Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

AMD Q2 2026. Onwards & Upwards With Beats, Raises, Data Centre Doublings & TAM Expansions

How Fabless Is Fabless Today? AMD Earnings Expose the Rising Cost of AI Compute

AMD @ KeyBanc Technology Leadership Summit. Key Takeaways & Full Transcript

Giving Yourself Away: AMD’s Defensive AI Playbook Expands To Include Meta

Intel Q2: The $1.40 EPS Kicker and the 18A Margin Illusion

Intel Q2 2026. Doubling Down On 14A, But Is It Too Little, Too Late?

Intel Earnings Expose the Street's Stealth Upgrade Cycle

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<ul>
<li>AMD has earned strategic AI relevance; the next test is converting major customer validation into contracted, shipped, installed and recognised Helios revenue.</li>
<li>Q2 headline growth matters less than management’s evidence on MI450 and Helios ramp timing, supply constraints, customer readiness and second-half revenue contribution.</li>
<li>Rack-Scale systems expand AMD’s content opportunity, but early deployment costs and commercial incentives make gross-margin disclosure critical to judging the quality of growth.</li>
</ul>


AMD has earned strategic AI relevance; the next test is converting major customer validation into contracted, shipped, installed and recognised Helios revenue.
Q2 headline growth matters less than management’s evidence on MI450 and Helios ramp timing, supply constraints, customer readiness and second-half revenue contribution.
Rack-Scale systems expand AMD’s content opportunity, but early deployment costs and commercial incentives make gross-margin disclosure critical to judging the quality of growth.


AMD Must Show How Helios Moves From Customer Interest to Revenue