u/AMD_711

as my quarterly routine, i am giving you an update of my most recent forecast right before the earnings

For Q1 2026, i predict total revenue to be 10.2b, 37% growth yoy. in which:

DC: 6.0b

- epyc: 3.4b (57% yoy growth)

- mi355x: 2.2b

- mi300x/325x/308x: 0.4b (assuming no mi325x sales to China yet)

Client CPU: 2.7b

Gaming: 0.6b

Embedded: 0.9b

Total gross margin: 56%

non-gaap eps: 1.36

q2 revenue outlook: 11b

In terms of valuation, at $360, our trailing pe (mon-gaap) will be 78.77 once q1 earnings is out, 63.31 when q2 earnings out, and only 46.08 by the end of the year.

as always, i tend to be slightly conservative in my predictions. let me know your thoughts on stock movement if the results is similar to what i projected.