【Voting Post】$Palantir Technologies Inc.(PLTR)$  as I predicted last week. 128usd .  Insiders know it best 

must win

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ Advanced Micro Devices delivered a rollercoaster this week that left traders reeling 😵‍💫. After smashing Q4 2025 expectations with record $10.3B revenue and $1.53 EPS, the stock still got obliterated — plunging 17% in one session as guidance spooked the market. Shares gapped down hard, wiped out weeks of gains, and triggered memories of the brutal 2018 crypto-mining hangover. But today, on February 6, the stock is fighting back with a solid rebound above $200 🚀. So… 2018 redux or classic overreaction? Let’s break it down with fresh numbers and zero hype. 🔥 What Actually Happened in Q4 2025 The beat was undeniable ✅. Data center (AI GPUs + EPYC CPUs) carried t

AMD Slides 17% — 2018 Redux or Buy-the-Dip Setup? AMD just suffered its worst one-day drop since 2018, plunging 17% intraday despite delivering an earnings beat. Shares gapped down over 11% at the open, erasing most of the gains built earlier this year. So what actually broke? Not earnings. Not demand. But expectations. The market wasn’t disappointed by what AMD reported — it was disappointed by what AMD didn’t promise. ⸻ What Triggered the Sell-Off? AMD’s quarter was objectively solid: • Revenue and EPS beat consensus • Data-center revenue continued growing strongly • Client and embedded segments showed resilience Yet the stock collapsed because forward guidance failed to validate the most aggressive AI narratives priced into the stock. Key pressure points: • AI revenue lacked a near-term

It is normal to drop when the stock runs up too much. May be a buy-the-dip opportunity for AMD's AI growth.

Advanced Micro Devices: reset or opportunity? This looks less like the end of the Al story and more like a valuation and expectations reset. The sell-off was driven by guidance, not execution. The earnings beat confirmed solid operations, but management did not deliver the near-term Al inflection the market had aggressively priced in. With China demand removed and MI300 ramp visibility pushed out, investors recalibrated from “immediate Al winner” to “cycle participant with timing risk”. That said, calling this the end of AMD’s Al optimism is premature. Three points matter: 1. Crowded trade unwind AMD had become a consensus Al proxy outside Nvidia. When guidance failed to accelerate, positioning, not fundamentals, did the damage. A 17 percent drawdown in one session has clear capitulation c

Thoughts on this dip?

This is a pivotal moment for AMD. The 17% plunge is not just a number; it's a violent market verdict on its AI narrative. Let's break down whether this is a structural breakdown or a painful, but temporary, dislocation. 1. Is This the End of AMD's AI Optimism? No, but it's the end of the "AI optimism at any price" phase. The market has shifted from valuing AI potential to demanding AI proof. The key issues from the report that triggered the reset: "Less Impressive Without China": This is critical. A significant portion of Q4's beat was driven by one-off, lower-margin sales in China ahead of new export restrictions. Stripping that out reveals underlying demand that was good, but not "beat-and-raise" spectacular. The market hates being misled by non-recurring boosts. Lack of Near-Term Inflec

Amd was inflated lol

$Advanced Micro Devices(AMD)$  and $SUPER MICRO COMPUTER INC(SMCI)$  is not a comparison. Right now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years. SMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend. 

ARM to beat and Qualcomm to miss

I go for AMD then any other company. AMD doing well in AI

Advanced Micro Devices: Guidance in Context Guidance Summary AMD reported above-consensus revenue and EPS for its latest quarter, with data-centre revenue of around $5.4 billion.  For Q1 2026, guidance was roughly $9.5 billion to $10.1 billion (midpoint of about $9.8 billion), slightly above Street expectations but down sequentially from Q4.  Market Reaction Investors focused on the sequential decline in anticipated quarterly sales as a signal that the AI hardware build-out, while intact, might be normalising after a peak cadence of orders. The stock’s downward move reflects this recalibration rather than a fundamental earnings miss.  The guidance, though slightly below the most bullish forecasts, was nonetheless in line with analyst estimates and represented a conservative

AMD's Reality Check: Why Strong Earnings Couldn't Prevent a Selloff Semiconductor giant $Advanced Micro Devices(AMD)$   released its Q4 earnings after the bell, triggering a sell-off that sent shares tumbling more than 8% in after-hours trading. What exactly happened? Let's take a closer look. Three Things to Watch Q1 Guidance Misses Expectations; The Performance Unlock Awaits the MI450 in H2 At first glance, AMD's Q4 2025 metrics seem to beat market expectations significantly. However, once you strip out the revenue from the China-specific MI308, the beat is actually quite modest. Furthermore, AMD's guidance for Q1 2026 failed to show the kind of sequential surge seen in AI memory stocks like $Micron Techno

AMD: Drop | SMCI: Jump | QCOM: Drop | ARM: Drop Expensive stocks may fall if they don’t beat expectations, while cheaper stocks with real sales may rise.

Interesting that AMD dropped, despite decent results being announced. I guessed it gets compared to nvda, whether it wants to or not, and the most valuable company in the world puts anyone to shame. I do not believe that amd really looks at themselves to be an equal competitor to nvda though. They lack the first mover advantage, and are focusing on slightly different fields. I think amd could also look to consolidate the market for consumer facing products, specifically the pc parts where nvda looked dreadful as the days passed, before heavily pivoting towards AI. Amd could really anchor itself now and in the future as the brand that kept its focus and eke out a means of being a legitimate brand, even if the AI bubble pops.

AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop Reason: I believe AMD's AI demand remains strong enough to support a stock jump; however, Qualcomm might experience a pullback due to the weak mobile market.

The recent earnings reports from Advanced Micro Devices (AMD) and Super Micro Computer (SMCI) have indeed led to a divergence in their stock performances, with AMD falling 7% and SMCI surging 7%. Let's break down the key points from their earnings reports and analyze the implications for their stocks. AMD's earnings report showed impressive 30%+ year-over-year (YoY) revenue growth and a 16% earnings per share (EPS) beat. However, the company's Q1 guidance of 9.8billionfellshortofthemostbullishexpectationsof 10 billion+, leading to a 7% decline in its stock price. Notably, AMD's data center revenue reached a record $5.4 billion, indicating strong demand for its products in this segment. On the other hand, SMCI reported a significant surge in revenue, with FY26 Q2 revenue of 12.7bi