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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 246.76-0.5%Nov 14 9:30 AM EST

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From: neolib8/5/2025 4:53:35 PM
of 72355
 
Oops, I'm now a bit worried that Gaming/console which just added 450M QoQ last qtr might be a significant part of the growth in the current qtr. I'm guessing that was mostly console starting to ramp, and it can ramp significantly too, but will have limited potential relative to AI GPU.

Hope some of the Analysts hammer on Lisa for some "color" on the +1B guide for the qtr.
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