$Advanced Micro Devices (AMD.US)$ breaking wtf nobody notice...
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oky90 : It was seen long ago.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Look, I wrote the article very early, but no one noticed it.
Ffreedom : this is mentioned in the Q&A Session!!!
Andy77 : Jensen begging China to buy his chips.. lol
digimonX : Last quarter, AMD took a $800m inventory-related charge due to export restriction imposed by the US govt. Now that they got the green light to export again, it will be a $800m tailwind in the coming quarter(s).
AMD investors may still have to endure 2 more quarters of FUD-spreading by haters. H2 of 2026 onwards will look good as deliveries of MI450 to OpenAi & Oracle start to happen.