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To: Pravin Kamdar who wrote (71616)10/16/2025 10:52:23 AM
From: Pravin KamdarRespond to of 72202
 
So, we've got ER on the 4th and the FA day on the 11th.

And these (from a post on Reddit):

AMD to Participate in Upcoming Investor Conferences

Advanced Micro Devices, Inc. SANTA CLARA, Calif., Oct. 16, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that company executives will participate in the following events for the financial community:

Dr. Lisa Su, chair and chief executive officer, will present at UBS’s 2025 Global Technology and AI Conference on Wednesday, Dec. 3, 2025.

Jean Hu, executive vice president, chief financial officer and treasurer, will present at Barclay’s 2025 Global Technology Conference on Wednesday, Dec. 10, 2025.



To: Pravin Kamdar who wrote (71616)10/16/2025 11:42:33 AM
From: Joe NYCRead Replies (1) | Respond to of 72202
 
Not too long ago, we would have been extremely happy with 10% market share.

30% would sure change one thing: NVidia would no longer be an invincible monopoly.



To: Pravin Kamdar who wrote (71616)10/16/2025 12:32:00 PM
From: neolibRead Replies (2) | Respond to of 72202
 
Nvidia should have > $200B AI revenue in 2026, so he thinks AMD can have 50-60B? Since most of that would have to be in 2H and likely Q4 at that, it would put AMD at 30+B in Q4??