AMD, SMCI, QCOM, ARM: all jump

AMD, SMCI, QCOM, ARM: all jump
I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts.
Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing "ai" and trying con people into investing continually), then that is poor long term planning.
I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)

AMD -7%, SMCI +7%🤔 Will QCOM & ARM Earnings Diverge?

Post-earnings divergence is reshaping the AI hardware trade. Advanced Micro Devices fell 7% despite 30%+ YoY revenue growth and an EPS beat of ~16%, as Q1 guidance at $9.8B landed below the most bullish $10B+ expectations. Data center revenue hit a record $5.4B. Super Micro Computer surged 7% after reporting FY26 Q2 revenue of $12.7B (vs. $5.7B last year) and adjusted EPS of $0.69, reinforcing near-term AI server demand. How do you view AMD’s guidance and stock? With SMCI accelerating, is it hitting the bottom?

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Advanced Micro Devices fell 7% despite 30%+ YoY revenue growth and an EPS beat of ~16%, as Q1 guidance at $9.8B landed below the most bullish $10B+ expectations. Data center revenue hit a record $5.4B.\nSuper Micro Computer surged 7% after reporting FY26 Q2 revenue of $12.7B (vs. $5.7B last year) and adjusted EPS of $0.69, reinforcing near-term AI server demand.\n\nHow do you view AMD’s guidance and stock?\nWith SMCI accelerating, is it hitting the bottom?","image":"https://community-static.tradeup.com/news/1c5fa6861f0b5f7867f8e0f5d2f61ce3"}],"images":[],"coverImages":[],"html":"<html><head></head><body>AMD, SMCI, QCOM, ARM: all jump\n \n I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts.\n \n Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing \"ai\" and trying con people into investing continually), then that is poor long term planning.\n \n I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)</body></html>","htmlText":"<html><head></head><body>AMD, SMCI, QCOM, ARM: all jump\n \n I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts.\n \n Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing \"ai\" and trying con people into investing continually), then that is poor long term planning.\n \n I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)</body></html>","text":"AMD, SMCI, QCOM, ARM: all jump I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts. Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing \"ai\" and trying con people into investing continually), then that is poor long term planning. I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butter, that is improving mobile phone chips on all fronts (power efficiency, processing speeds, etc.)","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/528851374339624","repostId":0,"isVote":1,"tweetType":1,"viewCount":58,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":731,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/528851374339624"}