辰逸
2025.11.05 05:47

🔥🎯$AMD(AMD.US) is making waves again! This earnings report is a textbook example of a "perfect answer sheet"💥

The newly released earnings were rated A+ — whether it's revenue structure, profit margins, or growth pace, everything is outstanding. Lisa Su and the AMD team have once again proven their execution capabilities, showing they are not just catching up but also defining new industry standards.

But the real climax hasn’t even started yet. This is just the "appetizer stage," with the main course set to debut in the second half of next year—codenamed the 400 series. This will be the full-scale breakout point for AMD’s next-generation architecture and a moment of synergy for its three major businesses: AI acceleration, data centers, and high-performance computing.

Looking back over the past year, AMD has been steadily closing the gap with competitors in the GPU, AI chip, and enterprise computing markets. And next, as the 400 series enters mass production, AMD’s profit model will shift from "growth" to a "high-leverage release" phase—the real profit amplification period is just beginning.

Lisa Su has demonstrated the golden combination of "technological iteration + financial discipline" through action, and investors may have just boarded this journey at its starting point.

Do you think next year’s 400 series will become the true watershed moment for AMD and the AI era?

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