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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 233.54

-1.7%

3:59 PM EST

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To: neolib who wrote (68943)	8/5/2025 5:32:44 PM
From: neolib	Read Replies (1) of 72183

Q&A: Q on client: Q2 have pull forward and 2H flattish?? Lisa: Client did very well in H1, strength in every segment. Don't think there was much pull forward, for 2H primary Q3 is strong MI 355 ramp (Yes like to see them hammer on that). Modest on client. In 1H there was increasing ASP due to selling higher up the stack (more enterprise, Dell, etc).

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