Earnings Takeaways- AMD • Raised 2026/27 EPS by +8%/+23%; TP lifted from $640 → $700 on 45x 2027E or 31x 2028E • After-hours weakness as market digests high expectations despite solid results • 2Q26 revenue $11.5bn (+50% YoY) in line; EPS $1.66 slightly above consensus
• 3Q26 guide: $13bn revenue above consensus, GM 56% soft
• Mgmt sees datacenter >100% YoY growth in 2027 (CPU + GPU)
• MI450/MI455X on track. Helios ramping in 3Q/4Q26 with further step-up in 1Q27 • We see Helios rack supply chain build plan ROBUST (>20k racks 2H26-27) 
• MI500 expected to outperform Nvidia’s Rubin Ultra in hardware performance

• Business tracking well ahead of long-term model (>35% revenue CAGR, EPS >$20)
• Strength from AI GPUs (MI450/Helios/MI500) + server CPU TAM/share gains
• Margin wise, AI GPU margins to stay below corporate avg due to large-memory strategy, while CPU and Embedded recovery are positive drivers #AMD#

Caller: “My dad is 84 and his estate is worth just under $5 million. He has about $900K in an IRA and a stock position that turned roughly $22,000 into more than $1 million.” “We discovered he bought 1,000 shares at $22, and now the stock trades above $1,000 a share.” “My brother and I want to make sure his estate is protected. Do we sell some of it and diversify, or leave it alone because of the step-up in basis when he passes?” Dave Ramsey: “You’re weighing two things: taxes versus risk.” “If you sell it today, there’s a substantial capital gains tax bill. If he passes away holding it, there’s no tax because of the step-up in basis.” “But the risk is that you’ve got over a million dollars tied up in a single stock.” “If that company gets into trouble tomorrow, the stock could get cut in half and you lose $500,000.” Caller: “We talked about maybe selling 20% to 25% instead of the entire position.” Dave Ramsey: “That’s probably the direction I’d lean.” “Sell off a portion over time, reduce the concentration risk, and move the money into mutual funds.” “You’re basically balancing the odds of something happening to the company against the odds of your dad passing away first.” “A million-dollar position in one stock is a lot of risk, no matter how great the story has been.”

No technology in our lifetime matters more to a nation’s economy and security than artificial intelligence. If the U.S. fails to lead, China will step up, write Michael Faulkender and Robert Wilkie

The Ethereum Bull Thesis in 2026 (Why Now) with @Sharplink CEO @joechalom Timestamps 00:00 ETH Is Not Dead 01:16 Second Largest ETH Holder 02:33 Ethereum Wins The Scoreboard 04:20 Step Function Moment Coming 04:45 The Jeff Bezos Analogy 06:42 EFF Not The Marketing Arm 10:04 Private Sector Must Step Up 12:39 Warren Buffett Capitulation Thesis 13:22 BlackRock Doubled Down At FTX 15:44 WTI Crude Predicts Bitcoin 16:49 Best Entry Point Right Now 22:01 160M Agent Payments Q1 24:50 Institutions Need Finality Not Speed 25:02 BlackRock Tokenizing $8B Fund 30:32 Fidelity Now Largest Investor 33:19 First DeFi In Public Company 35:41 Retail Capitulation Best Entry

Yo check it— @theXtakeover season in full swing and I’ve been cookin’. I see Every Cybertruck entry! And I’m impressed, good news COLOSSUS and @haloreachCT are not your competitors this year. But hold up… We got a brand new championship belt. And this one? **Austin Texas @theXtakeover only.** Everything is bigger in Texas so we made a Lone Star steel belt for the new champ. Giga Texas October 10-10-26 Who ready to step up and get that belt? #XTakeover2026# #Cybertruck#

🚨🇫🇷 Kylian Mbappé: “I have to step up defensively”. “It's important for the team, and I HAVE to do it. It will start in THIS World Cup, because we want to WIN it”.