Advanced Micro Devices Stock (AMD)

Upside – $MRLN +40% (Q3 revenue rose 80% year over year, while new U.S. special-operations and autonomous-CASEVAC awards strengthened the defense pipeline) – $MOD +38% (Samsung reportedly in talks to acquire the data-center cooling supplier, with a potential deal possible within weeks) – $SLSN +32% (Q3 revenue grew 38% and the company swung to record …

Upside – $FOSL +23% (Q3 beat, gross margin surged and the FY sales and profit outlook was raised) – $SATL +21% (record Q3 revenue, positive adjusted EBITDA and a post-quarter deal to sell three in-orbit satellites for about $37M) – $RSKD +20% (Q3 revenue growth accelerated to 41% and revenue and adjusted EBITDA guidance was …

Upside – $CKX +61% ($1B cash equity investment led by Brad Jacobs includes a planned $10.13-per-share pre-closing dividend) – $CECO +45% (Q3 beat, FY27 revenue and EBITDA outlooks topped expectations and the FY26 orders view was raised) – $GFR +38% (agrees to be acquired by Strathcona Resources) – $HRTX +29%, $CRMD +3.5% (CorMedix agrees to …

As it relates to heavily weighted large-cap technology, the election will likely delay the construction of data centers. This means an entire portion of large cap (the “component” companies like Broadcom ($AVGO), Nvidia ($NVDA), Micron ($MU), Advanced Micro Devices ($AMD), Intel ($INTC), Sandisk ($SNDK), etc.) all face an increasingly uncertain sales and profit outlook. (Peripheral …

Upside – $BLZE +34% (Q3 beat as B2 cloud-storage growth accelerated to 47% and large AI and core-workload agreements expanded) – $AEIS +12% (record Q3 and strong Q4 guide on semiconductor and data-center power demand) – $LSCC +11% (record Q3 beat and strong Q4 and 2027 outlook on AI-data-center FPGA demand) – $GRAB +10% (Q3 …