Sales down 48 percent and analysts missed the mark—AI chips aren’t immune to reality

Good chips, bad quarter, everyone panics anyway.

One of the biggest indicators of the need for non AI based chips…. “Net Sales- Corporate and Other: $12 million versus $14.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -47.8% change.”

Toasted and people are freaking…

— Financial Spiderplant (@FSPC113) August 15, 2025

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