AMD shares tumbled Tuesday despite solid revenue guidance and AI chip optimism, becoming the latest semiconductor casualty in a market where solid execution simply isn't enough. This earnings season has been brutal for chip stocks: Texas Instruments , ON Semiconductor , Qualcomm , and Arm all posted results that looked good on paper, but were met with steep sell-offs as investors demanded accelerating growth and guidance that clears an ever higher bar. SOXX 1M mountain iShares Semiconductor ETF, 1 month Even Lattice Semiconductor wasn't spared. Management outlined a confident AI roadmap and said new product sales could could hit the high teens as a percentage of total revenue in 2025 - implying 70% year-over-year growth. But the numbers merely matched expectations and that was reason enoug

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