And: jump smci: jump qcom: jum

And: jump smci: jump qcom: jump arm:jump
Reason: silicon demand is high for the entire sector with manufacturing as a key constraint on the sector for volumes. The entire sector is positive outweighing recent underperformance of the silicon sector due to manufacturing concerns on ability of key manufacturers to scale

AMD -15%, SMCI +15%🤔 Will QCOM & ARM Earnings Diverge?

Advanced Micro Devices fell 15% 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 15% 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? Will AMD fill the gap at $165?

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