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Wesley A. Souza
Wesley A. Souza
Everyone is hyped on $AMD beat: $13.38B, Data Center +97%. Nobody is talking about the indirect stuff. Dems swept House + Senate. Texas wants a moratorium on new data centers - 27% of US capacity. FCF -64% to $554M. Inventory +$3B to $11.46B. Gap already faded from $530 to $512. Beat is real. But will it close green? I say Yes, but not blind. $AMD #AMDQ3DataCenterUp97%

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