📉 Unfortunately, a lackluster earnings report for AMD. I was afraid of weak EPS, and it came true. At least there are positive signals on the forward guidance side. However, when expectations are set high, high price volatility is inevitable. If we hold above $170, perhaps even close the week above this level, we will have survived with minimal damage. The market loves to exaggerate. Conversely, if a correction is possible, a dip to $140-$150 could be a buying opportunity for those looking to add to their portfolio. 📢 Here are my key points: • Q3 guidance does not include the MI308 revenues planned for sale to China. The sale is still awaiting approval. However, there is a large amount of equipment in stock, ready for immediate shipment. • We still haven't seen the expected AI boom. Lisa Su points to the MI350 ramp-up for this. The market and investors now want to see results. The second half of 2025 is critical.