To The Moon

AMD gave the market a two-day lesson in bounce maths. On Thursday, the stock fell 17.26% to $404.40 from Wednesday's $488.78. On Friday, it rose 11.04% to $449.04. That is a sharp bounce — and it still leaves AMD about 8% below Wednesday's close. After a 17% fall, it takes about a 21% gain to get all the way back. Friday recovered roughly half the ground lost, not all of it. Nothing about AMD's business changed between Thursday and Friday. The same third-quarter report was behind both moves: revenue of $13.38 billion, up about 45% year on year, adjusted EPS of $2.09, and data-centre revenue up 97% to $8.55 billion — now 64% of total sales. Fourth-quarter guidance was about $17 billion, and management expects total revenue growth of more than 80% in 2027. Thursday was the market selling the

AMD gave the market a two-day lesson in bounce maths. On Thursday, the stock fell 17.26% to $404.40 from Wednesday's $488.78. On Friday, it rose 11.04% to $449.04. That is a sharp bounce — and it still leaves AMD about 8% below Wednesday's close. After a 17% fall, it takes about a 21% gain to get all the way back. Friday recovered roughly half the ground lost, not all of it. Nothing about AMD's business changed between Thursday and Friday. The same third-quarter report was behind both moves: revenue of $13.38 billion, up about 45% year on year, adjusted EPS of $2.09, and data-centre revenue up 97% to $8.55 billion — now 64% of total sales. Fourth-quarter guidance was about $17 billion, and management expects total revenue growth of more than 80% in 2027. Thursday was the market selling the