やみ郎
liked
$NVIDIA (NVDA.US)$
That's right, let's buy nvidia.
That's right, let's buy nvidia.
Translated
12
11
やみ郎
liked
$Advanced Micro Devices (AMD.US)$Financial results were announced after closing on 7/30, and stock prices rose 7.6% due to overtime trading
●Unexpected improvement in 2Q results and 3Q guidance
●The main data center and client divisions are strong, and sales in the data center division are at record highs
●The full-year data center GPU sales forecast was revised upward from 4 billion dollars to 4.5 billion dollars, and the AI semiconductor MI300 performed well
●Customer acquisition and sales of the M300 progressed, sales increased to 1 billion dollars, and production capacity expanded
●Strong results for the April-6 fiscal year (2Q)
◇Total sales, sales of all divisions, and adjusted EPS exceed market expectations
(EPS earnings per share)
◇The data center division was particularly strong with a 115% increase in sales, driving growth
◇The client division is strong with 49% increase in sales
(The rate of increase in sales compared to the same period last year)
●Guidance is also above expectations
◇Sales for the fiscal year ending July-9 (3Q): 67 ± 0.3 billion dollars, market forecast: 6.62 billion dollars, higher than market expectations at median value
◇The full-year GPU sales forecast for the data center sector is 4...
●Unexpected improvement in 2Q results and 3Q guidance
●The main data center and client divisions are strong, and sales in the data center division are at record highs
●The full-year data center GPU sales forecast was revised upward from 4 billion dollars to 4.5 billion dollars, and the AI semiconductor MI300 performed well
●Customer acquisition and sales of the M300 progressed, sales increased to 1 billion dollars, and production capacity expanded
●Strong results for the April-6 fiscal year (2Q)
◇Total sales, sales of all divisions, and adjusted EPS exceed market expectations
(EPS earnings per share)
◇The data center division was particularly strong with a 115% increase in sales, driving growth
◇The client division is strong with 49% increase in sales
(The rate of increase in sales compared to the same period last year)
●Guidance is also above expectations
◇Sales for the fiscal year ending July-9 (3Q): 67 ± 0.3 billion dollars, market forecast: 6.62 billion dollars, higher than market expectations at median value
◇The full-year GPU sales forecast for the data center sector is 4...
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49