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

To: Pravin Kamdar who wrote (72821)	12/8/2025 6:50:57 PM
From: Joe NYC	Respond to of 73040

It would be great if AMD was able to sell the existing inventory, with lower cost of goods (associated with the sales). Assuming AMD did not already somehow salvage it. 25% for full card vs. 15% for crippled card? Maybe that's the math, and it may add up to the end users, we will see. For AMD, any sales are great. It has been long time since people (NVidia, AMD, customers) talk about being supply constrained. So, there may be a good upside for AMD. We will see if anything trickles in for Q4.