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2025-11-12

Of course it's a bubble

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2025-08-05

$Palantir Technologies Inc.(PLTR)$ P/E is way too high to be justified

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50 billion is now 450 billion","text":"How long have you been talking about it? 50 billion is now 450 billion","html":"How long have you been talking about it? 50 billion is now 450 billion"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":464215684268032,"gmtCreate":1754358963585,"gmtModify":1754359107474,"author":{"id":"4164068037008392","authorId":"4164068037008392","name":"Neil0221","avatar":"https://community-static.tradeup.com/news/d85cfa3a09280a9c39557f1fe4a9bb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164068037008392","idStr":"4164068037008392"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> P/E is way too high to be justified&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> P/E is way too high to be justified&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ P/E is way too high to be justified","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/464215684268032","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110131154550432","authorId":"4110131154550432","name":"大树大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4110131154550432","idStr":"4110131154550432"},"content":"How long have you been talking about it? 50 billion is now 450 billion","text":"How long have you been talking about it? 50 billion is now 450 billion","html":"How long have you been talking about it? 50 billion is now 450 billion"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499423558390640,"gmtCreate":1762954593271,"gmtModify":1762955606816,"author":{"id":"4164068037008392","authorId":"4164068037008392","name":"Neil0221","avatar":"https://community-static.tradeup.com/news/d85cfa3a09280a9c39557f1fe4a9bb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164068037008392","idStr":"4164068037008392"},"themes":[],"title":"","htmlText":"Of course it's a bubble","listText":"Of course it's a bubble","text":"Of course it's a bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499423558390640","repostId":"2582397387","repostType":2,"repost":{"id":"2582397387","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1762902634,"share":"https://ttm.financial/m/news/2582397387?lang=en_US&edition=fundamental","pubTime":"2025-11-12 07:10","market":"fut","language":"en","title":"AMD Expects Profit to Triple by 2030, Data Center Chip Market to Grow to $1 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=2582397387","media":"Reuters","summary":"UPDATE 3-AMD expects data center chip market to grow to $1 trillion by 2030Adds financial forecast, updates shares, paragraphs 5-6Nvidia sees AI infrastructure market growing to $3 trillion to $4...","content":"<html><head></head><body><ul style=\"\"><li><p>AMD projects $100 billion annual data center chip revenue in five years</p></li><li><p>CEO Lisa Su highlights AI as key growth driver for data center market</p></li><li><p>AMD plans more AI software acquisitions to enhance capabilities</p></li></ul><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> said on Tuesday that it expected annual data center chip revenue of $100 billion within the next five years, and its earnings to more than triple.</p><p>The Santa Clara, California-based chip designer&#39;s shares were up 4% in choppy post-market trading, after closing down 2.7% at $237.52.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5d76eccd3aa534a7342d021a93bca00\" tg-width=\"469\" tg-height=\"408\"/></p><p>The stock has risen 16% since October 6, when the company signed a lucrative multiyear deal with OpenAI that would bring in tens of billions of dollars in annual revenue.</p><p>While the deal is unlikely to dent <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s dominance in AI chipmaking, it is seen as a big vote of confidence in AMD&#39;s chips, and the company&#39;s bullish financial projections on Tuesday should help assuage investor concern over AMD&#39;s ability to claw away business.</p><p>AMD expects the market for the company&#39;s data center chips to grow to $1 trillion by 2030, CEO Lisa Su said at its analyst day - its first such event in three years - in New York. Artificial intelligence will drive much of the growth to the trillion-dollar figure. That market includes AMD&#39;s plain processor and networking chips, along with its specialized AI chips, Su said.</p><p>&#34;It&#39;s an exciting market,&#34; Su said. &#34;There&#39;s no question, data center is the largest growth opportunity out there, and one that AMD is very, very well positioned for.&#34;</p><p>In the next three to five years, AMD expects 35% growth across its entire business each year and 60% in its data center business, finance chief Jean Hu said at the analyst day.</p><p>The company also expects earnings to rise to $20 a share in the same three-to-five-year period. LSEG estimates peg AMD&#39;s 2025 profit at $2.68 per share.</p><p>Jensen Huang, CEO of AMD archrival Nvidia, has said the broader AI infrastructure market will grow to $3 trillion to $4 trillion by 2030.</p><h3 id=\"id_4274092361\">MORE SMALL M&amp;A EXPECTED</h3><p>AMD&#39;s next-generation MI400 series of AI chips is set to launch in 2026 and include several variants designed for scientific applications and for generative AI. Along with the MI400 chips, AMD is also planning to launch a complete server rack, similar to a product Nvidia sells called the GB200 NVL72.</p><p>In her opening remarks Su highlighted the company&#39;s recent AI-related acquisitions, including the server builder ZT Systems and a slew of smaller software companies. AMD has built &#34;an M&amp;A machine,&#34; Su said.</p><p>In recent months, AMD has acquired a batch of startups that focus on building software needed to run AI applications. On Monday, AMD said it bought MK1. The plan is to ensure AMD has access to the appropriate software and the people it needs to build its AI capabilities, Chief Strategy Officer Mat Hein told Reuters in an interview.</p><p>&#34;We&#39;ll continue to do AI software tuck-ins,&#34; said Hein.</p><p>The chip designer forecast fourth-quarter revenue that topped Wall Street estimates. Demand for AI chips gave AMD executives a reason for optimism about the remainder of the year. The company&#39;s data center CPU business has also benefitted from the surge in AI-related spending.</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>AMD Expects Profit to Triple by 2030, Data Center Chip Market to Grow to $1 Trillion</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; 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}\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 Expects Profit to Triple by 2030, Data Center Chip Market to Grow to $1 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-12 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>AMD projects $100 billion annual data center chip revenue in five years</p></li><li><p>CEO Lisa Su highlights AI as key growth driver for data center market</p></li><li><p>AMD plans more AI software acquisitions to enhance capabilities</p></li></ul><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> said on Tuesday that it expected annual data center chip revenue of $100 billion within the next five years, and its earnings to more than triple.</p><p>The Santa Clara, California-based chip designer&#39;s shares were up 4% in choppy post-market trading, after closing down 2.7% at $237.52.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5d76eccd3aa534a7342d021a93bca00\" tg-width=\"469\" tg-height=\"408\"/></p><p>The stock has risen 16% since October 6, when the company signed a lucrative multiyear deal with OpenAI that would bring in tens of billions of dollars in annual revenue.</p><p>While the deal is unlikely to dent <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s dominance in AI chipmaking, it is seen as a big vote of confidence in AMD&#39;s chips, and the company&#39;s bullish financial projections on Tuesday should help assuage investor concern over AMD&#39;s ability to claw away business.</p><p>AMD expects the market for the company&#39;s data center chips to grow to $1 trillion by 2030, CEO Lisa Su said at its analyst day - its first such event in three years - in New York. Artificial intelligence will drive much of the growth to the trillion-dollar figure. That market includes AMD&#39;s plain processor and networking chips, along with its specialized AI chips, Su said.</p><p>&#34;It&#39;s an exciting market,&#34; Su said. &#34;There&#39;s no question, data center is the largest growth opportunity out there, and one that AMD is very, very well positioned for.&#34;</p><p>In the next three to five years, AMD expects 35% growth across its entire business each year and 60% in its data center business, finance chief Jean Hu said at the analyst day.</p><p>The company also expects earnings to rise to $20 a share in the same three-to-five-year period. LSEG estimates peg AMD&#39;s 2025 profit at $2.68 per share.</p><p>Jensen Huang, CEO of AMD archrival Nvidia, has said the broader AI infrastructure market will grow to $3 trillion to $4 trillion by 2030.</p><h3 id=\"id_4274092361\">MORE SMALL M&amp;A EXPECTED</h3><p>AMD&#39;s next-generation MI400 series of AI chips is set to launch in 2026 and include several variants designed for scientific applications and for generative AI. Along with the MI400 chips, AMD is also planning to launch a complete server rack, similar to a product Nvidia sells called the GB200 NVL72.</p><p>In her opening remarks Su highlighted the company&#39;s recent AI-related acquisitions, including the server builder ZT Systems and a slew of smaller software companies. AMD has built &#34;an M&amp;A machine,&#34; Su said.</p><p>In recent months, AMD has acquired a batch of startups that focus on building software needed to run AI applications. On Monday, AMD said it bought MK1. The plan is to ensure AMD has access to the appropriate software and the people it needs to build its AI capabilities, Chief Strategy Officer Mat Hein told Reuters in an interview.</p><p>&#34;We&#39;ll continue to do AI software tuck-ins,&#34; said Hein.</p><p>The chip designer forecast fourth-quarter revenue that topped Wall Street estimates. Demand for AI chips gave AMD executives a reason for optimism about the remainder of the year. The company&#39;s data center CPU business has also benefitted from the surge in AI-related spending.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","AMD":"美国超微公司"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251111:nL6N3WN0ZN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582397387","content_text":"AMD projects $100 billion annual data center chip revenue in five yearsCEO Lisa Su highlights AI as key growth driver for data center marketAMD plans more AI software acquisitions to enhance capabilitiesAdvanced Micro Devices said on Tuesday that it expected annual data center chip revenue of $100 billion within the next five years, and its earnings to more than triple.The Santa Clara, California-based chip designer's shares were up 4% in choppy post-market trading, after closing down 2.7% at $237.52.The stock has risen 16% since October 6, when the company signed a lucrative multiyear deal with OpenAI that would bring in tens of billions of dollars in annual revenue.While the deal is unlikely to dent Nvidia's dominance in AI chipmaking, it is seen as a big vote of confidence in AMD's chips, and the company's bullish financial projections on Tuesday should help assuage investor concern over AMD's ability to claw away business.AMD expects the market for the company's data center chips to grow to $1 trillion by 2030, CEO Lisa Su said at its analyst day - its first such event in three years - in New York. Artificial intelligence will drive much of the growth to the trillion-dollar figure. That market includes AMD's plain processor and networking chips, along with its specialized AI chips, Su said.\"It's an exciting market,\" Su said. \"There's no question, data center is the largest growth opportunity out there, and one that AMD is very, very well positioned for.\"In the next three to five years, AMD expects 35% growth across its entire business each year and 60% in its data center business, finance chief Jean Hu said at the analyst day.The company also expects earnings to rise to $20 a share in the same three-to-five-year period. LSEG estimates peg AMD's 2025 profit at $2.68 per share.Jensen Huang, CEO of AMD archrival Nvidia, has said the broader AI infrastructure market will grow to $3 trillion to $4 trillion by 2030.MORE SMALL M&A EXPECTEDAMD's next-generation MI400 series of AI chips is set to launch in 2026 and include several variants designed for scientific applications and for generative AI. Along with the MI400 chips, AMD is also planning to launch a complete server rack, similar to a product Nvidia sells called the GB200 NVL72.In her opening remarks Su highlighted the company's recent AI-related acquisitions, including the server builder ZT Systems and a slew of smaller software companies. AMD has built \"an M&A machine,\" Su said.In recent months, AMD has acquired a batch of startups that focus on building software needed to run AI applications. On Monday, AMD said it bought MK1. The plan is to ensure AMD has access to the appropriate software and the people it needs to build its AI capabilities, Chief Strategy Officer Mat Hein told Reuters in an interview.\"We'll continue to do AI software tuck-ins,\" said Hein.The chip designer forecast fourth-quarter revenue that topped Wall Street estimates. Demand for AI chips gave AMD executives a reason for optimism about the remainder of the year. The company's data center CPU business has also benefitted from the surge in AI-related spending.","news_type":1,"symbols_score_info":{"AMD":2}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}