Elf is held as a 'watcher position' in the creator's portfolio, with plans for a future video due to its interesting prospects.
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Advanced Micro Devices ($AMD) TRIPLE BEAT | Tempus AI ($TEM) DROPS
The RoseMay 7, 2026
The creator discusses Advanced Micro Devices (AMD) reporting a strong earnings beat, driven by its data center segment, leading to a significant stock price increase. They also analyze Tempus AI (TEM), noting its revenue growth but also a widening net loss, making it a speculative play. The creator shares their personal portfolio holdings, emphasizing position weighting based on company fundamentals and speculation.
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ServiceNow is held as a 'watcher position' in the creator's portfolio, indicating interest for potential future investment.
Duolingo is held as a 'watcher position' in the creator's portfolio, indicating interest for potential future investment.
Nvidia's significant gains in data center revenue were used as a benchmark to gauge the potential for AMD's growth acceleration.
Intel's commentary on strong CPU market momentum was mentioned as a factor influencing investor expectations for AMD.
Tempus AI's stock dropped significantly after earnings due to a doubled net loss, despite revenue growth in its diagnostics and data segments, raising concerns about its path to profitability.
AMD reported a strong earnings beat, exceeding revenue and EPS expectations and increasing guidance, signaling significant growth potential, especially in its data center segment.
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AMD
buy opened May 7, 2026
+23.77%