● $Advanced Micro Devices (AMD.US)$AMD is scheduled to announce its 2024 Q4 earnings on February 4, 2025 (February 5, JST).
According to MOOMOO, AMD's sales revenue for Q4 of fiscal year 2024 increased by 22.01% to $7.526 billion compared to the same period last year.According to MOOMOO, AMD's revenue for the fourth quarter of 2024 increased by 22.01% year-on-year to $7.526 billion.、It is expected that EPS will increase by 46.78% to $0.60 compared to the same period of the previous year.。
In the third quarter of 2024, AMD achieved an 18% revenue growth year-on-year, reaching $6.8 billion (surpassing market expectations of $6.7 billion) due to strong performance in the Datacenter business. Non-GAAP operating margin increased by 300 basis points to 25%. Datacenter revenue increased by 25% from the previous quarter and by 122% year-on-year, demonstrating continuous growth in AMD's Datacenter market.
Stock prices are declining, with decreased value.
In 2024, AI-related stocks surged, but AMD's stock price struggled. AMD's stock price declined by 18% in 2024, dropping significantly from the 52-week high of $227 recorded in March 2024, and is currently trading around $117 per share. For the fiscal year 2025, AMD's...

$NVIDIA (NVDA.US)$
No matter what, N is still number 1, so let's wait patiently!

$NVIDIA (NVDA.US)$ If it falls this much during the pre-sale, it might be worth buying more. I've tried DeepSeek, but it's unlikely to dominate the market.
It seems that there are increasing concerns about the easing of regulations on AI Semiconductors.

$NVIDIA (NVDA.US)$ China's AI seems suspicious 🤨 Is it really low-cost? They were talking like a venture or something. It seems like there is quite a bit of assistance from the Chinese government. It's quite fishy, isn't it? 😑

$Micron Technology (MU.US)$
It's impossible for it to be under $100.