RT Mash (@Mash_CT)Avalanche gaming is dead 🔺 https://t.co/kK8rNIcM4S ...

Core Insights - Artificial intelligence (AI) has become a focal point for investors, with Nvidia at the forefront of this technological boom [1] - Demand from major tech companies such as Meta, Alphabet, and Microsoft has significantly boosted Nvidia's revenue and earnings, achieving over 65% year-over-year growth [2] - Nvidia's stock has experienced remarkable growth over the past decade, with a $10,000 investment turning into approximately $3.05 million [4] Company Performance - Nvidia's growth trajectory has shifted from Bitcoin mining and gaming to AI, indicating a long history of expansion [4] - Despite a slower growth rate compared to previous years, Nvidia is expected to continue outperforming the market due to strong demand signals from big tech [6] - The stock is currently trading at a premium, reflecting significant growth expectations, but it remains a viable investment opportunity [7]

Core Insights - Advanced Micro Devices (AMD) is experiencing significant growth in its Gaming segment, with revenues increasing 73.1% year over year to $1.122 billion in Q2 2025, representing 14.6% of total revenues [1][12] - The growth is primarily driven by strong demand for Radeon GPUs and increased semi-custom revenues, as console inventories normalize and customers prepare for the holiday season [2] - AMD has announced collaborations with Microsoft and Sony for next-generation gaming technologies, including a multiyear partnership with Microsoft for custom chips for Xbox devices and Project Amethyst with Sony [3] - The launch of the Radeon 9000 series graphics cards, particularly the Radeon 9600 XT, has significantly improved gaming performance, including enhanced ray tracing capabilities [4] - For Q3 2025, AMD expects Gaming segment revenues to remain flat, with a notable decline in console-related revenues anticipated in Q4 2025 due to seasonal trends [5] Competitive Landscape - AMD faces strong competition in the gaming market from NVIDIA, which leads in the discrete GPU market, and Intel, which is a strong player in both discrete and integrated graphics [6] - NVIDIA reported a 30.7% year-over-year increase in gaming revenues to $3.76 billion in Q1 2026, driven by strong demand for its Blackwell architecture GPUs [7] - Intel is expanding its presence in the gaming market with its Intel Arc graphics family, which offers modern GPU features and has launched the Intel Arc B-Series based on the latest Xe2 GPU architecture [9] Financial Performance - AMD shares have gained 37% year to date, outperforming the broader Zacks Computer & Technology sector's return of 11.8% and the Zacks Computer-Integrated Systems industry's increase of 25.7% [10] - AMD is trading at a forward 12-month Price/Sales ratio of 7.33X, significantly higher than the industry's 3.65X, indicating a premium valuation [13] - The Zacks Consensus Estimate for Q3 2025 earnings is $1.17 per share, reflecting a 5.4% increase over the past 30 days but a 27.17% decrease year over year [15]

Product & Market Focus - Microsoft and Asus are releasing Xbox Ally handheld devices, targeting handheld PC gaming [1] - The devices feature a full-screen Xbox experience to simplify Windows for gaming [1] - Xbox Ally devices are scheduled to launch on October 16th [3] Technical Specifications & Optimization - The devices boot directly into the Xbox app, offering a console-like experience [2] - Users can access Game Pass titles, Xbox cloud games, and Steam PC games [2] - Windows is optimized to save approximately 2 GB of RAM to enhance gaming performance [3] User Experience - The devices offer a handheld-friendly interface with a game bar UI [2] - Users can switch to desktop mode to install other PC launchers and apps like Discord [3]

Gaming & Rewards - Avalanche Battle Pass Season 2 is live on @GamingOnAvax [1] - Playfull is offering over $25 thousand in rewards through @GamingOnAvax [1] Platform & Activities - New games, missions, and upgrades are available [1] - Users can hunt for rare Pokémon cards [1]

“Gaming is a bit of a secret superpower for Britain.” On “The Intelligence” @GeorgiaBanjo explains the UK’s global success exporting video games. Listen now https://t.co/Yeo2D3yZcH ...

⚡ INSIGHT: Animoca Brand's gaming token TOWER grew 8X fast than Ethereum this month; gaming investment and active wallets went up in July.Web3 Gamer ft. @TowerToken via Cointelegraph Magazine https://t.co/LejHl8Hpfr ...

NFT & Gaming Updates - Crypto.com 的 Loaded Lions 为了庆祝周年纪念，推出了每日登录奖励 [1] - GameSquare 以价值 515 万美元的优先股获得了一个 CryptoPunk NFT [1] - BTCS Inc 为其公司金库收购了 3 个 Pudgy Penguins NFTs [1]

Ecosystem Growth - Sei ecosystem continues to accelerate, becoming the preferred base layer for finance [1] - Sei led all EVM chains in daily active wallets across the past 30 days [1] - Native USDC in circulation on Sei reached $160 million in just two weeks after launch [1] Protocol & Platform Integrations - Coinbase added Sei support for the x402 protocol [2] - MathWallet now supports Sei EVM [2] DeFi Activity - DragonSwap DEX passed $3 billion in all-time volume [2] - Oxiumxyz's order book DEX passed $500 million in total volume [2] - Bancor's CarbonDeFixyz reached an all-time high across multiple trading metrics [2] New Product Launches & Partnerships - SymphonyAg's Composer Launchpad went live [2] - Fiamma Labs launched their BitVM BTC bridge on Sei [2] - RuneHero, a Web3 MMOARPG, is now powered by Sei [2] Community & Events - Sei Gaming Day in Hanoi brought together builders, players, and partners [2]

Deal Highlights - GameSquare Holdings 宣布与 Azuki 和 Anime Foundation 达成 250 万美元的交易 [1] - GameSquare 将把 Animecoin 添加到其 Treasury 中 [1] - GameSquare 的目标是 2亿5千万美元的 ETH [1] Strategic Initiatives - GameSquare 将帮助推出游戏 + 动漫商品 [1] - GameSquare 将提高 Azuki 的知名度 [1]