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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 238.50

-6.8%

3:47 PM EST

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To: Joe NYC who wrote (63100)	1/31/2025 5:45:00 PM
From: Pravin Kamdar	Read Replies (1) of 72153

Not buying the pull-in related to tariffs? Not really. I'm being conservative. My QoQ revenue, being equal, due a little to Intel's guidance, and to what I expect there to be some reaction to Deepseek -- even with MS and META restating their capital spending plans. There have been bits of rumors about MI325X doing well, but no real news. Since I have lost much of my faith in AMD, it is a "prove it" stock to me. I think Ryzen and EPYC will counter graphics and embedded. Also, if MI355X is coming in H2, why would anyone want to pay for MI325X now? When MI355X will have FP4 and FP6 with 30X the inference performance. In the end, I think the stock will move after the report on what is said about total year Instinct sales. Less than $10B could be a problem. But, maybe that is priced in already. Actions speak louder than words. I sold $114, $113, and $112 puts today all for $3.30-$3.50 premiums on the way down today. Like TWY speculated, I hope $114 is a near term low.

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