Earning Report Release as AI Computes

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Earning Report Release as AI Computes

I get that being just a hardware company isn’t enough in a post-DeepSeek world & $NVIDIA(NVDA)$ 's CUDA ecosystem keeps demand high despite premium pricing. But at some point -- shouldn’t $Advanced Micro Devices(AMD)$ catch a bid?

Fundamentally, it’s trading at a 0.5x PEG & is down over 50% in the past year 😳

The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute.

This is an industry driven by ecosystem advantages, first-mover positioning & hyperscaler commitments that lock in long-term spending that $NVIDIA(NVDA)$ is scooping up -- right now, $Advanced Micro Devices(AMD)$ is still the alternative, not the priority.

$Sea Ltd(SE)$ Q4 Earnings 🚨

• Sales $4.95B vs Est. $4.66B

• EPS $0.39 vs Est. $0.44

• EBITDA $591M vs Est. $555M

• GMV $28.6B vs Est. $27.2B

FY25 Guidance

• Shopee GMV Growth: 20%

• Garena Bookings Growth: 10%

Image

# AI Companies and Industry DIG

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JimmyHua
·03-05
Great thougths and insights!
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Ryan_Z0528
·03-05
Great thougths and insights!
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But at some point -- shouldn’t <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> catch a bid? Fundamentally, it’s trading at a 0.5x PEG &amp; is down over 50% in the past year 😳2.The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute. 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But at some point -- shouldn’t <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> catch a bid? Fundamentally, it’s trading at a 0.5x PEG &amp; is down over 50% in the past year 😳2.The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute. 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I get that being just a hardware company isn’t enough in a post-DeepSeek world & $NVIDIA(NVDA)$ 's CUDA ecosystem keeps demand high despite premium pricing. But at some point -- shouldn’t $Advanced Micro Devices(AMD)$ catch a bid? Fundamentally, it’s trading at a 0.5x PEG & is down over 50% in the past year 😳 2. The AI market isn’t like CPUs or GPUs for gaming -- there’s no room for a second-place finisher in AI compute. 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