AMD just lost $30 billion in ONE DAY — after posting record revenue

February 05, 2026 

AMD did everything right on Wednesday.

Record revenue. Beat analyst estimates. CEO Lisa Su went on camera and said AI is “accelerating at a pace I would not have imagined.”

And then investors nuked the stock 17%.

Thirty billion dollars in market cap — gone. In a single trading session. AMD’s worst day since 2017. 

AMD daily chart showing the 17% crash

Not because the company failed. Because it didn’t win hard enough.

Welcome to the most unforgiving market in a generation.

THE NEW RULES OF EARNINGS SEASON:

Here’s what happened: AMD reported Q4 numbers that would’ve been a blowout celebration two years ago. But when your stock is priced for perfection, “good” becomes “catastrophic.”

The sin? First-quarter guidance of $9.8 billion. Sounds massive. But some analysts wanted more. Data center margins slipped from 29% to 25%. And in today’s AI-obsessed market, a four-percentage-point margin decline might as well be a confession of failure.

Bernstein analyst Stacy Rasgon didn’t mince words: “The opex ramp is starting to become a bit tiresome.”

Translation: Wall Street doesn’t care what you did yesterday. They care whether tomorrow will be even bigger. And AMD’s tomorrow wasn’t big enough. 

Banks Are Panicking Over This Crypto Disrupting a $100B Racket

For decades, the financial system has quietly taken billions in fees every time money moves.

Now one altcoin is tearing that model apart with near-instant transactions that cost almost nothing — no banks, no processors, no 3% cuts.

Billions in value are already flowing through the network, and major companies are rushing to adopt the technology as old systems crack.

Most investors are still asleep to what’s happening. But with growth still early, the upside could be massive as adoption explodes.

👉 See our top crypto pick before the crowd catches on.

© 2026 Boardwalk Flock LLC. All Rights Reserved. 2382 Camino Vida Roble, Suite I Carlsbad, CA 92011, United States. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Readers acknowledge that the authors are not engaging in the rendering of legal, financial, medical, or professional advice. The reader agrees that under no circumstances Boardwalk Flock, LLC is responsible for any losses, direct or indirect, which are incurred as a result of the use of the information contained within this, including, but not limited to, errors, omissions, or inaccuracies. Results may not be typical and may vary from person to person. Making money trading digital currencies takes time and hard work. There are inherent risks involved with investing, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk.

MEANWHILE, ONE COMPANY QUIETLY MADE INVESTORS 10% RICHER

While everyone was watching AMD burn, Eli Lilly delivered one of the most dominant earnings reports of the year.

Revenue surged 42.6% to $19.29 billion. Earnings of $7.54 per share obliterated the $6.91 estimate. And then the company guided 2026 sales growth up to 27%.

The stock jumped 10%. 

Eli Lilly daily chart showing the 10% surge

Fifty billion dollars in market cap — created, not destroyed.

The weapon? Weight-loss drugs Mounjaro and Zepbound. While AMD is fighting for AI market share against Nvidia, Lilly is printing money from an obesity epidemic that isn’t going anywhere.

Here’s the kicker: Lilly’s rival Novo Nordisk warned this same week that its sales could drop 13%. So while the AI trade is getting more crowded, the weight-loss drug trade is becoming a one-horse race. 

A New Nasdaq AI Disruptor Is Quietly Gaining Traction

Something unusual is happening in Physical AI.

An under-the-radar Nasdaq company is transforming public safety with autonomous security robots powered by AI and real-time intelligence.

Knightscope just launched its breakthrough K7 Autonomous Security Robot, built to patrol large-scale environments around the clock.

This isn’t theoretical.

The company has logged over 4 million hours of real-world operation, announced more than $8.5 million in new contracts in 2025, and partnered with Palantir Technologies to accelerate federal market entry.

Early AI disruptors tied to new categories rarely stay quiet for long.

👉 Get the full breakdown here.

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THEN GOOGLE DROPPED A BOMBSHELL:

As if AMD’s meltdown wasn’t enough, Alphabet reported after the bell and dropped its own grenade: 2026 capital spending of $175 to $185 billion.

Read that number again. Up to $185 BILLION. In one year. On AI infrastructure.

For context, that’s nearly double what they spent in 2025. Wall Street was expecting $119 billion. Google basically said “hold my beer” and added sixty billion dollars to the tab.

Revenue? Beat estimates at $113.8 billion. Didn’t matter. The stock dropped 2.4% in premarket because investors looked at that capex number and asked the only question that matters: Where’s the return? 

Alphabet daily chart showing the post-earnings reaction



This is the uncomfortable truth about the AI boom: Every major tech company is spending like it’s the gold rush. But someone, eventually, has to actually find gold. 

An Investment Once Reserved for the Wealthy Just 
Opened Up

For decades, this corner of the market was largely inaccessible to everyday investors. Then a recent executive order quietly changed the rules. 

What was once off-limits is now available in a much more accessible way — and it’s already drawing attention.

👉 See what changed.

THE LESSON HIDDEN IN PLAIN SIGHT:

Wednesday told you everything you need to know about this market in two data points:

AMD: Record revenue, record AI hype, stock destroyed. Because the future wasn’t bright enough.

Eli Lilly: Sells weight-loss drugs, not AI chips, stock soared. Because the present was undeniable.

The herd is chasing artificial intelligence. They’re bidding up chip stocks, cloud companies, and anything with “AI” in the investor presentation. And when reality doesn’t match the fantasy — even slightly — the punishment is medieval.

Meanwhile, the smartest money on Wall Street quietly rotated into a pharma company that’s solving a problem 42% of American adults actually have.

The biggest opportunities aren’t always where everyone is looking. Sometimes the most intelligent trade is the one nobody’s talking about at the dinner table. 

Because here’s the thing about herds: they always end up at the same cliff.

Tomorrow: We’ll look at what Alphabet’s $185 billion bet actually buys — and whether the AI spending arms race has a winner, or just survivors. 

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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