GraniteShares 2x Long AMD Daily ETF

AMDL

AMD 4Q25 First Take: Results were decent, with revenue and GPM in line with consensus. Growth was primarily driven by a rebound in CPU demand. However, drilling into the numbers, QoQ growth for the MI355 family underwhelmed. With data center upside mainly from server CPUs, Dolphin Research estimates AI GPU revenue at approx. $2.4bn this quarter. Excluding ~$390mn from MI308 shipments to China, AI GPU revenue for the rest (incl. MI355) was only about $2.0bn, up just $150mn QoQ. MI355 only began volume production in 2H25, yet QoQ growth already slowed in Q4. Based on next-quarter guidance, Dolphin Research expects total revenue to decline ~5% QoQ. With seasonal softness in Client &amp; Gaming and Embedded, we infer AI GPU revenue could slip to around $2.2bn. Excluding roughly $100mn from MI308, the rest would be up about $100mn QoQ. The company cited customer readiness issues, noting roughly $1.5bn of Q1 orders will ship in Q2. Still, so soon after MI355's ramp, two consecutive quarters of slowing QoQ growth will prompt questions about the product's competitiveness. Against a strong CPU rebound, AMD's overall trajectory remains solid, and the MI450 line slated for 2H is widely anticipated. That said, MI355's QoQ prints have poured some cold water on sentiment. For more details, follow Dolphin Research's upcoming commentary and call Trans. $AMD(AMD.US)

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Marked by the release of ChatGPT at the end of 2022, the AI frenzy over the past three years has swept through every sector, from computing power, storage, networking, manufacturing, power infrastructure, software applications, and even to edge devices. Each direction has been repeatedly hyped. However, by the end of the third anniversary, when the pillars of AI infrastructure announced unprecedented AI mega infrastructure projects around the third-quarter reports, the market suddenly seemed to lose its soul, starting to worry that AI investments might be a bubble. Some in the industry have made a fortune, while others have lost so much that they resort to frantic fundraising. Where exactly is the problem? The financing is dazzling and bizarre, why? This article...

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Amazon

GraniteShares 2x Long NVDA Daily ETF

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The Original Sin of the AI Bubble: Is Nvidia the 'Golden Poison Pill' that AI Can't Quit?

Financial Analysis

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Meta Platforms

More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?

Conference Minutes

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The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

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AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

AMD Quick Interpretation: The company's revenue and gross margin for this quarter exceeded previous guidance expectations, primarily driven by growth in the data center, client, and gaming businesses.With the recovery of the PC market, the company's client business reached a new high, and the gaming business has clearly rebounded from the bottom.The most watched data center business achieved revenue of $4.34 billion this quarter, an increase of $1.1 billion quarter-on-quarter, better than market expectations ($4.14 billion). This was mainly driven by the increased production of the MI355 series, with Dolphin Research estimating that AI GPUs contributed approximately $800 million of the incremental revenue.Regarding the company's guidance, it expects next quarter's revenue to be between $9.3 billion and $9.9 billion, with the midpoint ($9.6 billion) representing a 3.8% quarter-on-quarter growth, still mainly driven by the MI355. The company's non-GAAP gross margin for the next quarter is expected to be around 54.5%.As Open AI signed a major contract with the company, market focus has completely shifted from gaining CPU market share to the data center field.Meanwhile, the company's stock price has surged from around $150 to over $200, primarily catalyzed by Open AI.Open AI's 6GW major contract is expected to bring the company approximately $100 billion in revenue, providing support for the company's sustained growth in the future.On the other hand, with the help of Open AI, the market is also looking forward to the subsequent MI450 series products and the enhancement of competitiveness in the AI chip market, and the current high valuation has already factored in the expectation of high growth over the next 2-3 years.For this earnings report, the market is more focused on progress in the data center field, such as the status of new orders and the progress of the MI450, which are more attractive than the next quarter's guidance. For more information, please follow Dolphin Research's subsequent detailed commentary and management minutes. $AMD(AMD.US)

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The following is the Q3 2025 earnings call minutes for $Amazon(AMZN.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;AWS's Major Reversal: Has Amazon Finally 'Turned the Corner'?&#34; 1. Review of Core Financial Data 2. Detailed Information from the Earnings Call 2.1 Key Executive Statements and Strategic Outlook 1. AWS Business Momentum: AWS growth rate reached its highest level since 2022, with a year-over-year growth rate returning to 20.2%. Achieving a 20% year-over-year growth on an annualized run rate of $132 billion is extraordinary...

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Amazon (Minutes): Computing power supply to double again by 2027

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1. Key Points of the GTC Conference 1. NVIDIA has established a strategic partnership with Nokia, investing $1 billion in Nokia's equity. They released a new product series called 'NVIDIA ARC,' which Nokia will use for future base stations to upgrade 6G and AI capabilities; 2. They released the NVQLink interconnect architecture and the CUDAQ platform, which directly connects GPU supercomputers with QPUs (quantum processors), laying the groundwork for quantum computing processors; 3. $NVIDIA(NVDA.US) is collaborating with the U.S. Department of Energy to build the largest AI supercomputer in the United States...

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 GTC Conference: Next Year's Shipment 'Blockbuster', is NVIDIA‘s Limit Really “Sky”？

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Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

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Intel: Stopping the Losses and Recovering! Can the 'American SMIC' Poach TSMC Talent?

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TSMC released its Q3 2025 financial report (ending September 2025) before the U.S. stock market opened on the afternoon of October 16, 2025, Beijing time. Key points are as follows: 1. Revenue: TSMC's revenue for this quarter was $33.1 billion, a quarter-on-quarter increase of 10.1%, mainly driven by the stocking of electronic products such as iPhones and the growing demand for AI chips. The company's revenue for this quarter exceeded the upper limit of the guidance range ($31.8-33.0 billion), partly due to the depreciation of the U.S. dollar. In terms of New Taiwan dollars, the company's quarterly revenue increased by about 6%...

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"Dominant" TSMC, is it the strongest king in the AI era?

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AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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置顶新闻

AMD Takes A Piece, Amazon Doubles Down: The New Marvell Mania

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Amazon and AMD have increased their stakes in Marvell Technology, signaling strong interest from investors. Amazon's Q1 filing shows it purchased 170,924 shares, totaling 396,352 shares valued at $39.26 million. AMD also disclosed a $6.5 million investment in Marvell. This collaboration highlights Marvell's role in AI infrastructure, making it a key player as companies seek alternatives to Nvidia's GPUs. Marvell's stock is gaining attention as a significant investment in the AI sector.

- Amazon.com Inc. increased its stake in Marvell Technology Inc. by purchasing 170,924 shares, totaling 396,352 shares valued at $39.26 million, indicating confidence in Marvell's role in AI infrastructure.  
- This move aligns with the increasing interest in companies benefiting from Big Tech's investments in custom silicon and networking.  
- Marvell's position as a supplier for Amazon's Trainium chips highlights its importance in the AI data center landscape, making it an attractive investment for major tech players like Amazon and AMD.

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GIGABYTE has announced the B850 AORUS ELITE-P ICE, a new motherboard in the Ari Edition designed for anime fans and the PC DIY community. This model features exclusive Ari motifs and offers enhanced gaming performance with the X3D Turbo Mode, which can boost performance by up to 18% on AMD Ryzen™ 9000 X3D processors. The motherboards also include AI-driven technologies for optimization and various EZ-DIY features for easier assembly. The new editions will be showcased at COMPUTEX at GIGABYTE's booth (No. M0520).

- GIGABYTE has announced the B850 AORUS ELITE-P ICE motherboard, designed for anime fans and the global PC DIY community.  
- This new model features exclusive anime-inspired designs, the X3D Turbo Mode for optimized gaming performance, and AI-powered technologies for efficient assembly and system tuning.  
- The B850 Ari Editions will be showcased at COMPUTEX at the GIGABYTE booth, offering enhanced aesthetic and functional options for PC builders.

prnewswire

23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor

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ARK Invest has acquired $46.4 million in Cerebras shares following its market debut, while reducing its stakes in TSMC, AMD, and Teradyne. This move reflects ARK's strategy to shift focus from appreciated stocks to emerging leaders in AI infrastructure.

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Invesco PHLX Semiconductor ETF

Invesco AI and Next Gen Software ETF

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Invesco Semiconductors ETF

VanEck Semiconductor ETF

Teradyne

ARK Invest makes $46.4M Cerebras buy, cuts TSMC, AMD stakes

WealthPlan Investment Management LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 338.5% in Q4, owning 6,157 shares valued at $1.32 million. Other institutional investors also raised their holdings significantly. AMD's stock opened at $424.10, with a market cap of $691.54 billion and a P/E ratio of 139.05. The company reported Q1 earnings of $1.37 EPS, exceeding estimates, with revenue up 37.8% year-over-year.

- WealthPlan Investment Management LLC increased its stake in Advanced Micro Devices, Inc. (AMD) by 338.5% in the 4th quarter, owning 6,157 shares valued at approximately $1,319,000.  
- Other institutional investors also significantly raised their stakes, with Jennison Associates LLC boosting its holdings by 181.6% to 10,910,310 shares valued at $2.34 billion.  
- AMD reported Q1 earnings of $1.37 per share and revenue of $10.25 billion, surpassing analyst expectations, and has a current market capitalization of $691.54 billion.

Market Beat

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Advanced Micro Devices, Inc. $AMD Shares Acquired by WealthPlan Investment Management LLC

AMD is poised to benefit from a surge in CPU demand driven by agentic AI, which is altering data center requirements and increasing the need for high-core server processors. However, shortages in memory, optics, and networking gear are creating bottlenecks that affect AI hardware investments. Additionally, incidents involving autonomous AI agents underscore the necessity for stringent governance and control measures.

- The rising demand for CPUs is driven by Agentic AI, altering GPU-to-CPU ratios and increasing interest in AMD's high-core server processors.  
- Supply chain bottlenecks in memory, optics, and networking components are forming tradeable chokepoints that impact AI hardware investment approaches.  
- Governance issues are underscored by incidents involving autonomous AI agents, emphasizing the necessity for stringent oversight and control mechanisms.

AMD set to benefit from agentic AI CPU demand surge

GraniteShares 2x Long AMD Daily ETF(AMDL.US)

AMD Takes A Piece, Amazon Doubles Down: The New Marvell Mania

23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor

ARK Invest makes $46.4M Cerebras buy, cuts TSMC, AMD stakes

Advanced Micro Devices, Inc. $AMD Shares Acquired by WealthPlan Investment Management LLC

AMD set to benefit from agentic AI CPU demand surge