the expectation has exceed but it p/e already quite high. and  election is coming. the price will remain roughly the same by the end

Cautious on short term volatility. Good for long term investment.

I'm holding my $Palantir Technologies Inc.(PLTR)$ shares through earnings and have no intention of selling. I've been a diamond-hand investor because I believe the company is still in the early stages of a much bigger AI growth story. While expectations are high, Palantir has consistently delivered, and I'm looking forward to another strong earnings report. For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger. As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market,

🌟🌟🌟I believe that $Advanced Micro Devices(AMD)$ will close up in the green zone of 5% to 10%.  This is because AMD has shed its label as a mere second source alternative to $NVIDIA(NVDA)$ . AMD's core valuation is backed by concrete multi billion dollar hardware infrastructure contracts with hyperscalers like $Meta Platforms, Inc.(META)$ .  Meta has signed a contract of deploying 6 gigawatts of AMD Instinct AI accelerators alone.  OpenAI has also committed to another 6 gigawatts of AMD Instinct AI accelerators. Exciting times are ahead for AMD.🌈🌈🌈💰💰💰 @Tiger_Earnings

I'm voting RED. I believe AMD $Advanced Micro Devices(AMD)$ could deliver a strong quarter with solid revenue growth and healthy margins, but much of the good news is already priced in. Expectations for AI infrastructure, Helios deployments, and enterprise demand are so high that even impressive results may not be enough to excite investors. My main focus is the guidance. While Microsoft, Meta, OpenAI, and Anthropic have announced major commitments, investors want clearer timelines for shipments and when those AI deals will translate into revenue. If the outlook falls short of elevated expectations, the stock could see profit-taking. I'm still bullish on AMD's long-term prospects thanks to EPYC and its expanding AI roadmap. However, for this earn

Nice Sharing 😁 let's make a guess [Chuckle] @JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000

$Advanced Micro Devices(AMD)$ is scheduled to report its Q2 2026 results after the market closes on 4 August. Wall Street currently expects revenue of around US$11.3 billion, up 47% year on year, with adjusted EPS of US$1.61, an increase of more than 230%. AMD previously guided for Q2 revenue of US$11.2 billion, plus or minus US$300 million. This means the current consensus is already close to the upper end of management’s guidance. The company entered this earnings season with strong operating momentum. In Q1, revenue reached US$10.25 billion, up 37.8% year on year. Operating income increased 83.1% to US$1.48 billion, while free cash flow rose 253% to US$2.57 billion. Free cash flow margin improved from 10% to 25%. Data Center reve

Tech is where im staying ... 

$Advanced Micro Devices(AMD)$ reports its fiscal Q2 2026 financial results on Tuesday, August 4, 2026, after the market close (AMC). Driven by escalating demand for AI server processors and enterprise infrastructure, AMD enters this print following a strong Q1 performance. Here is a comprehensive preview of expectations, core metrics to track, and short-term trading setups around the release. Wall Street Expectations & Guidance Baseline Key Metrics Investors Should Watch A. Data Center & AI Accelerator Ramp (The Main Engine) Instinct AI GPU Revenue & Commitments: Look for commentary on shipments of the Instinct MI325X / MI355X series and early deployment progress on custom silicon initiatives (such as Meta's multi-gigawatt engagement wi

based on recent catalysts like the Core Scientific deal and Synopsys partnership, but the company has a narrow window of two to three quarters to justify this valuation. Reaching such an ambitious price target demands flawless execution, as AMD must concurrently capture significant AI accelerator market share from Nvidia while expanding gross margins in its data center division. Because the stock price is currently running ahead of reported earnings, any delay in customer deployment or margin compression during upcoming quarterly results could quickly trigger sharp volatility.

$TSLA I’d like to see the stock open up the month with a gap up that runs away towards the gap fill. Otherwise, with how the July monthly candle looks, I could see a wick below July low and then reversal. Historically, TSLA sees huge months following this large of a down month. So the shakeout would likely come early in August if it does happen before reversing higher. I think if we can repair the quarterly candle in August and not let the quarterly MACD turn bearish we got a good shot at ATH in 4Q. 

The recent 13%+ surge in $Advanced Micro Devices(AMD)$ AMD reflects a classic "buy-the-dip" institutional rebound following weeks of broader AI sector consolidation. Hyperscaler capital expenditure (CapEx) commentary from Microsoft, Meta, and Alphabet reaffirmed that AI data center buildouts are accelerating rather than stalling. 1. Are Investors Buying the Correction Dips? The market action indicates clear accumulation by institutional money during the pullback: Divergence Reset: AMD had pulled back sharply toward technically oversold territory (RSI dropped into the mid-30s prior to the pop). CapEx Reality Check: When hyperscalers reported massive ongoing infrastructure spending for AI accelerators, CPUs, and high-bandwidth memory (HBM) infrastruc

Yesterday, $Advanced Micro Devices(AMD)$ released its latest GPU and CPU products. The company claimed that the performance exceeds $NVIDIA(NVDA)$, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M

AMD's Helios AI rack is strategically important, but it is unlikely to meaningfully erode NVIDIA's dominance in the near term. The launch is more significant as a long-term positioning move than as an immediate competitive threat. Why Helios matters AMD is no longer selling just GPUs. It is offering an integrated AI platform combining GPUs, CPUs, networking and software, similar to NVIDIA's rack-scale approach. Large cloud providers increasingly prefer complete, validated systems because they simplify deployment and improve performance. AMD can leverage its strengths across EPYC CPUs, Instinct GPUs and Pensando networking to provide an end-to-end AI infrastructure solution. Why NVIDIA's moat remains formidable CUDA ecosystem: NVIDIA still has the most mature AI software stack, libraries an

Is quite challenging & supporting AMD💪💪💪

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ Still believe there is much upside for Tech/Chip stocks? I would air a moment of caution if you already miss the previous bullish run and thinking of entering now. U might be catching a falling knife. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing tradin