To The Moon

I am intrigued by the upcoming earnings release from AMD $Advanced Micro Devices(AMD)$  , scheduled for tomorrow, August 05, 2025, especially with the question of whether NVIDIA  $NVIDIA Corp(NVDA)$  and AMD are stalling or if AMD's earnings can reignite the rally. The anticipation is high, and I feel a sense of excitement about what this could mean for the tech sector.

I believe AMD's results will be outstanding, given the company's strong momentum as highlighted in the text. I see this as a reflection of AMD's robust product pipeline, particularly in the semiconductor space, where innovations in CPUs and GPUs have positioned it as a formidable competitor to NVIDIA. This momentum, I think, will translate into impressive revenue and earnings figures.

With big tech companies set to release earnings in the coming weeks, I wonder if they will increase capex, which could further benefit AMD. I am optimistic that AMD's strong performance will encourage these companies to invest more in their infrastructure, potentially boosting demand for AMD's chips and solidifying its market position.

I also note the comparison between AMD's momentum and NVIDIA's fundamentals, with the question of which will hit $200 first. I am inclined to think AMD might take the lead, given its recent growth trajectory and the potential for its earnings to exceed expectations. Based on current trends, I estimate AMD could report earnings per share above $1.20, surpassing analyst forecasts.

The question of how much longer the two giants can run is on my mind, but I feel confident that AMD's upcoming results will extend its strong run. I anticipate that a solid earnings report could push AMD's stock price higher, possibly by 7-12% in the short term, as investors react to the positive news.

I am particularly excited about AMD's potential to outperform in the AI and data center markets, where its chips are gaining traction. If the earnings reflect significant growth in these areas, I believe it will reinforce AMD's reputation as a key player, potentially outpacing NVIDIA in certain segments and driving a broader rally in tech stocks.

In conclusion, I am convinced that AMD's earnings will be a great one, fueling optimism not just for the company but for the entire AI and semiconductor industry. My positive outlook is bolstered by my estimation of strong financials and the potential for increased capex from big tech, and I look forward to seeing how these results unfold tomorrow.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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