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Seven big chip stocks fell 23-52% since September. The one that fell most is still the most expensive on earnings
AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide
$AMD has the AI narrative, now it needs to hold $520
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
AI will prevail, most AI companies will go bankrupt. This is almost a carbon copy of Dot Com.
TTWO is at a 52 week low 19 days before the most hyped game launch ever
Best F'ng buying opportunity in a while
OpenAI CEO Sam Altman Thinks It's 'Terrible' for You to Have RAM in Your PC
OpenAI CEO Sam Altman Thinks It's 'Terrible' for You to Have RAM in Your Gaming PC
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
Intel just closed down 28.5%, its worst day since 1974. Q3 beat, but the Q4 guide wiped out ~$1T across chip stocks
Intel beat its guide on every line, then fell ~24% overnight. The 8-K's guidance table explains it: Q4 gross margin 44.1% → 38%, EPS $0.52 → $0.25
Amazon falls 7%, Intel plunges 25% in premarket trading, as pressure mounts after earnings
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
Intel doing the after hours dump post Q3 earnings
Samsung Shareholder Returns Could Top 600 Trillion Won (453 billion USD) Over Next 3 Years
Question as an beginning day trader using Robinhood
APES: HEAR ME OUT. WE CAN ENFORCE THE CHOSEN VALUATION. THE MATH SAYS WE ONLY NEED TWO COPIES EACH.
EA's FY2026 10-K says direct sales to Sony were about 39 percent of net revenue, Microsoft another 16 percent
$INTC is Reportedly Planning Another 10% PC CPU Price Hike in October - Digitimes
Xiaomi shipped its own 3nm flagship SoC on Monday, the stock fell 4.14% that day, and four sessions later it is back at exactly that close
I don’t believe it’s a bubble anymore
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
AI Data Centers Are the Next Tech Bubble Nobody Wants to Talk About
SONY is a classic value play with a call option on AI chips still underappreciated by the market
SONY is a classic value play with a call option on AI chips still underappreciated by the market
Meta to open source its most powerful AI model as it takes swipe at OpenAI, Anthropic
What would Steve Jobs think about the iPhone pro Max series?
Buying the APPLE dip might not be a pro move.
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
All Aboard the ROLR Express! 🚂 ROLR YOLO update — July 3 2026
YOLO'd into TTWO because I think GTA 6 will print money. Tell me why I'm an idiot.
Please challenge my long-term investment thesis on Take-Two (TTWO)
Is TTWO one of the best long-term investments of this decade, or am I letting GTA 6 hype cloud my judgment?
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Disregard Private Credit Liquidity Tests. Acquire BLACKROCK. Long $BLK
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Micron will beat earnings easily. Data proof.
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
🧡 NEGG 🧡 The $204.00 per share Fair Value Target Aligns Fundamentals, AI Hardware Tailwinds, and Historical Price Discovery
Energy stocks have priced in parabolic revenue growth from increasing AI use over the next few years. Heres why that won't happen (imo)
Energy stocks have priced in parabolic revenue growth from increasing AI use over the next few years. Heres why that won't happen (imo)
Doomsinger Radagast: What if the Panama Canal fell wildly low as a result of El Niño? 95% confidence for massive transport disruptions.
Will Nvidia actually be able to capture significant market share with the RTX Spark?
$NVDA and $MSFT have great moves coming forward
Next bottleneck is high spec PC for local agentic workflow.
Stocks to Watch | Jensen Huang's "New PC Era": An Investor Map of the AI PC and AI Factory Supply Chain
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Jensen Huang in Taiwan ahead of NVIDIA's keynote "New Era of PC event", dancing on the graves of the bers
NVIDIA x Microsoft might release the first PC built for the agentic AI era
NVIDIA x Microsoft might release the first PC built for the agentic AI era
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
DELL +39% after hours — 24.4BAIorders,24.4BAIorders,51.3B backlog. Is this the real AI infrastructure play?
CRSR: The market is finally starting to see it
VTIX — Breaking Down Three Separate Growth Vectors and How They Interact
Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
$HPQ - COMPUTER / HARDWARE STOCKS ARE NEXT
Do you use a desktop and a laptop (with a docking station and multiple monitors) for active trading?
I may be poor but not holding take two stock right now seems insane
Sony and Microsoft will Benefit from GTA 6 more than TTWO
Kioxia Holdings (285A) beat earnings -- and by a wide margin.
We may build too many data centers, from a computer nerd's point of view.
Samsung and SK Hynix Still Look Like Bargains Compared to Tech Peers
$CEVA, anyone else looking at this? Edge AI/IP licensor
Wheel strategy journal that tracks true cost basis after every premium, logs trades in 30 seconds
Intel appoints Qualcomm executive to lead PC and physical AI business
Sometimes its tough to pick my favorite chip stonk....
$HERB.CN / $LUFFF - Herbal Dispatch Just Appointed the Honourable Herb Dhaliwal as FULL-TIME Chairman! Political Insider + Trump’s S3 Push = Massive Catalyst for Cannabis?
$HERB.CN / $LUFFF - Herbal Dispatch Just Appointed the Honourable Herb Dhaliwal as FULL-TIME Chairman! Political Insider + Trump’s S3 Push = Massive Catalyst for Cannabis?
Netflix reported record earnings. The stock fell 10%. That's not a paradox.
Mentions
I use Webull app and also the desktop version. The app is for me to place trades on my phone while I'm looking at charts on it on my PC monitors. The best thing about Webull is that it has papertrade for you to practice. For news, you're going to have to just follow a bunch of sites and X/Twitter profiles. A good X profile is Walter Bloomberg (I swear that dude is some insider) because he posts breaking news so fast. Way faster than any news outlet. A lot of people follow him for that reason. Besides him, I usually just type in Google 'stock market news' and read many articles just to get a feeling of what the sentiment is going to be for the day/week. And, as an advice, not every 'breaking news' or huge event is going to make SPY move 4% like last week Thursday. It would have to be extremely volatile news, which is very rare.
Funny part is that they are 100% correlated. So many Claude tokens will be used to emulate gta 6 on PC, nothing will come close to the shenanigans people will do just to get that working. Malware, claude, gta 6 are all connected!
Prob best to buy AMZN. All those Data Centers are DOA and have been since PC replaced mainframes the first time, but they'll make great Amazon warehouses. 🤷♂️
I cant believe this is the reason I cant afford a new PC
It will cost you $1200 additional hardware budget to run GTA6 on your PC now, but at least we get some giggles.
To: Sam Altman Subject: Unused RAM Dear Sam Altman, my PC currently has 26.4GB of unused ram. 🖕
Its this sub and an handful of others. Must are just places you go to get judged by bots for not being PC enough
IT person here. Everything can be broken into. The only unhackable device is the one that isn't made. That said, there are things that are SUPPOSE to be done to help shield even Windows PCs from being easily hacked into. Think of an onion and the PC is at the center. A hacker should need to get through multiple layers before they reach the computer in the center. This proxy software just skips all those layers and goes right the center. Also, at a gov't level they usually treat the network as breached to start and setup everything to not trust anything else and to also only do what the person needs it to do and nothing more. Search STIG if you want to read up on that. Example: President Obama talking about his new smartphone and how basically it's unusable https://www.youtube.com/watch?v=aMcKi1TS2Zs&t=115s.
Holding 19 NVDA calls for $225 that expire 12/11. Am I cooked or will I buy a new gaming PC tomorrow with my profits?
People are speculating they will speed up the PC port because of AI clone risk
It will be crazy if scene is able to port GTA 6 to PC before nov 19 from preload copies.
It makes sense. I only go to this specific PC repair spot because they employ asexual technicians. I have no fear of them opening up files that contain my nudes
I see memes even in the PC/hardware subs
Jensen should give every PC user a free GeForce RTX 5090 as an apology :pepeuwu:
Was shopping for PC parts yesterday and can confirm
He probably doesn't actually *know* any - even if he did, he's not going to impress a hot chick by gargling out CUDA array technical specs. He took off his pants to fuck her, and as soon as he fell asleep, her hands subverted his phone - the most valuable passkey authentication factor on the planet. That was all they needed. As the show Rick and Morty once pointed out - *no one* has the patience for *three* factor authentication, and nVidia is very new to the idea of national security. For most of their existence, they've been a fabricator of PC graphics hardware and their only competitor is one they share a legal position and tons of licensing agreements with. It hasn't been until recently that they've had much reason to care about security - their technical specs would be of little use to anyone without their fabrication agreements and contacts.
Thats because he’s only sexually attracted to the unused ram in PC’s.
He came to Korea to sell GPUs to PC bangs in his early days. Whyd dude have to go fuck a Chinese spy bruh
Dell shit the bed on the Intel PC slowdown. SMCI is more of a server and AI systems pure play.
She Is the Worldwide heroine for all PC players. This Will be the end for that Evil nvidia jacket man. An Evil company falling.
He purposefully took advantage of market manipulation to price two generations of gamers out of owning a PC out of greed. Jensen has also been a notable contributor to AI anxiety through normalizing doomsday rhetoric all to boost interest and thereby convert it to sales for the AI companies buying his GPUs. His family finding out that he stuck his cock in some Chinese honeypot is him getting slapped on the wrist, as far as I'm concerned. I hope this certainly proves that karma is real.
You're PC will automatically restart in 1 minute... NOOOOOOOOOOOOOO!!
So, you're saying there is a chance I can afford to build a new PC sometime in the next decade?
>INTC recent earnings and disappointing forward guidance has nothing to do with anthropic. their poor guidance was 100% on PC business. their AI segment grew according to expectation. intc is still mainly a pc and server business. even their tie up to make chips for NVDA was for CPUs, not GPUs. their stock price ran up after the US and NVDA bailed them out earlier in the year.
I think Nvidia pivots like they are already attempting to do. They want out of hardware & just license CUDA plus the genius idea of hardware as a service where they rent you a $7,000 AI PC. GPUs are just monstrously inefficient at most tasks & efficiency gains have all come from optical or photonic components being added to their racks.
NVDA has always seemed expensive to me so I have unfortunately never gone all in. Watched it 10x from 2015-2018 during crypto bull market. Then ethereum crashed and so did NVDA since nearly all the demand was from crypto mining. 2019 would have been the year to get back in but gaming was the #1 division for NVDA at that time and I didn't anticipate that market growing (I mean who would have predicted everyone being stuck inside for 2 years and the insane demand for PC gaming). A lot of stocks boomed during 2020-2021 (meme stocks, weed, EVs) because of free money, people bored, 0% interest so I don't think this was a screaming deal for NVDA but it went up all the same. September 2022 was the last good entry point for this stock (and many others due to the bear market). If you saw AI on the horizon and got in then, kudos to you. You will probably succeed in the next market narrative as well. All of this rambling to say, if NVDA falls 80% from its current highs, it is worth picking up because whatever they pivot to in the future (maybe they go all-in on autonomous vehicles and robotics) is probably gonna be a winner. They have been the beneficiary of multiple different boom cycles (crypto, gaming, AI) even though these are all very different applications. They also act as a pseudo investment bank at this point with all the financing they have been doing so they can snatch up businesses and expand into growing markets (who's to say they don't pick up a biotech AI division similar to what they did for autonomous vehicles). Thanks for attending my tedtok where I calculate how many millions I missed out on by not yolo'ing $10k a decade ago.
Most of you are sitting here with 5% GPU VRAM use and 30% RAM use. Give it the fuck up already. You don't need a PC.
What to me doesnt make sense is that how is Nvidia price justified if mu isnt.. Its not that NVDIA can make a chip without skhynix or micorn This isn't a PC server with play and plug memory modules
He definitely keeps it on while he fucks me with these PC prices
I feed squirrels outside my window, like 1' away from me by my trading PC... Yeah, they poops and pee. They will be eating and pissing at the same time, they just go without any thought
I want a cheaper 64GB RAM (32GB x2) for my PC and that’s all I care about. Fuck these AI companies.
Whats not to like about missed earnings (which are negative EPS) foundry problems and a weakening PC market of which Intel is beholden to?!
I don't understand how a local model, run on my PC could ever compete with a model that has the power of a data center behind it
My boy Dario doesn't need to worry because we have been working out whole lives to bail out him and his investor friends with our pension funds( atleast until his product cost pushes our company to fire us) back to the work boys. PS: please stop being greedy and donate your PC RAMs to poor Sam.
PC cycle on steroids
Isn't it good for normal citizens to have cheap PC parts, since most people right now cannot afford them due to the surge in PC prices?
I’d say we may just disagree on how we view compute consumption. The tech in your car, phone, tv, any smart home device, smart watch, PC, and who knows what other things becomes every day electronics we interact with will all become more capable. And that capability will either be provided by computation done at large data centers, or locally on far more high powered setups than what is standard currently. We may very well be at a near term peak in spending on such compute, but in the grand scheme modern tech is in its infancy.
In the present indeed. Its the most reasonable solution. The original comment talks about a potential future where the models get powerful enough (i assume he means efficient enough) to run on small and local devices as good or better than the flagship models today do in the Datacenters. Its the scenario with the Room Sized PC becoming a smartphone. The cost has sunken enough and the accessibility is big enough that it gets more mass adoption since it pays off well. Today tokens cost a fortune. In that scenario they cost only electricity and the one time purchase cost of the hardware. You already can download your own local model on LLAMA and run you favorite model today on your PC. it just sucks to install. Make it as easy as installing excel and you got a deal.
Yeah, if there even is any sort of AI bubble it's going to be years before it pops. There's a reason you can't get PC parts right now.
Can I buy some RAM for a new gaming PC now or will Scam Altman hunt me?
Hells yeah. I was wanting to buy a new PC because my 2060m is a little poppy, but i am too broke. So i got myself a "retroid nova" handheld emulator gaming system running a nice snapdragon 8 gen 2 processor (best processor supported with drivers etc for emulation). Now i am playing any PS2/GC/WII/WIIU plus PC games like GTA5/hades2/disco elysium/bioshock infinite in high GFX settings at 60fps in my pocket device. its like an under 300$ gaming device, that has more computing power than the switch 2, and all games are free if if you look for them.
This is what several companies are talking about in the game studio sector during closed meetings, we're expecting nobody buys the next gen consoles(PS6/XBox Helix) may it be Intel or AMD based so we're stuck in that spot of skip PC game ports as nobody can afford GPUs and ride out the storm with Nintendo Switch 2 releases. Our release roadmap is 5-8yrs out on stuff, expecting nobody buys a PC until 2030 so we need to dial back the details/textures in a game engine to keep a baseline of Intel Arc A770/RTX3050 at a minimum in our test labs. Its not so fun for lots of developers/studios that have an already thin profit margin and most folks are part-timers. I just saw the prices of handhelds based on Wildcat Lake and $1000 for an XBox certified device is nuts vs a Switch 2 or a SteamDeck with better controls. Going to wonder what kind of chatter is going on inside Intel as the consumer market implodes. I wonder if Intel pushed marketing ad money in the Windows 11 Home XBox game bundle to get folks to buy a new home PC for $550 worth of XBox "classic games". Note that promo excludes PCs pre-loaded with Windows 11 Pro if you look at the fine print.
I have been adding Intel stock this week and especially today CPUs are the big thing for agentic AI and this is a double sale price from the crash over PC upgrades, followed by cascading margin calls and freak outs today
I have been adding Intel stock this week and especially today CPUs are the big thing for agentic AI and this is a double sale price from the crash over PC upgrades, followed by cascading margin calls and freak outs today
I have been adding Intel stock this week and especially today CPUs are the big thing for agentic AI and this is a double sale price from the crash over PC upgrades, followed by cascading margin calls and freak outs today
Fuck that. I want my PC building hobby and shit back.
Can i finally get a new PC at a reasonable price?
Anthropic -> Macbook buyers (dems) OpenAI -> PC buyers (repubs) Therefore, Anthropic IPO should be the most successful, cuz dems won, and the same people who voted for dems, buys macbooks, iphones and use Claude, rather than ChatGPT, no?
I built my PC in 2023, last month I was running out of storage and was like I’ll buy another 2TB M.2. Then I saw the price and decided just to delete games I don’t play lol.
He was talking about RAM usage for local AI, not your gaming PC. Thank you for admitting that you do not read past headlines.
It's also about controlling all information. They are scanning books and burning them. They want to monetize Google search. They want to be the only place you store your data. Pretty soon your PC and phone will just be at cloud-based dummy terminal and you will pay for access. They will control your data and the data you request. They can rewrite history and narrate the future.
Does this mean I can RAM again PC Papa?
This, as someone who regularly gets accused of being a chud (maybe i am) this is almost garunteed fallout from AI not being politically favorably anymore and not the wider reaction of democrats winning. As a PC enthusiast i just hope this means i can afford hardware again
So does this mean I can finally afford to buy my new gaming PC and affordable RAM??
but ai is different then gaming. it's question and response. It doesn't need millisecond reaction time. Plus I thought most of the ai datacenters are for training models which isn't something you really need to access instantly, right? Once you have a model you can implement on more local servers that don't need as much processing power to save that millisecond if you must. I'm running openai locally on my PC and it takes about 10-30 seconds to answer a seriously big coding question with the big 120b param model. In the server rack down the street it'd probably be instant.
Sam Altman won’t be able to steal everyone’s ram from their home PC, so the market is crashing
the computer and PC revolution wiped out an estimated 3 million jobs, i.e. typists, data entry keyers, file clerks, and secretaries. this led to intense panic and fear across the white collar workforce. this pc revolution turned around and created 4million jobs in new sectors relating to PCs.
The bad: NVDA investors are fuk The good: I can finally build a gaming PC
Are PC parts prices also going to take a hit? If not idc enough yet
Sir this is a casino. But the NASDAQ is taking a fat dump because people now realize that data centers and AI is going to come to a screeching halt. With any luck PC and RAM price will come down.
I will finally be able to build a PC :smoking:
Ooh goodie, this must mean I can finally buy a new gaming PC now that RAM and GPUs will be affordable again right? Right?
Home served LLMs are the future. Similar to the mainframe to PC transition
The part I keep thinking about is the planned double-digit drop in PC shipments for 2027. It means nearly all the growth is coming from data center, so the stock now trades almost entirely on hyperscaler capex. That's fine while Meta, Microsoft and OpenAI keep spending. But it also explains why it sold off with the rest of AI infrastructure even after a beat. Guide quality looks strong, and the risk is just more concentrated than it used to be.
Everyone building a PC get ready to buy your RAM when prices plummet before big tech figures out who to bribe to keep the data center projects alive lol
Yea..I’ll just upgrade my PC..even if it’s double
They are already building a device the size of a PC that can handle all your reasonable AI needs.
There isn’t any glory in our battles anymore … the world is PC… and bland
Lmao, mask briefly falls off. Damage control. >OpenAI CEO Sam Altman spent election night defending his position on PC RAM purchases. He changed his name on X to “Ram Altman” in response to another user’s comment, saying, “i actually do want the world to have tons of memory and people to put as much as they want in their computers, and it is fucking annoying that this was taken out of context. i have been arguing for the world to ramp up memory production for a long time.”
I might be missing something, but wouldn’t restrictions on data centers indirectly benefit Intel? If memory prices drop as a result, couldn’t that help revive the PC market?
so does this mean GPU, RAM, and storage prices will go down? I can live with my port catching blue aids if it means i get to upgrade the PC
LLM sure but Claude code is not an LLM. It's a tool that runs on your PC and does actions through your terminal, having full access and much greater abilities. The switching costs are real.
My commentary on markets today is that everyone is wrong about Dell. It fell on Intel's PC warning and the Texas data-center scare. However, PCs were only 19% of Dell's segment profit last quarter. The AI-server backlog is $95 billion of signed orders. Every estimate period on my site went up, and it reports Nov 24. numbers from escapebot, my site
The data center margin is what stands out to me, going from 25% to 34% while revenue nearly doubled, so the MI450 ramp is adding real profit and not just volume. The flip side is that the 2027 guide assumes a double digit drop in PC shipments, so with client already down 4% sequentially, almost all of that growth has to come from MI450 and Helios landing on schedule.
AI dying is prob the best thing for rotation back into the rest of the Market that can now take advantage of rock bottom token pricing and unlocked computer supply as data center build out slows and becomes more localized just like the PC did to mainframes.
the memory thread running through both prints this week is hard to ignore. amd said PC sell through slowed late in the quarter on higher memory costs and its planning for PC units down double digits in 2027. apple said basically the same thing on margin. when the biggest buyers in the world cant push back on memory prices, the pricing power is pretty clearly with the memory makers right now
I disagree. It's not all priced in. Will be the biggest revenue generating game of all time. Wall Street underestimates the revenue and sources of revenue. 1 year from now it will be much higher. I see a 50% run up within 6 months. In Q1 you have the PC release. Then online and microtransactions. Because the majority of development costs have been already incurred, there will be strong margins falling to the bottom line. Should be $300-$400 range within 12 months.
"AMD prepares for even weaker PC market in 2027, expects double-digit decline in shipments" INTC said the same thing and got murdered 40% LOL
If you valued the companies at having this level of spending/revenue for only 2-3 years then they go back to being the old PC focused companies they wouldnt be worth a trillion. AMD and the others would be worth maybe $100 million like they were before. that's why the stock goes down. Yes they are getting money now but it has to be sustainable forever at their current share prices
Nice bro! I’d like to get a new PC. Are the prebuilt the way to go now?
Unless the machine is locked down to prevent any kind of software modification. Otherwise customers can just install/run what they want like a typical laptop/PC.
AMD took PC market share from Intel but they are also predicting a big decrease in those sales in 2027
Google used to print money then they took on debt for the first time and haven’t stopped since. They are cannabalizing search. I dumped them a while ago and haven’t looked back. I don’t like mature money-printer stocks loading up on debt going all in on some BS. Apple fumbled the ball the right way somehow. I’m perfectly happy waiting bc there is a huge backlash happening against the whole subscription model service. There will be a smart company that comes along and sells people a better GPU, PC with memory. How? There is many H100s sitting there waiting for memory or they are in the Texas warehouses since OpenAI has been building that massive data center in Texas and they bought out the supply before they had anywhere to put them. There are giant holes in parts of the real economy that NVidia left and nobody wants to fill them…yet. I hope I’m wrong but memory and chip cycles have always existed. They are even considering exiting GPUs altogether bc they know photonic chips are better so they want you to rent their $7000 machines. Its unreal how off course these companies are. We are all going to have to pay at some point bc everyone who works has a 401k and if they put Anthropic in the QQQs I’m ok with making my own index. Its 2026 I don’t need someone to spoon feed me companies I don’t like. I love partial shares bc I just build my own ETFs and kick out the stuff I don’t like. Honestly I’m in bonds mostly which disgusts me but it made me a decent amount bc they were completely oversold. Same with Nike. Its still not great, it’s not recession proof but it’s not dead.
Nothing going on, probably because Intel reported slowdown in PC sales
Intel fiel weil PC Markt schwachelt und diese sind da stark abhängig . Amd Umsatz in dem Bereich schwachelt auch . Wenn Rechenzentren stehen bzw weg bleibt woher sollen die gewinne kommen ?
funniest thing is they shat themselves on PC business which is still a big part of intc. saying its over for ai by using intc as an example is straight up retarded
Advanced Micro Devices reported third-quarter earnings on Tuesday that beat Wall Street’s expectations, with revenue jump 45% and data center sales nearly doubling from a year earlier. The stock jumped 7% in extended trading. Here’s how the chipmaker did versus LSEG consensus estimates for the quarter: Earnings per share: $2.09 adjusted vs. $1.95 expected Revenue: $13.38 billion vs. $13.09 billion expected Revenue increased from $9.25 billion a year earlier, AMD said in a statement. CEO Lisa Su said in a press release that she expects growth in data center processors to “accelerate further,” and that meeting demand won’t be a problem. “With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years ” Su said in a statement. AMD’s report comes days after Intel disclosed similar data center growth, with revenue in that segment up 78% in the third quarter. But the stock plummeted 29% on Friday over concerns about weak guidance and Intel’s ability to meet demand. The data center unit makes up the majority of AMD’s business, accounting for 64% of overall revenue, up from 47% a year ago. After years spent chasing Nvidia in the market for artificial intelligence graphics processing units, or GPUs, AMD’s central processing units, or CPUs, are experiencing a major resurgence with the rise of agentic AI apps like Meta ’s Muse. AMD’s server CPUs are key for agentic apps because they power virtual machines and can run for hours on their own. Demand from agentic AI boosted AMD shares to a record in October. PC market struggles AMD’s stock is up about 125% this year, but it saw three consecutive days of losses before rallying on Tuesday amid an industrywide sell-off tied to fears about overspending on AI. AMD is also a major player the in weakening PC market, which Intel blamed for its poor outlook last week. AMD and Intel are the largest makers of traditional x86 processors that power many laptops and desktops, while other laptops rely on Arm-based processors from the likes of Qualcomm and Apple. Global PC shipments declined 4% in the second quarter from a year earlier due to soaring costs for memory and other components, according to Counterpoint Research. AMD reports PC chip sales in a segment combined with gaming chips. Revenue in that business fell 8% from a year earlier to $3.7 billion. Gaming revenue was down 40% from a year ago. For the fourth quarter, AMD said it expects about $17 billion in revenue, beating the $16.2 billion average analyst estimate, according to LSEG. AMD sees its gross margin for the quarter coming in at 55%, slightly below the average estimate of 55.3%, according to StreetAccount. AMD also sells data center GPUs and full rack-scale systems called Helios that compete directly with Nvidia’s Grace Blackwell and Vera Rubin. Meta, Microsoft, Anthropic, OpenAI, and Oracle are all beginning to use AMD Helios in their data centers. Meta said last week that its Helios racks are up and running, and AMD agreed to invest $1 billion in Meta’s equity offering. AMD has also committed to investing up to $5 billion in Anthropic, which unveiled its highly anticipated prospectus last week as it inches closer to a potentially historic initial public offering. During a visit to Taiwan in October, Su said she plans to “substantially increase our supply in 2027.” Su and Nvidia CEO Jensen Huang have both made multiple trips to Taiwan and South Korea this year, holding meetings with key suppliers like Taiwan Semiconductor Manufacturing Company and memory leaders SK Hynix and Samsung. In September, AMD said it would acquire World Labs for $8.2 billion in an all-stock deal. The San Francisco-based AI lab, founded by industry pioneer Fei-Fei Li, is developing a so-called world model that simulates 3D environments to aid in developing robots and other physically grounded AI applications.
I mean, with the extended hours, this shit near damn goes on 24/7. You can never sleep or leave your PC. Just watch the stonks forever. and ever... and ever...
AMD can't escape the PC RAM-related PC slowdown, it's just a matter of their GPUs gaining any traction and server CPUs. Still think it dumps after-hours.
lol what? nice reasoning, or rather lack of it. why SMCI? intel shat itself on PC, not data centers xd AMD? 6th gen EPYC margins may offset any compression in PC industry due to memory etc. It also depends how their helios rack is ramping up, possibly accelerates. if AMD is sold off its because the stock is expensive COMPARED to NVDA, i wouldnt expect any margin compression or lowering guidances. lottery ticket, nowhere near a certain outcome, you regard.
Take that guy's advice, please, you can get and build a better PC than Alienware.
There is no way AMD meets or beats the exaggerated expectations for their Q4 is there? And their forward guidance for the PC market will have the same caveats Intel did and got punished for.
Apologies, I lack the technical knowledge to fully explain my thought. Yes, I think we’re saying the same thing. Apple has built a system to host local LLM models that will perform a series of stable classes to achieve predictable objects, then call out to larger AI’s for users to build complex tailored inheritance hierarchies and carry out tasks requiring more processing power. This appears to be the same approach Nvidia and PC’s will be taking with “Spark” next year. Salesforce and Microsoft also same to utilizing the same methodology inside their software packages as well by sourcing AI capabilities from the larger hyper scalers like Meta and Open AI inside a shell of proprietary classes. I would say Apple has the inside track on this merely due to their earlier adoption and the novel use of processing power inside the M chips. In the coming years, I would assume Apple will begin to integrate either a local LLM into its OS or possibly expand the App Store into something akin to a less open LM Studio.
Well, some premades are basically free. Since they cost as much as the GPU inside sometimes less. It's not a good climate to build a custom DDR 5 PC right now.
All bounces are guilty until proven innocent. The market is in a downtrend. I wouldn't bet on earnings in either direction. This market has been punishing even great reports. Do we really think AMD is going to escape the PC slowdown that destroyed INTC, and buck the trend and have a positive reaction? Most likely, that would require an election result that the market likes. A democratic sweep would likely not be welcome.
Yeah true but I can’t think of a company that has ever successfully pivoted its primary business model like this. The innovators dilemma always strikes. Maybe IBM with the launch of the IBM PC in 1981 but they lost all the advantages of that within a few years to Compaq. Will be impressive if they pull it off.
Mine cost 4k and went up to 7k, wild times we live in when PC hardware can unironically appreciate in price lmao. Hell yeah to future proofing gang, I bet your PSU wattage is way past the recommended watt for your rig so you can re-use it in future upgrade Oh I'm not surprised about that inevitability. What I'm truly worried about is GPUs will eventually hit a price where data centers might start mulling renting out virtual remote desktops(ie. GeForce Now) to consumers, and people unironically think it's totally bang for the buck because GPUs cost 20k.
I think EPYC will do very well, PC is gonna shit the blood, the only ? is the demand for Helios, are they gonna cook idk man. I really think they only deserve to be at $300 now
Nobody cares about PC numbers. The money is in data centers.