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VOICE ARCHIVE

@bourboncap

@bourboncap
3 posts
2025-11-12
$AMD's expansion over the next 3 to 5 years is wild: >80% Data Center >50% Server Revenue >40% Client Revenue >70% Adaptive Revenue Semiconductor industry will remain busy [video]
2025-11-12 View on X
Bloomberg

AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years

Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the r...

2025-10-31
$AMZN casually making $180 billion in a single quarter — AWS alone did $33 billion. Total revenue is up 13% YoY Aws 20% up YoY “We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business,” said Andy Jassy [image]
2025-10-31 View on X
CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the thir...

2024-11-12
$GRAB just crushed it. Revenue is up 17% YoY. Net profit > 0 And MTU is up 19% The stock is up 13% after hours. I don't have a position yet, but I'm going to open one soon. Solid earnings, and congrats to the holders. Monthly transacting users (MTU) [image]
2024-11-12 View on X
Reuters

Grab reports Q3 revenue up 17% YoY to $716M, vs $700.8M est., a $15M profit, vs. a $99M loss in Q3 2024, and raises its fiscal 2024 forecast; GRAB jumps 5%+

Zaheer Kachwala / Reuters :