Alert feeds tell you a 10-Q landed. The Thesis Monitor tells you what it does to your thesis: write what you believe about each holding, and every new 10-K, 10-Q and 8-K is judged against it — supported, at risk, or contradicted — with the exact cited passage.
“Data-center GPU ramp drives segment growth above 40% YoY as LLM inference shifts toward AMD; gross margin expands toward 55%; watch hyperscaler concentration and backlog.”
“Data Center Segment Revenue $3.2B → $6.7B — Revenue $6.7 Billion Up 107% y/y”
Q2 FY2026 press exhibit · filed 2026-08-04 · sec.gov
“Gross margin for the quarter expanded to 56%, up over 200 basis points year over year… reflecting a favorable product mix”
Q2 FY2026 earnings call · 2026-08-04
“Our milestone agreement with OpenAI to deliver up to 6 gigawatts of next-generation AI infrastructure across multiple generations of AMD Instinct GPUs…”
DEF 14A · filed 2026-03-27 · sec.gov
Research, not investment advice. Every verdict cites its filing.