Archive - Beyond The Hype - Looking Past Management & Wall Street Hype

May 2025

Nvidia Is Off To The Races Once Again, Can AMD Slow It Down With MI355?

Nvidia (NVDA) delivered an above guidance but slightly soft Q1 FY26 results.

May 30 •

Beyond The Hype

Nvidia NVLink Fusion Is More Noise Than Substance

Nvidia (NVDA) CEO Jensen Huang announced at Computex 2025 keynote that Nvidia is opening its NVLink for adoption by other players.

May 20 •

Beyond The Hype

AMD MI355 Hockey Stick

Advanced Micro Devices (AMD) delivered a strong Q1 with revenues beating expectations by over $300M and EPS beating expectations by $0.03.

May 7 •

Beyond The Hype

AMD Poised Interestingly Ahead Of Multiple Product Ramps

There have been no earnings previews at Beyond The Hype this earnings season.

May 5 •

Beyond The Hype

April 2025

March 2025

Intel Vision 2025: What To Expect

Intel (INTC) is hosting its Vision 2025 two-day event starting Monday, March 31, 2025.

Mar 31 •

Beyond The Hype

Nvidia 2025 GTC Keynote Goes As Expected

Nvidia (NVDA) GTC 2025 keynote by CEO Jensen Huang was per expectations.

Mar 19 •

Beyond The Hype

Lip Bu Tan Picked To Turn Intel Around: Now What?

In a not so surprising press release, Intel (INTC) announced that the recently departed director Lip Bu Tan has been appointed as Intel CEO effective…

Mar 13 •

Beyond The Hype

Broadcom: Not All That Glitters Is Gold

Broadcom (AVGO) delivered a strong fiscal Q1 2025 and guided above expectation for Q2.

Mar 7 •

Beyond The Hype

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