https://www.whatthechiphappened.com/

AMD just delivered $13.4 billion in Q3 revenue and guided for approximately $17 billion in Q4! Advanced Micro Devices (AMD) beat revenue expectations of $13.1 billion and adjusted EPS estimates of $1.94 with $2.09 per share. Data center revenue surged 97% year over year to $8.5 billion. In this video, Jose Najarro breaks down the Helios AI ramp, EPYC server CPU demand, 2027 expectations, and risks from rising inventory and weaker client and gaming markets.

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

https://www.whatthechiphappened.com/

Marvell Technology (MRVL) shocked investors with a $115 billion all-stock deal to acquire Lumentum (LITE), and both stocks plunged! Marvell fell 12.7% and Lumentum dropped 18.6% on November 2, 2026, even as the deal promises over $1 billion in annual cost synergies. I break down the 4.5-share exchange ratio, potential dilution, and why combining AI networking chips with lasers and optical technology could be a massive long-term opportunity. Is Wall Street missing the bigger picture?

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

https://www.whatthechiphappened.com/

Five AI and semiconductor stocks report earnings during November 2–5, 2026—and guidance may matter more than quarterly beats. Advanced Micro Devices (AMD), Super Micro Computer (SMCI), IREN (IREN), Lumentum (LITE), and Aehr Test Systems (AEHR) will give investors a rare look across CPUs, AI servers, cloud capacity, optics, and chip testing. We break down AMD's $13 billion revenue guide, Supermicro's preliminary $19 billion quarter, and the execution and valuation risks that could drive the next moves.

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.