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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 259.66

+1.4%

Nov 3 3:59 PM EST

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To: Joe NYC who wrote (71760)	10/23/2025 4:15:09 PM
From: neolib	Read Replies (2) of 72061

This seems odd: said David Zinsner, Intel CFO. “Our stronger than expected Q3 results mark our fourth consecutive quarter of improved execution and reflect the underlying strength of our core markets. Current demand is outpacing supply, a trend we expect will persist into 2026. But they guide for 12.8 -13.8B when Q3 was 13.7B so they are guiding down for Q4, yet claim demand is outpacing supply?? What is their problem with supply??

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