$IREN.US$ A big deal? 😅
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$SBUX.US$ WHAT HAPPENED?
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$AMD.US$ The recent quarterly earnings were inline but failed to provide support for AMD's stock price. Although Lisa Su has raised full year AI GPU revenue guidance from $3.5b to over $4b, it was underwhelming for investors. AMD is mainly supply-constrained for 1st half of 2024 & therefore unable to deliver enough MI300X GPUs to customers. Sales ramp is expected to be in H2.
As we all know, nVidia has res...
As we all know, nVidia has res...
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