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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 214.96

+5.5%

Nov 24 3:59 PM EST

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To: neolib who wrote (68961)	8/5/2025 7:07:24 PM
From: Joe NYC	Read Replies (1) of 72584

The analyst was trying to get at China run rate per quarter. Lisa did not give the answer. But I wonder if it could be 500m per quarter. Not outside of realm of possibilities, given the estimate of final products value of the WIP writedown of 800m could be 2 billion.

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