I own $AMD, but some of the most important earnings reports for my AMD thesis are happening before AMD even reports. This week, $MSFT, $GOOGL, $NOW and $AMZN all report earnings, and I'll be paying close attention. Microsoft, Google and Amazon should give us a better picture of where AI infrastructure spending is headed. I want to see strong cloud growth, continued AI demand and management teams committing more capital to expanding capacity. $NOW gives us another piece of the puzzle. Are businesses actually paying for AI software and seeing enough value to keep spending? Then there's $BN, which gives me exposure to the infrastructure supporting all this growth. Finally, $AMD reports November 3. That's where I'll be watching data center growth, EPYC demand and how much of this massive AI spending AMD is actually capturing. I think we're still in the early stages of AI adoption, but these earnings reports should give us a much clearer picture of how the opportunity is developing. Lots to watch this week!
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