@financein90s: PAID PARTNERSHIP: Thanks to Kalshi for sponsoring this video. I've accepted an invitation to partner with Kalshi because during ChatGPT's reign as king, I remember first discovering Prediction Markets and reading about the relatively high probability of their ability to predict outcomes. This was great for me as I had been buying Google when everyone thought the company was dying, yet Kalshi markets were consistently betting on Gemini overtaking ChatGPT. This came true and now my Google position is nearly 2.5x from where I started. Prediction markets contributed to my conviction, but it did NOT make up all of it. MAKE SURE TO DO YOUR OWN RESEARCH, use it as a supplement to gut check your ideas - just like how the pros on wall street are starting to do it. Key Takeaways from AMD's earnings: 1. Actual financial performance beat across the board. Strong revenues, EPS, free cash flow. Guidance for Q2 accelerated and forecasts for 2030 has doubled to $120 Billion from management. 2. Shift to AI Agentic computing has massively increased the need for CPUs, where AMD is dominant. This has begun to show in the results, hence the massive stock rally. 3. I actually may want more AMD, but would want to wait for a pullback after the insane rally. Content with my personal exposure, but management's commentary about accelerating revenues seem to be starting - I would want to add a little at $340, with an ideal target under $300 to have a margin of safety on risks they face (exposure to China, high growth expectations, capacity, etc) #investing #amd #earnings #ad #kalshipartner

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Thursday 07 May 2026 18:36:00 GMT