Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vattila who wrote (71822)	10/24/2025 6:57:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 72064

Vattila, Let me know your take. It's just a WAG. After the big run up, I have to suggest good numbers, or I should not be in the stock at these levels. Pravin.

To: Vattila who wrote (71822)	10/24/2025 8:02:16 PM
From: Joe NYC	Read Replies (1) \| Respond to of 72064

Based on Intel CC, I am expecting strong datacenter CPU and client CPU sales, could be beyond what AMD anticipated during the last CC. CPUs revenue from both segments are big numbers and that's where I expect the upside to come from this quarter and it will also be big numbers. Intel also said that they will be capacity constrained well into Q1 and Q2 2026. This could be the time when excellent relations between AMD and TSMC could bear some fruit. Especially, apparently personal friendship between C.C. Wei and Lisa. Hopefully, TSMC will find the capacity for AMD. It could even be Arizona produced Gorgon Point (refresh) CPUs, which would be quite a coup for AMD, just like Arizona produced Blackwell for NVidia. Now that I am thinking about it, people wonder why Lisa is giving keynote at CES with nothing noteworthy being announced (such as Zen 6 and Mi450). It could be Arizona produced Gorgon Point laptop CPUs. If Intel's plan is to take a percentage of notebook market share from TSMC and shift it to Intel fabs, why not pre-empt it (by TSMC) by finding capacity for AMD while Intel is short capacity? AMD probably has a good handle on Mi355, so that's probably going to meet expectations this Q, since it just started shipping. With Mi355 ramping quite well and being competitive with B200. AMD could keep up with growth of the market or even exceed the AI growth. AMD is pricing the Mi355 competitively to gain more share, we may get nice revenue guidance upside, even if without astronomical margins. One big area that has been holding back GMs is the client (notebook) market, and mostly because of insufficient market share. Any gain in market share, any gain in unit shipment, increases client gross margins. So we could see those margins rising. Gaming is probably going to be a non-story this Q, maybe some uptick in Q4. Xilinx should finally start to grow. All those design wins AMD has been talking about should turning into revenue...

To: Vattila who wrote (71822)

11/3/2025 6:01:01 PM

From: Vattila

Read Replies (3) | Respond to of 72064

AMD 2025-Q3 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$1.15	$8.70B	$9.20B
Grok	$1.20	$8.85B	$9.40B
Joe NYC	$1.21	$8.90B	$9.40B
Kelvin C.P. Wang	-	-	-
neolib	-	-	-
Pravin Kamdar	$1.25	$9.00B	$9.45B
rzborusa	-	-	-
Vattila	$1.20	$8.88B	$9.50B
Zacks Estimate	$1.17	$8.72B	$9.10B

Last call for contest entries — simply 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