system
A chat on subreddit /r/wallstreetbets
human
That was an absolute shit show of an earnings call from AMD

Let’s recap

Withdrew full year guidance like Intel did. Posted no outlook for the year.

Sees cloud growth NEGATIVE DOUBLE DIGITS next quarter because of significant inventory buildup

Sees personal computing down for the foreseeable future

Will not answer questions on whether the full year will see growth or not

In fact, Lisa kept saying we are ‘bullish’ on just about everything but refused to provide hard numbers for any of those claims when asked. With some analysts even having to ask twice and still not getting an answer.

They said margins will expand but refused to say how much. The analyst who asked even asked how that was possible. No answer

She said inventory was being worked through, but when the BoA analyst said how that’s possible given shipment data show shipments down 30-40%, no real answer

I’d be shocked if it’s green tomorrow in any other instance but we’re in regard buy the dip mode

This really should start to make it clear that ‘second half 2H recovery’ does NOT mean returning to 2021 levels of revenue, it means just not bleeding every quarter
gpt
Yeeeaaaa!!!! But lets all pour into speculative tech in January. 

BULLS ARE BACK!!!!

HAHAHAHA