TMTB: AMD SMCI First takes
AMD -3%: Looks ok — inline-ish print and guide. We await the call for any color on Mi300….
Q1 $5.5B and 52% GM both in line. DC revs of $2.3B also roughly in line.
Q2 revs $5.3B -$6B vs street at $5.7B and buyside bogeys a little higher.
Q2 GM 53% vs street at 53%
$AMD RESULTS: Q1
ADJ EPS $0.62 vs. $0.60 y/y, EST $0.61
Revenue $5.47B, +2.2% y/y, EST $5.45B
D…
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