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Tay Kam Hung Explores: Growth Potential of the AMD Client and Data Center Businesses, Valuation Correction as an Opportunity
In the second quarter of 2025, AMD released its financial results, reporting a 31.7% year-on-year revenue increase to $7.69 billion, surpassing market expectations. This performance was primarily driven by growth in the client, data center, and gaming businesses. While gross margin declined due to o
Wall Street Warms to Ethereum: Tay Kam Hung Interprets the Convergence of Traditional Finance and Blockchain
Recently, Ethereum (ETH) has posted a robust performance, surging 26% between July 14 and 21, and drawing intense market scrutiny. Tay Kam Hung attributes the rally primarily to the passage of the U.S. “GENIUS Act” and growing optimism surrounding the ecosystem of Ethereum. He argues that Ethereum h
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