EPISODE · Aug 5, 2026 · 10 MIN
Advanced Micro Devices (AMD): OpenAI's 1-cent stock warrants [Q2 2026]
from Earnings Unscripted: Stock Earnings Calls & Analysis · host Miro Benes
Despite posting a 50% revenue surge in Q2 2026, Advanced Micro Devices (AMD) saw its stock punished in after-hours trading as aggressive infrastructure scaling devours free cash flow.In this episode:• Using 1-cent stock warrants to lock OpenAI and Meta into GPU orders.• Why the U.S. placed a 25% import tariff on AMD's outgoing exports.• How Anthropic's Claude is autonomously rewriting AMD's legacy ROCm software.• The clever "happy meal" subscription bundle designed to hook open-source developers. 🍔Management radically revised its 2030 data center total addressable market up to $1.4 trillion, completely repositioning short-term capital bleed as a necessary ecosystem moat. But with a softening consumer PC market and the complex Helios rack-scale systems draining cash, Wall Street is already demanding flawless execution.Advanced Micro Devices (AMD) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.
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Advanced Micro Devices (AMD): OpenAI's 1-cent stock warrants [Q2 2026]
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