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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 215.68

+5.9%

3:13 PM EST

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From: neolib	8/5/2025 6:06:52 PM
	Read Replies (2) of 72567

Well I got what I wanted clarified out of the CC. The +1B is mostly MI355 ramp. That is amazing. Epyc is growing as well, but that will likely be in line with recent growth, unless Intel rolls over and dies. Client will be flattish, and Xilinx might at least stabilize. So MI355 it is. Which means they should be close as the last Analyst was probing for, to $2B/qtr now and growing at nearly $1B/qtr, and they could get more than that if China gets back in play. So it does appear that AMD is finally breaking out in the AI GPU segment, and this is despite the lack of a rackscale solution. Stock is back down in the 167 range, which I think is a mistake. Will wait and see what stock recommendations do in the next few days.

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