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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 237.62-7.2%Nov 6 3:59 PM EST
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To: Vattila who wrote (63144)1/31/2025 8:16:58 PM
From: Joe NYCRead Replies (2) of 72163
 
Part of my curious entry is that perhaps AMD is also "borrowing" some revenue for Q4 from Q1, like Intel did.

I was a little over-exuberant last time, in expecting the Q3 revenue to fall through into the earnings, and I think AMD's "correction" with some layoffs could represent AMD not being tremendously satisfied with that fact. There may be some cost to those layoffs too. I am not sure if anything stands out in the earnings report...
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