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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 257.93

+0.7%

9:30 AM EST

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To: Pravin Kamdar who wrote (71824)	10/24/2025 7:17:11 PM
From: Vattila	of 72049

We usually do well against Zacks when AMD is in ramp up mode. The ER will clarify where we are on the curve. I may of course be early in my optimism. Then again, Instinct MI350 series looks pretty solid for inference workloads, especially with the progress in the ROCm software framework. For those (potential) customers interested in the next-generation MI400 series, getting acquainted with AMD's AI technology stack though some MI350 purchases seems like a good idea.

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