Home Earnings Analysis Tech  Summary Advanced Micro Devices, Inc. delivered strong Q1 FY2026 results, with datacenter segment growth driving a 28% projected EPS increase over FY2025. The datacenter now contributes over half of AMD's revenue, fueled by major deals with Meta and expanding partnerships with Google, Microsoft, and Tencent. Supply chain risks loom, as AMD relies heavily on TSMC for advanced manufacturing and faces inflationary pressures in memory components. Given that the stock is up over 70% in a month and AI themes are overvalued, there is a heightened likelihood of profit-taking risk despite solid fundamentals. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).…