$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next 3–5 years driven by record server CPU demand that now makes up more than half of total server revenue.
She added that the MI500 AI accelerator remains on track for a 2027 launch.
AMD Q4 FY2025: AI Tailwinds, Finally Showing Up in the Numbers 💻🔥
$AMD delivered a clean, powerful quarter where growth translated directly into profits. Revenue surged, margins expanded, and operating income doubled. After years of “potential energy,” the AI and data center cycle is clearly converting into real financial momentum.
Net Revenue: 🟢 $7,658M → $10,270M, a 34.1% increase
Gross Profit: 🟢 $3,882M → $5,577M, a 43.7% increase
Operating Income: 🟢 $871M → $1,752M, a 101.1% increase
Net Income: 🟢 $482M → $1,511M, a 213.6% increase
EPS (Basic): 🟢 $0.30 → $1.00, a 233.3% increase
$IREN operates with cheap easy power around 4 to 8 cents per kWh. That is a massive advantage in AI and data centers.
IREN owns the land the power and the GPUs. That stack matters.
$EQIX operates with higher power costs, leases more infrastructure, and is already institutionally saturated.
If $IREN were valued at the same market cap as $EQIX the stock would be around $250-500 per share.
Not a prediction.
A scale comparison.
Land plus power plus compute is the edge. The market prices this last not first.
$CIFR $IREN $NBIS $CRWV $BITF $NUAI
$AAPL
APPLE ABSOLUTELY SMASHES EARNINGS
- EPS $2.84, EST. $2.68
- REV. $143.76B, EST. $138.4B
- CHINA REV. $25.53B, EST. $21.82B
best quarter in over 3 years...market needed this one
My dad got bored in retirement. So at 64, he made a $300K bet:
He started a company that builds hidden tv furniture.
The President of Meta bought one.
This unit is $32K. Hand built, insane quality.
Here’s the thing:
He’s a builder. Not a marketer.
All his sales come from referrals.
I’m trying to help my dad blow this thing up.
If you have any marketing advice, he’ll read every single comment.
He took a massive risk at 64. Help him crush. RT for visibility
President Trump says he had a “very good” call with NATO Secretary General Mark Rutte focused on Greenland with follow-up talks set for Davos.
Like I said yesterday, this is political theater creating opportunity while being framed as Liberation Day fears.
No one cared when I shared:
$ASTS at $28.61 - now up 304.65%
$CIFR at $3.15 - now up 496.83%
$IREN at $7.52 - now up 668.88%
$NUAI at $1.85 - now up 134.05%
$ONDS at $0.71 - now up 1,609.86%
$OPEN at $0.90 - now up 641.11%
$QBTS at $9.50 - now up 203.47%
$WULF at $3.53 - now up 292.35%
And now, it feels like no one wants:
$LPTH at $12.57
$OSS at $10.66
$PL at $28.78
$RDW at $11.71
$RR at $3.88
$SATL at $3.56
$TE at $8.17
$ZETA at $20.26
Watch me quote this post again... 🫡📈
$GOOGL will become the most valuable company in the world very soon…
One of its most notable features is the diversified portfolio which includes:
~ Search & Advertisement ($2T)
~ DeepMind ($900B)
~ Google Cloud ($540B)
~ YouTube ($500B)
~ Waymo ($160B)
Not only this, but $GOOGL has assets in:
~ SpaceX (7.5% stake)
~ $ASTS (AST SpaceMobile)
~ $PL (Planet Labs)
~ $ARM (Arm Holdings)
~ $PATH (UiPath)
~ $MTSR (Metsera)
This is just a few of the notable names within Googles portfolio.
If you want to capitalize off the future, $GOOGL is your top pick…
Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring, software-like revenue with ~70% margins.
She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer
$ASST Strive - Breakout & Launch Area
Price Target: $1.50
Strive continues to consolidate near the $1.00 level, creating a large base. The breakout is still valid and the next target is $1.50 at the volume shelf.
As Bitcoin starts moving higher, this stock could make much higher levels. The move looks to be just starting.
I will be buying $IREN immediately at Sunday 8pm eastern when overnight markets open. Don’t wait till market open on Monday. I’m expecting a 10-15% premarket move to $50+ with Monday morning being when $IREN releases press on their Anthropic deal. You are not buying $IREN fast enough.