$AMDB 475.69, down 8.67% in a day. The real problem isn't growth; $NVDA also fell 4.44%.
Revenue was $13.3 billion, up 45% year over year—a record.
Data centers brought in $8.5 billion, up 97%, adding $4.2 billion in a year. But the company's total increase was only $4.1 billion, meaning the other three segments combined were actually negative.
Gaming fell 40%. Embedded grew 29%, while client was up just 7%.
Fourth-quarter guidance is $17 billion, up 66% year over year, but gross margin is expected to slip from 56% to 55%.
Keep your eye on 55%. Holding steady means winning orders; falling below $16.4 billion means trading profit for revenue.
One engine is pulling the whole plane. It can get airborne, but it can't turn. Are you still holding this AI-computing stock?
Data source: https://www.sec.gov/Archives/edgar/data/2488/000000248826000188/q32026991.htm
Revenue was $13.3 billion, up 45% year over year—a record.
Data centers brought in $8.5 billion, up 97%, adding $4.2 billion in a year. But the company's total increase was only $4.1 billion, meaning the other three segments combined were actually negative.
Gaming fell 40%. Embedded grew 29%, while client was up just 7%.
Fourth-quarter guidance is $17 billion, up 66% year over year, but gross margin is expected to slip from 56% to 55%.
Keep your eye on 55%. Holding steady means winning orders; falling below $16.4 billion means trading profit for revenue.
One engine is pulling the whole plane. It can get airborne, but it can't turn. Are you still holding this AI-computing stock?
Data source: https://www.sec.gov/Archives/edgar/data/2488/000000248826000188/q32026991.htm
