Ben Rashid

[Ben Rashid @BenRashid1024]

@LeifInvests Simple answer, your forward p/e is incorrect.

[Ben Rashid @BenRashid1024]

@Kamran_Yousaf You mean China should pay Pakistan.

[Ben Rashid @BenRashid1024]

@Midnight_Captl Growing DC revenues 100%+ in 2027 (as guided by AMD) is now considered being a "loser"?

[Ben Rashid @BenRashid1024]

@Vivekverma2023 @business Azerbaijan has already inducted JF-17s.

[Ben Rashid @BenRashid1024]

@SemiconductorsX UBS price target on AMD - $730.

[Ben Rashid @BenRashid1024]

@Mojo_flyin AMD didn't have the cash like NVDA for huge investments in Open AI (up to 100 billion from nvda) and other neoclouds - not anywhere close to the same extent. So they took the next best option.

[Ben Rashid @BenRashid1024]

@Mojo_flyin Also enabled AMD to confidently secure large supply with TSM, and now they will be supplying Anthropic and MSFT as well. Once entrenched, these relationships extend across multiple generations of products.

[Ben Rashid @BenRashid1024]

@Mar364503 In their earnings call, AMD said they have more capacity for next year than their guidance (which is for data center sales to at least double in 2027).

[Ben Rashid @BenRashid1024]

@TradexWhisperer Poor AMD gets used by Intel investors and now MU investors wanting to vent their frustration.

[Ben Rashid @BenRashid1024]

@yao30059829 How much did Intel say they will grow server revenue in the second half of 2026?

[Ben Rashid @BenRashid1024]

@yao30059829 AMD improved GPU revenue for sure but GPU revenue is a Q4 story, not Q2 or Q3. AMD specifically said they gained revenue share in Q2 and that in the second half of 2026 CPU server revenue will grow 80% year over year. That is fantastic.

[Ben Rashid @BenRashid1024]

@yao30059829 That is just a reddit post, not a reliable or credible source of information. Regarding Intel, Intel had average selling price increase of 48% which made their CPU revenue growth high. AMD already operates in the higher end segment and didn't have that leeway.

[Ben Rashid @BenRashid1024]

@AIStockSavvy Ridiculous $290 target at the bottom.

[Ben Rashid @BenRashid1024]

@Midnight_Captl @LDLoeb @jaygoldberg That also has a ton of cables etc.

[Ben Rashid @BenRashid1024]

@FroehlichThors1 Too bad all the staking revenue was used up by administrative expenses last quarter.

[Ben Rashid @BenRashid1024]

@EthereanVibin @fundstrat Wolf of Wall Street part 2.

[Ben Rashid @BenRashid1024]

@TheBlockCo Too bad they lost more than double of that with their operational "costs" and their awful options gambling.