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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AMD’s beat became a sell-the-news event: shares fell 8–10% despite Q2 revenue of $11.54B, EPS $1.66 and Data Center revenue of $6.72B (+107% YoY). Watch $13.0B Q3 guide, $424 support, capex of $808M and Helios/MI350 ramp. $AMD #AI #Semiconductors
2026-08-04T20:34:18.969Z