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REDDIT

$amd and $smci earnings. Thoughts?

A
Feb 3, 2026 · 22:23

Pretty big earnings from both $amd and $smci today, $amd down about 6% and $smci up about 8%. What are people's thoughts on how these stocks are going to perform in the near future? Both earnings were strong, but clearly $amd wasn't strong enough...

Imo holding $amd now is clear, and $smci will boom up for a few days then consolidate a little bit. Thoughts???