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Pierre FerraguÊ
  • Pierre FerraguÊ

AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ

Nvidia 3FQ26 preview: strong setup into the print and entering 2026

Nvidia will report earnings this week, here is our preview and expectations with the print.

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

AI Driven Guidance Update Implies Upside to Expectations

Financial UpdatesNew Long-Term Model - On the top-line, AMD's new 3-5 year model now calls for 35% total revenue CAGR, driven by 1) 10% CAGR in its core business, and 2) 60% CAGR in AMD's data center business. The company's long-term model also calls for GMs between 55% to 58%, driven by additional

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