LIVE: AMD & SMCI EARNING REPORT 2026
In a Nutshell
AMD and Super Micro both beat earnings estimates, with SMCI delivering a 47% EPS surprise and 22.4% revenue beat while AMD posted solid but less dramatic results. SMCI stock surged 7% initially but remains highly volatile and carries red flags including past accounting fraud and regulatory issues. AMD trades at a steep 123x earnings multiple, with the host advising traders to take profits quickly given the premium valuation and mixed historical earnings reactions.
These notes were generated by AI and may contain inaccuracies.
Ricky from Tecla Solutions hosts a live stream watching AMD and Super Micro earnings reports. Markets are scheduled to close with four minutes remaining, and both companies will report earnings after market close.
AMD market expectations are $1.94 per share EPS and $13.06 billion in revenue. AMD is trading near one of its lowest levels since the initial open.
Super Micro (SMCI) is described as volatile with either big run-ups or big crashes. EPS expectations are $1.04 per share and revenue of $14.78 billion. SMCI is currently trading down from previous highs and appears oversold.
Markets are officially closed and waiting to react to earnings. The host notes that markets are currently on the weaker side despite good companies reporting good earnings.
SMCI is up 1% pre-earnings but earnings have not been released yet. The stock is described as a "wild card" with significant volatility expected.
SMCI earnings are released and the stock is up 7% initially. The stock reaches highs of 34.10 during extended hours trading. The stock shows extreme volatility, moving from 8% gains to down 2% within minutes.
The host is using Webull for extended hours trading. New users can earn 12 free shares by signing up with a $100 deposit through the first link in the description.
AMD has experienced a drawdown from highs of $658 to current lows, down approximately 26%. AMD is currently a $789 billion company, down from its previous $1 trillion valuation.
SMCI reports a 47% surprise on EPS and 22.4% surprise on revenue. The host notes this is a positive earnings beat but expresses skepticism about whether the gains will hold, citing previous patterns where SMCI tends to crash after big runs.
The host warns about Super Micro's history, mentioning accounting fraud, smuggling of NVIDIA Blackwell GPUs overseas, and other concerning news. The host encourages viewers to research the company's background independently.
AMD reports a B on EPS and B on revenue. The stock is up 5% on the day with 6.4% growth. The host notes AMD typically trades at a premium valuation.
The host previously invested in AMD around $120-130 per share before the major run-up. The position was taken for his daughter's account and profits were trimmed when the stock became overpriced.
AMD trades at 123 times its earnings, which the host describes as not a cheap premium. The host hopes the company can grow into this valuation.
The host advises that if trading AMD, take profits as soon as selling pressure begins or momentum weakens, given current market conditions. The stock should remain elevated to avoid giving back gains quickly.
AMD has had mixed earnings reactions historically, with most past reactions being negative. One notable reaction was a 23% gain, though the majority have been in the red.
The host promotes joining their LPP team for live sessions every morning at market open. A November sale is currently available for less than a cup of coffee per day. The second link in the description provides access to join or rewatch recent sessions.
The host congratulates AMD investors and advises taking profits if choosing to trade. The stream ends with a reminder to enjoy the process and take care.
Keep Ricky Gutierrez in your library
Save the videos and channels worth coming back to, and find them again in one place.
