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AMD posted a major jump in quarterly sales, with its data-center business growing especially quickly. Yet the market still pushed back after the company’s outlook failed to clear the very high expectations created by the AI boom.

In this episode, we break down the new reality of AI-era competition: delivering great growth is no longer enough when investors expect every chip company to perform like the market leader.

For operators and founders, this is a powerful lesson in expectations. When a company’s story gets bigger than its current results, the pressure to keep accelerating becomes intense.

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