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← @matiasscalbi

$AMD

BEARISH2026-08-05
Price around the call
↓ 2026-08-05
By horizon✓ hit-2.6%
1d
✓ -1.8%
5d
✓ -2.5%
21d
✓ -2.6%
Original post
Matias Scalbi · 2026-08-05

🔥 $AMD ¿EL MEJOR TRIMESTRE DE SU HISTORIA O EL MÁS CARO? Te lo explico al completo 👇🏼 Facturó USD 11.536B, duplicó su negocio de IA y generó 39% menos free cash flow que en marzo Repaso los números duros del balance, el renglón que sostuvo la caja y por qué el margen bruto que prometió para septiembre es la línea más difícil de todo el guidance Vamos directo a AMD LA FOTO GENERAL AMD facturó USD 11.536B creciendo 50% interanual y 13% contra marzo, arriba del consenso de USD 11.284B y por encima del techo de su propio guidance (proyección) de mayo, que era de USD 11.2B más o menos 300M. El EPS ajustado (ganancia por acción, limpia de ítems no recurrentes) fue USD 1.66 contra 1.62 esperado, con el margen bruto ajustado en 56% EL MOTOR Data Center facturó USD 6.718B creciendo 107% i

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