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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

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Nov 5 4:00 PM EST

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To: Return to Sender who wrote (90119)	5/2/2023 6:42:52 PM
From: Return to Sender	1 Recommendation Recommended By The Ox Read Replies (1) of 95367

Advanced Micro beats by $0.04, reports revs in-line; guides Q2 revs in-line 4:20 PM ET 5/2/23 \| Briefing.com Reports Q1 (Mar) earnings of $0.60 per share, excluding non-recurring items, $0.04 better than the S&P Capital IQ Consensus of $0.56; revenues fell 9.1% year/year to $5.35 bln vs the $5.31 bln S&P Capital IQ Consensus.Data Center revs remained flat yr/yr at $1.295 bln.Client revs fell 65% yr/yr to $739 mln.Gaming revs fell 6% yr/yr to $1.757 bln.Embedded revs grew 163% yr/yr to $1.562 bln.Co issues in-line guidance for Q2, sees Q2 revs of $5.0-5.6 bln vs. $5.51 bln S&P Capital IQ Consensus.Co added, "We launched multiple leadership products and made significant progress accelerating our AI roadmap and customer engagements in the quarter. Longer-term, we see significant growth opportunities as we successfully deliver our roadmaps, execute our strategic data center and embedded priorities and accelerate adoption of our AI portfolio."For FY23, Co expects Data Center and Embedded to grow yr/yr, gross margins to remain flat at ~50% in 1H and then expanding in 2H.

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