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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: Vattila who wrote (71468)10/13/2025 4:54:24 PM
From: Joe NYCRead Replies (1) of 72194
 
I am going to wait until after Intel earnings.

But the client upgrade cycle may be happening. I noticed one analyst increased their PC shipments from 1-2% in next to years to 4-5%. Intel may benefit a little more than AMD because of forced upgrade cycle in corporate PCs.

Windows 10 keeps nagging more and more about upgrading. I had to answer No like 2 or 3 times this morning when it kept asking me to upgrade.
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