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🚨 All eyes are on $AMD's Q2 earnings. The key focus isn't just the headline numbers—it's guidance for MI350X AI chip shipments. Why it matters: 📈 Stronger-than-expected guidance could boost confidence across the semiconductor sector and encourage investors to rotate back into AI hardware names. 📉 Weaker demand or cautious outlook, especially if customers delay purchases due to software ecosystem migration costs, could pressure AI chip valuations and weigh on the broader sector. Macro conditions also remain important. If inflation surprises to the upside and pushes yields higher, broad risk-off selling could overshadow company-specific results. In that scenario, investors will likely shift their attention to how aggressively hyperscalers are actually executing their AI infrastructure capex plans. For this earnings report, the market is watching guidance, customer demand, and AI spending trends more closely than the quarter that's already been reported. $BTC $ETH $BICO #PalantirQ2Earnings #30YrYieldTopOrStart #USJapanYenIntervention