Stocks up huge yet earnings rarely showing anything to warrant such returns!! AMD up 100% plus from April lows SMCI up nearly 100% in 2025 Nothing special out of either of these 2 stocks after earnings tonight especially given the fact they have catapulted to extreme highs the last few weeks. After seeing AMD jump over 100% from lows and produce earnings that were just in line is extremely questionable....earnings weren't enough to showcase a 100% jump in the stock price the last few months and with all the extreme hype behind ai how is it that SMCI produced really bad earnings. You would think SMCI for being such a strong ai play that earnings would be extremely spectacular but they were extremely far from that .... SMCI Earnings per share: 41 cents adjusted vs. 44 cents expected Revenue: $5.76 billion vs. $5.89 billion expected For the current quarter, Super Micro called for 40 cents to 52 cents in adjusted earnings per share on $6 billion to $7 billion in revenue for the fiscal first quarter. Analysts surveyed by LSEG were looking for 59 cents per share and $6.6 billion in revenue. https://www.cnbc.com/2025/08/05/super-micro-smci-q4-earnings-report-2025.html AMD .48 cents vs .48 cents Earnings down 30%%%% The fabless chipmaker earned an adjusted 48 cents a share on sales of $7.69 billion in the June quarter. Analysts polled by FactSet had expected AMD to earn 48 cents a share on sales of $7.41 billion. On a year-over-year basis, AMD earnings declined 30% while sales increased 32%. https://www.investors.com/news/technology/amd-stock-fiscal-q2-2025-earnings/
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The market and trading doesn't care about rational, fundamental, analysis, logical, logic. That's a fatal flaw to assume linearly predictably. The market has moods, deviations and art added into the overall hurricane mix.