🔥 AMD vs SMCI: Chip Earnings Face-Off This Week! 🔥-To The Moon - Tiger Brokers Online Investing Community - To The Moon

8
5
Favorite

🔥 AMD vs SMCI: Chip Earnings Face-Off This Week! 🔥

Isleigh
2025-08-05

Big tech chips are back in the spotlight! Both $AMD and $SMCI are set to report earnings on August 5, but expectations couldn't be more different.

🔸 $AMD is forecasted to post Q2 revenue of $7.43B, up 27% YoY — impressive growth!

But net income may slide to $796.6M (from $1.26B last year), reflecting margin compression despite topline expansion.

🔸 $SMCI faces a 29% plunge in EPS to $0.45, but revenue is expected to grow 13% YoY to $5.98B — possibly driven by AI server demand.

💡 Investors now face a dilemma:

➡️ High growth, falling profit (AMD) or

➡️ Shrinking margins, solid revenue momentum (SMCI)?

Chip stocks have been riding the AI wave, but will earnings disappoint and trigger a short-term pullback?

📉 Strategy Tip: Consider selling premium via iron condors or vertical spreads to hedge volatility around earnings.

Which chip champ are you betting on?

Comment below — are you Team AMD or Team SMCI? 👇

I'm not a financial advisor. Trade wisely, Comrades!

# Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

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.

8

Report

Comment（5）

Top
Latest

Athena Spenser
·2025-08-05
Both tricky—AMD’s margins vs SMCI’s EPS. Hedging with spreads to play it safe!
Reply
Like
Report
Maurice Bertie
·2025-08-05
SMCI’s revenue climb amid EPS drop? Risky, but AI servers might surprise.
Reply
Like
Report
Norton Rebecca
·2025-08-05
AMD’s growth excites, but profits dip? Still Team AMD.
Reply
Like
Report
VivianChua
·2025-08-09
Nice 💚💚💚
Reply
Like
Report
WendyDelia
·2025-08-05
Team AMD! 🚀
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":464153564586216,"tweetId":"464153564586216","gmtCreate":1754343532846,"gmtModify":1754368728656,"author":{"id":4147681045299222,"idStr":"4147681045299222","authorId":4147681045299222,"authorIdStr":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"93.34%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":526,"starInvestorFlag":false},"themes":[{"themeId":"4a8be1c2f3fd4806b811d3731a1f4857","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":4a8be1c2f3fd4806b811d3731a1f4857}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[],"coverImages":[],"title":"🔥 AMD vs SMCI: Chip Earnings Face-Off This Week! 🔥","html":"<html><head></head><body><p>Big tech chips are back in the spotlight! Both $AMD and $SMCI are set to report earnings on August 5, but expectations couldn't be more different.</p>\n<p>🔸 $AMD is forecasted to post Q2 revenue of $7.43B, up 27% YoY — impressive growth!</p>\n<p>But net income may slide to $796.6M (from $1.26B last year), reflecting margin compression despite topline expansion.</p>\n<p>🔸 $SMCI faces a 29% plunge in EPS to $0.45, but revenue is expected to grow 13% YoY to $5.98B — possibly driven by AI server demand.</p>\n<p>💡 Investors now face a dilemma:</p>\n<p>➡️ High growth, falling profit (AMD) or</p>\n<p>➡️ Shrinking margins, solid revenue momentum (SMCI)?</p>\n<p>Chip stocks have been riding the AI wave, but will earnings disappoint and trigger a short-term pullback?</p>\n<p>📉 Strategy Tip: Consider selling premium via iron condors or vertical spreads to hedge volatility around earnings.</p>\n<p>Which chip champ are you betting on?</p>\n<p>Comment below — are you Team AMD or Team SMCI? 👇</p>\n<p>I'm not a financial advisor. Trade wisely, Comrades!</p></body></html>","htmlText":"<html><head></head><body><p>Big tech chips are back in the spotlight! Both $AMD and $SMCI are set to report earnings on August 5, but expectations couldn't be more different.</p>\n<p>🔸 $AMD is forecasted to post Q2 revenue of $7.43B, up 27% YoY — impressive growth!</p>\n<p>But net income may slide to $796.6M (from $1.26B last year), reflecting margin compression despite topline expansion.</p>\n<p>🔸 $SMCI faces a 29% plunge in EPS to $0.45, but revenue is expected to grow 13% YoY to $5.98B — possibly driven by AI server demand.</p>\n<p>💡 Investors now face a dilemma:</p>\n<p>➡️ High growth, falling profit (AMD) or</p>\n<p>➡️ Shrinking margins, solid revenue momentum (SMCI)?</p>\n<p>Chip stocks have been riding the AI wave, but will earnings disappoint and trigger a short-term pullback?</p>\n<p>📉 Strategy Tip: Consider selling premium via iron condors or vertical spreads to hedge volatility around earnings.</p>\n<p>Which chip champ are you betting on?</p>\n<p>Comment below — are you Team AMD or Team SMCI? 👇</p>\n<p>I'm not a financial advisor. Trade wisely, Comrades!</p></body></html>","text":"Big tech chips are back in the spotlight! Both $AMD and $SMCI are set to report earnings on August 5, but expectations couldn't be more different. 🔸 $AMD is forecasted to post Q2 revenue of $7.43B, up 27% YoY — impressive growth! But net income may slide to $796.6M (from $1.26B last year), reflecting margin compression despite topline expansion. 🔸 $SMCI faces a 29% plunge in EPS to $0.45, but revenue is expected to grow 13% YoY to $5.98B — possibly driven by AI server demand. 💡 Investors now face a dilemma: ➡️ High growth, falling profit (AMD) or ➡️ Shrinking margins, solid revenue momentum (SMCI)? Chip stocks have been riding the AI wave, but will earnings disappoint and trigger a short-term pullback? 📉 Strategy Tip: Consider selling premium via iron condors or vertical spreads to hedge volatility around earnings. Which chip champ are you betting on? Comment below — are you Team AMD or Team SMCI? 👇 I'm not a financial advisor. Trade wisely, Comrades!","highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":5,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/464153564586216","repostId":0,"isVote":1,"tweetType":1,"viewCount":1987,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI","GFS","AMD.AU","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":805,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":464363764596832,"commentId":"464363764596832","gmtCreate":1754389103612,"gmtModify":1754389108651,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":464153564586216,"objectIdStr":"464153564586216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Both tricky—AMD’s margins vs SMCI’s EPS. Hedging with spreads to play it safe!","text":"Both tricky—AMD’s margins vs SMCI’s EPS. Hedging with spreads to play it safe!","html":"Both tricky—AMD’s margins vs SMCI’s EPS. Hedging with spreads to play it safe!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":464364067201032,"commentId":"464364067201032","gmtCreate":1754389088710,"gmtModify":1754389093817,"authorId":10000000000011022,"author":{"id":10000000000011022,"idStr":"10000000000011022","authorId":10000000000011022,"name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":464153564586216,"objectIdStr":"464153564586216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"SMCI’s revenue climb amid EPS drop? Risky, but AI servers might surprise.","text":"SMCI’s revenue climb amid EPS drop? Risky, but AI servers might surprise.","html":"SMCI’s revenue climb amid EPS drop? Risky, but AI servers might surprise.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":464363649495136,"commentId":"464363649495136","gmtCreate":1754389075511,"gmtModify":1754389080648,"authorId":10000000000011020,"author":{"id":10000000000011020,"idStr":"10000000000011021","authorId":10000000000011020,"name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":464153564586216,"objectIdStr":"464153564586216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"AMD’s growth excites, but profits dip? Still Team AMD.","text":"AMD’s growth excites, but profits dip? Still Team AMD.","html":"AMD’s growth excites, but profits dip? Still Team AMD.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":465555761361144,"commentId":"465555761361144","gmtCreate":1754670843070,"gmtModify":1754670846457,"authorId":3580011914778910,"author":{"id":3580011914778910,"idStr":"3580011914778910","authorId":3580011914778910,"name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":464153564586216,"objectIdStr":"464153564586216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Nice 💚💚💚","text":"Nice 💚💚💚","html":"Nice 💚💚💚","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":464335723298992,"commentId":"464335723298992","gmtCreate":1754369303630,"gmtModify":1754399763323,"authorId":9000000000000350,"author":{"id":9000000000000350,"idStr":"9000000000000350","authorId":9000000000000350,"name":"WendyDelia","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":464153564586216,"objectIdStr":"464153564586216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Team AMD! 🚀","text":"Team AMD! 🚀","html":"Team AMD! 🚀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}