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


To: Pravin Kamdar who wrote (63112)1/31/2025 6:09:45 PM
From: Pravin KamdarRead Replies (1) | Respond to of 72153
 
Also, if you are out of AMD, would you care to share what you are playing? Turning the options wheel on LUNR has been a money making machine for me.



To: Pravin Kamdar who wrote (63112)1/31/2025 6:32:33 PM
From: neolibRead Replies (1) | Respond to of 72153
 
Not good I'm sure, but I think expectations are lower anyway. We generally get our heads handed to us when we think AMD can do radically different from Intel. Intel guided down more than seasonal, so its a bit hard to see AMD having sequential growth. Now they could if Instinct is continuing to ramp, but God help us if it actually decreases sequentially or just flat-lines.



To: Pravin Kamdar who wrote (63112)1/31/2025 6:34:03 PM
From: Joe NYCRead Replies (1) | Respond to of 72153
 
re: If AMD does guide down to the $7B range

$7B would not be terrible for Q1, assuming Q4 is going to "borrow" $100-300 million from Q1.