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12-06

$Futu Holdings Limited(FUTU)$ Trash 🗑️

11-12

$Advanced Micro Devices(AMD)$ Trash always remain as trash no matters what good news or how the chips was selling...

11-12

$Advanced Micro Devices(AMD)$ This damn stock is going down trend ... let's drop to 140 for hopping in

11-12

$Advanced Micro Devices(AMD)$ Gonna give up this piece of shit... Always More Drop

11-02

Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell

Semiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%

11-02

Trash stock remain as trash ...So what when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just AMD still drop like taking an elevator to hell...

AMD's Q3 Signals Accelerated AI Push With Record Data Center Revenue

11-02

$Advanced Micro Devices(AMD)$ What is worse than a trash.....AMD

11-01

$Advanced Micro Devices(AMD)$ what happened to this damn bloody stock ..3rd quarter financial report was good...but drop more than the other who did not meet est...the hand behind is brainless or what...wanna manipulate this at least have some common sense in it

11-01

$Advanced Micro Devices(AMD)$ Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell

11-01

$Advanced Micro Devices(AMD)$ AMD totally trash stock...

11-01

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

10-25

$Advanced Micro Devices(AMD)$ This damn trash get only lower and lower...

10-19

$Broadcom(AVGO)$ Get as low as you can get...

10-15

$Advanced Micro Devices(AMD)$ Real damn trash

10-15

$Advanced Micro Devices(AMD)$ AMD strongest competitor of Nvidia???stop dreaming...competing who drop most?..AMD sure win

10-15

$Advanced Micro Devices(AMD)$ what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop

10-14

$Advanced Micro Devices(AMD)$ You are one of the worst in Semiconductor sector...how to compete with Nvidia when so f.weak

09-28

$ON Semiconductor(ON)$ 1 of the worse chip from the whole semiconductor segment,other had fell but at least reached a high point before drop...but the highest it can get is just above the MA 5 price line...Never gonna ever trade on this trash again

09-21

$Advanced Micro Devices(AMD)$ US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench

09-21

Nvidia is better than AMD

@ZOE011:$Advanced Micro Devices(AMD)$ AMD is the only company nipping at the heels of $NVIDIA Corp(NVDA)$ , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and $Intel(INTC)$ , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.

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href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Trash 🗑️","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Trash 🗑️","text":"$Futu Holdings Limited(FUTU)$ Trash 🗑️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378767342628864","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370221118435632,"gmtCreate":1731423948899,"gmtModify":1731424088507,"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><v-v data-views=\"0\"></v-v> Trash always remain as trash no matters what&nbsp;good news or how the chips was selling...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Trash always remain as trash no matters what&nbsp;good news or how the chips was selling...","text":"$Advanced Micro Devices(AMD)$ Trash always remain as trash no matters what good news or how the chips was selling...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370221118435632","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370199999177208,"gmtCreate":1731423110848,"gmtModify":1731423190265,"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> This damn stock is going down trend ... let's drop to 140 for hopping in&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> This damn stock is going down trend ... let's drop to 140 for hopping in&nbsp;","text":"$Advanced Micro Devices(AMD)$ This damn stock is going down trend ... let's drop to 140 for hopping in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/370199999177208","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369996606124144,"gmtCreate":1731353620798,"gmtModify":1731353990161,"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> Gonna give up this piece of shit... Always More Drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Gonna give up this piece of shit... Always More Drop&nbsp;","text":"$Advanced Micro Devices(AMD)$ Gonna give up this piece of shit... Always More Drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369996606124144","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366395535183904,"gmtCreate":1730495739127,"gmtModify":1730495835417,"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":"Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell&nbsp;","listText":"Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell&nbsp;","text":"Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366395535183904","repostId":"1108739745","repostType":2,"repost":{"id":"1108739745","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730468747,"share":"https://ttm.financial/m/news/1108739745?lang=&edition=fundamental","pubTime":"2024-11-01 21:45","market":"us","language":"en","title":"Semiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108739745","media":"Tiger Newspress","summary":"Semiconductor shares rose in morning trading. $Marvell Technology$ rose 7%; $Intel$ rose 6%; $TSMC$ rose 3%; $Nvidia$ rose 2%.$Intel$ expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had \"a lot of work to do.\"The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominat","content":"<html><head></head><body><p>Semiconductor shares rose in morning trading. <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> rose 7%; <a href=\"https://laohu8.com/S/INTC\">Intel</a> rose 6%; <a href=\"https://laohu8.com/S/TSM\">TSMC</a> rose 3%; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> rose 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64b33163f616a61a58f9df6e8fe8e048\" tg-width=\"463\" tg-height=\"517\"/></p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had &#34;a lot of work to do.&#34;</p><p>The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, followed by rival <a href=\"https://laohu8.com/S/AMD\">AMD </a>.</p><p>Intel reported third-quarter revenues above analysts&#39; estimates, but also posted a massive net loss as a result of impairment and restructuring charges.</p><p>In an interview with Reuters, Intel finance chief David Zinsner said the company was &#34;making progress&#34; on its profitability but that it had &#34;a lot of work to do&#34; to achieve the targets it had set.</p><p>Intel reported a third-quarter net loss of $16.6 billion, excluding losses attributable to certain non-controlling interests. That compared with a net profit attributable to Intel of about $300 million in the year-earlier period.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-01 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor shares rose in morning trading. <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> rose 7%; <a href=\"https://laohu8.com/S/INTC\">Intel</a> rose 6%; <a href=\"https://laohu8.com/S/TSM\">TSMC</a> rose 3%; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> rose 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64b33163f616a61a58f9df6e8fe8e048\" tg-width=\"463\" tg-height=\"517\"/></p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had &#34;a lot of work to do.&#34;</p><p>The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, followed by rival <a href=\"https://laohu8.com/S/AMD\">AMD </a>.</p><p>Intel reported third-quarter revenues above analysts&#39; estimates, but also posted a massive net loss as a result of impairment and restructuring charges.</p><p>In an interview with Reuters, Intel finance chief David Zinsner said the company was &#34;making progress&#34; on its profitability but that it had &#34;a lot of work to do&#34; to achieve the targets it had set.</p><p>Intel reported a third-quarter net loss of $16.6 billion, excluding losses attributable to certain non-controlling interests. That compared with a net profit attributable to Intel of about $300 million in the year-earlier period.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔","NVDA":"英伟达","UMC":"联电","MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108739745","content_text":"Semiconductor shares rose in morning trading. Marvell Technology rose 7%; Intel rose 6%; TSMC rose 3%; Nvidia rose 2%.Intel expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had \"a lot of work to do.\"The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by Nvidia, followed by rival AMD .Intel reported third-quarter revenues above analysts' estimates, but also posted a massive net loss as a result of impairment and restructuring charges.In an interview with Reuters, Intel finance chief David Zinsner said the company was \"making progress\" on its profitability but that it had \"a lot of work to do\" to achieve the targets it had set.Intel reported a third-quarter net loss of $16.6 billion, excluding losses attributable to certain non-controlling interests. That compared with a net profit attributable to Intel of about $300 million in the year-earlier period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366389505675472,"gmtCreate":1730494267204,"gmtModify":1730495828306,"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":"Trash stock remain as trash ...So what&nbsp; &nbsp; when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just&nbsp;AMD still drop like taking an elevator to&nbsp;hell...","listText":"Trash stock remain as trash ...So what&nbsp; &nbsp; when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just&nbsp;AMD still drop like taking an elevator to&nbsp;hell...","text":"Trash stock remain as trash ...So what when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just AMD still drop like taking an elevator to hell...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/366389505675472","repostId":"2480881036","repostType":2,"repost":{"id":"2480881036","kind":"highlight","pubTimestamp":1730466849,"share":"https://ttm.financial/m/news/2480881036?lang=&edition=fundamental","pubTime":"2024-11-01 21:14","market":"sh","language":"en","title":"AMD's Q3 Signals Accelerated AI Push With Record Data Center Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2480881036","media":"seekingalpha","summary":"Advanced Micro Devices, Inc.'s Q3 2024 results showed an 18% revenue increase, driven largely by a 122% growth in its Data Center segment, now comprising over half of total revenue.AMD raised its 2024","content":"<html><body><ul><li>Advanced Micro Devices, Inc.'s Q3 2024 results showed an 18% revenue increase, driven largely by a 122% growth in its Data Center segment, now comprising over half of total revenue.</li><li>AMD raised its 2024 AI revenue forecast from $2 billion to $5 billion and outlined a multi-generational product roadmap through 2026.</li><li>Despite Nvidia’s lead, AMD’s focus on AI data centers offers high growth potential at more attractive valuation multiples. Continued AI demand and product cadence could drive re-pricing of AMD stock.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>JHVEPhoto</p></figcaption></figure></p> <div></div> <p><b>Advanced Micro Devices, Inc.</b> (<span>NASDAQ:AMD</span>) is one of the most reputable GPU makers. Although the company’s stock advanced 70% since the ChatGPT release in November 2022, the truth is that it has lagged Nvidia (NVDA<span>) by a wide margin. We will go through the latest </span>earnings for Q3<span> to try to test the thesis of a dominant positioning in AI data centers with a multi-generational product roadmap that offers some kind of convergence with Nvidia’s growth profile.</span></p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/31/17472472-17303786562910388.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <h2><strong>Recent developments</strong></h2> <p>AMD just presented its Q3 2024 results. Revenues increased at a fast clip, around 18%. This was mostly driven by the data center segment, which grew 122% thanks to the adoption of EPYC CPUs. As an example, Meta Platforms (META) is deploying 1.5 million EPYC CPUs. Among other things, Meta has optimized the MI300X GPU to make it fit for live traffic for the Llama 405B model, and it is also working on other potential workloads. This should improve the total cost of ownership, appealing to customers in the cloud AI segments.</p> <p>The company is accelerating its AI product development, aiming for annual releases. The MI350 series is planned for late 2025 and is a promising leap in AI performance. Thereafter, the MI400 series based on a CDNA Next architecture will likely be released in 2026, allowing an annual product cadence.</p> <p>Nevertheless, the big driver of revenue growth is the demand for data center GPUs, with the company raising its revenue forecast from $2 billion to $5 billion for 2024, as revealed in the 3Q24 earnings call.</p> <p>On the flip side, gaming revenue declined 69% year-over-year, mostly due to Sony and Microsoft adjusting their inventory. The transition to the new RDNA 4 architecture may also be to blame, as it is set to be released in early 2025.</p> <p>Overall, the data center AI accelerator market will likely be the main driver of revenues going forward. The demand for customized hardware suitable for machine learning and inference in cloud data centers is off the charts. AMD projects the market to grow at a remarkable 60% annually until 2028.</p> <h2><strong>A Deep-dive on the financials</strong></h2> <p>The biggest contributor to total revenue, at 52%, is now the data center segment. As we have pointed out earlier, it achieved record revenue of $3.5 billion, growing 122% year-over-year. The client segment reached $1.9 billion, up 29% YoY. The gaming segment declined by 69%, now representing revenues of $462 million. Finally, the embedded segment declined 25% YoY to $927 million. This was a mixed bag, with the good news more than offsetting the bad ones.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/31/17472472-17303786565903063.png\"/></span> </picture><figcaption><p><span>AMD</span></p></figcaption></figure></p> <p>Overall, revenue is up 18%, with the gross margin also showing good progress, up 3% percentage points. The same positive trend is witnessed in the operating margin, reaching 11% versus 4% one year ago.</p> <p>Turning to cash flow, AMD generated $628 million in 3Q24 versus $421 million in 3Q23. This allowed the company to end the quarter with $4.5 billion in cash equivalents and short-term investments. The company exhibits a current ratio of almost 2.5 which seems adequate, while debt to assets stands at 2.5%, a very low level.</p> <h2><strong>Valuation</strong></h2> <p>A brief look at the valuation shows that Nvidia has much higher valuation multiples than AMD. With 36x sales multiple, Nvidia has one of the richest sales multiples I have ever seen.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/31/17472472-1730378656330399.png\"/> </picture><figcaption><p><span>YCharts</span></p></figcaption></figure></p> <p>Nevertheless, part of this huge difference comes from the fact that Nvidia has delivered massively on revenue growth and gross margin improvement in the past two years. This clearly puts Nvidia in a league of its own.</p> <p>In any case, the important aspect is to determine what will happen going forward, not what happened up to now. For Q4, AMD’s management team expects sales to grow 22% YoY, which would result in a higher annual growth than suggested by the analysts’ estimates.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/31/17472472-17303786563100913.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>In my opinion, the current quarter offered good signs that the company is going in the right direction, especially in the data center segment where it is seeing stronger-than-expected momentum. The reports about big tech buying crazy amounts of chips provide support to the thesis that chip demand for AI will remain elevated. Although the market seemed cool about the outlook, the reality seems like the estimates might be revised higher in the near future. If that happens, we might see the company be repriced higher.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/31/17472472-173037865622502.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>A possible outcome would be for revenue growth to top the highest estimate for 2026 at $45 billion. Considering a 10% annual dilution (the average of the last 3 years), and a sales multiple of 15 (the highest the company had in the past 3 years), we can compile the following annual returns for the stock.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/31/17472472-1730378656308615.png\"/> </picture><figcaption><p><span>Author's computations</span></p></figcaption></figure></p> <p>The model suggests that there is a 27% annual return potential for the stock until 2026 if there is a change in perception toward accelerating growth.</p> <h2><strong>Risks</strong></h2> <p>Our thesis relies on a re-pricing of the stock based on estimate revisions stemming from the strength in the data center business. The biggest risk lies in the market not perceiving it that way, or the company failing to accelerate revenue growth. The truth is that the AI boom is in uncharted waters, and nobody really knows how long it will last. My view is that this earnings release, although a bit bittersweet, showed a lot of strength in the data center segment under the hood.</p> <p>A parallel risk comes from the company being able to bring the products to market in a timely manner. This is very difficult to assess, and our most convincing argument is that the past decade under the current CEO has brought many improvements in execution. Nevertheless, the competition is merciless, and we have the best engineering minds in the world working in this field. Therefore, the outcome will always be uncertain regarding new products and how they stack against the competition. Nvidia has a strong lead with the H100 and the future-promising Blackwell architecture, and AMD has a tight deadline. Delays might be bumps in the road in terms of share price performance.</p> <p>Software is also a strong selling point. For instance, the CUDA ecosystem has a clear advantage in AI development. AMD is trying to play catch-up with its ROCm stack, but it might struggle to match the CUDA’s user base, which in turn will be a major barrier to attracting large customers used to the competition ecosystem.</p> <p>Another point to observe is supply chain issues and inflation. The massive demand for data center GPUs may create difficulty in meeting the demand for the company’s CPUs and GPUs, impacting the revenue growth and potentially trickling down to the share price. Additionally, as the company scales, inflation in materials or even specialized cooling systems such as liquid cooling might pressure gross margins.</p> <h2><strong>Conclusion</strong></h2> <p>My thesis for AMD stock is based on a dominant positioning in AI data centers with a multi-generational product roadmap. The company is poised to be one of the leaders in AI data centers through a multi-generational portfolio of GPUs and CPUs that offer a compelling total cost of ownership (TCO) profile for customers. The strong AI data center growth set to exceed $5 billion in 2024, fueled by the demand from large cloud customers, supports this thesis. The multi-generational roadmap with the current MI300, the MI325 (2025), and the MI400 (2026) should make the growth sustainable. The ability to support backward compatibility will also add a degree of stickiness to the revenue.</p> <p>That said, I think the company is a buy, offering exposure to the AI data center demand, without having to pay the steep valuation multiples for Nvidia. Another way to put it is that any improvement in AMD will be welcomed by the market, whereas any misstep by Nvidia might be punished by an investment crowd with high expectations of Nvidia.</p> <div></div> <p>This is a bit of a contrarian view on this pair of companies, but that doesn’t mean this is a short recommendation on Nvidia. For all that I know, Nvidia is likely to be the winner in the segment. My only take is about AMD and how the recent earnings call affected my thesis on the stock.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Q3 Signals Accelerated AI Push With Record Data Center Revenue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Q3 Signals Accelerated AI Push With Record Data Center Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-01 21:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4731986-amds-q3-signals-accelerated-ai-push-with-record-data-center-revenue><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc.'s Q3 2024 results showed an 18% revenue increase, driven largely by a 122% growth in its Data Center segment, now comprising over half of total revenue.AMD raised its 2024...</p>\n\n<a href=\"https://seekingalpha.com/article/4731986-amds-q3-signals-accelerated-ai-push-with-record-data-center-revenue\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4731986-amds-q3-signals-accelerated-ai-push-with-record-data-center-revenue","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2480881036","content_text":"Advanced Micro Devices, Inc.'s Q3 2024 results showed an 18% revenue increase, driven largely by a 122% growth in its Data Center segment, now comprising over half of total revenue.AMD raised its 2024 AI revenue forecast from $2 billion to $5 billion and outlined a multi-generational product roadmap through 2026.Despite Nvidia’s lead, AMD’s focus on AI data centers offers high growth potential at more attractive valuation multiples. Continued AI demand and product cadence could drive re-pricing of AMD stock.   JHVEPhoto  Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the most reputable GPU makers. Although the company’s stock advanced 70% since the ChatGPT release in November 2022, the truth is that it has lagged Nvidia (NVDA) by a wide margin. We will go through the latest earnings for Q3 to try to test the thesis of a dominant positioning in AI data centers with a multi-generational product roadmap that offers some kind of convergence with Nvidia’s growth profile.   Seeking Alpha Recent developments AMD just presented its Q3 2024 results. Revenues increased at a fast clip, around 18%. This was mostly driven by the data center segment, which grew 122% thanks to the adoption of EPYC CPUs. As an example, Meta Platforms (META) is deploying 1.5 million EPYC CPUs. Among other things, Meta has optimized the MI300X GPU to make it fit for live traffic for the Llama 405B model, and it is also working on other potential workloads. This should improve the total cost of ownership, appealing to customers in the cloud AI segments. The company is accelerating its AI product development, aiming for annual releases. The MI350 series is planned for late 2025 and is a promising leap in AI performance. Thereafter, the MI400 series based on a CDNA Next architecture will likely be released in 2026, allowing an annual product cadence. Nevertheless, the big driver of revenue growth is the demand for data center GPUs, with the company raising its revenue forecast from $2 billion to $5 billion for 2024, as revealed in the 3Q24 earnings call. On the flip side, gaming revenue declined 69% year-over-year, mostly due to Sony and Microsoft adjusting their inventory. The transition to the new RDNA 4 architecture may also be to blame, as it is set to be released in early 2025. Overall, the data center AI accelerator market will likely be the main driver of revenues going forward. The demand for customized hardware suitable for machine learning and inference in cloud data centers is off the charts. AMD projects the market to grow at a remarkable 60% annually until 2028. A Deep-dive on the financials The biggest contributor to total revenue, at 52%, is now the data center segment. As we have pointed out earlier, it achieved record revenue of $3.5 billion, growing 122% year-over-year. The client segment reached $1.9 billion, up 29% YoY. The gaming segment declined by 69%, now representing revenues of $462 million. Finally, the embedded segment declined 25% YoY to $927 million. This was a mixed bag, with the good news more than offsetting the bad ones.   AMD Overall, revenue is up 18%, with the gross margin also showing good progress, up 3% percentage points. The same positive trend is witnessed in the operating margin, reaching 11% versus 4% one year ago. Turning to cash flow, AMD generated $628 million in 3Q24 versus $421 million in 3Q23. This allowed the company to end the quarter with $4.5 billion in cash equivalents and short-term investments. The company exhibits a current ratio of almost 2.5 which seems adequate, while debt to assets stands at 2.5%, a very low level. Valuation A brief look at the valuation shows that Nvidia has much higher valuation multiples than AMD. With 36x sales multiple, Nvidia has one of the richest sales multiples I have ever seen.   YCharts Nevertheless, part of this huge difference comes from the fact that Nvidia has delivered massively on revenue growth and gross margin improvement in the past two years. This clearly puts Nvidia in a league of its own. In any case, the important aspect is to determine what will happen going forward, not what happened up to now. For Q4, AMD’s management team expects sales to grow 22% YoY, which would result in a higher annual growth than suggested by the analysts’ estimates.   Seeking Alpha In my opinion, the current quarter offered good signs that the company is going in the right direction, especially in the data center segment where it is seeing stronger-than-expected momentum. The reports about big tech buying crazy amounts of chips provide support to the thesis that chip demand for AI will remain elevated. Although the market seemed cool about the outlook, the reality seems like the estimates might be revised higher in the near future. If that happens, we might see the company be repriced higher.   Seeking Alpha A possible outcome would be for revenue growth to top the highest estimate for 2026 at $45 billion. Considering a 10% annual dilution (the average of the last 3 years), and a sales multiple of 15 (the highest the company had in the past 3 years), we can compile the following annual returns for the stock.   Author's computations The model suggests that there is a 27% annual return potential for the stock until 2026 if there is a change in perception toward accelerating growth. Risks Our thesis relies on a re-pricing of the stock based on estimate revisions stemming from the strength in the data center business. The biggest risk lies in the market not perceiving it that way, or the company failing to accelerate revenue growth. The truth is that the AI boom is in uncharted waters, and nobody really knows how long it will last. My view is that this earnings release, although a bit bittersweet, showed a lot of strength in the data center segment under the hood. A parallel risk comes from the company being able to bring the products to market in a timely manner. This is very difficult to assess, and our most convincing argument is that the past decade under the current CEO has brought many improvements in execution. Nevertheless, the competition is merciless, and we have the best engineering minds in the world working in this field. Therefore, the outcome will always be uncertain regarding new products and how they stack against the competition. Nvidia has a strong lead with the H100 and the future-promising Blackwell architecture, and AMD has a tight deadline. Delays might be bumps in the road in terms of share price performance. Software is also a strong selling point. For instance, the CUDA ecosystem has a clear advantage in AI development. AMD is trying to play catch-up with its ROCm stack, but it might struggle to match the CUDA’s user base, which in turn will be a major barrier to attracting large customers used to the competition ecosystem. Another point to observe is supply chain issues and inflation. The massive demand for data center GPUs may create difficulty in meeting the demand for the company’s CPUs and GPUs, impacting the revenue growth and potentially trickling down to the share price. Additionally, as the company scales, inflation in materials or even specialized cooling systems such as liquid cooling might pressure gross margins. Conclusion My thesis for AMD stock is based on a dominant positioning in AI data centers with a multi-generational product roadmap. The company is poised to be one of the leaders in AI data centers through a multi-generational portfolio of GPUs and CPUs that offer a compelling total cost of ownership (TCO) profile for customers. The strong AI data center growth set to exceed $5 billion in 2024, fueled by the demand from large cloud customers, supports this thesis. The multi-generational roadmap with the current MI300, the MI325 (2025), and the MI400 (2026) should make the growth sustainable. The ability to support backward compatibility will also add a degree of stickiness to the revenue. That said, I think the company is a buy, offering exposure to the AI data center demand, without having to pay the steep valuation multiples for Nvidia. Another way to put it is that any improvement in AMD will be welcomed by the market, whereas any misstep by Nvidia might be punished by an investment crowd with high expectations of Nvidia.  This is a bit of a contrarian view on this pair of companies, but that doesn’t mean this is a short recommendation on Nvidia. For all that I know, Nvidia is likely to be the winner in the segment. My only take is about AMD and how the recent earnings call affected my thesis on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366524559499360,"gmtCreate":1730491929232,"gmtModify":1730495827406,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; What is worse than a trash.....AMD","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; What is worse than a trash.....AMD","text":"$Advanced Micro Devices(AMD)$ What is worse than a trash.....AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366524559499360","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366435066916920,"gmtCreate":1730469998672,"gmtModify":1730470487919,"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> what happened to this damn bloody stock ..3rd quarter financial report was good...but drop more than the other who did not meet est...the hand behind is brainless or what...wanna&nbsp;manipulate this at least have some common sense in it","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what happened to this damn bloody stock ..3rd quarter financial report was good...but drop more than the other who did not meet est...the hand behind is brainless or what...wanna&nbsp;manipulate this at least have some common sense in it","text":"$Advanced Micro Devices(AMD)$ what happened to this damn bloody stock ..3rd quarter financial report was good...but drop more than the other who did not meet est...the hand behind is brainless or what...wanna manipulate this at least have some common sense in it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366435066916920","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366211572498640,"gmtCreate":1730407694113,"gmtModify":1730412413740,"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> Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell","text":"$Advanced Micro Devices(AMD)$ Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366211572498640","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366030925164728,"gmtCreate":1730403129588,"gmtModify":1730406578651,"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> AMD totally trash stock...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> AMD totally trash stock...","text":"$Advanced Micro Devices(AMD)$ AMD totally trash stock...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366030925164728","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"content":"AMD this piece of shit compete with Nvidia who will drop more....I place bet on AMD surely win","text":"AMD this piece of shit compete with Nvidia who will drop more....I place bet on AMD surely win","html":"AMD this piece of shit compete with Nvidia who will drop more....I place bet on AMD surely win"}],"imageCount":0,"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":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363559415562392,"gmtCreate":1729786074654,"gmtModify":1729856552307,"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><v-v data-views=\"0\"></v-v> This damn trash get only lower and lower...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> This damn trash get only lower and lower...","text":"$Advanced Micro Devices(AMD)$ This damn trash get only lower and lower...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363559415562392","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361491312107704,"gmtCreate":1729274589650,"gmtModify":1729274593361,"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/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","text":"$Broadcom(AVGO)$ Get as low as you can get...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361491312107704","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360058531827920,"gmtCreate":1728932794960,"gmtModify":1728932821392,"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><v-v data-views=\"0\"></v-v> Real damn trash","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Real damn trash","text":"$Advanced Micro Devices(AMD)$ Real damn trash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360058531827920","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360055396843696,"gmtCreate":1728932111621,"gmtModify":1728932115366,"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><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","text":"$Advanced Micro Devices(AMD)$ AMD strongest competitor of Nvidia???stop dreaming...competing who drop most?..AMD sure win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360055396843696","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360050093744296,"gmtCreate":1728930815815,"gmtModify":1728931276349,"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> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","text":"$Advanced Micro Devices(AMD)$ what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360050093744296","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359931441238264,"gmtCreate":1728916288678,"gmtModify":1728916407278,"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><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","text":"$Advanced Micro Devices(AMD)$ You are one of the worst in Semiconductor sector...how to compete with Nvidia when so f.weak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359931441238264","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586567280936792","authorId":"3586567280936792","name":"robs","avatar":"https://static.tigerbbs.com/c5914d4fb60f56b35e162a1c503303c7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3586567280936792","authorIdStr":"3586567280936792"},"content":"lol just another whiner who probably lost money on AMD😂","text":"lol just another whiner who probably lost money on AMD😂","html":"lol just another whiner who probably lost money on AMD😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354116873404704,"gmtCreate":1727462405933,"gmtModify":1729856586325,"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/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"0\"></v-v>1 of the worse chip&nbsp;from the whole semiconductor segment,other had fell but at least reached a high point before&nbsp;drop...but &nbsp;the highest it can get is just above the MA&nbsp;5 price line...Never gonna ever trade on this trash again","listText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"0\"></v-v>1 of the worse chip&nbsp;from the whole semiconductor segment,other had fell but at least reached a high point before&nbsp;drop...but &nbsp;the highest it can get is just above the MA&nbsp;5 price line...Never gonna ever trade on this trash again","text":"$ON Semiconductor(ON)$ 1 of the worse chip from the whole semiconductor segment,other had fell but at least reached a high point before drop...but the highest it can get is just above the MA 5 price line...Never gonna ever trade on this trash again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354116873404704","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351509515428056,"gmtCreate":1726856328008,"gmtModify":1726856332167,"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> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","text":"$Advanced Micro Devices(AMD)$ US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351509515428056","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351486503931960,"gmtCreate":1726850801574,"gmtModify":1726850805644,"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":"Nvidia is better than AMD","listText":"Nvidia is better than AMD","text":"Nvidia is better than AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351486503931960","repostId":"351408541315120","repostType":1,"repost":{"id":351408541315120,"gmtCreate":1726813869888,"gmtModify":1726813875819,"author":{"id":"3479274704707888","authorId":"3479274704707888","name":"ZOE011","avatar":"https://static.tigerbbs.com/1cd57814a32b0b71cd3970e95d101105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274704707888","authorIdStr":"3479274704707888"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>AMD is the only company nipping at the heels of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>AMD is the only company nipping at the heels of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","text":"$Advanced Micro Devices(AMD)$ AMD is the only company nipping at the heels of $NVIDIA Corp(NVDA)$ , with the ability to go much further, including eclipsing Nvidia, and yet it's in the dumpster. Buying now is how money is earned later. AMD will, once again, show rapid AI related sales escalation during the upcoming ER. Reminds me of the battle between AMD and $Intel(INTC)$ , except it's in overdrive. At some point, enough investors will clue in, and AMD will leave the $100 - $200 range behind for good.","images":[{"img":"https://community-static.tradeup.com/news/8488fcc0e9ea0e761730e1b7cac37c11","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351408541315120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":366389505675472,"gmtCreate":1730494267204,"gmtModify":1730495828306,"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":"Trash stock remain as trash ...So what&nbsp; &nbsp; when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just&nbsp;AMD still drop like taking an elevator to&nbsp;hell...","listText":"Trash stock remain as trash ...So what&nbsp; &nbsp; when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just&nbsp;AMD still drop like taking an elevator to&nbsp;hell...","text":"Trash stock remain as trash ...So what when Quarter financial report meet the estimation...when other stock didn't meet it's estimation still in rising trend ...just AMD still drop like taking an elevator to hell...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/366389505675472","repostId":"2480881036","repostType":2,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370199999177208,"gmtCreate":1731423110848,"gmtModify":1731423190265,"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)$&nbsp;</a> This damn stock is going down trend ... let's drop to 140 for hopping in&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> This damn stock is going down trend ... let's drop to 140 for hopping in&nbsp;","text":"$Advanced Micro Devices(AMD)$ This damn stock is going down trend ... let's drop to 140 for hopping in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/370199999177208","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369996606124144,"gmtCreate":1731353620798,"gmtModify":1731353990161,"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> Gonna give up this piece of shit... Always More Drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Gonna give up this piece of shit... Always More Drop&nbsp;","text":"$Advanced Micro Devices(AMD)$ Gonna give up this piece of shit... Always More Drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369996606124144","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341250011410432,"gmtCreate":1724334926690,"gmtModify":1724335686759,"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/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a> Rivian go hollan liao...what Israel billionaire double down still&nbsp; can't save it pitiful share price from descending...trash stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a> Rivian go hollan liao...what Israel billionaire double down still&nbsp; can't save it pitiful share price from descending...trash stock&nbsp;","text":"$Rivian Automotive, Inc.(RIVN)$ Rivian go hollan liao...what Israel billionaire double down still can't save it pitiful share price from descending...trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341250011410432","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351483196190968,"gmtCreate":1726849904298,"gmtModify":1726849907623,"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> The worst stock around it's brother...rises less than and&nbsp;drop more than the others......AMD=Always More Drop","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> The worst stock around it's brother...rises less than and&nbsp;drop more than the others......AMD=Always More Drop","text":"$Advanced Micro Devices(AMD)$ The worst stock around it's brother...rises less than and drop more than the others......AMD=Always More Drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/351483196190968","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342572217253888,"gmtCreate":1724678436490,"gmtModify":1724682655413,"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/FUTU\">$Futu Holdings Limited(FUTU)$ </a> What a&nbsp;poor performance with an excellent financial report ... trash stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$ </a> What a&nbsp;poor performance with an excellent financial report ... trash stock&nbsp;","text":"$Futu Holdings Limited(FUTU)$ What a poor performance with an excellent financial report ... trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342572217253888","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582873342253784","authorId":"3582873342253784","name":"WeLian","avatar":"https://community-static.tradeup.com/news/cdbf05a867d3f968294518922f7258d2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582873342253784","authorIdStr":"3582873342253784"},"content":"Tiger brokers will face the similar fate. Just watch and see on its financial earnings this coming Friday, 30 Aug 2024.","text":"Tiger brokers will face the similar fate. Just watch and see on its financial earnings this coming Friday, 30 Aug 2024.","html":"Tiger brokers will face the similar fate. Just watch and see on its financial earnings this coming Friday, 30 Aug 2024."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359931441238264,"gmtCreate":1728916288678,"gmtModify":1728916407278,"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><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> You are one of&nbsp;the worst&nbsp;&nbsp;in Semiconductor sector...how to compete with Nvidia when so f.weak","text":"$Advanced Micro Devices(AMD)$ You are one of the worst in Semiconductor sector...how to compete with Nvidia when so f.weak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359931441238264","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586567280936792","authorId":"3586567280936792","name":"robs","avatar":"https://static.tigerbbs.com/c5914d4fb60f56b35e162a1c503303c7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3586567280936792","authorIdStr":"3586567280936792"},"content":"lol just another whiner who probably lost money on AMD😂","text":"lol just another whiner who probably lost money on AMD😂","html":"lol just another whiner who probably lost money on AMD😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350084744143160,"gmtCreate":1726505614243,"gmtModify":1726505618401,"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/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> drop like elevator and rise like taking up the stairs&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> drop like elevator and rise like taking up the stairs&nbsp;","text":"$Tesla Motors(TSLA)$ drop like elevator and rise like taking up the stairs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350084744143160","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360055396843696,"gmtCreate":1728932111621,"gmtModify":1728932115366,"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><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> AMD strongest competitor of Nvidia???stop dreaming...competing&nbsp;who drop most?..AMD sure win","text":"$Advanced Micro Devices(AMD)$ AMD strongest competitor of Nvidia???stop dreaming...competing who drop most?..AMD sure win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360055396843696","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366395535183904,"gmtCreate":1730495739127,"gmtModify":1730495835417,"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":"Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell&nbsp;","listText":"Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell&nbsp;","text":"Semiconductor shares rises....only AMD this piece of shit in the semiconductor segment drop like hell...never ever trust quarterly earnings report...so what if get to meet estimation...trash stock remain trash and will continue to drop like taking the elevator to hell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366395535183904","repostId":"1108739745","repostType":2,"repost":{"id":"1108739745","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730468747,"share":"https://ttm.financial/m/news/1108739745?lang=&edition=fundamental","pubTime":"2024-11-01 21:45","market":"us","language":"en","title":"Semiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108739745","media":"Tiger Newspress","summary":"Semiconductor shares rose in morning trading. $Marvell Technology$ rose 7%; $Intel$ rose 6%; $TSMC$ rose 3%; $Nvidia$ rose 2%.$Intel$ expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had \"a lot of work to do.\"The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominat","content":"<html><head></head><body><p>Semiconductor shares rose in morning trading. <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> rose 7%; <a href=\"https://laohu8.com/S/INTC\">Intel</a> rose 6%; <a href=\"https://laohu8.com/S/TSM\">TSMC</a> rose 3%; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> rose 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64b33163f616a61a58f9df6e8fe8e048\" tg-width=\"463\" tg-height=\"517\"/></p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had &#34;a lot of work to do.&#34;</p><p>The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, followed by rival <a href=\"https://laohu8.com/S/AMD\">AMD </a>.</p><p>Intel reported third-quarter revenues above analysts&#39; estimates, but also posted a massive net loss as a result of impairment and restructuring charges.</p><p>In an interview with Reuters, Intel finance chief David Zinsner said the company was &#34;making progress&#34; on its profitability but that it had &#34;a lot of work to do&#34; to achieve the targets it had set.</p><p>Intel reported a third-quarter net loss of $16.6 billion, excluding losses attributable to certain non-controlling interests. That compared with a net profit attributable to Intel of about $300 million in the year-earlier period.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Shares Rise. Marvell Jumps 7%; Intel Rises 6%; Nvidia Gains 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-01 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor shares rose in morning trading. <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> rose 7%; <a href=\"https://laohu8.com/S/INTC\">Intel</a> rose 6%; <a href=\"https://laohu8.com/S/TSM\">TSMC</a> rose 3%; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> rose 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64b33163f616a61a58f9df6e8fe8e048\" tg-width=\"463\" tg-height=\"517\"/></p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had &#34;a lot of work to do.&#34;</p><p>The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, followed by rival <a href=\"https://laohu8.com/S/AMD\">AMD </a>.</p><p>Intel reported third-quarter revenues above analysts&#39; estimates, but also posted a massive net loss as a result of impairment and restructuring charges.</p><p>In an interview with Reuters, Intel finance chief David Zinsner said the company was &#34;making progress&#34; on its profitability but that it had &#34;a lot of work to do&#34; to achieve the targets it had set.</p><p>Intel reported a third-quarter net loss of $16.6 billion, excluding losses attributable to certain non-controlling interests. That compared with a net profit attributable to Intel of about $300 million in the year-earlier period.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔","NVDA":"英伟达","UMC":"联电","MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108739745","content_text":"Semiconductor shares rose in morning trading. Marvell Technology rose 7%; Intel rose 6%; TSMC rose 3%; Nvidia rose 2%.Intel expressed optimism on Thursday about the future of its PC and server businesses, forecasting current-quarter revenue above estimates but warning that it had \"a lot of work to do.\"The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by Nvidia, followed by rival AMD .Intel reported third-quarter revenues above analysts' estimates, but also posted a massive net loss as a result of impairment and restructuring charges.In an interview with Reuters, Intel finance chief David Zinsner said the company was \"making progress\" on its profitability but that it had \"a lot of work to do\" to achieve the targets it had set.Intel reported a third-quarter net loss of $16.6 billion, excluding losses attributable to certain non-controlling interests. That compared with a net profit attributable to Intel of about $300 million in the year-earlier period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360050093744296,"gmtCreate":1728930815815,"gmtModify":1728931276349,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop&nbsp;","text":"$Advanced Micro Devices(AMD)$ what had happened to this trash....index rises... semiconductor rises...only this piece of shit drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360050093744296","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351509515428056,"gmtCreate":1726856328008,"gmtModify":1726856332167,"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> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","text":"$Advanced Micro Devices(AMD)$ US stock had gone into recession,should change to other continental stock market for now or else all the money would be dumped into this trench","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351509515428056","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351476041851000,"gmtCreate":1726848154485,"gmtModify":1726848158373,"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/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Starting time for recession...Data can't lie...human tongue can&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Starting time for recession...Data can't lie...human tongue can&nbsp;","text":"$NVIDIA Corp(NVDA)$ Starting time for recession...Data can't lie...human tongue can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351476041851000","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366030925164728,"gmtCreate":1730403129588,"gmtModify":1730406578651,"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> AMD totally trash stock...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> AMD totally trash stock...","text":"$Advanced Micro Devices(AMD)$ AMD totally trash stock...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366030925164728","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"content":"AMD this piece of shit compete with Nvidia who will drop more....I place bet on AMD surely win","text":"AMD this piece of shit compete with Nvidia who will drop more....I place bet on AMD surely win","html":"AMD this piece of shit compete with Nvidia who will drop more....I place bet on AMD surely win"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366211572498640,"gmtCreate":1730407694113,"gmtModify":1730412413740,"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> Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell","text":"$Advanced Micro Devices(AMD)$ Lisa Su keep your mouth shut...do only what you need to do in your office .... don't give speech... everytime you speak ,this piece of shit drop like hell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366211572498640","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361491312107704,"gmtCreate":1729274589650,"gmtModify":1729274593361,"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/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Get as low as you can get...","text":"$Broadcom(AVGO)$ Get as low as you can get...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361491312107704","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345496646488440,"gmtCreate":1725378569284,"gmtModify":1725379082981,"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":"AMD trash stock","listText":"AMD trash stock","text":"AMD trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345496646488440","repostId":"2464498698","repostType":2,"repost":{"id":"2464498698","kind":"highlight","pubTimestamp":1725351531,"share":"https://ttm.financial/m/news/2464498698?lang=&edition=fundamental","pubTime":"2024-09-03 16:18","market":"us","language":"en","title":"AMD: AI Accelerators Further Drive Revenue And Margin Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2464498698","media":"seekingalpha","summary":"AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% ","content":"<html><head></head><body><ul style=\"\"><li><p>AMD&#39;s Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.</p></li><li><p>Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.</p></li><li><p>Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.</p></li><li><p>AMD&#39;s acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c5ebcc44def102b51f242e0a9d23f89\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_1337784274\">Investment thesis</h2><p>A significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company.</p><p>AMD&#39;s (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for investor perception given the news of competitor NVIDIA Blackwell&#39;s chip shipment delay.</p><p>Importantly, AMD&#39;s revenue margin is improving faster than we expected (our previous article from June gave a HOLD rating and is accessible via this link), which has led to an increase in the EBITDA forecast.</p><p>Thus, we have raised our price target for AMD shares to $192 from $189. The rating is BUY.</p><h2 id=\"id_2304890565\">Data Center segment growing faster</h2><p>In 2Q 2024 AMD’s revenue in the Data Center segment rocketed to $2.8 bln (+115% y/y and +21% q/q), compared with our forecast of $2.6 bln, which was driven by robust growth in shipments of Instinct MI300 accelerators and strong sales of EPYC processors.</p><p>Speaking about EPYC, the company noted that major deals were concluded in 2Q 2024 across industry verticals: financial services, healthcare, commerce, transportation, technology including <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, Boeing, Industrial Light &amp; Magic, Optiver, and Siemens. AMD also said it will provide these server processors for mission-critical workloads to companies such as Netflix and Uber. Importantly, over 1H 2024, more than 1/3 of server processor shipments to enterprise customers were to companies that were deploying EPYCs in their data centers for the first time. This means that, while meeting the growing demand from existing customers, AMD also successfully expands its customer base. The company expects that the fifth-generation of EPYC processors, the Turin, will be met with enthusiasm. Shipments to leading cloud customers already started in 2Q 2024.</p><p>As for the Instinct MI300 series, revenue from sales of these AI accelerators exceeded $1 bln in 2Q 2024 for the first time. The rising demand and, apparently, steady improvements in the supply chain allowed AMD to again raise its 2024 guidance for revenue in the GPU sub-segment, from $4 bln to $4.5 bln. The previously announced roadmap for this sub-segment, which runs to 2026, was reaffirmed. In light of the news about the delayed start of shipments of Blackwell chips by rival NVIDIA, AMD&#39;s compliance with the previously announced schedule of new-product releases has a positive impact on the perception of the company by investors.</p><p>We are raising the forecast for revenue in AMD’s Data Center segment from $11.8 bln (+82% y/y) to $12.8 bln (+98% y/y) for 2024, and from $18.6 bln (+57% y/y) to $20.7 bln (+61% y/y) for 2025 as the company raised its guidance for revenue in the GPU subsegment, and also on the back of high demand for AMD equipment for data centers. We expect revenue in the Data Center segment to come to $3.59 bln in 3Q 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cacdecc26c90564184acd26492748a7a\" tg-width=\"640\" tg-height=\"325\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_1529815867\">The company’s other segments</h2><p>Revenue in the Client segment totaled $1.49 bln (+49% y/y and +9% q/q), topping our forecast of $1.37 bln. Revenue growth was driven by strong demand for the previous-generation of Ryzen processors and the start of sales of the next-generation Zen 5.</p><p>We expect this segment&#39;s positive revenue momentum to continue in the coming quarters, driven by a recovery in global PC shipments as well as ramped-up shipments of new Ryzen processors. Based on Phoronix independent tests, which used almost 400 different benchmarks, it was concluded that processors built on Zen 5 architecture show impressive results, and the architecture itself has a well-thought-out design. Much appreciation was given to the high performance and energy efficiency of processors built on this architecture. At the same time, prices for such models as Ryzen 5 9600X and Ryzen 7 9700X are lower than they are for basic similar models built on Zen 4, and more competitive compared with competition at Intel.</p><p>Given the segment’s strong results in 2Q 2024 and the good outcome of independent tests of the next generation of processors, we are raising estimated revenue in the Client segment over the forecast period to 2025. We expect 3Q 2024 revenue to reach $1.65 bln.</p><p>Revenue in the Gaming segment totaled $648 mln (-59% y/y and -30% q/q) in 2Q 2024, down from our forecast of $791 mln (which would have been a decrease of 50% y/y). Demand for consoles is not showing any signs of recovery:</p><ul style=\"\"><li><p>Sony PS5 sales declined in calendar 2Q 2024. According to the company, PS5 is entering the last phase of its life cycle. Sony again lowered its PS5 sales forecast for fiscal year 2025 (April 2024 to April 2025), from 21 mln units to 18 mln units (following last quarter’s cut from 25 mln units to 21 mln units).</p></li><li><p>Xbox Series X/S sales are falling, with insiders asserting that Microsoft is going to wind down console sales in Europe, the Middle East and Africa on account that the Xbox Series X/S is losing competition to the PS5.</p></li><li><p>Nintendo Switch sales also continued to fall, slumping by 46% y/y in calendar 2Q 2024. One of the reasons is the anticipation of news about the Switch 2 release, which, however, may not come until March 2025.</p></li></ul><p>The only hope for a meaningful growth in sales of these consoles comes from the release of exclusive games, including the long-awaited release of GTA 6 in the fall of 2025 on PS5 and Xbox Series X.</p><p>We are maintaining a negative view on the Gaming segment’s revenue due to the ongoing trend for cross-platform games, which takes a toll on console sales, as well as the declining popularity of console games among younger generations, compared with the Millennials.</p><p>It is due to these reasons and the segment’s weaker 2Q 2024 results that we are lowering our expectations for the Gaming segment’s revenue over the forecast period to 2025. We expect it to reach $602 mln in 3Q 2024. Our forecast is in line with AMD&#39;s expectation that sales in the Gaming segment will drop in 2H 2024 from the level of 1H 2024.</p><p>Revenue in the Embedded segment totaled $861 mln (-41% y/y and +2% q/q), which was close to our forecast of $871 mln. AMD said it is spotting the first signs of improvement in order patterns and expects revenue in this segment to gradually recover in 2H 2024. We expect the segment’s revenue to reach $887 mln in 3Q 2024.</p><p>Therefore, we are raising the forecast for revenue in the Data Center and Client segments in 2024 and 2025 and at the same time cutting the forecast for the Gaming segment’s revenue.</p><p>We expect that in 2024 the proportion of revenue from the Data Center segment in AMD’s total revenue will rise to 50% (+21 pp), and from the Client segment to 25% (+4 pp), given that the company’s key growth drivers continue to be in play in these two segments.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e4f33dd4f1ade55cbcd87dc79cc25b5\" tg-width=\"640\" tg-height=\"329\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_3867719784\">AMD’s financial results</h2><p>We are raising the forecast for AMD’s revenue from $25.3 bln (+12% y/y) to $25.5 bln (+12% y/y) for 2024, and from $35.7 bln (+41% y/y) to $36.3 bln (+42% y/y) for 2025, following the higher forecasts for revenue in the Data Center and Client segments, although that was partially offset by the lower forecast for the Gaming segment’s revenue.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6bab4b4e3141381d5795a1d32f3e4886\" tg-width=\"640\" tg-height=\"301\"/></p><p>Invest Heroes</p><p></p><p>We are raising the EBITDA forecast from $4.58 bln (+19% y/y) to $4.9 bln (+27% y/y) for 2024, and from $9.74 bln (+113% y/y) to $9.78 mln (+100% y/y) for 2025 due to:</p><ul style=\"\"><li><p>the increased revenue forecasts for 2024 and 2025;</p></li><li><p>the increase in the forecast for the company’s 2024 operating margin from 5.5% to 6.7%.</p></li></ul><p>The increase in the forecast for the company&#39;s 2024 operating margin is driven by the higher actual margin in 2Q 2024, which indicates some success in supply chain management for the MI300 and preparations for the start of MI325 sales. Despite the increase in the operating margin forecast for 2024, the outlook for 2025 remained unchanged at 18.7% as TSMC is expected to hike prices for chips that AMD uses in its products.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3711a797eefed0fd19e6293e6205560\" tg-width=\"640\" tg-height=\"308\"/></p><p>Invest Heroes</p><p></p><p>The outlook for the company’s free cash flow is that it will total $1.6 bln (+43% y/y) in 2024 and $6.75 bln (+321% y/y) in 2025.</p><h2 id=\"id_30783864\">M&amp;A</h2><p>First, AMD plans to close the deal to acquire the Finnish AI startup Silo AI for $665 mln in cash in 3Q 2024, which would be the largest such deal in Europe in the last 10 years (since Google&#39;s purchase of UK-based DeepMind). Silo AI is Europe&#39;s largest private AI lab with extensive experience in developing customized AI solutions for a variety of enterprise clients, including Allianz, Ericsson, Finnair, Korber, Nokia, Philips, T-Mobile and Unilever.</p><p>Second, AMD recently announced the acquisition of ZT Systems, one of the world&#39;s leading providers of computing infrastructure. ZT Systems is a leading provider of server solutions. Based in New Jersey, ZT Systems has more than 15 years of experience designing and integrating data center infrastructure and storage systems for the world&#39;s largest cloud companies. ZT Systems does not disclose the names of its customers, but it appears that in recent years it has expanded its profile by providing specialized support for some of the most complex and expensive aspects of designing an artificial intelligence computing architecture.</p><p>The total value of the transaction is $4.9 billion. The acquisition will be in cash and stock and is expected to close by mid-2025. Upon closing, ZT Systems&#39; computing infrastructure design business will become part of AMD&#39;s Data Center Solutions business group, and the data center infrastructure manufacturing business will be divested. This transaction is another strategic step for AMD to strengthen its position in the data center AI equipment market and is positive news for the company.</p><p>We do not include the ZT Systems acquisition in the valuation due to the delayed closing and unclear financial outlook.</p><h2 id=\"id_3910021659\">Valuation</h2><p>We are raising the target price of the shares from $189 to $192 due to:</p><ul style=\"\"><li><p>the increased EBITDA forecasts for 2024 and 2025 (positive effect);</p></li><li><p>the increase in the projected net debt from ($12.9) bln to ($10.5) bln (negative effect);</p></li><li><p>the shift of the FTM valuation period, which makes future financial results closer by one quarter and reduces the discount factor (positive effect).</p></li></ul><p>Based on the new assumptions, we are assigning a BUY rating to the stock.</p><p>The share price of $192 was achieved by computing the target price based on estimated financial results for 2025, and discounting it to the FTM price at the rate of 13% per annum.</p><p>The discount rate of 13% is the average growth of the S&amp;P 500 Index over the past 20 years. In other words, when we value a company based on its long-term results, it is important to us that the company&#39;s growth exceeds the average growth of the index.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9640c096fea73320bab94a74d3aead2a\" tg-width=\"640\" tg-height=\"424\"/></p><p>Invest Heroes</p><p></p><h2 id=\"id_516180460\">Conclusion</h2><p>AMD’s roadmap, which implies annual releases of a new AI accelerator, and the specifications of these accelerators hint at AMD&#39;s serious determination to compete with NVIDIA. In order to ramp up production of the Instinct series, AMD still faces a lot of work to streamline the supply chain.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: AI Accelerators Further Drive Revenue And Margin Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: AI Accelerators Further Drive Revenue And Margin Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 16:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2464498698","content_text":"AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.AMD's acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.JHVEPhotoInvestment thesisA significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company.AMD's (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for investor perception given the news of competitor NVIDIA Blackwell's chip shipment delay.Importantly, AMD's revenue margin is improving faster than we expected (our previous article from June gave a HOLD rating and is accessible via this link), which has led to an increase in the EBITDA forecast.Thus, we have raised our price target for AMD shares to $192 from $189. The rating is BUY.Data Center segment growing fasterIn 2Q 2024 AMD’s revenue in the Data Center segment rocketed to $2.8 bln (+115% y/y and +21% q/q), compared with our forecast of $2.6 bln, which was driven by robust growth in shipments of Instinct MI300 accelerators and strong sales of EPYC processors.Speaking about EPYC, the company noted that major deals were concluded in 2Q 2024 across industry verticals: financial services, healthcare, commerce, transportation, technology including Adobe, Boeing, Industrial Light & Magic, Optiver, and Siemens. AMD also said it will provide these server processors for mission-critical workloads to companies such as Netflix and Uber. Importantly, over 1H 2024, more than 1/3 of server processor shipments to enterprise customers were to companies that were deploying EPYCs in their data centers for the first time. This means that, while meeting the growing demand from existing customers, AMD also successfully expands its customer base. The company expects that the fifth-generation of EPYC processors, the Turin, will be met with enthusiasm. Shipments to leading cloud customers already started in 2Q 2024.As for the Instinct MI300 series, revenue from sales of these AI accelerators exceeded $1 bln in 2Q 2024 for the first time. The rising demand and, apparently, steady improvements in the supply chain allowed AMD to again raise its 2024 guidance for revenue in the GPU sub-segment, from $4 bln to $4.5 bln. The previously announced roadmap for this sub-segment, which runs to 2026, was reaffirmed. In light of the news about the delayed start of shipments of Blackwell chips by rival NVIDIA, AMD's compliance with the previously announced schedule of new-product releases has a positive impact on the perception of the company by investors.We are raising the forecast for revenue in AMD’s Data Center segment from $11.8 bln (+82% y/y) to $12.8 bln (+98% y/y) for 2024, and from $18.6 bln (+57% y/y) to $20.7 bln (+61% y/y) for 2025 as the company raised its guidance for revenue in the GPU subsegment, and also on the back of high demand for AMD equipment for data centers. We expect revenue in the Data Center segment to come to $3.59 bln in 3Q 2024.Invest HeroesThe company’s other segmentsRevenue in the Client segment totaled $1.49 bln (+49% y/y and +9% q/q), topping our forecast of $1.37 bln. Revenue growth was driven by strong demand for the previous-generation of Ryzen processors and the start of sales of the next-generation Zen 5.We expect this segment's positive revenue momentum to continue in the coming quarters, driven by a recovery in global PC shipments as well as ramped-up shipments of new Ryzen processors. Based on Phoronix independent tests, which used almost 400 different benchmarks, it was concluded that processors built on Zen 5 architecture show impressive results, and the architecture itself has a well-thought-out design. Much appreciation was given to the high performance and energy efficiency of processors built on this architecture. At the same time, prices for such models as Ryzen 5 9600X and Ryzen 7 9700X are lower than they are for basic similar models built on Zen 4, and more competitive compared with competition at Intel.Given the segment’s strong results in 2Q 2024 and the good outcome of independent tests of the next generation of processors, we are raising estimated revenue in the Client segment over the forecast period to 2025. We expect 3Q 2024 revenue to reach $1.65 bln.Revenue in the Gaming segment totaled $648 mln (-59% y/y and -30% q/q) in 2Q 2024, down from our forecast of $791 mln (which would have been a decrease of 50% y/y). Demand for consoles is not showing any signs of recovery:Sony PS5 sales declined in calendar 2Q 2024. According to the company, PS5 is entering the last phase of its life cycle. Sony again lowered its PS5 sales forecast for fiscal year 2025 (April 2024 to April 2025), from 21 mln units to 18 mln units (following last quarter’s cut from 25 mln units to 21 mln units).Xbox Series X/S sales are falling, with insiders asserting that Microsoft is going to wind down console sales in Europe, the Middle East and Africa on account that the Xbox Series X/S is losing competition to the PS5.Nintendo Switch sales also continued to fall, slumping by 46% y/y in calendar 2Q 2024. One of the reasons is the anticipation of news about the Switch 2 release, which, however, may not come until March 2025.The only hope for a meaningful growth in sales of these consoles comes from the release of exclusive games, including the long-awaited release of GTA 6 in the fall of 2025 on PS5 and Xbox Series X.We are maintaining a negative view on the Gaming segment’s revenue due to the ongoing trend for cross-platform games, which takes a toll on console sales, as well as the declining popularity of console games among younger generations, compared with the Millennials.It is due to these reasons and the segment’s weaker 2Q 2024 results that we are lowering our expectations for the Gaming segment’s revenue over the forecast period to 2025. We expect it to reach $602 mln in 3Q 2024. Our forecast is in line with AMD's expectation that sales in the Gaming segment will drop in 2H 2024 from the level of 1H 2024.Revenue in the Embedded segment totaled $861 mln (-41% y/y and +2% q/q), which was close to our forecast of $871 mln. AMD said it is spotting the first signs of improvement in order patterns and expects revenue in this segment to gradually recover in 2H 2024. We expect the segment’s revenue to reach $887 mln in 3Q 2024.Therefore, we are raising the forecast for revenue in the Data Center and Client segments in 2024 and 2025 and at the same time cutting the forecast for the Gaming segment’s revenue.We expect that in 2024 the proportion of revenue from the Data Center segment in AMD’s total revenue will rise to 50% (+21 pp), and from the Client segment to 25% (+4 pp), given that the company’s key growth drivers continue to be in play in these two segments.Invest HeroesAMD’s financial resultsWe are raising the forecast for AMD’s revenue from $25.3 bln (+12% y/y) to $25.5 bln (+12% y/y) for 2024, and from $35.7 bln (+41% y/y) to $36.3 bln (+42% y/y) for 2025, following the higher forecasts for revenue in the Data Center and Client segments, although that was partially offset by the lower forecast for the Gaming segment’s revenue.Invest HeroesWe are raising the EBITDA forecast from $4.58 bln (+19% y/y) to $4.9 bln (+27% y/y) for 2024, and from $9.74 bln (+113% y/y) to $9.78 mln (+100% y/y) for 2025 due to:the increased revenue forecasts for 2024 and 2025;the increase in the forecast for the company’s 2024 operating margin from 5.5% to 6.7%.The increase in the forecast for the company's 2024 operating margin is driven by the higher actual margin in 2Q 2024, which indicates some success in supply chain management for the MI300 and preparations for the start of MI325 sales. Despite the increase in the operating margin forecast for 2024, the outlook for 2025 remained unchanged at 18.7% as TSMC is expected to hike prices for chips that AMD uses in its products.Invest HeroesThe outlook for the company’s free cash flow is that it will total $1.6 bln (+43% y/y) in 2024 and $6.75 bln (+321% y/y) in 2025.M&AFirst, AMD plans to close the deal to acquire the Finnish AI startup Silo AI for $665 mln in cash in 3Q 2024, which would be the largest such deal in Europe in the last 10 years (since Google's purchase of UK-based DeepMind). Silo AI is Europe's largest private AI lab with extensive experience in developing customized AI solutions for a variety of enterprise clients, including Allianz, Ericsson, Finnair, Korber, Nokia, Philips, T-Mobile and Unilever.Second, AMD recently announced the acquisition of ZT Systems, one of the world's leading providers of computing infrastructure. ZT Systems is a leading provider of server solutions. Based in New Jersey, ZT Systems has more than 15 years of experience designing and integrating data center infrastructure and storage systems for the world's largest cloud companies. ZT Systems does not disclose the names of its customers, but it appears that in recent years it has expanded its profile by providing specialized support for some of the most complex and expensive aspects of designing an artificial intelligence computing architecture.The total value of the transaction is $4.9 billion. The acquisition will be in cash and stock and is expected to close by mid-2025. Upon closing, ZT Systems' computing infrastructure design business will become part of AMD's Data Center Solutions business group, and the data center infrastructure manufacturing business will be divested. This transaction is another strategic step for AMD to strengthen its position in the data center AI equipment market and is positive news for the company.We do not include the ZT Systems acquisition in the valuation due to the delayed closing and unclear financial outlook.ValuationWe are raising the target price of the shares from $189 to $192 due to:the increased EBITDA forecasts for 2024 and 2025 (positive effect);the increase in the projected net debt from ($12.9) bln to ($10.5) bln (negative effect);the shift of the FTM valuation period, which makes future financial results closer by one quarter and reduces the discount factor (positive effect).Based on the new assumptions, we are assigning a BUY rating to the stock.The share price of $192 was achieved by computing the target price based on estimated financial results for 2025, and discounting it to the FTM price at the rate of 13% per annum.The discount rate of 13% is the average growth of the S&P 500 Index over the past 20 years. In other words, when we value a company based on its long-term results, it is important to us that the company's growth exceeds the average growth of the index.Invest HeroesConclusionAMD’s roadmap, which implies annual releases of a new AI accelerator, and the specifications of these accelerators hint at AMD's serious determination to compete with NVIDIA. In order to ramp up production of the Instinct series, AMD still faces a lot of work to streamline the supply chain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378767342628864,"gmtCreate":1733498062234,"gmtModify":1733499949625,"author":{"id":"4103022840742960","authorId":"4103022840742960","name":"RexLim","avatar":"https://community-static.tradeup.com/news/5c446f5b976fd917e1981561c73c939b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103022840742960","authorIdStr":"4103022840742960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Trash 🗑️","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Trash 🗑️","text":"$Futu Holdings Limited(FUTU)$ Trash 🗑️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378767342628864","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370221118435632,"gmtCreate":1731423948899,"gmtModify":1731424088507,"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><v-v data-views=\"0\"></v-v> Trash always remain as trash no matters what&nbsp;good news or how the chips was selling...","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> Trash always remain as trash no matters what&nbsp;good news or how the chips was selling...","text":"$Advanced Micro Devices(AMD)$ Trash always remain as trash no matters what good news or how the chips was selling...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370221118435632","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366524559499360,"gmtCreate":1730491929232,"gmtModify":1730495827406,"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>&nbsp; What is worse than a trash.....AMD","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp; What is worse than a trash.....AMD","text":"$Advanced Micro Devices(AMD)$ What is worse than a trash.....AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366524559499360","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}