$AMD Q1 2026:
🟢 Revenue: $10.3B (exp. ~$9.7B)
🟢 EPS: $1.37 (exp. ~$1.24)
🟢 Margins: ~55%
AI + data center demand driving the beat
Strong guidance → bullish tone
AI cycle still accelerating.
BULLISH - Google signed a CLASSIFIED Pentagon AI deal 🔥
The DOD dropped Anthropic 2 months ago for refusing to remove safety guardrails
Now $GOOG is stepping in — with full access for "any lawful government purpose"
OpenAI did it. xAI did it. Google just did it.
This is BULLISH. The AI arms race for government contracts just got a new frontrunner 👀
https://t.co/TE7Ucd7NyQ
I love $SMH and feel like it’s going to grow for a very long time. There is so much demand still for semiconductors & it’s the backbone of everything tech and AI right now why would you not invest???