Trading Ideas – European session 3 Sept

AMD's Q1 sales jump 38% to $10.3B, fueled by AI data center growth. Server CPU TAM now $120B.

SOUN drops despite 52% revenue growth; high beta (2.7) signals volatility. TAM $140B.

Renewable energy stocks soar as geopolitical risks boost demand. Wind giants see profit beats.

Memory prices surge 90%! Apple's 49.3% gross margin faces pressure, but its valuation at 33x forward earnings is fair.

CAT's AI infrastructure play surges 170% on $17.4B Q1 revenue, up 22%. Huge backlog signals future growth.

Treasury borrowing surges $122B as tax refunds & tariffs hit cash flow. Bond yields scream 'unprecedented' supply risk.

Iamgold's revenue and EBITDA surge on higher gold prices, boosting free cash flow and buybacks.