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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 228.62

-3.8%

1:15 PM EST

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To: neolib who wrote (68944)	8/5/2025 5:34:30 PM
From: neolib	Read Replies (3) of 72181

Color on China: Inventory etc? Lisa pushing on Jensen's line, China should use US AI tech. License under review, supply chain is an issue because WiP takes several qtrs to work that through (so the 800 can't be in one qtr??)

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