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Chip stocks soars on AMD's strong results: Is it time to jump in?
$Advanced Micro Devices (AMD.US)$ unveiled its Q2 results on July 30, surpassing projections in revenues, earnings, and Q3 guidance. Datacent Show More
$Advanced Micro Devices (AMD.US)$ unveiled its Q2 results on July 30, surpassing projections in revenues, earnings, and Q3 guidance. Datacenter sales reached new peaks for two consecutive quarters, driving a 9% surge in its share price after hours.

Recently, semiconductor and AI sector stocks have underperformed, possibly due to doubts about whether current AI investments could deliver expected returns. However, AMD's earnings report suggests that downstream AI demand remains strong. This has driven up the stock prices of several AI sector companies, such as $NVIDIA (NVDA.US)$ , $Arm Holdings (ARM.US)$ , and $Super Micro Computer (SMCI.US)$ .

ARM, $Qualcomm (QCOM.US)$ , and $Intel (INTC.US)$ are scheduled to release their earnings on July 31 and August 1. Will their earnings results also reflect downstream solid AI demand?

discussion
1. Which other semiconductor stocks are you bullish on?
2. How are you positioning in the recent semiconductor market trends?
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