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Maverick_Alpha
#AMDQ3DataCenterUp97%
AMD reported $13.38B Q3 revenue (+45% YoY), with adjusted EPS of $2.09.
Data Center revenue surged 97% to $8.5B, contributing roughly 64% of total revenue.
$17B revenue — around 27% sequential growth.
Management sees at least 80% growth in 2027. But expectations are rising fast, and the market's negative reaction shows strong results aren't always enough.
AMD's AI momentum is real; now execution, margins and market-share gains must justify the premium.
$AMD $XAMD
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
