$AMD Earnings will beat estimates. My reasoning (im not a pro just speculating and I will hold my measly 8/14 $65 and $75 calls through earnings): - Look at most popular CPUs / GPUs of 2020, which make up over 60% of AMD's revenue. Wanna ask about the other %? Its mostly server sided which in my opinion AMD has made some great leaps as well. amazon.com/Best-Sellers-Com... - Tom's Hardware article showing that they ranked more AMD CPUs in the fastest per $ for gaming compared to Intel. tomshardware.com/reviews/be... - Sony doubling production of PS5, XBOXX coming soon as well so I am sure that is in production as well and both should be on AMD's books. businessinsider.com/playsta...
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