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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is experiencing a massive, sentiment-driven rally following an earnings report that the community is viewing as a landmark moment for its AI data center growth. While bulls are celebrating what they describe as a structural shift and potential for further gains, a significant portion of the community is debating whether this parabolic move reflects legitimate long-term momentum or a bubble-like extension fueled by intense FOMO and short-covering.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio shares are trending as investors anticipate major upcoming catalysts, including a potential sBLA decision and management's commentary during the upcoming earnings call. The community is actively discussing clinical trial updates, aggressive short-selling activity, and the company's prospects for global expansion.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after delivering a bottom-line earnings beat and reporting a significant recovery in gross margins, which has triggered a massive short squeeze among traders who were betting against the company's profitability. The community is heavily focused on the improved margin guidance and the potential for a sustained rally as institutional and retail investors debate whether this marks a definitive turnaround from recent accounting and legal headwinds.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense investor focus as it hits all-time highs, fueled by an insatiable demand for HBM and enterprise SSDs amidst a persistent semiconductor supply crunch. The community is sharply divided between bulls betting on massive rerating potential and extended AI-driven growth, and bears warning that the current momentum resembles a parabolic bubble ripe for a correction.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Semiconductor bears are facing intense pressure as the sector continues a relentless, momentum-driven rally that ignores valuation concerns and geopolitical risks. The community is actively debating the sustainability of this bubble, with many traders frustrated by the persistent disconnect between sector earnings and price action while struggling with the heavy decay inherent in leveraged bearish positions.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is rallying following a transformational billion-dollar AI data center contract with Cerebras Systems, fueling community optimism about a potential short squeeze and long-term valuation re-rating. Investors are closely watching the partnership as a major catalyst for momentum, with many actively debating the stock's potential to reach double-digit price levels.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently facing intense retail frustration and downward price pressure as investors rotate capital into other semiconductor stocks, despite the company remaining a dominant leader in the AI infrastructure space. Community sentiment is largely driven by a growing disconnect between the company's strong fundamentals and its sideways market performance, with traders closely monitoring upcoming earnings as a potential catalyst for a renewed rally.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened community engagement as investors debate the impact of the company's aggressive Bitcoin acquisition strategy ahead of its quarterly earnings release. Conversations are heavily focused on the stock's role as a high-beta proxy for Bitcoin, with bulls highlighting the potential for short squeezes and institutional adoption, while bears remain skeptical of the sustainability of the company's debt-fueled growth model.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is undergoing a parabolic surge fueled by a structural AI memory supercycle and reports of long-term supply shortages for NAND and DRAM chips. The community remains deeply divided between bulls citing massive earnings growth and NASDAQ-100 inclusion, and skeptics who fear a speculative bubble driven by artificial scarcity and extreme volatility.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is facing intense skepticism as investors grapple with production setbacks, cash burn concerns, and management changes ahead of its upcoming earnings call. While some in the community advocate for a long-term position citing the company's technology platform and strategic partnerships, others are concerned by ongoing dilution and the stock's recent downward price performance.

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Advanced Micro Devices Q1 Earnings Call Highlights

Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across...

AMD Stock Investors Just Got Fantastic News From CEO Lisa Su -- and There Could Be More to Come

Key PointsAMD's first-quarter results sailed past Wall Street's estimates...

Advanced Micro (AMD) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for Advanced Micro (AMD) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

<ul class="summary-bullets"><li>AMD reported adjusted earnings per share of $1.37, ahead of Wall Street’s consensus estimate of $1.29.</li><li>Revenue at AMD’s data center business grew 57% to $5.8 billion.</li><li>Personal computer-related sales rose 23% to $3.6 billion.</li></ul>Advanced Micro Devices (AMD) stock jumped 6% after-hours, breaching record highs hit last week after the chipmaker’s first quarter revenue and earnings beat street expectations, owing to a jump in its data center business, while forecast-beating second quarter guidance aided sentiment.&nbsp;AMD reported adjusted earnings per share of $1.37, ahead of Wall Street’s consensus estimate of $1.29, and up from $0.96 in the same quarter last year. Revenue for the quarter reached $10.3 billion, better than expectations of $9.9 billion, and up 38% year-on-year.&nbsp;Revenue at AMD’s data center business grew 57% to $5.8 billion. Analysts had predicted an average of $5.61 billion. Personal computer-related sales rose 23% to $3.6 billion.“Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand,” Chief Executive Officer Lisa Su said in the statement. “We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with data center now the primary driver of our revenue and earnings growth.”A boom in artificial intelligence usage has spurred supply constraints, and most companies now are looking to increase their supplier pool. AMD and Nvidia are the major companies that manufacture graphics processing units (GPUs) in the world. While Nvidia is the market leader, AMD has recently seen hyperscalers deploy its units.&nbsp;<h2 class="st-heading-2">AMD Recent Contract Wins</h2>In February 2026, AMD and Meta announced the largest GPU procurement deal in history. Meta will deploy up to 6 gigawatts of custom Instinct MI450 GPUs across its data centers.&nbsp;In October 2025, AMD secured a multi-year deal with OpenAI. Starting in late 2026, OpenAI will deploy 1 gigawatt of AMD Instinct MI450 GPUs.&nbsp;Oracle announced it will launch the first publicly available AI supercluster powered by 50,000 AMD Instinct MI450 GPUs in Q3 2026.&nbsp;<h2 class="st-heading-2">AMD Q2 Guidance&nbsp;</h2>For the second quarter of 2026, AMD expects revenue to be approximately $11.2 billion, plus or minus $300 million, beating expectations of $10.5 billion, as per&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a> data.&nbsp;The revenue guidance range represents year-over-year growth of approximately 46% and a sequential increase of approximately 9%.&nbsp;<h2 class="st-heading-2">AMD Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish,’ and message volumes were ‘high.’One user was optimistic that AMD will hit a trillion-dollar market cap soon.&nbsp;<stembedurl>https://stocktwits.com/bullmarket2026/message/652362851</stembedurl>Another user opined that the positive earnings were already priced in and predicted possible weakness in stock prices.&nbsp;<stembedurl>https://stocktwits.com/CalledThis1/message/652363226</stembedurl>&nbsp;The stock has soared 66% year-to-date.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/google-in-talks-with-blackstone-kkr-for-ai-partnerships/cZQDe3jhttps://stocktwits.com/news-articles/markets/equity/google-in-talks-with-blackstone-kkr-for-ai-partnerships/cZQDe3jRe9uRe9u">Top Wall St Firms Are Interested In Google's AI Suite: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AMD logo is seen displayed on the screen of a tablet

AMD Stock Soars On Q1 Data Center Revenue Surge, Upbeat Q2 Guidance

Expects Q2 revenue of $11.2 billion, exceeding expectations of $10.5 billion.

Equity

Advanced Micro Devices (NASDAQ:AMD) Trading Up 4% Following Strong Earnings

Advanced Micro Devices (NASDAQ:AMD) Stock Price Up 4% Following Strong Earnings...

AMD revenue climbs 38% as data center and AI chip demand powers first quarter

The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion...

AMD Tops Q1 Expectations During 'Accelerating' AI Demand

Advanced Micro Devices Inc (NASDAQ:AMD) reports financial results for the first quarter of 2026 after the market close on Tuesday.read more...

Top Large Cap Stocks To Consider - May 5th

Micron Technology, Sandisk, Invesco QQQ, Intel, NVIDIA, Tesla, and Advanced Micro Devices are the seven Large Cap stocks to watch today, according to MarketBeat's stock screener tool. Large-cap...

Stocks making the biggest moves midday: Shopify, Advanced Micro Devices, PayPal, Intel, Coinbase & more

Here are the stocks making headlines in midday trading...

5 Stocks Seeking Earnings Perfection This Week

It's something special to have a perfect earnings surprise track record for five years.

$AMD Q1 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.85 up 93.18% YoY
• Reported revenue of $10.25B up 37.85% YoY
• For the second quarter of 2026, AMD expects revenue of approximately $11.2B, plus or minus $300M, and a Non-GAAP gross margin of approximately 56%.

Stocktwits

 Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.85 up 93.18% YoY
• Reported revenue of $10.25B up 37.85% YoY
• For the second quarter of 2026, AMD expects revenue of approximately $11.2B, plus or minus $300M, and a Non-GAAP gross margin of approximately 56%.

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Stocktwits Earnings

AMD stock price today, news, financials, forum, discussion, community insights, and trading ideas, join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

AMD Stock Price Today, Analysis, News and Trading Ideas

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

Stocktwits Polls

Traders are witnessing unprecedented parabolic price action across the chip sector, sparking intense debate about a potential AI-driven market bubble.

Bears are facing significant losses as momentum relentlessly pushes prices higher, triggering aggressive short-covering and volatility.

Investors are setting ambitious sights on new milestones, with many eyeing $500 or higher after the recent massive surge.

Long-term holders are weighing whether to secure life-changing gains now or continue riding the AI narrative for future growth.

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