$AMD
AMD’s next test is earnings on November 3. Q2 revenue grew 50% to $11.5 billion, with data center revenue rising 107% to $6.7 billion. (sec.gov, ir.amd.com, ir.amd.com)
My focus is whether AI demand translates into stronger margins and a higher outlook. Strong guidance would support the bullish case. Slower growth or margin pressure would weaken confidence.
Wait for results and price confirmation before chasing.
AMD’s next test is earnings on November 3. Q2 revenue grew 50% to $11.5 billion, with data center revenue rising 107% to $6.7 billion. (sec.gov, ir.amd.com, ir.amd.com)
My focus is whether AI demand translates into stronger margins and a higher outlook. Strong guidance would support the bullish case. Slower growth or margin pressure would weaken confidence.
Wait for results and price confirmation before chasing.