Dayman

[Ben Bajarin @BenBajarin]

What signals did we say to look for that 14A would be a go and have customers? I mean its obvious now but still.

[Intel @intel]

Intel reports Q1 2026 financial results: https://t.co/br6udzMr9L

[Mark Gurman @markgurman]

BREAKING: Tim Cook steps down. Ternus to CEO.

[Ryan Shrout @ryanshrout]

Well, @AMD just closed out a record-breaking 2025 with massive momentum in AI and high-performance computing. Here are the highlights from the Q4 and full-year results:

🚀 Record-Breaking Financials
🟢 Q4 Revenue: Hit a record $10.3 billion, up 34% year-over-year.
🟢 Q4 Profitability: Delivered record non-GAAP net income of $2.5 billion and record non-GAAP EPS of $1.53, up 40% year-over-year.
🟢 Full Year 2025: Achieved record annual revenue of $34.6 billion, an increase of 34% from 2024.

🏗️ Segment Growth Engines
🟢 Data Center: Record revenue of $5.4 billion in Q4 (up 39% y/y), fueled by strong demand for EPYC™ processors and the scaling of Instinct™ GPU shipments.
🟢 Client & Gaming: Combined revenue hit $3.9 billion for the quarter, with Ryzen™ processors driving record client revenue of $3.1 billion.
🟢 Embedded: Quarterly revenue grew 3% year-over-year to $950 million as demand began to strengthen across end markets.

🔮 Looking Ahead
🟢 AMD is entering 2026 with strong momentum. For Q1 2026, the company expects revenue of approximately $9.8 billion, representing roughly 32% year-over-year growth.

[Intel News @intelnews]

Intel reports Q4 2025 financial results: https://t.co/YjQgoJAwon

[Semiconductor News by Dylan Martin @DylanOnChips]

AMD said Tuesday that a “sharp” jump in sales for the company’s CPUs across the PC and server segments as well as its Instinct data center GPUs allowed it to deliver record revenue of $9.2 billion for the third quarter as it teased deeper ties with OpenAI. https://t.co/0FFKOjN1BA

[Intel News @intelnews]

"Our Q3 results reflect improved execution and steady progress against our strategic priorities,” said @LipBuTan1, Intel CEO. Read more in @Intel’s earnings news release: https://t.co/VSd0P4phyU

[Intel News @intelnews]

@Intel and @NVIDIA are teaming up to jointly develop multiple gens of custom data center and PC products, seamlessly connecting NVIDIA and Intel architectures to enable new breakthroughs for the industry.

Learn more: https://t.co/DclgyfJHnn

[Dayman @Dayman58]

@BenBajarin Yeah same. Been on a few trips/hikes lately took some real nice photos

[Ben Bajarin @BenBajarin]

The @intel discussion you don’t want to miss. @MJHolthaus with epic insights on @intel culture change, strategy, and more.

Now live on all podcast platforms.

[Intel News @intelnews]

Intel appoints Lip-Bu Tan as Chief Executive Officer. https://t.co/Iwe7twz3SL

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

$NVDA 2025 Q4 Financials 🧵

Q4:
💵 Revenue $39.3b up 78% YoY
📈 Gross Margin 73% down 3pp YoY
💰 Net Income $22.1b up 80% YoY
🪙 EPS $0.89 up 82% YoY

FY
💵 Revenue, $130.5b up 114% YoY
📈 Gross Margin 75% up 2.3pp YoY
💰 Net Income $72.9 up 145% YoY
🪙 EPS $2.94 up 147% YoY

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

$AMD 2024 Q4 and FY Results, a 🧵

➡️ Revenue $7.658 billion up 24% YoY

Non-GAAP
➡️ Gross Margin 54.0%, up 3pts YoY
➡️ Operating Income $2.0b, up 43% YoY
➡️ Net Income $1.77b, up 42% YoY
➡️ EPS $1.09, up 42% YoY

GAAP
➡️ Gross Margin 51.0% yp 4pts YoY
➡️ Operating Income $871m, up 155% YoY
➡️ Net Income $482m, down 28% YoY
➡️ EPS $0.29, down 29% YoY

Record Revenue‼️
Record Gross Margin‼️
Lots of R&D going on

Q1 Outlook
➡️ Revenue $7.1 billion
➡️ Gross Margin 54%
(typical Q1 seasonality)

[Ben Bajarin @BenBajarin]

Multiple areas of record revenue for @AMD. Less AI, more boring general-purpose cloud CPU, strong Q4 client which was predictable. Don't expect much on AI GPUs yes.

Obviously, the guide down is impacting stock AH.

[Intel News @intelnews]

With focus on streamlining the product portfolio and progress on the process roadmap, Intel took a positive step forward in Q4'24, delivering revenue, gross margin and EPS above its guidance.

Learn more: https://t.co/EjnFjnr1xr

[Dylan Patel @dylan522p]

Intel on the Brink of Death
Board Short Circuits, Cultural Rot, Product Focus Is Flawed
x86 Has No Moat
Foundry Must Survive
Nvidia's PC CPU Push - 3 chip tegra strategy
Sierra Forest, Granite Rapid, Clearwater Forest, Diamond Rapids, Rogue River Forest
https://t.co/1DopHfoiNn

[Fabricated Knowledge (LETS GO KNICKS!!) @fabknowledge]

https://t.co/AWIsyRCGdZ

Wrote something about Intel - i really cannot believe how incompetent the board is. The Intel we knew is like actually dead w/ the firing of Pat. Let's hope the parts can survive

[Dayman @Dayman58]

@aschilling Hybrid copper bonding?

[Dylan Patel @dylan522p]

Got some new announcements including new launche + company updates below
We hit 17 folks globally /w 2 office locations, most of our revenue comes from industry models and consulting
With that comes our new site, leaving Substack, and new site features
1/5
https://t.co/vHUX72BzSW

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵

💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%

Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54%