Everyone is freaking out about $HIMS results THEY LITERALLY GUIDED FOR A Q/Q REVENUE DECLINE

$HIMS Earnings Review Absolutely public and free 🔴 Was it a terrible quarter? You can check my take in the link below ⤵️

open.substack.com/pub/hypertechi…

$AMD Announces Day‑0 Support for OpenAI’s Latest Model What this signals: 🟢 A big push for open source 🟢 Stronger ties between OpenAI and $AMD 🟢 Bullish signals regarding their MI400 collaboration

$ZETA Presented Tremendous Earnings 🟢 Revenue up 35% YoY 🟢 $34M free cash flow, up 69% YoY 🟢 Zero net dilution in Q2 🟢 $215M share repurchase plan approved 🟢 Increasing guidance for revenue, EBITDA, and free cash flow 🟢 Only trading at 27x annualized FCF

$ZETA is a Beast of a Company

🚨 $AMD JUST Reported Q2 Results 🟢 Revenue: $7.69 B vs. $7.41 B consensus, ~4 % beat 🟡 $0.48 EPS, in line with expectations _____________________________________________ KEY METRICS 🟢 Data Center revenue $3.2 B +14 % YoY 🟢 Client + Gaming revenue $3.6 B +69 % YoY 🟡 Gross

Why is $AMD down? — Q2 was a transition period for $AMD — MI325X was mainly there to fill a temporary gap — Q2 landed between two strong AI accelerator launches: MI300X and MI350X — Add the China export hit, and you get meh earnings — And after going up for 3 straight

$AMD is at an inflection point The first catalyst comes with the lifted China restrictions Then, the MI350 ramp-up After that, MI400, the first true rack-scale system This year was messy with the MI325X and the China ban In 2026, we’ll see the true potential of $AMD

$AMZN disclosed a $37M stake in $IONQ Do they know something the rest of us don’t? This was truly a move I wasn’t expecting Is Quantum now?

$AMZN didn’t sell a single $AMD share last quarter They now hold $122M worth of $AMD shares

RIP Martin Shkreli 💀

AL2SI, the microcap idea I shared with my paid subs 2 months ago, is already up 74% since my post

$AMD posted 32% YoY growth in an extremely weak quarter for data center What do you think will happen when MI350 and MI400 arrive? Growth reacceleration At a $270B valuation, what does this tell me? 🟢A $1 trillion market cap is near

🚨 $AMD stock price target raised to $183 from $175 at Mizuho on AI growth

Woah What happened with $LFMD?

If you’re comparing $AMD and $NVDA data center performance in Q2 2025... You don’t understand product cycles or the companies on a deeper level Quantitative analysis without qualitative understanding is useless

$AMD Expects 28% Growth for Q3 of 2025 Without Accounting for China AI Accelerator Sales

Should you ditch $AMD for $NVDA? Is $AMD a buy at this level? Link below to read my take ⤵️

open.substack.com/pub/hypertechi…