Tradenometry

1 year return: 97,915.18% Pretty decent, right anon?

$AMZN just signed a new $6B agreement with $SNOW for its agentic computing chips. Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the infrastructure layer behind enterprise AI workloads.

$MRVL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.42B (Est. $2.40B) 🟢; +28% YoY 🔹 Adj. EPS: $0.80 (Est. $0.79) 🟢 🔹 Gross Margin: 52.1% 🔹 Operating Cash Flow: $638.8M, record high 🔹 AI Bookings: “Exceptional AI-related bookings” Q2 Guide: 🔹 Revenue: $2.7B (Est. $2.6B) 🟢; +35% YoY 🔹 Adj. EPS: $0.88-$0.98 (Est. $0.90) 🟢 🔹 GAAP Gross Margin: 52.1% to 53.1% 🔹 Non-GAAP Gross Margin: 58.25% to 59.25% 🔹 GAAP OpEx: ~$960M 🔹 Non-GAAP OpEx: ~$600M Other Metrics: 🔹 Completed Acquisition: Celestial AI 🔹 Completed Acquisition: XConn Technologies 🔹 AI Demand Drivers: 800G and 1.6T scale-out optics, 51.2T Ethernet scale-out switches, NPO and CPO scale-up optical solutions, datacenter interconnect modules, and custom XPU / XPU-attach solutions Commentary: 🔸 “Marvell delivered record first-quarter fiscal 2027 revenue of $2.418 billion, up 28% year-over-year, and guided second-quarter revenue to $2.7 billion at the mid-point, representing 35% year-over-year growth.” 🔸 “We expect revenue growth to continue accelerating each quarter throughout fiscal 2027, driven by continued strength in our data center business.” 🔸 “We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell’s revenue outlook for both fiscal 2027 and fiscal 2028 compared with the guidance we provided last quarter.”

$AMD 在通往万亿市值的道路上，一路狂奔！

$AMD Lisa Su visit TSMC $NVDA Jensen Huang visit TSMC $INTC Lip-Bu Tan visit TSMC You get it now? Who is the true king of semi? $TSM 👑

$AMD will be 600 dollar stock by the end of 2026! There, I said it!!! 🚀

$AMD will be 600 dollar stock by the end of 2026! There, I said it!!! 🚀

$AMD is a 600 dollar stock! Few understand this!