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

To: Pravin Kamdar who wrote (68252)	7/15/2025 8:46:34 AM
From: Pravin Kamdar	Respond to of 72163

wccftech.com

To: Pravin Kamdar who wrote (68252)	7/15/2025 12:33:43 PM
From: Joe NYC	Read Replies (1) \| Respond to of 72163

I came across some references of a rush order from AMD to complete 200,000 Mi308s earlier this spring. It is unclear if the intention was to ship them before some cut off, also unclear what state of assembly these are, but that's ~ $2 billion dollars worth of GPUs.

To: Pravin Kamdar who wrote (68252)

7/16/2025 9:48:16 PM

From: Vattila

Read Replies (1) | Respond to of 72163

AMD 2025-Q2 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$0.53	$7.35B	$8.00B
Grok	$0.50	$7.40B	$7.80B
Joe NYC	-	-	-
Kelvin C.P. Wang	-	-	-
neolib	-	-	-
Pravin Kamdar	$0.45	$7.35B	$8.60B
rzborusa	-	-	-
TGPTNDR	-	-	-
Vattila	$0.46	$7.40B	$8.20B
Zacks Estimate	$0.47	$7.41B	$8.14B

Updated with Pravin's revised entry, raising his outlook a massive +$0.80B from $7.80B to $8.60B. Wow! That would be a pretty nice gain from the lifted trade restrictions with China. Let's all hope it materialises! Also, Zacks has adjusted their consensus EPS estimate to $0.47 (from $0.54). You'd think they are copying me now! In response, I'm lowering my estimate one cent to match their now "Most Accurate Estimate" of $0.46, while holding steady on revenue and outlook.

Post your numbers to participate!

Background Information

AMD's Q2 outlook: $7.40B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2025-Q1 results and scoreboards

Message #66742