AMD $AMD crushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Shares gain 4.83% in after-hours trading!
...
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.
Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
Most tech stocks are plunging right now and probably almost everyone has a stock in their portfolio that’s at a significant loss. Over the past few days I lost the most money on $AMD and $TTD, but I trust the companies, so I’m buying more.
Which stock have you had the biggest loss on so far this year?
For me it’s $PYPL at -35% — I get nervous when they release any news and I’m waiting to see how much further it can fall 😁
$AMD has once again delivered great results and exceeded all expectations. The market is sending the shares down about 8% in the premarket.
I have to say the market is riding a great wave right now, bringing us big opportunities every day. I'm excited about it, but unfortunately the truth remains that you don't know where to deploy cash first and funds aren't unlimited. Let's...
Read more
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
In the end, -17% — brutal. Are you buying more?
When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
Read more
Like Buffett, but I trimmed AJG because it wasn't doing well and APH because it was doing well.
Intel actually surprised in the end. The results beat expectations and the shares $INTC jumped 8% in after-hours trading. I wouldn’t invest in it myself, but it’s clear the fundamentals are changing and the business may be starting to grow again.
What do you think? Will Intel catch up to companies like $AMD and $NVDA?
I had it, I sold it. I bought it before that big drop when they suspended dividends; now after the rebound I sold it with a 30% profit after just under two years. It's enough that I have AMD and Nvidia.
Maybe their in-house manufacturing will kick in after all... but I don't really trust them anymore.
That rise is great, but it’s likely to pull back a bit and wipe out some of the gains.
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
I mainly trust AMD. Both companies are great and I think the stock will get above $200 in a few weeks.
📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
Read more
Hi investors, I sold before the results... probably a mistake!! Results are great!🙉