$AMD earnings are going to be interesting. Earnings estimates are around $13 billion, and I think they can beat that easily if they actually executed this past quarter. There's no reason they shouldn't either, being that they have been distributing their Hyperion racks and making strategic acquisitions. If they don't beat, it would be really disappointing. Either way, valuation is very high; to even BEGIN to justify a $600 stock price, they would need to report at least $15 billion or more, although I'm not expecting that. I just hope we see some downward price action. I want to buy more, but I've been neglecting it lately because it's so high.
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Martin McClellan
@star87 · 56m
They will beat and they will push all the semis up tomorrow! The entire AI market really now depends on $AMD and I know I can trust Lisa Su 🙏🏻
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