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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 259.65

+1.4%

9:30 AM EST

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From: Joe NYC	10/25/2025 11:57:48 AM
	of 72059

Some MLID leaks: - 9950x3d2 is something he has also heard about, but it does not look imminent, maybe Q1 2026 - he thinks Zen 6 desktop will be N2X and therefore it will be delayed to 2027. But I think that's wrong, it will be N2P just like server and mobile (chiplet) and will be released in 2026. It just makes no sense to wait if Zen 6 on N2P is already going to be a killer product. - there may be Arrow Lake refresh, not sure when - NVidia N1X delayed to mid 2026 Edit: some people say the desktop Zen 6 was never on N2X. MLID has been the only person who said that.

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