The Analysts

@unclestocknotes

@unclestocknotes · Wed, Aug 5

Unclestocknotes@Unclestocknotes
AMD $AMD 2026年第二季財報分析 #AMD 財報漂亮，把一些雜訊拿掉也站得住腳。資料中心有 Anthropic 2GW、Microsoft 擴大部署、OpenAI 與 Meta 多世代合作，再加上資本支出提前投入，需求與供給兩端互相驗證。目前基本面很強，但股價也已經快速反映。因此策略上適合分批布局，不適合追高重倉。
30d agoview on X ↗media on X

tweeted Wed, Aug 5 · counted from Thu, Aug 6 close

Read as

Long AMD · High confidence

Confidence

High0.98

Counted from

Thu, Aug 6 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 29 · fades out by Sep 16