Stefano Peron retweetledi
And you’re bearish mfer?
zerohedge@zerohedge
AMD adds $120 billion in market cap after beating revenue guidance by $700 million
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Stefano Peron
19.2K posts
Stefano Peron
@Stefano_Peron
"Nature can never be completely described, for such a description of Nature would have to duplicate Nature”
Veneto, Italia, Venezia land Katılım Aralık 2009
779 Takip Edilen3.8K Takipçiler
Stefano Peron retweetledi
Wait it’s axios.
Joe Weisenthal@TheStalwart
*US & IRAN CLOSING IN ON ONE-PAGE MEMO TO END WAR: AXIOS
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Stefano Peron retweetledi
What was accomplished exactly?
You didn't topple Iran.
You didn't "free" its people.
You didn't regime change.
The Strait was open, now it's closed.
Oil was at $55 a barrel, now it's $100.
The uranium you wanted is still in Iran.
unusual_whales@unusual_whales
Marco Rubio: “The operation is over: Epic Fury. We are done with that stage of it. We’re now on to this project of freedom”
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Stefano Peron retweetledi
We wanted the singularity; we got the circularity.
Jessica Lessin@Jessicalessin
Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic????
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Stefano Peron retweetledi
Prominent Economics Professor Steve Keen exposes the absolute delusion of financial markets.
He warns that the massive destruction of physical resources like fertilizer and helium will inevitably trigger a catastrophic global financial crisis.
The establishment is blind.
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Stefano Peron retweetledi
$AMD CRUSHED THEIR Q1 EARNINGS
• Revenue $10.25B vs Est. $9.85B
• EPS $1.37 vs. Est. $1.29
• Data Center Revenue $5.8B vs Est. $5.6B
• Gross Margin 55% vs. Est. 52%
Q2 Guidance
• Revenue $11.2B vs Est. $10.5B
• Gross Margin 56% vs. Est. 55%
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Stefano Peron retweetledi
BREAKING: AMD, $AMD, surges over +6% after reporting stronger than expected Q1 2026 earnings and providing positive guidance.
The stock has now added +$35 billion in market cap since reporting earnings.
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Stefano Peron retweetledi
Stefano Peron retweetledi
$AMD delivered.
Initial commentary is exactly as I expected:
- GPU demand remains strong.
- High-end CPU demand is surging.
- MI450 and Helios will exceed expectations.
We’ll likely see Q2 growth driven by CPU ramp and smaller scale GPU deployments. H2 will see larger scale deployments with Helios ramp, so we’ll see further acceleration.
$100 billion revenue is coming by 2028.
Long $AMD.
Wall St Engine@wallstengine
$AMD Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.25B (Est. $9.89B) 🟢; +38% YoY 🔹 Adj. EPS: $1.37 (Est. $1.28) 🟢; +43% YoY 🔹 Data Center Revenue: $5.8B (Est. $5.6B) 🟢; +57% YoY 🔹 Adj. Gross Margin: 55% (Est. 55.06%) 🔴; +1 ppt YoY 🔹 Data Center now the primary driver of revenue & earnings growth Q2 Guide: 🔹 Revenue: ~$11.2B +/- $300M (Est. $10.52B) 🟢; +46% YoY at midpoint 🔹 Adj. Gross Margin: ~56% (Est. 55.25%) 🟢 Segment Performance: 🔹 Data Center: $5.8B; +57% YoY 🔹 Client & Gaming: $3.6B; +23% YoY 🔹 Client: $2.9B; +26% YoY 🔹 Gaming: $720M; +11% YoY 🔹 Embedded: $873M; +6% YoY Other Metrics: 🔹 Meta & AMD: Plan to deploy up to 6 GW of AMD Instinct GPUs 🔹 Meta: First 1 GW to be powered by custom AMD Instinct MI450-based GPU 🔹 Meta: Lead customer for upcoming 6th Gen AMD EPYC CPUs, “Venice” and “Verano” 🔹 AMD & Samsung: Collaborating on HBM4 supply for AMD Instinct MI455X GPUs 🔹 AMD & TCS: Co-developing AMD Helios-based rack-scale AI infrastructure Financials: 🔹 Adj. Operating Income: $2.54B; +43% YoY 🔹 Adj. Operating Margin: 25%; +1 ppt YoY 🔹 Adj. Net Income: $2.27B; +45% YoY 🔹 GAAP Gross Margin: 53%; +3 ppts YoY 🔹 GAAP Operating Income: $1.48B; +83% YoY 🔹 GAAP Net Income: $1.38B; +95% YoY 🔹 GAAP EPS: $0.84; +91% YoY Commentary: 🔸 “We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth.” 🔸 “We are seeing strong momentum as inferencing and agentic AI drive increasing demand for high-performance CPUs and accelerators.” 🔸 “Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand.” 🔸 “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations and a growing pipeline of large-scale deployments providing us with increasing visibility into our growth trajectory.”
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Stefano Peron retweetledi
Ah but -20% from what all time high level???? 🤔
CyclesFan@CyclesFan
IMO, this is not a bull market top like 2000 but the circumstances are different than November 1998. November 1998 happened after a 55% bear market in 1997-1998. Therefore, there's a high probability of a 20%+ crash in the July-October timeframe in 2026. x.com/CyclesFan/stat…
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Stefano Peron retweetledi
We are in a secular bull market that could have many years left. I've been saying this since 2013 and don't think it is over yet.
I discussed it all in our latest @CarsonResearch blog.
carsongroup.com/insights/blog/…
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Stefano Peron retweetledi
BREAKING: The S&P 500 surges to a new record high, now up +15% since its March 30th low.
Asset owners are winning.
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Stefano Peron retweetledi
Stefano Peron retweetledi
The Penrose–Hameroff “Orch OR” theory of consciousness is one of those ideas that sits right at the edge of physics and philosophy, where things start to feel both exciting and a little uncomfortable.
It was developed in the mid-1990s by Roger Penrose and Stuart Hameroff. Their starting point was a bold question: can human consciousness really be explained as just computation, like a very complex computer running in the brain?
Penrose suspected the answer was no. He argued that human understanding, especially in mathematics, seems to go beyond strict computation. From that idea, the two proposed something unusual.
Instead of neurons alone producing consciousness, they suggested that tiny structures inside neurons, called microtubules, might support quantum processes.
According to their theory, these structures can briefly maintain quantum coherence, a delicate state where many possibilities exist at once.
At some point, this coherence collapses in a very specific way, what Penrose calls “objective reduction.” Unlike the usual quantum collapse tied to measurement, this one is linked to gravity and is supposed to be fundamental and non-computational.
The claim is that each such event contributes to a moment of conscious experience.
It is a striking idea, but also a deeply controversial one.
Critics argue that the brain is far too warm, wet, and noisy for such fragile quantum states to survive long enough to matter.
In most known systems, quantum coherence disappears almost instantly under those conditions.
From the perspective of mainstream neuroscience, classical processes in neurons already explain brain activity well enough, without needing quantum mechanics.
So the theory remains speculative, and most scientists do not accept it as a working model of consciousness.
Still, it has had an impact.
It pushed researchers to take seriously the question of whether physics, especially quantum theory, might play a deeper role in the mind. It also overlaps with the growing field of quantum biology, where subtle quantum effects have been observed in some biological systems.
Even if Orch OR turns out to be wrong, it has done something valuable.
It forced people to ask whether consciousness is just computation, or whether it touches something more fundamental about how the universe itself is structured.
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Stefano Peron retweetledi
Stefano Peron retweetledi
Interesting how the stock went vertical right after the largest shareholder also happened to control export policy, CHIPS Act funding, and the regulatory environment.
Pure coincidence, surely.
Hedgeye@Hedgeye
Intel has over 5x its value since the U.S. Government bought 9.9% of it in August 2025.
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Stefano Peron retweetledi
Went to buy my dream car at the Porsche dealership today.
I offered to pay 50% in cash and 50% in stock.
The sales associate went to get the manager who asked me to leave.
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