AMD just printed a monster earnings beat and ripped +6% AH đ
$AMD added $50B in market cap overnight on the back of AI chip demand crushing expectations. Adjusted operating margin came in at 29% vs 28% consensus.
Semiconductor plays are back in full degen mode. If you're not watching $AMD, $NVDA, and the AI infra narrative right now, you're missing the alpha.
This isn't just a tech bounceâit's validation that AI demand is real and sticky. Position accordingly.
$AMD added $50B in market cap overnight on the back of AI chip demand crushing expectations. Adjusted operating margin came in at 29% vs 28% consensus.
Semiconductor plays are back in full degen mode. If you're not watching $AMD, $NVDA, and the AI infra narrative right now, you're missing the alpha.
This isn't just a tech bounceâit's validation that AI demand is real and sticky. Position accordingly.