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AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations
AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations
AMD beat on its top- and bottom-line:
Revenue: $11.54B vs $11.28B expected
Adjusted EPS: $1.66 vs $1.62 expected
Good news.
With Data center revenue up 107% year over year to $6.72B, better than the $6.6B expected.
More good news.
As Bloomberg reports, last month, Chief Executive Officer Lisa Su rolled out new products that the company said will outperform offerings from Nvidia, adopting a more aggressive stance in a market it predicts will reach $1.4 trillion by 2030. That further raised already lofty investor expectations.
The chipmaker forecast that...
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Mar 25, 2026 / Wanjiru Njoya
Individualism in Rothbard’s Natural Rights Libertarianism
Murray Rothbard’s system was built upon the natural rights of individuals, and tying liberty to property and ownership, not collectivism.
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Apr 30, 2026 / Tyler Durden
Welcome To Another Diverse Day In The UK...
Welcome To Another Diverse Day In The UK...
Authored by Steve Watson via Modernity.news,
Two shocking incidents unfolding on the same day lay bare the consequences of unchecked mass immigration and a multiculturalism experiment gone wrong in Britain.
In Crewe, police mounted a massive raid on an Islamic sect accused of running a compound rife with modern slavery, forced marriages, and sexual abuse.
Meanwhile, in London, a knife-wielding attacker stabbed two Jewish men in a brazen assault now treated as terrorism. Yet amid the chaos, some voices seem more outraged by police using...
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Jun 15, 2026 / Tyler Durden
"This Chart Should Stop You Cold In Your Tracks"
"This Chart Should Stop You Cold In Your Tracks"
Submitted by QTR's Fringe Finance
One of my favorite contrarian analysts to read posted a great thread this week noting what he sees as one of the most overlooked risks facing U.S. equities in 2026.
Gordon Johnson argues that an unprecedented wave of equity issuance could overwhelm available investor capital. In a great thread on X, Johnson, of GLJ Research, argued that investors should not interpret the current IPO boom as a sign of market strength.
Instead, he contends that history suggests record issuance periods...
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