🔥 Bitget US Stock Hot Spot Sniping | 2026.11.04 Main Theme: AI Chip Strong Rebound | AMD Earnings Beat · NVDA Market Cap Back to No.1 · SMCI Server Boom · Apple Memory Cost Pressure

1. AMD Q3 Earnings Fully Beat Expectations
AMD reported after-hours Q3 revenue of $13.38 billion, up 45% year-over-year. Data center revenue reached $8.55 billion, surging 97% YoY. Adjusted EPS came in at $2.09, beating market expectations. Q4 revenue guidance of approximately $17 billion was well above estimates. CEO Lisa Su indicated that 2027 server revenue is expected to double. The stock rose about 7-8% after hours.
🎯 Beneficiaries: AMD, NVDA, AVGO; Key Catalyst: Strong validation of AI GPU and EPYC CPU demand, with data center revenue rising to about 64% of total.

2. NVIDIA Reclaims Global Market Cap Leadership
NVDA rose 2.3% yesterday, closing around $206.7, with market cap returning above $5 trillion and surpassing Apple to become the world’s most valuable company. The Philadelphia Semiconductor Index rebounded 2.6%, with the chip sector broadly recovering. Jensen Huang previously expressed support for the major Marvell-Lumentum merger.
🎯 Beneficiaries: NVDA, MU, SNDK; Key Catalyst: AI infrastructure demand recovery, plus official inclusion in the Dow Jones Index on November 8 (replacing Intel).

3. Super Micro Earnings Explode
SMCI reported fiscal Q1 revenue of $19.9 billion, nearly 4x year-over-year growth, with adjusted EPS of $1.81 far exceeding expectations. The company raised full-year revenue guidance to $72–82 billion. The stock rose after hours. Demand for AI servers and data center solutions remains robust.
🎯 Beneficiaries: SMCI, NVDA, DELL; Key Catalyst: Accelerating AI server shipments for data centers, with full-year guidance significantly raised.

4. Apple Under Unprecedented Memory Cost Pressure
AAPL fell about 2% after new CEO John Ternus warned that memory chip costs are rising at an “unprecedented” rate, which will continue to squeeze holiday-quarter gross margins to 45–46%. Funds rotated from Apple’s supply chain toward memory chips.
🎯 Beneficiaries: MU, SNDK, WDC; Key Catalyst: AI data center demand continues to drive up memory and storage prices, with shortages expected to last into 2027.

5. US Midterm Election Results Gradually Becoming Clear
Voting took place on November 3. Early results show Democrats leading in the House, with the Senate also potentially flipping some seats. Futures fluctuated after hours, while clean energy stocks strengthened on policy expectations. The election outcome helps remove some macro uncertainty.
🎯 Beneficiaries: Clean energy ETF components, major tech stocks; Key Catalyst: With election results clarifying, watch for policy shifts and VIX changes impacting the tech sector.

Trading Tip: The AI infrastructure and chip sectors rebounded strongly on AMD and SMCI earnings catalysts, with capital rotating from Apple’s chain toward memory and servers. As midterm results gradually settle, manage positions carefully based on volume and volatility.
US stocks have seen heightened volatility recently. The above content is for informational reference only and does not constitute investment advice.