I'm watching $Advanced Micro D

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I'm watching $Advanced Micro Devices(AMD)$ Q2 earnings closely after a strong 46% YTD rally. While revenue is expected at $7.42B and EPS at $0.49, the key focus is how short-term issues in the data center business and export restrictions may impact results. These factors might weigh on Q2, but I’m more interested in AMD’s longer-term AI prospects. The upcoming MI350 and MI400 chips could be key drivers of future growth.

Despite delays in MI300 shipments, AMD’s roadmap shows it’s still competitive in the AI space. Progress on export licenses could also support revenue in the coming quarters, even as gaming and embedded segments remain soft. The company’s ability to execute amid global headwinds will be crucial.

I’m targeting $195 USD for AMD, expecting either a surprise beat or strong guidance to drive momentum. If management delivers clarity on recovery and future AI growth, I believe the stock can continue its upward trend.
@Tiger_Earnings @TigerStars @Tiger_comments

# Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

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mster
·08-05
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You think the recent run may have priced in for a big beat?
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- Shyon:
  Seem like yes, and now not a big beat and it slumps.
  08-06
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VivianChua
·08-09
Nice 💚💚💚
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- Shyon:
  [Cool] [Cool] [Cool]
  08-09
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","winRationPercentage":60.526316,"tradeVolumeEst":0},"themes":[{"themeId":"4a8be1c2f3fd4806b811d3731a1f4857","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":4a8be1c2f3fd4806b811d3731a1f4857}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[{"img":"https://community-static.tradeup.com/news/dd04500c64aa8f534d8c81107cdb4a45"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/dd04500c64aa8f534d8c81107cdb4a45"}],"html":"<html><head></head><body>I'm watching <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a> Q2 earnings closely after a strong 46% YTD rally. While revenue is expected at $7.42B and EPS at $0.49, the key focus is how short-term issues in the data center business and export restrictions may impact results. These factors might weigh on Q2, but I’m more interested in AMD’s longer-term AI prospects. The upcoming MI350 and MI400 chips could be key drivers of future growth. \n\nDespite delays in MI300 shipments, AMD’s roadmap shows it’s still competitive in the AI space. Progress on export licenses could also support revenue in the coming quarters, even as gaming and embedded segments remain soft. The company’s ability to execute amid global headwinds will be crucial.\nI’m targeting $195 USD for AMD, expecting either a surprise beat or strong guidance to drive momentum. If management delivers clarity on recovery and future AI growth, I believe the stock can continue its upward trend. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/dd04500c64aa8f534d8c81107cdb4a45\"></t-t></body></html>","htmlText":"<html><head></head><body>I'm watching <a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a> Q2 earnings closely after a strong 46% YTD rally. While revenue is expected at $7.42B and EPS at $0.49, the key focus is how short-term issues in the data center business and export restrictions may impact results. These factors might weigh on Q2, but I’m more interested in AMD’s longer-term AI prospects. The upcoming MI350 and MI400 chips could be key drivers of future growth. \n\nDespite delays in MI300 shipments, AMD’s roadmap shows it’s still competitive in the AI space. Progress on export licenses could also support revenue in the coming quarters, even as gaming and embedded segments remain soft. The company’s ability to execute amid global headwinds will be crucial.\nI’m targeting $195 USD for AMD, expecting either a surprise beat or strong guidance to drive momentum. If management delivers clarity on recovery and future AI growth, I believe the stock can continue its upward trend. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/dd04500c64aa8f534d8c81107cdb4a45\"></t-t></body></html>","text":"I'm watching $Advanced Micro Devices(AMD)$ Q2 earnings closely after a strong 46% YTD rally. While revenue is expected at $7.42B and EPS at $0.49, the key focus is how short-term issues in the data center business and export restrictions may impact results. These factors might weigh on Q2, but I’m more interested in AMD’s longer-term AI prospects. The upcoming MI350 and MI400 chips could be key drivers of future growth. Despite delays in MI300 shipments, AMD’s roadmap shows it’s still competitive in the AI space. Progress on export licenses could also support revenue in the coming quarters, even as gaming and embedded segments remain soft. The company’s ability to execute amid global headwinds will be crucial. I’m targeting $195 USD for AMD, expecting either a surprise beat or strong guidance to drive momentum. If management delivers clarity on recovery and future AI growth, I believe the stock can continue its upward trend. @Tiger_Earnings @TigerStars 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slumps.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":465494099956184,"commentId":"465494099956184","gmtCreate":1754670813312,"gmtModify":1754670818803,"authorId":3580011914778910,"author":{"id":3580011914778910,"idStr":"3580011914778910","authorId":3580011914778910,"name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a 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