[Events] ARM, QCOM, SMCI, or AMD — Who’s Your Pick?

Tiger_Earnings
11-03

This week, chip giants are stepping into the spotlight. ARM Holdings(ARM), Qualcomm(QCOM), Super Micro Computer(SMCI), and Advanced Micro Devices(AMD) are all set to release earnings. Who’s your top pick? Share your prediction in the comments below!

💡 Earnings Highlights

$Advanced Micro Devices(AMD)$ (After market close on Nov 4)

  • Analysts expect Q3 FY2025 revenue of $8.74 billion (+28% YoY) and EPS of $1.16.

  • Key focus: Will MI300 GPU shipments hit 250,000 units? How will the OpenAI compute partnership ramp up, and can AMD further expand its AI PC footprint?If data center revenue surpasses 45% of total, it could validate AMD’s long-term AI substitution thesis.

$SUPER MICRO COMPUTER INC(SMCI)$ (After market close on Nov 4)

  • Expected Q1 FY2026 revenue of $5.9 billion (+1% YoY) and EPS of $0.40.

  • While short-term order timing may fluctuate, improvements in delivery efficiency, margins, and full-rack system adoption could support long-term growth. If large-scale rack orders are recognized smoothly, SMCI might break out of its current trading range.

$Qualcomm(QCOM)$ (After market close on Nov 5)

  • Analysts project Q4 FY2025 revenue of $10.76 billion (+4.8% YoY) and EPS of $2.86.

  • Focus: the new AI200/AI250 chips officially entering the data center race, directly challenging NVIDIA and AMD. Winning large-scale orders from Microsoft or Meta could push Qualcomm’s stock toward its $225 price target.Edge AI momentum in smartphones and PCs will also be critical for near-term performance.

$ARM Holdings(ARM)$ (After market close on Nov 5)

  • Forecasted Q2 FY2026 revenue of $1.06 billion (+63% YoY) and EPS of $0.33.

  • Key question: Can its collaboration with OpenAI on AI server CPUs bring new licensing growth? While investor concerns linger over SoftBank’s stake reduction, any strong update on AI chip architecture could reset ARM’s valuation narrative.

How to Participate

Drop a comment below and tell us:

  • Which company do you think will deliver the strongest earnings?

  • Who will see the biggest post-earnings stock surge?

🎁 Rewards

  • 💰 Every valid comment earns 10 Tiger Coins

  • 🎉 One lucky Tiger will win exclusive Tiger gift or a $5 stock voucher

⏰ Event Duration

  • From Nov 3 to Nov 6, 2025, 04:00 AM (SGT)

# AMD Expects Profit to Triple! Are You Missing Out on its AI Story?

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