EPHRAIM @Lewanangless - Twitter Profile

Key difference in contract style: • SKHY keeps more upside flexibility if prices keep rising • MU’s deals are more defensive (ceilings + take-or-pay) Pair trade lets you capture the relative re-rating while hedging sector multiple compression.

AstroTrader18's tweet photo. Key difference in contract style:
• SKHY keeps more upside flexibility if prices keep rising
• MU’s deals are more defensive (ceilings + take-or-pay)

Pair trade lets you capture the relative re-rating while hedging sector multiple compression. https://t.co/IZnj4sXlO3

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Lewanangless retweeted

Astro

@AstroTrader18

about 3 hours ago

$AMD just dropped another record quarter — $11.5B revenue (+50% YoY), $1.66 EPS, Data Center up 107% and now 58% of the business. But the real story isn’t the beat. Helios is turning AMD from a chip seller into a full AI infrastructure platform player (CPUs + GPUs + networking + software). Anthropic, Microsoft, Meta, and OpenAI are already locking in multi-gigawatt commitments. Server CPUs are becoming a second growth engine with management calling for >70% growth and a $220B market by 2030. Street has AMD at 69x FY1 earnings today. Consensus sees EPS going from ~$7.5 to nearly $29 — which would put the multiple at ~18x if they execute. My take: AMD might be near a peak for the foreseeable future into the end of 2026 as the market digests CapEx, margins, and the Helios ramp. But the setup underneath has all the ingredients to become the next Nvidia of 2021 — full-stack AI platform, hyperscaler lock-in, dual engines (accelerators + host CPUs), and earnings power that can compress that multiple hard if the numbers keep landing. Near-term caution. Long-term structural upside looks real. Not financial advice.

AstroTrader18's tweet photo. $AMD just dropped another record quarter — $11.5B revenue (+50% YoY), $1.66 EPS, Data Center up 107% and now 58% of the business.
But the real story isn’t the beat.
Helios is turning AMD from a chip seller into a full AI infrastructure platform player (CPUs + GPUs + networking + software). Anthropic, Microsoft, Meta, and OpenAI are already locking in multi-gigawatt commitments. Server CPUs are becoming a second growth engine with management calling for >70% growth and a $220B market by 2030.
Street has AMD at 69x FY1 earnings today. Consensus sees EPS going from ~$7.5 to nearly $29 — which would put the multiple at ~18x if they execute.
My take: AMD might be near a peak for the foreseeable future into the end of 2026 as the market digests CapEx, margins, and the Helios ramp.
But the setup underneath has all the ingredients to become the next Nvidia of 2021 — full-stack AI platform, hyperscaler lock-in, dual engines (accelerators + host CPUs), and earnings power that can compress that multiple hard if the numbers keep landing.
Near-term caution. Long-term structural upside looks real.
Not financial advice.

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Lewanangless retweeted

Astro

@AstroTrader18

8 months ago

Welcome to Astro Trader 🚀 I post charts, market structure, momentum, and macro narratives. 📊 Stocks & crypto 🧠 Education > hype 🌕 Riding bull runs, surviving bear markets Not financial advice. Opinions only. Always DYOR.

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Lewanangless retweeted

taergp

@taergp

12 days ago

@reyyyszn