leader, hit a new all-time high this week, signalling market enthusiasm for tech stocks despite macroeconomic uncertainties. But with high expectations already priced into the sector, the big question remains: Can AMD keep the rally alive? In this article, I’ll explore the outlook for AMD’s earni","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/364274276347968","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365504961413200,"gmtCreate":1730260582861,"gmtModify":1730270409402,"author":{"id":"3527667647532483","authorId":"3527667647532483","name":"Option_Movers","avatar":"https://community-static.tradeup.com/news/165a4ccff157a147c5c40d359f9dc408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667647532483","authorIdStr":"3527667647532483"},"themes":[],"title":"Option Movers｜AMD Volume Surges 168%; Traders Bet on GOOGL Rising to $180 This Friday","htmlText":"Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/TSLA\">$Tesla(TSLA)$</a>; <a href=\"https://ttm.financial/S/NVDA\">$Nvidia(NVDA)$</a>; <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies(SOFI)$</a>; <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>; <a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> ; <a href=\"https://ttm.financial/S/F\">$Ford(F)$</a> ; <a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a> ;","listText":"Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/TSLA\">$Tesla(TSLA)$</a>; <a href=\"https://ttm.financial/S/NVDA\">$Nvidia(NVDA)$</a>; <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies(SOFI)$</a>; <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>; <a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> ; <a href=\"https://ttm.financial/S/F\">$Ford(F)$</a> ; <a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a> ;","text":"Global stock indexes mostly rose on Tuesday(Oct 29), with the Nasdaq scoring a record closing high ahead of key earnings reports this week, while Treasury yields hit multimonth highs early as the U.S. presidential election was just a week away.Regarding the options market, a total volume of 37,893,663 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: $Tesla(TSLA)$; $Nvidia(NVDA)$; $SoFi Technologies(SOFI)$; $AMD(AMD)$; $Trump Media & Technology(DJT)$ ; $Ford(F)$ ; $Pfizer(PFE)$ ;","images":[{"img":"https://community-static.tradeup.com/news/fe7c9f6e797a24475bdd42cd931781f5","width":"1179","height":"2141"},{"img":"https://community-static.tradeup.com/news/a6ad4f3e17b9e730a15e8527dc0dc9c4","width":"1599","height":"299"},{"img":"https://community-static.tradeup.com/news/5a97c064d70c24de935d19ac64872dc8","width":"820","height":"402"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/365504961413200","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":365333294096552,"gmtCreate":1730202939346,"gmtModify":1730205894652,"author":{"id":"4097069413028710","authorId":"4097069413028710","name":"Disciple Huang","avatar":"https://static.tigerbbs.com/22b0bba9f868080a2660e6374d3cca86","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097069413028710","authorIdStr":"4097069413028710"},"themes":[],"htmlText":"With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need","listText":"With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need","text":"With the semiconductor industry experiencing a significant upswing lately, I’ve been thinking a lot about AMD (Advanced Micro Devices),$Advanced Micro Devices(AMD)$ and its role in this rally. Can AMD keep up the momentum and continue to drive growth in the sector? I wanted to share some thoughts and see what you all think. The AI Revolution and Data Centers First off, the explosion of artificial intelligence and machine learning applications has been a massive driver for semiconductor demand. AMD has been making impressive strides with its EPYC processors in the data center market, competing head-on with Intel. The company’s focus on high-performance computing positions it well to capitalize on the growing need","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365333294096552","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365551426183464,"gmtCreate":1730271847400,"gmtModify":1730288658654,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Why AMD is falling?","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> Q3 overall results, revenue &amp; profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> Q3 overall results, revenue &amp; profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami","text":"$Advanced Micro Devices(AMD)$ Q3 overall results, revenue & profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami","images":[{"img":"https://community-static.tradeup.com/news/9086ea18df9858cb0da25615eda3e7a9","width":"2457","height":"1379"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":660,"commentSize":1,"repostSize":32,"link":"https://ttm.financial/post/365551426183464","isVote":1,"tweetType":1,"viewCount":8951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":362402624274560,"gmtCreate":1729505314806,"gmtModify":1729856586229,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010844","authorIdStr":"10000000000010844"},"themes":[],"title":"When Will the Semi Bull Market End?","htmlText":"Since October 2022, the semiconductor market has been on a bull run. Taking the <a href=\"https://ttm.financial/S/SOX\">$Philadelphia Semiconductor Index(SOX)$</a> as an example, it has surged by an impressive 149%, significantly outpacing the <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> 's 83% gain during the same period.This bull market has lasted for two years, making many investors quite profitable. In the spirit of being proactive, let's discuss when this big bull market might end and when investors should sell to maximize their returns.Assessing the FundamentalsFrom a value investing perspective, the stock market acts as a barometer for the economy, and the fundamentals drive stock prices. After two years of growth in the semiconductor sector, are the fundamentals still s","listText":"Since October 2022, the semiconductor market has been on a bull run. Taking the <a href=\"https://ttm.financial/S/SOX\">$Philadelphia Semiconductor Index(SOX)$</a> as an example, it has surged by an impressive 149%, significantly outpacing the <a href=\"https://ttm.financial/S/.IXIC\">$.IXIC(.IXIC)$</a> 's 83% gain during the same period.This bull market has lasted for two years, making many investors quite profitable. In the spirit of being proactive, let's discuss when this big bull market might end and when investors should sell to maximize their returns.Assessing the FundamentalsFrom a value investing perspective, the stock market acts as a barometer for the economy, and the fundamentals drive stock prices. After two years of growth in the semiconductor sector, are the fundamentals still s","text":"Since October 2022, the semiconductor market has been on a bull run. Taking the $Philadelphia Semiconductor Index(SOX)$ as an example, it has surged by an impressive 149%, significantly outpacing the $.IXIC(.IXIC)$ 's 83% gain during the same period.This bull market has lasted for two years, making many investors quite profitable. In the spirit of being proactive, let's discuss when this big bull market might end and when investors should sell to maximize their returns.Assessing the FundamentalsFrom a value investing perspective, the stock market acts as a barometer for the economy, and the fundamentals drive stock prices. After two years of growth in the semiconductor sector, are the fundamentals still s","images":[{"img":"https://community-static.tradeup.com/news/b0e50b9c9a284bc1c35973ab1ee31c9e","width":"840","height":"532"},{"img":"https://community-static.tradeup.com/news/915d7dd38a83a2756825edac404502fa","width":"1214","height":"454"},{"img":"https://community-static.tradeup.com/news/00a9a8b80e9d06a0bfb2c9ac28180541","width":"1096","height":"444"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":205,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/362402624274560","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":364216072171552,"gmtCreate":1729930179649,"gmtModify":1729930195123,"author":{"id":"3585745902929799","authorId":"3585745902929799","name":"TBITrades","avatar":"https://community-static.tradeup.com/news/282bf6441b6c41fe9f0c97a7aa7d92ae","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585745902929799","authorIdStr":"3585745902929799"},"themes":[],"title":"TBI's Thoughts [9]: AMD (NASDAQ: AMD)... Dawn of a Bull Market?","htmlText":"Hi everyone. Today I’ll be covering one of the most well-known AI and semiconductor companies in the world: Advanced Micro Devices Inc. (NASDAQ: AMD) AMD has been in a long-term uptrend since 1974, with a series of higher highs and higher lows. In 2016, a steeper support trendline formed, with the move greatly accelerating to the upside. Based on the current monthly candle, we are set for a bullish Stochastic crossover for the first time since Nov’23 (subject to earnings on the 29th and the monthly candle close). The last 2 bullish crossovers have led to 100% returns (or higher). AMD has been consolidating below the red resistance trendline since March. It finally broke out of this trendline in September, and has spent the past 3 weeks retesting the breakout on gradually declining volume.","listText":"Hi everyone. Today I’ll be covering one of the most well-known AI and semiconductor companies in the world: Advanced Micro Devices Inc. (NASDAQ: AMD) AMD has been in a long-term uptrend since 1974, with a series of higher highs and higher lows. In 2016, a steeper support trendline formed, with the move greatly accelerating to the upside. Based on the current monthly candle, we are set for a bullish Stochastic crossover for the first time since Nov’23 (subject to earnings on the 29th and the monthly candle close). The last 2 bullish crossovers have led to 100% returns (or higher). AMD has been consolidating below the red resistance trendline since March. It finally broke out of this trendline in September, and has spent the past 3 weeks retesting the breakout on gradually declining volume.","text":"Hi everyone. Today I’ll be covering one of the most well-known AI and semiconductor companies in the world: Advanced Micro Devices Inc. (NASDAQ: AMD) AMD has been in a long-term uptrend since 1974, with a series of higher highs and higher lows. In 2016, a steeper support trendline formed, with the move greatly accelerating to the upside. Based on the current monthly candle, we are set for a bullish Stochastic crossover for the first time since Nov’23 (subject to earnings on the 29th and the monthly candle close). The last 2 bullish crossovers have led to 100% returns (or higher). AMD has been consolidating below the red resistance trendline since March. It finally broke out of this trendline in September, and has spent the past 3 weeks retesting the breakout on gradually declining volume.","images":[{"img":"https://community-static.tradeup.com/news/353efd8adedebfa9e6453ca368947b7c","width":"1456","height":"684"},{"img":"https://community-static.tradeup.com/news/a189e15cd8e0ff548af6866fb73ab92e","width":"1456","height":"685"},{"img":"https://community-static.tradeup.com/news/526c9699131569c4178a4a208fded6f4","width":"1456","height":"681"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/364216072171552","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":358920752300112,"gmtCreate":1728635105826,"gmtModify":1728641802508,"author":{"id":"10000000000010922","authorId":"10000000000010922","name":"OptionsAura","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010922","authorIdStr":"10000000000010922"},"themes":[],"title":"Is It Time to Go Long on AMD with New GPU Launch?","htmlText":"On October 10, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> held a data center event to launch the MI325X AI accelerator and several networking chips.However, despite the promising products, AMD's stock only briefly rose toward the end of the morning session, then continued to decline throughout the day, closing down about 4%, marking a two-day drop to its lowest closing price in a week. This is AMD's biggest intraday and closing drop since September 3.One would expect the launch of powerful AI chips to be a positive move, especially since AMD's new products are going up against <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's highly anticipated Blackwell architecture chips. Why did AMD's stock keep falling?Media reports suggest that the decline","listText":"On October 10, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> held a data center event to launch the MI325X AI accelerator and several networking chips.However, despite the promising products, AMD's stock only briefly rose toward the end of the morning session, then continued to decline throughout the day, closing down about 4%, marking a two-day drop to its lowest closing price in a week. This is AMD's biggest intraday and closing drop since September 3.One would expect the launch of powerful AI chips to be a positive move, especially since AMD's new products are going up against <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's highly anticipated Blackwell architecture chips. Why did AMD's stock keep falling?Media reports suggest that the decline","text":"On October 10, $Advanced Micro Devices(AMD)$ held a data center event to launch the MI325X AI accelerator and several networking chips.However, despite the promising products, AMD's stock only briefly rose toward the end of the morning session, then continued to decline throughout the day, closing down about 4%, marking a two-day drop to its lowest closing price in a week. This is AMD's biggest intraday and closing drop since September 3.One would expect the launch of powerful AI chips to be a positive move, especially since AMD's new products are going up against $NVIDIA Corp(NVDA)$ 's highly anticipated Blackwell architecture chips. Why did AMD's stock keep falling?Media reports suggest that the decline","images":[{"img":"https://community-static.tradeup.com/news/0f8b31cf015d0e525f35e22847200c8e","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/7c51cbbf9166c586a851d88405a95463"},{"img":"https://static.tigerbbs.com/bc50b35ba68f5e1b74b84cf726b9f419"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":360,"commentSize":0,"repostSize":21,"link":"https://ttm.financial/post/358920752300112","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":360580518838352,"gmtCreate":1729053039979,"gmtModify":1729856604429,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010844","authorIdStr":"10000000000010844"},"themes":[],"title":"Earnings Digest | ASML Crashes! What’s Next for Semi Industry?","htmlText":"Last night, <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> suffered a severe blow, with its stock plunging 16%, marking its biggest one-day drop in 26 years. In a time when companies like <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> and <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> are hitting all-time highs, how did the dominant lithography machine maker like ASML come crashing down?1.Earnings ShockThis downturn is tied to ASML’s unexpected Q3 earnings report. The company reported new orders of just €2.63 billion, far below analysts’ expectations of €5.39 billion. They also lowered their 2025 revenue guidance from €30 billion-€40 billion to €30 billion - €35 billion and adjusted gross margin expectations down from 54","listText":"Last night, <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> suffered a severe blow, with its stock plunging 16%, marking its biggest one-day drop in 26 years. In a time when companies like <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> and <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> are hitting all-time highs, how did the dominant lithography machine maker like ASML come crashing down?1.Earnings ShockThis downturn is tied to ASML’s unexpected Q3 earnings report. The company reported new orders of just €2.63 billion, far below analysts’ expectations of €5.39 billion. They also lowered their 2025 revenue guidance from €30 billion-€40 billion to €30 billion - €35 billion and adjusted gross margin expectations down from 54","text":"Last night, $ASML Holding NV(ASML)$ suffered a severe blow, with its stock plunging 16%, marking its biggest one-day drop in 26 years. In a time when companies like $Broadcom(AVGO)$ and $Taiwan Semiconductor Manufacturing(TSM)$ are hitting all-time highs, how did the dominant lithography machine maker like ASML come crashing down?1.Earnings ShockThis downturn is tied to ASML’s unexpected Q3 earnings report. The company reported new orders of just €2.63 billion, far below analysts’ expectations of €5.39 billion. They also lowered their 2025 revenue guidance from €30 billion-€40 billion to €30 billion - €35 billion and adjusted gross margin expectations down from 54","images":[{"img":"https://community-static.tradeup.com/news/64d16c7e6aebb688f97608bf97129179","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/179c8dffa7f42326cd905a07935e9895","width":"942","height":"414"},{"img":"https://community-static.tradeup.com/news/4150fd7bcaf0181593f54978f63a9379","width":"938","height":"402"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":29,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/360580518838352","isVote":1,"tweetType":1,"viewCount":3542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":358920731332656,"gmtCreate":1728635131971,"gmtModify":1728636600834,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why AMD struggles Against Nvidia Dominance","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> has long been seen as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>’s primary competitor in the semiconductor space, particularly as both companies vie for a larger share of the AI hardware market. With the unveiling of the MI325X AI accelerator at their recent \"Advancing AI\" event, AMD hoped to showcase its potential to disrupt Nvidia’s near-total dominance. However, the market’s reaction—sending AMD stock down more than 4% on the day—tells a different story. This leaves us asking: Does AMD have a real chance of catching up to Nvidia? From my perspective, it’s clear that while AMD remains a formidable player in areas like CPUs and traditional GPUs, it still faces significant hurdles when it comes to A","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> has long been seen as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>’s primary competitor in the semiconductor space, particularly as both companies vie for a larger share of the AI hardware market. With the unveiling of the MI325X AI accelerator at their recent \"Advancing AI\" event, AMD hoped to showcase its potential to disrupt Nvidia’s near-total dominance. However, the market’s reaction—sending AMD stock down more than 4% on the day—tells a different story. This leaves us asking: Does AMD have a real chance of catching up to Nvidia? From my perspective, it’s clear that while AMD remains a formidable player in areas like CPUs and traditional GPUs, it still faces significant hurdles when it comes to A","text":"$Advanced Micro Devices(AMD)$ has long been seen as $NVIDIA Corp(NVDA)$’s primary competitor in the semiconductor space, particularly as both companies vie for a larger share of the AI hardware market. With the unveiling of the MI325X AI accelerator at their recent \"Advancing AI\" event, AMD hoped to showcase its potential to disrupt Nvidia’s near-total dominance. However, the market’s reaction—sending AMD stock down more than 4% on the day—tells a different story. This leaves us asking: Does AMD have a real chance of catching up to Nvidia? From my perspective, it’s clear that while AMD remains a formidable player in areas like CPUs and traditional GPUs, it still faces significant hurdles when it comes to A","images":[{"img":"https://community-static.tradeup.com/news/1acd2d02f69201138cb8aa34f53f97b4","width":"1260","height":"840"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":116,"commentSize":2,"repostSize":796,"link":"https://ttm.financial/post/358920731332656","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000376","authorId":"9000000000000376","name":"winzy","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000376","authorIdStr":"9000000000000376"},"content":"Awesome analysis","text":"Awesome analysis","html":"Awesome analysis"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":359629145317488,"gmtCreate":1728807988498,"gmtModify":1728895094113,"author":{"id":"3581730064782630","authorId":"3581730064782630","name":"Ultrahisham","avatar":"https://community-static.tradeup.com/news/bab3e4284f4d91bbf2336426480f1c44","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581730064782630","authorIdStr":"3581730064782630"},"themes":[],"htmlText":"Does AMD Have a Good Shot at Challenging Nvidia’s Dominance? In the world of high-performance graphics processing units (GPUs), Nvidia has long held the crown, particularly in the realms of gaming, artificial intelligence (AI), and data center computing. However, Advanced Micro Devices (AMD), Nvidia’s main competitor, has made significant strides in recent years, particularly with its Radeon graphics line and its efforts in the AI and data center markets. The question now is: Does AMD have a realistic chance of challenging Nvidia’s dominance? Nvidia’s Current Dominance Nvidia’s position at the top of the GPU market is the result of several key factors: 1. Technological Leadership: Nvidia has consistently been at the forefront of GPU technology, launching a series of highly successful arch","listText":"Does AMD Have a Good Shot at Challenging Nvidia’s Dominance? In the world of high-performance graphics processing units (GPUs), Nvidia has long held the crown, particularly in the realms of gaming, artificial intelligence (AI), and data center computing. However, Advanced Micro Devices (AMD), Nvidia’s main competitor, has made significant strides in recent years, particularly with its Radeon graphics line and its efforts in the AI and data center markets. The question now is: Does AMD have a realistic chance of challenging Nvidia’s dominance? Nvidia’s Current Dominance Nvidia’s position at the top of the GPU market is the result of several key factors: 1. Technological Leadership: Nvidia has consistently been at the forefront of GPU technology, launching a series of highly successful arch","text":"Does AMD Have a Good Shot at Challenging Nvidia’s Dominance? In the world of high-performance graphics processing units (GPUs), Nvidia has long held the crown, particularly in the realms of gaming, artificial intelligence (AI), and data center computing. However, Advanced Micro Devices (AMD), Nvidia’s main competitor, has made significant strides in recent years, particularly with its Radeon graphics line and its efforts in the AI and data center markets. The question now is: Does AMD have a realistic chance of challenging Nvidia’s dominance? Nvidia’s Current Dominance Nvidia’s position at the top of the GPU market is the result of several key factors: 1. Technological Leadership: Nvidia has consistently been at the forefront of GPU technology, launching a series of highly successful arch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":47,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/359629145317488","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358355024855248,"gmtCreate":1728525802982,"gmtModify":1728613694261,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"Market Highlights 💡 - 10 October 2024","htmlText":"CPI report release leads to S&amp;P 500 index reaching a historic high; Chinese stock market experiences its largest drop since 2020 due to muted stimulus measures. 🇺🇸 S&amp;P 500 Index: 0.71% 📈 🇺🇸 Nasdaq: 0.60% 📈 🇪🇺 Stoxx 600 Index: 0.66% 📈 🇯🇵 Nikkei 225 Index: 0.87% 📈 🇭🇰 Hang Seng Index: -1.38% 📉 🇨🇳 CSI 300 Index: -7.05% 📉 🇸🇬 STI: 0.56% 📈 Wall Street rose on Wednesday, with the S&amp;P 500 and Nasdaq Composite increasing by 0.7% and 0.6% respectively, as tech stocks gained after the release of the Federal Reserve's meeting minutes and before the September inflation data and earnings season. Asia-Pacific markets fell, with the Hang Seng Index <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a>&nbsp;and Shanghai CSI 300 Index dropping -1.4% and -7.1% respectively, as traders locked","listText":"CPI report release leads to S&amp;P 500 index reaching a historic high; Chinese stock market experiences its largest drop since 2020 due to muted stimulus measures. 🇺🇸 S&amp;P 500 Index: 0.71% 📈 🇺🇸 Nasdaq: 0.60% 📈 🇪🇺 Stoxx 600 Index: 0.66% 📈 🇯🇵 Nikkei 225 Index: 0.87% 📈 🇭🇰 Hang Seng Index: -1.38% 📉 🇨🇳 CSI 300 Index: -7.05% 📉 🇸🇬 STI: 0.56% 📈 Wall Street rose on Wednesday, with the S&amp;P 500 and Nasdaq Composite increasing by 0.7% and 0.6% respectively, as tech stocks gained after the release of the Federal Reserve's meeting minutes and before the September inflation data and earnings season. Asia-Pacific markets fell, with the Hang Seng Index <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a>&nbsp;and Shanghai CSI 300 Index dropping -1.4% and -7.1% respectively, as traders locked","text":"CPI report release leads to S&P 500 index reaching a historic high; Chinese stock market experiences its largest drop since 2020 due to muted stimulus measures. 🇺🇸 S&P 500 Index: 0.71% 📈 🇺🇸 Nasdaq: 0.60% 📈 🇪🇺 Stoxx 600 Index: 0.66% 📈 🇯🇵 Nikkei 225 Index: 0.87% 📈 🇭🇰 Hang Seng Index: -1.38% 📉 🇨🇳 CSI 300 Index: -7.05% 📉 🇸🇬 STI: 0.56% 📈 Wall Street rose on Wednesday, with the S&P 500 and Nasdaq Composite increasing by 0.7% and 0.6% respectively, as tech stocks gained after the release of the Federal Reserve's meeting minutes and before the September inflation data and earnings season. Asia-Pacific markets fell, with the Hang Seng Index $HSI(HSI)$ and Shanghai CSI 300 Index dropping -1.4% and -7.1% respectively, as traders locked","images":[{"img":"https://community-static.tradeup.com/news/ff637334d57d371896096d2f5b84bc2d","width":"917","height":"814"},{"img":"https://community-static.tradeup.com/news/54eacb224abf38a3d6bbcfc7102b5935","width":"939","height":"870"},{"img":"https://community-static.tradeup.com/news/48ed6d7a75e10176de74f864bd96bfbe","width":"724","height":"776"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":316,"commentSize":3,"repostSize":26,"link":"https://ttm.financial/post/358355024855248","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":364881769230544,"gmtCreate":1730126069289,"gmtModify":1730171522330,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"I believe AMD and ON will continue rally 🚀🚀🚀 AMD's business is about more than just AI, even though the data-center market is by far its business revenue line, and the one expected to show the fastest growth. Analysts tracked by FactSet expect $6.71 billion in overall revenue for the third quarter, which would be up 16% from a year before. Data-center revenue is projected to climb 118% to $3.49 billion. While AMD is expected to see about 20% growth in its client business, which captures personal computing, other areas are expected to post steep declines. For instance, analysts model a 62% drop in gaming revenue and a 26% fall in embedded revenue, translating to $576 million and $916 million, respectively. AI has been a red-hot theme for the chip sector this year, but many areas outside of","listText":"I believe AMD and ON will continue rally 🚀🚀🚀 AMD's business is about more than just AI, even though the data-center market is by far its business revenue line, and the one expected to show the fastest growth. Analysts tracked by FactSet expect $6.71 billion in overall revenue for the third quarter, which would be up 16% from a year before. Data-center revenue is projected to climb 118% to $3.49 billion. While AMD is expected to see about 20% growth in its client business, which captures personal computing, other areas are expected to post steep declines. For instance, analysts model a 62% drop in gaming revenue and a 26% fall in embedded revenue, translating to $576 million and $916 million, respectively. AI has been a red-hot theme for the chip sector this year, but many areas outside of","text":"I believe AMD and ON will continue rally 🚀🚀🚀 AMD's business is about more than just AI, even though the data-center market is by far its business revenue line, and the one expected to show the fastest growth. Analysts tracked by FactSet expect $6.71 billion in overall revenue for the third quarter, which would be up 16% from a year before. Data-center revenue is projected to climb 118% to $3.49 billion. While AMD is expected to see about 20% growth in its client business, which captures personal computing, other areas are expected to post steep declines. For instance, analysts model a 62% drop in gaming revenue and a 26% fall in embedded revenue, translating to $576 million and $916 million, respectively. AI has been a red-hot theme for the chip sector this year, but many areas outside of","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/364881769230544","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362636889309232,"gmtCreate":1729562578739,"gmtModify":1729565220371,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010844","authorIdStr":"10000000000010844"},"themes":[],"title":"Semi Focus Returns to Wall Street Again！","htmlText":"Last week, the semiconductor industry experienced a wild ride as two giants in the field released vastly different earnings reports and forecasts, creating sharp divides within the sector. In the coming weeks, U.S. semiconductor stocks will remain in the spotlight for investors. As critical components in numerous products, the performance of chip manufacturers and related equipment companies is key to understanding economic conditions, making them a barometer for the broader market on Wall Street.AI-Driven MomentumThis year, the semiconductor industry has been heavily highlighted due to AI boom, which has been a core factor driving the stock market to new highs. Notable gains have been seen particularly in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .","listText":"Last week, the semiconductor industry experienced a wild ride as two giants in the field released vastly different earnings reports and forecasts, creating sharp divides within the sector. In the coming weeks, U.S. semiconductor stocks will remain in the spotlight for investors. As critical components in numerous products, the performance of chip manufacturers and related equipment companies is key to understanding economic conditions, making them a barometer for the broader market on Wall Street.AI-Driven MomentumThis year, the semiconductor industry has been heavily highlighted due to AI boom, which has been a core factor driving the stock market to new highs. Notable gains have been seen particularly in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .","text":"Last week, the semiconductor industry experienced a wild ride as two giants in the field released vastly different earnings reports and forecasts, creating sharp divides within the sector. In the coming weeks, U.S. semiconductor stocks will remain in the spotlight for investors. As critical components in numerous products, the performance of chip manufacturers and related equipment companies is key to understanding economic conditions, making them a barometer for the broader market on Wall Street.AI-Driven MomentumThis year, the semiconductor industry has been heavily highlighted due to AI boom, which has been a core factor driving the stock market to new highs. Notable gains have been seen particularly in $NVIDIA Corp(NVDA)$ .","images":[{"img":"https://community-static.tradeup.com/news/e2eb5d25732dbc353ca676cb7b3f114a","width":"1080","height":"671"},{"img":"https://community-static.tradeup.com/news/8e5122e9aa8d97c31f1c31f28db2bc27","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/ba4e5f3a4a29ca71474516985050e482","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362636889309232","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":366442027286744,"gmtCreate":1730471802966,"gmtModify":1730705451286,"author":{"id":"4097035389999120","authorId":"4097035389999120","name":"kibkibkib","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097035389999120","authorIdStr":"4097035389999120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an","text":"$Advanced Micro Devices(AMD)$ Is AMD less promising than Intel? With the kind of YoY growth AMD is having for AI datacenters, investors need to make up their minds and be rationale that AMD’s earnings really aren’t as bad as what they think. More optimism is needed for AMD. The unbelievable growth that SMCI used to promise, we all can see how it all plunges down now. Intel is akin to ford, there is just no comeback in this race. 2nd place symptoms: - In search, Only Google. There is no 2nd company. - In consumer phone, Only Apple in US. There is no 2nd place within US. - In E-commerce marketplace, only Amazon in US. There is no 2nd place within US. - In EV, only Tesla, There is no 2nd place within US. Rivian an","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366442027286744","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359157990400248,"gmtCreate":1728692958719,"gmtModify":1728692967443,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092890920697680","authorIdStr":"4092890920697680"},"themes":[],"title":"AMD's Strategic AI Expansion: How to Invest and Benefit","htmlText":"Market Overview Advanced Micro Devices, Inc. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;has transformed under the leadership of CEO Lisa Su into a powerhouse within the semiconductor industry. AMD is now aiming to lead in high-performance computing, including artificial intelligence (AI), which places it in direct competition with NVIDIA <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. While AMD has made notable strides with its MI300X chip, NVIDIA remains ahead with its more advanced offerings, such as the H200 and Blackwell. With AMD’s continued strategic investments and recent acquisitions like Xilinx and Pensando, the company is positioning itself as a key player in AI","listText":"Market Overview Advanced Micro Devices, Inc. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;has transformed under the leadership of CEO Lisa Su into a powerhouse within the semiconductor industry. AMD is now aiming to lead in high-performance computing, including artificial intelligence (AI), which places it in direct competition with NVIDIA <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. While AMD has made notable strides with its MI300X chip, NVIDIA remains ahead with its more advanced offerings, such as the H200 and Blackwell. With AMD’s continued strategic investments and recent acquisitions like Xilinx and Pensando, the company is positioning itself as a key player in AI","text":"Market Overview Advanced Micro Devices, Inc. $Advanced Micro Devices(AMD)$ has transformed under the leadership of CEO Lisa Su into a powerhouse within the semiconductor industry. AMD is now aiming to lead in high-performance computing, including artificial intelligence (AI), which places it in direct competition with NVIDIA $NVIDIA Corp(NVDA)$ . While AMD has made notable strides with its MI300X chip, NVIDIA remains ahead with its more advanced offerings, such as the H200 and Blackwell. With AMD’s continued strategic investments and recent acquisitions like Xilinx and Pensando, the company is positioning itself as a key player in AI","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359157990400248","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}