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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: Pravin Kamdar who wrote (71616)	10/16/2025 12:32:00 PM
From: neolib	Read Replies (2) of 72186

Nvidia should have > $200B AI revenue in 2026, so he thinks AMD can have 50-60B? Since most of that would have to be in 2H and likely Q4 at that, it would put AMD at 30+B in Q4??

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