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

To: Pravin Kamdar who wrote (71806)10/24/2025 10:49:32 AM
From: Pravin KamdarRead Replies (2) | Respond to of 72116
 
AMD market cap over $400B at the moment.



To: Pravin Kamdar who wrote (71806)10/24/2025 10:58:54 AM
From: Joe NYCRespond to of 72116
 
Looks like INTC gave up some of the gains from AH, and AMD accelerated those gains.

Intel comments from their CC looked bullish for AMD. High demand for client PCs, Intel shortage, Intel rising prices - all point to an opportunity for AMD to sell out its inventories - which IIRC, AMD was increasing. We will find out how much of the opportunity AMD was able to realize.



To: Pravin Kamdar who wrote (71806)10/24/2025 1:44:32 PM
From: THE WATSONYOUTHRead Replies (1) | Respond to of 72116
 
With Intel's admissions during the CC, I don't see any reason why they should be up today.

..yep.......did not listen to the CC yet....but from what I heard........they admitted poor 18A yields / capacity issues / virtual zero year to year revenue growth / uncompetitive server products / etc............it's a total sham on multiple fronts.....stock should be down 10% from pre CC


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