To The Moon

Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want

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: T

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 mobile market's drag.

And: jump smci: jump qcom: jump arm:jump Reason: silicon demand is high for the entire sector with manufacturing as a key constraint on the sector for volumes. The entire sector is positive outweighing recent underperformance of the silicon sector due to manufacturing concerns on ability of key manufacturers to scale

Semiconductors have clearly shifted from last year’s AI storytelling to a hard execution phase. Capital is chasing memory names, while logic and architecture players are under intense scrutiny on real orders, margins, and guidance. This earnings week is less about vision and more about proof. My predictions:AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop I expect $Advanced Micro Devices(AMD)$ to benefit from solid AI accelerator momentum and data center demand, enough to drive a post-arnings bounce. $SUPER MICRO COMPUTER INC(SMCI)$ , despite past issues, could see a relief rally if management shows backlog conversion

Good

AMD, SMCI, QCOM, ARM: all jump I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts. Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing "ai" and trying con people into investing continually), then that is poor long term planning. I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butt

AMD and ARM jump. SMCI and QCOM drop. fair

Yesterday my DEMO account wins.Only planned $Walt Disney(DIS)$ Bull Call Spread. AI Tool Support: My pre-market Options Plans for $DIS, $NXPI, $PLTRI spent like $30 but earned over $200Data as of YesterdayToday, I choose $PayPal(PYPL)$ , $Advanced Micro Devices(AMD)$ $SUPER MICRO COMPUTER INC(SMCI)$ as my observation and follow tickers.Personally, I like $Advanced Micro Devices(AMD)$ better.$PayPal(PYPL)$ Dipped -0.68%: Q4 Revenue Miss & CEO Transition Weigh, Key Su

$Advanced Micro Corporation (AMD) $Will be onAnnounce the latest quarterly earnings report on February 3 (after hours EST), the overall market expectation is optimistic. Analysts generally expect that the company willRevenue is approximately in the range of US $9.4 billion-9.7 billion，Earnings per share (EPS) of approximately $1.24-$1.32, maintaining year-on-year growth. Wherein,Data Center and AI Accelerator BusinessStill the biggest attraction, investors focus on the shipment progress of Instinct series GPUs and EPYC server CPUs and their contribution to gross profit margins; Client and game businesses are regarded as performance stabilizers. After the financial report is announced,Management's Guidance for FY2026Will become a key variable influenci

 • AMD = “Can you prove steady AI progress?” • SMCI = “You must be perfect.” If markets turn even slightly risk-off: • AMD → pullback, but survivable • SMCI → violent volatility

Why choose if both winning g⭐🐯

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q2 2026 earnings on February 3, 2026, after the market close. This report is arguably one of the most critical "stress tests" in the company's recent history, coming on the heels of significant 2025 volatility and operational hurdles. Key Metrics & Earnings Expectations Wall Street is looking for a massive sequential rebound after a disappointing Q1. The company itself has set a high bar for this quarter: Revenue: The company guided between $10 billion and $11 billion, representing a nearly 100% sequential increase from Q1 ($5.02B). Missing this midpoint would likely trigger severe concerns about demand fulfillment. Non-GAAP EPS: Analysts are targeting roughly $0.49 (with guida

AMD Earnings Preview: High Stakes for the Data Center and the Bridge to MI455 Global semiconductor giant $Advanced Micro Devices(AMD)$   is set to release its Q4 earnings after the closing bell on February 3, Eastern Time. Previously, the market narrative surrounding a shortage of server CPUs drove a rally for both $Advanced Micro Devices(AMD)$   and $Intel(INTC)$   , but this momentum was briefly interrupted by Intel's disappointing financial results.  Recently, market sentiment has been tested by rumors suggesting a delay in the mass pro

As Advanced Micro Devices (AMD) and Super Micro Computer (SMCI) prepare to report their earnings on February 3, investors are eagerly waiting to see if these companies can pass the valuation stress test. Here's a breakdown of the key factors to consider: AMD: Strong momentum, with a ~17% year-to-date (YTD) increase in stock price Consensus estimates: 1.32EPSon1.32EPSon9.67B revenue Drivers of growth: data center AI, MI-series GPUs, and partnerships with OpenAI and Oracle The big question: Will AMD's data center AI growth be strong enough to push the stock to new highs? AMD's data center AI segment has been a significant contributor to its growth, and the company's partnerships with OpenAI and Oracle are expected to further boost its revenue. If AMD can deliver strong earnings and guid

$Advanced Micro Devices(AMD)$  it's time to buy and hold again! What are you waiting for?! Gogogo and earn earn earn! Don't miss the chance again!

$2倍做多AMD ETF-GraniteShares(AMDL)$  

$AMD 20230120 130.0 CALL$ 

Economic Preview: Key Data Releases for January 2026 (week of 02Feb2026) Consumer Price Index (CPI) Update The Consumer Price Index (CPI) data is scheduled for release in the coming week. Previously, the year-on-year CPI was reported at 2.7%. This data is significant as it provides insight into the current inflation rate, a critical economic indicator. Market volatility is expected around the release, given CPI’s role in reflecting inflation trends. Controlling inflation remains a central focus for the Federal Government, which has set a target rate of 2%. Existing Home Sales for January Another important economic indicator to be released is the existing home sales data for January. The previous report showed a figure of 4.35 million. The upcoming data will offer valuable insight into the

We have seen how $Advanced Micro Devices(AMD)$ suffer more than 5% dip on last Friday (30 Jan), though AMD has a more balanced chip business than Nvidia. AMD stock trades at a premium valuation of 40 times expected 2026 earnings. With rumor concerning potential production hiccups for its upcoming MI450 AI accelerators, will this further shake investors confidence for AMD ahead of its earnings. As AMD prepares to release its Q4 2025 earnings on February 3, 2026, the concern of its "premium" status could not be overlooked. While $NVIDIA(NVDA)$ dominates the headlines, AMD has quietly positioned itself as the "balanced" alternative, though this comes with a high bar for performance. In this article, we would

$Advanced Micro Devices(AMD)$ is $Advanced Micro Devices(AMD)$  going to rocket like $Micron Technology(MU)$  ? I hope so, chips are expensive now a days due to AI development. So I will hold on to this for a while I guess. 

Yesterday my DEMO account wins.Only planned $Walt Disney(DIS)$ Bull Call Spread. AI Tool Support: My pre-market Options Plans for $DIS, $NXPI, $PLTRI spent like $30 but earned over $200Data as of YesterdayToday, I choose $PayPal(PYPL)$ , $Advanced Micro Devices(AMD)$ $SUPER MICRO COMPUTER INC(SMCI)$ as my observation and follow tickers.Personally, I like $Advanced Micro Devices(AMD)$ better.$PayPal(PYPL)$ Dipped -0.68%: Q4 Revenue Miss & CEO Transition Weigh, Key Su

Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want

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: T

$Advanced Micro Corporation (AMD) $Will be onAnnounce the latest quarterly earnings report on February 3 (after hours EST), the overall market expectation is optimistic. Analysts generally expect that the company willRevenue is approximately in the range of US $9.4 billion-9.7 billion，Earnings per share (EPS) of approximately $1.24-$1.32, maintaining year-on-year growth. Wherein,Data Center and AI Accelerator BusinessStill the biggest attraction, investors focus on the shipment progress of Instinct series GPUs and EPYC server CPUs and their contribution to gross profit margins; Client and game businesses are regarded as performance stabilizers. After the financial report is announced,Management's Guidance for FY2026Will become a key variable influenci

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 mobile market's drag.

And: jump smci: jump qcom: jump arm:jump Reason: silicon demand is high for the entire sector with manufacturing as a key constraint on the sector for volumes. The entire sector is positive outweighing recent underperformance of the silicon sector due to manufacturing concerns on ability of key manufacturers to scale

Semiconductors have clearly shifted from last year’s AI storytelling to a hard execution phase. Capital is chasing memory names, while logic and architecture players are under intense scrutiny on real orders, margins, and guidance. This earnings week is less about vision and more about proof. My predictions:AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop I expect $Advanced Micro Devices(AMD)$ to benefit from solid AI accelerator momentum and data center demand, enough to drive a post-arnings bounce. $SUPER MICRO COMPUTER INC(SMCI)$ , despite past issues, could see a relief rally if management shows backlog conversion

AMD, SMCI, QCOM, ARM: all jump I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts. Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing "ai" and trying con people into investing continually), then that is poor long term planning. I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butt

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q2 2026 earnings on February 3, 2026, after the market close. This report is arguably one of the most critical "stress tests" in the company's recent history, coming on the heels of significant 2025 volatility and operational hurdles. Key Metrics & Earnings Expectations Wall Street is looking for a massive sequential rebound after a disappointing Q1. The company itself has set a high bar for this quarter: Revenue: The company guided between $10 billion and $11 billion, representing a nearly 100% sequential increase from Q1 ($5.02B). Missing this midpoint would likely trigger severe concerns about demand fulfillment. Non-GAAP EPS: Analysts are targeting roughly $0.49 (with guida

$Amazon.com(AMZN)$ $Alphabet(GOOGL)$  $Advanced Micro Devices(AMD)$  This week isn’t just another earnings cycle, it’s a stress test of whether liquidity, labour data, and earnings momentum can keep equities climbing while macro and political risks crowd the tape. I’m positioning where that decision shows up first, not after it’s obvious. 02Feb26 ET 🇺🇸 and we’re entering one of those weeks where everything converges at once. Earnings weight, labour data, shutdown politics, tariff talk, sector rotation and global policy signals are all colliding. When catalysts stack like this, price rarely moves gently. It reprices. I’m not trading headlines.

AMD Earnings Preview: High Stakes for the Data Center and the Bridge to MI455 Global semiconductor giant $Advanced Micro Devices(AMD)$   is set to release its Q4 earnings after the closing bell on February 3, Eastern Time. Previously, the market narrative surrounding a shortage of server CPUs drove a rally for both $Advanced Micro Devices(AMD)$   and $Intel(INTC)$   , but this momentum was briefly interrupted by Intel's disappointing financial results.  Recently, market sentiment has been tested by rumors suggesting a delay in the mass pro

AMD and ARM jump. SMCI and QCOM drop. fair

Good

Economic Preview: Key Data Releases for January 2026 (week of 02Feb2026) Consumer Price Index (CPI) Update The Consumer Price Index (CPI) data is scheduled for release in the coming week. Previously, the year-on-year CPI was reported at 2.7%. This data is significant as it provides insight into the current inflation rate, a critical economic indicator. Market volatility is expected around the release, given CPI’s role in reflecting inflation trends. Controlling inflation remains a central focus for the Federal Government, which has set a target rate of 2%. Existing Home Sales for January Another important economic indicator to be released is the existing home sales data for January. The previous report showed a figure of 4.35 million. The upcoming data will offer valuable insight into the

We have seen how $Advanced Micro Devices(AMD)$ suffer more than 5% dip on last Friday (30 Jan), though AMD has a more balanced chip business than Nvidia. AMD stock trades at a premium valuation of 40 times expected 2026 earnings. With rumor concerning potential production hiccups for its upcoming MI450 AI accelerators, will this further shake investors confidence for AMD ahead of its earnings. As AMD prepares to release its Q4 2025 earnings on February 3, 2026, the concern of its "premium" status could not be overlooked. While $NVIDIA(NVDA)$ dominates the headlines, AMD has quietly positioned itself as the "balanced" alternative, though this comes with a high bar for performance. In this article, we would

As Advanced Micro Devices (AMD) and Super Micro Computer (SMCI) prepare to report their earnings on February 3, investors are eagerly waiting to see if these companies can pass the valuation stress test. Here's a breakdown of the key factors to consider: AMD: Strong momentum, with a ~17% year-to-date (YTD) increase in stock price Consensus estimates: 1.32EPSon1.32EPSon9.67B revenue Drivers of growth: data center AI, MI-series GPUs, and partnerships with OpenAI and Oracle The big question: Will AMD's data center AI growth be strong enough to push the stock to new highs? AMD's data center AI segment has been a significant contributor to its growth, and the company's partnerships with OpenAI and Oracle are expected to further boost its revenue. If AMD can deliver strong earnings and guid

 • AMD = “Can you prove steady AI progress?” • SMCI = “You must be perfect.” If markets turn even slightly risk-off: • AMD → pullback, but survivable • SMCI → violent volatility

Why choose if both winning g⭐🐯

TigerGPT Answer: **Financial Forecast Data** - **Earnings Per Share (EPS):** The forecast for Q2 2026 is $0.49, compared to $0.60 in Q2 2025. This represents a decrease of approximately 18.33%. This decline in EPS may indicate potential challenges in profitability or increased expenses. - **Total Revenue:** The forecast for Q2 2026 is $10,215,946,440, compared to $5,677,962,000 in Q2 2025. This is an increase of approximately 79.91%. The significant rise in revenue suggests strong sales growth or expansion into new markets. - **EBIT (Earnings Before Interest and Taxes):** The forecast for Q2 2026 is $416,495,190, compared to $450,746,000 in Q2 2025, a decrease of about 7.59%. This reduction could imply increased operational costs or reduced operation

$Advanced Micro Devices(AMD)$  it's time to buy and hold again! What are you waiting for?! Gogogo and earn earn earn! Don't miss the chance again!