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

To: Sam who wrote (68910)	8/5/2025 4:36:10 PM
From: neolib	Respond to of 72303

IMHO its a good report and the stock should bounce back. The just completed qtr was a record for revenue again finally, and the current qtr is guided up $1B. I'm pretty sure the bulk of that is in data center, although there will be some back to school in client. BTW, client was very strong as well for AMD. I think the monkey called Intel is starting to slide of AMD's back in client. But the key point is they seem to finally be getting escape velocity on data center, and its got to be mostly GPU. This fits with the recent rumors of MI355 price hikes.