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To: neolib who wrote (53278)	1/28/2024 5:49:21 PM
From: Vattila	Read Replies (1) \| Respond to of 72181

> If Lisa just sticks with the previous $2B for the year, that will be disaster. Something has to be upped significantly to support the current price. How much? Yes, not raising guidance would be unexpected and alarming, as she has clearly communicated (video below) that demand for Instinct MI300X is well beyond $2B and that they have plenty supply. And yes, the question is how much would please the market. It also remains to be seen if she just guides for next quarter or updates full-year expectations. Considering the focus on AI growth prospects by the analysts, I think she will provide some guidance. And, akin to 2020, I think we'll see her raise the full-year forecast quarter by quarter in line with visibility. > I could see the stock heading for $200 if Lisa said Q4 had an additional $200B* in AI GPU and the expected full year sales were now $4B.* Nice to see that you are subconsciously thinking big. :-)