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ARRIWYKS
#AMDQ3HeliosRevenue
Q2 BEAT: $11.54B vs $11.3B, DC $6.72B +107% (58% of sales), EPS $1.66 vs $1.62 — but sold -8% on GM miss.
Helios rack (EPYC + MI355X/450) shipments Q3, ramp Q4. Demand ahead of forecast. Server CPU >80% YoY H2 26, DC 2x again in 2027. OpenAI 6GW, Meta, Anthropic 2GW, Oracle. Wedbush $600 — CPU tight = upside.
Valuation: $521, 131x P/E, 38.5x 2027 $14.11. YTD +143%. Needs DC >$7.5B + Q4 $15.7B guide.
Call: 75% BEAT — numbers good, price is GM. >56.5% GM + Helios vol = $608
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