Officially opening tomorrow, let's see what surprises Su Ma brings!

AMD revenue +50% YoY with data center nearly doubling; SPCX revenue +92% YoY and losses narrowing sharply — both reports beat estimates across the board. Yet capex surged at both companies, and shares sold off post-earnings.Solid beats, but stocks still fell. Where do you see the disconnect?

AMD revenue +50% YoY with data center nearly doubling; SPCX revenue +92% YoY and losses narrowing sharply — both reports beat estimates across the board. Yet capex surged at both companies, and shares sold off post-earnings.Solid beats, but stocks still fell. Where do you see the disconnect?

AMD & SPCE Both Slide Post-Earnings — Where's the Divergence?

Official AMD Link 🎯 1. Venice (Zen 6) 2nm EPYC: First Full Public Architecture Details The summit will officially showcase all technical details of AMD's mass-produced 2nm Venice EPYC CPU. Featuring 256 Zen 6 cores, built on TSMC's 2nm process. It adopts the industry-leading EFB (Elevated Fan-Out Bridge) 2.5D advanced packaging, delivering extremely high interconnect bandwidth and efficiency...

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