Dear AMD Stock Fans, Mark Your Calendars for November 4

Core Insights - Advanced Micro Devices (AMD) is a leading global semiconductor company known for high-performance computing and graphics solutions, with a strong focus on cloud computing and AI [1][3] - AMD's stock has seen significant growth, with a 14% increase over the last five days and nearly 57% over the past year, driven by strategic partnerships and demand for AI chips [3][4] Financial Performance - AMD reported Q2 2025 revenue of $7.7 billion, exceeding analyst estimates of $7.41 billion, marking a 32% year-over-year increase [5] - Earnings per share (EPS) was $0.48, missing expectations by $0.06 due to an $800 million inventory charge related to U.S. export controls on AMD Instinct MI308 GPUs [5][6] - Operating income was $897 million, with margins decreasing to 43% from 53% the previous year, although margins could have been 54% without the MI308 charge [6] Future Guidance - For Q3 2025, AMD projects revenue around $8.7 billion, indicating approximately 13% sequential growth and a 28% year-over-year improvement [7] - Management anticipates a recovery in non-GAAP gross margin to 54% as MI350 accelerator shipments increase, while emphasizing strong demand in AI and core computing segments [7]