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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 255.11+7.4%1:49 PM EST

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To: Vattila who wrote (68906)8/5/2025 4:27:19 PM
From: neolibRead Replies (1) of 72291
 
Note that the guide is +1B/qtr (I'll take that as not bad compared to NVDA raising by $2B each qtr) and that excludes any China MI308 sales. So could be more upside there.
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