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

To: Vattila who wrote (71468)	10/13/2025 4:54:24 PM
From: Joe NYC	Read Replies (1) \| Respond to of 72181

I am going to wait until after Intel earnings. But the client upgrade cycle may be happening. I noticed one analyst increased their PC shipments from 1-2% in next to years to 4-5%. Intel may benefit a little more than AMD because of forced upgrade cycle in corporate PCs. Windows 10 keeps nagging more and more about upgrading. I had to answer No like 2 or 3 times this morning when it kept asking me to upgrade.

To: Vattila who wrote (71468)

10/23/2025 7:52:46 PM

From: Vattila

Read Replies (1) | Respond to of 72181

AMD 2025-Q3 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$1.15	$8.70B	$9.20B
Grok	-	-	-
Joe NYC	-	-	-
Kelvin C.P. Wang	-	-	-
neolib	-	-	-
Pravin Kamdar	-	-	-
rzborusa	-	-	-
Vattila	$1.20	$8.88B	$9.50B
Zacks Estimate	$1.17	$8.72B	$9.10B

Updated with latest Zacks' numbers; EPS up $0.01, revenue up $0.01B, and outlook up $0.02B.

Intel's results look promising. The high demand in the x86 space should benefit AMD as well. Here are my segment estimates.

Let me know your take. Post your numbers to participate!

Background Information

AMD's Q3 outlook: $8.70B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2025-Q2 results and scoreboards

Message #68978