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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 237.57-2.6%Nov 11 3:59 PM EST

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To: Vattila who wrote (45576)8/2/2022 2:51:59 AM
From: Joe NYCRead Replies (1) of 72278
 
Just posted, 3 posts down.

My justification: AMD will catch quite bit of that client downturn, but more than makes up most of it in datacenter (including Xilinx, which has backlogs too).

Guidance - I think Lisa is going to be super conservative this time around, with so much uncertainty out there, from geopolitical, economic downturn and inventory worries.

Thanks again for running the contest.
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