Post
Wesley A. Souza
Everyone is hyped on $AMD beat: $13.38B, Data Center +97%.
Nobody is talking about the indirect stuff.
Dems swept House + Senate. Texas wants a moratorium on new data centers - 27% of US capacity.
FCF -64% to $554M. Inventory +$3B to $11.46B.
Gap already faded from $530 to $512.
Beat is real. But will it close green?
I say Yes, but not blind.
$AMD
#AMDQ3DataCenterUp97%
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
