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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: neolib who wrote (45960)	8/25/2022 12:40:23 PM
From: rzborusa	Respond to of 72163

Nv shares up nicely with the market while the snakes get their personal accouts aligned with what comes next.

To: neolib who wrote (45960)	8/25/2022 7:33:24 PM
From: Joe NYC	Respond to of 72163

My est from this last report where AMD changed reporting segments is that AMD's dGPU biz is only about $750M/qtr It seems quite high; I thought it was less. But AMD's growing mobile presence may be contributing to this figure, if the $750 million per quarter is correct. I think the dGPU chips should have much higher margins than console sales. But the last quarter figures about profitability of gaming division are a mystery for Q2 2022. Because we don't know what kind of charges or reserves are in there for inventory adjustments of desktop dGPUs. I would think that the dGPU products would be selling at decent margins under normal market conditions, elevating margins of the gaming division to a higher level than we have seen on Q2 report...