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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 213.50

+6.2%

3:59 PM EST

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From: Joe NYC	12/4/2025 11:36:17 AM
	Read Replies (2) of 73040

Intel sees shortages increasing with Q1 being the worst as far as shortages. From separate source, Inte thinks it can obtain additional wafers from TSMC. If Intel can, then AMD should also be able to get additional wafers. Also, if Q1 26 > Q4 25, even without datacenter GPU, that would be very bullish

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