Group 1: Advanced Micro Devices (AMD) - AMD develops semiconductors across four main end markets: data center, client, gaming, and embedded processors [2] - AMD gained about seven percentage points of market share in x86 CPU sales at Intel's expense, particularly strong in the client segment with Ryzen processors taking over eight percentage points from Intel Core processors [3] - AMD reported fourth-quarter financial results with total revenue increasing 24% to 7.6billionandnon−GAAPearningsincreasing421.09 per diluted share, but the stock fell 16% due to missed data center sales estimates [4] - AI accelerator spending is expected to increase at 29% annually through 2030, with AMD's CEO projecting AI accelerator sales to grow from 5billionin2024to"tensofbillions"inthecomingyears[5]−WallStreetestimatesAMD′searningswillgrowat35741 million, a 22% increase but below the forecast of 756million,withnon−GAAPearningsincreasing440.59 per diluted share [9][10] - Despite a 42% stock decline since the earnings report, Wall Street estimates earnings will increase at 15% annually through 2026, with adtech software spending expected to grow at 22% annually through 2030 [11][12]