# semiconductor guidance — X 热门讨论 (2026-09-17 04:05 UTC)
## @JohnTinsmanAOT (John Tinsman) · 09-16 14:50 · ♥39 ↻6 💬6 BULLISH AMD: The CPU and GPU Boom Materializes $AMD
1) Guidance of 100%+ datacenter revenue growth 2) Agentic AI shifts workload from GPUs to CPUs 3) Significant profit margin expansion underway 4) AMD leads in desktop powered compute for AI
AI has spend years positioning itself for the moment that AI compute shifts from datacenters to work and home desktops. I believe that moment is upon us. AMD's datacenter growth is spectacular at the very same time, and no other semiconductor has the ability to expand profit margins to multiply earnings like AMD in my opinion. https://x.com/JohnTinsmanAOT/status/2100235767096193383
## @king_jayweb3 (King Jay) · 09-15 21:31 · ♥30 ↻1 💬24 Semis don’t fear one rate hike as much as “no end in sight.”
That’s why I’m watching FOMC guidance more than the actual decision.
If the Fed gives markets clarity on the peak, AI capex and chip demand can come back into focus.
Watching the semiconductor setup on BingX TradFi. https://t.co/qWBH7sqlro https://x.com/king_jayweb3/status/2099974389710364859