Aug. 4 at 9:55 PM
$AMD $AMD The AI revolution isn’t slowing, it’s accelerating, and AMD is right in the middle of it. 🚀🔥
✅ 51% YoY revenue growth
✅ Record quarterly revenue
✅ Record Data Center revenue
✅ Beat on revenue and EPS
✅ Q3 guidance above Wall Street expectations
✅
$1.56B in free cash flow while nearly doubling CapEx
✅ Over
$13B in cash and short-term investments
Lisa Su continues to execute while hyperscalers invest hundreds of billions into AI infrastructure. EPYC CPU adoption is growing, Instinct AI accelerators are ramping, and next-generation platforms are expanding AMD’s addressable market.
Bears keep calling it a bubble. Meanwhile, the financials keep getting stronger, customers keep spending, and AMD keeps raising the bar. This isn’t a story built on hype alone, it’s backed by accelerating revenue, growing cash flow, and one of the biggest technology investment cycles in decades.
The AI race is still in its early innings, and AMD has positioned itself as one of its biggest long-term winners. 🚀📈💎
$NVDA $AVGO $MSFT $AMZN
