2 BIG Earnings Details Inside

Make sure to join me at 1pm ET

August 05, 2025

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 TODAY @ 1pm ET

We are resetting the challenge - Join us for the encore presentation 

Tuesday’s FREE CHAT ROOM lineup (Eastern Time):

  • 9 - 10 AM: Jason Bond – Premarket scans, small cap gap trades & new SAJ trades

  • 10 - 11AM: Jeff Williams – Market Navigator SPY Trade of the Day (Part 2)

  • 1 - 2PM: $10k Challenge encore w/Jeff Williams

  • 2 - 3PM: Jason Bond –Small cap gap trades, new SAJ trades (Part 2)

  • 3 - 4 PM: Jeff Williams – Swing Trades, Momentum Setups, Breakouts

Good morning all and happy Tuesday! 

Here’s a look at what to expect from AMD and SMCI as they release earnings after market close today,

AMD (Advanced Micro Devices)

  • Consensus estimates are projecting revenue of ~$7.42 billion and adjusted EPS of ~$0.48 for Q2 (June quarter)

  • Susquehanna analyst Christopher Rolland reiterated a Positive rating, boosting his price target to $210, citing strong PC pull‑ins and enterprise adoption of AMD's products including the MI350 AI accelerators and ZT Systems acquisition

  • Jefferies analysts warned that the stock may be “overheated,” noting that AMD's share price has rallied ~46−47% YTD, and recent tariff‑related pull-in demand may soften, raising the bar on earnings and guidance expectations

  • The market will be closely watching any commentary on AI‑chip licensing delays, especially regarding MI308x exports to China, as well as updates on the MI400 roadmap ahead of its 2026 launch 

Bottom line: Expect solid numbers, but tempered guidance and geopolitical risk may determine how the market reacts.

SMCI (Super Micro Computer, Inc.)

  • Analysts expect revenue of around $6.1 billion and EPS of $0.75, significantly above the company's prior internal guidance of $0.40–$0.50 EPS and $5.6–$6.4 b revenue range

  • Sentiment ahead of the report is mixed: price targets have largely been reviewed downward, despite SMCI’s positioning in AI infrastructure being appealing to investors

  • In the prior quarter (Q3 fiscal 2025, ended March 31), SMCI reported $4.60 b in bookings (+19% YoY) and EPS of $0.31, topping estimates by a penny, even as revenue missed forecasts

  • Market participants will be monitoring management commentary on margin trends, supply chain visibility, and audit/governance issues that have previously drawn scrutiny

What to pay attention to after the release:

  • AMD: Guidance for Q3 and commentary on trade restrictions (especially China chip export licensing), updated AI roadmap visibility, and pricing normalization in client/server segments.

  • SMCI: Management’s perspective on order trends, supply chain stability, margins in AI servers, and any disclosure on previous auditor issues.

As of right now, I am long SMCI calls looking for a jump after the market. I’ll update you tomorrow on how this goes but I like SMCI calls into mid-week.

What’s on your radar?

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