First Fellow
2026.08.05 02:16

$AMD(AMD.US) crushed the quarter in my books.

Stock still fell ~7% after hours.

- Revenue $11.54B, up 50%.

- Data center more than doubled to $6.72B.

- Q3 guide ~$13B, above estimates.

Why did it dump? Below are my reasons and I have no complaints on the crash.

- Stock was already up ~140% YTD.

- Priced for a perfection, not a clean beat.

When a name runs that far, confirmation is not enough. The market wants shock upside like we saw with $Microsoft(MSFT.US) or $Amazon(AMZN.US).

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