Many investors claim $AMD’s Client business doesn’t matter anymore. But with a trailing P/E above 60x, it absolutely does.

$AMD missed estimate on the client side similar to $INTC https://t.co/AjBmm8SfM6

All the weekend news seems designed to make the market gap up on Monday 😅

The first wave is always the most vicious. Short every rip from here.

$AMZN FCF -$42.4. Bye bye 😭 https://t.co/wo1WSkyvQa

If $AMZN doesn't deliver $SPX could test last Friday's low imho

Got $NBIS calls for the first time. Wish me luck. https://t.co/2RPKxeHR7z

Looks like Warsh is about to play the dove tomorrow

Ok Anthropic’s $108B line isn’t a cash expense, it’s a GAAP charge. But the dilution is very real: $6.2B in original notes convert into 1.84B shares which is ~11% dilution on IPO day!! That could jump up to 20% dilution if Amazon goes for the full equity cap. Good luck to for IPO buyers. $ANT $AMZN

Now it’s Japan’s turn. Toilet paper time 😭😭😅