To The Moon

I have been looking at the recent earnings reports, and it is clear that $Advanced Micro Devices(AMD)$   and $SUPER MICRO COMPUTER INC(SMCI)$  have had a tough time lately. AMD reported weaker-than-expected earnings, even though their revenue of 7.69 billion dollars topped the 7.42 billion dollars that was anticipated. Their EPS came in at 48 cents adjusted, just shy of the 49 cents expected. It is a mixed bag, and I am wondering how this will play out for them moving forward.

Super Micros situation seems even more concerning to me. Their shares plunged 15 percent due to weak results and disappointing guidance. That kind of drop is significant, and it has got me thinking about whether SMCI might be a buy after a 16 percent plunge. On one hand, the revenue beat could suggest some underlying strength, but the profit miss and weak outlook are giving me pause.

I am also trying to figure out how long AMDs decline might last. The profit miss despite a revenue beat is puzzling, and it makes me wonder if this is just a temporary dip or the start of a longer trend. I do not have a crystal ball, but I am keeping an eye on how the market reacts in the coming weeks to get a better sense of it.

The big news that has caught my attention is Trumps announcement of plans to impose approximately 100 percent tariffs on imported chips. That is a bold move, and I am curious if it could actually benefit US-based chipmakers like AMD and Super Micro. On the surface, it seems like it could protect domestic companies by making imported chips much more expensive, potentially boosting local production.

However, I am not so sure it is that simple. Higher tariffs could increase costs for companies that rely on global supply chains, which might hurt profitability in the short term. I am thinking this could be a double-edged sword—while it might favor US chipmakers in the long run, the immediate impact could be challenging as they adjust to the new economic landscape.

As for SMCI, I am torn about whether it is a buy after that 16 percent plunge. The drop might present an opportunity if the company can turn things around with better guidance, but the weak results have me hesitant. I would want to see more data on their recovery plan before jumping in.

With AMD, I am cautiously optimistic despite the earnings miss. The revenue beat suggests demand is still there, and if they can address the profit issues, they might rebound. I am planning to watch their next moves closely, especially with the tariff situation potentially shifting the playing field.

Overall, I think the tariff announcement adds a layer of uncertainty, but it could be a game-changer for US chipmakers if they navigate it well. I am going to keep digging into this and might need to search for more real-time insights to refine my thoughts—would you like me to do that? For now, I am staying cautious but intrigued by the possibilities.

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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