Chip stocks soars on AMD's strong results: Is it time to jump in?
$アドバンスト マイクロ デバイシズ (AMD.US)$ unveiled its Q2 results on July 30, surpassing projections in revenues, earnings, and Q3 guidance. Datacenter sa
もっと見る
$アドバンスト マイクロ デバイシズ (AMD.US)$ 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 $エヌビディア (NVDA.US)$ , $アーム・ホールディングス (ARM.US)$ , and $スーパー マイクロ コンピューター (SMCI.US)$ . ARM, $クアルコム (QCOM.US)$ , and $インテル (INTC.US)$ 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?
practical NyanCat_76 : おめでとうございます!
103970650 : とても良いです...
Anthony 27 スレ主 103970650 : 短期的にはまだ言えないが、新規売には良いと思います。
10baggerbamm Anthony 27 スレ主 : オマハの賢人(バフェット)は言いました。「他の人が強欲のときには恐れるべきであり、他の人が恐れるときには強欲になるべきである」と。
Anthony 27 スレ主 10baggerbamm : はい、あなたは正しいです。
もっとコメントを見る...