Can AMD, SMCI, QCOM & ARM stri

Can AMD, SMCI, QCOM & ARM strike back to outrun their Memory peers?

AMD: The Measured Retreat:DROP
Despite a beat & raise performance from Lisa Su, AMD faces the classic perfection problem. After a massive runup, the bar was set so high it requires a miracle to clear it. Expect a slight pullback as AMD catches its breath.

SMCI: The Volatile Rebound: JUMP
After a brutal year of margin anxiety, SMCI is finally showing that Volume is King. With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere.

QCOM: The Gravity Check: DROP
Qualcomm is currently fighting a 2 front war: stagnating mobile phone sales & a transition to AI PCs. Unless QCOM reveal a surprise strategy, gravity may win this round.

ARM: The Royalty Rally: JUMP
ARM isn't just a chip company. It is a toll booth on the AI highway. With V9 architecture & power efficiency, ARM is poised to leap.

@Tiger_comments @TigerStars @Tiger_SG @TigerClub

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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Expect a slight pullback as AMD catches its breath.\nSMCI: The Volatile Rebound: JUMP \n After a brutal year of margin anxiety, SMCI is finally showing that Volume is King.&nbsp; With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere.\nQCOM: The Gravity Check: DROP \n Qualcomm is currently fighting a 2 front war: stagnating mobile phone&nbsp; sales &amp; a transition to AI PCs.&nbsp; Unless QCOM reveal a surprise strategy, gravity may win this round.\nARM: The Royalty Rally: JUMP \n ARM isn't just a chip company. It is a toll booth on the AI highway. 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Expect a slight pullback as AMD catches its breath.\nSMCI: The Volatile Rebound: JUMP \n After a brutal year of margin anxiety, SMCI is finally showing that Volume is King.&nbsp; With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere.\nQCOM: The Gravity Check: DROP \n Qualcomm is currently fighting a 2 front war: stagnating mobile phone&nbsp; sales &amp; a transition to AI PCs.&nbsp; Unless QCOM reveal a surprise strategy, gravity may win this round.\nARM: The Royalty Rally: JUMP \n ARM isn't just a chip company. It is a toll booth on the AI highway. With V9 architecture &amp; power efficiency, ARM is poised to leap.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/b71d4bdb02dcd1ba57e6712dd58a5b49\"></t-t></body></html>","text":"Can AMD, SMCI, QCOM & ARM strike back to outrun their Memory peers? AMD: The Measured Retreat:DROP Despite a beat & raise performance from Lisa Su, AMD faces the classic perfection problem. After a massive runup, the bar was set so high it requires a miracle to clear it. Expect a slight pullback as AMD catches its breath. SMCI: The Volatile Rebound: JUMP After a brutal year of margin anxiety, SMCI is finally showing that Volume is King. 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