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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75664 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71780AMD 2025-Q3 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.15Vattila10/23/2025
71779Q: why are margins so low On product quality, we are in decent shape in client Joe NYC10/23/2025
7177818A Yields are adequate to address the supply But they are not where we need theJoe NYC10/23/2025
71777Guidance - Altera was $386m for incomplete quarter. So that is what will be misJoe NYC10/23/2025
71776"290 units (PCs) in 2025." - That's quite big.Joe NYC10/23/2025
71775"Capacity constraints on Intel 10 and Intel 7 limited our ability to fully Joe NYC10/23/2025
71774You are ahead of me, I just started listening.Joe NYC10/23/2025
71773It was all smoike and mirrors. When asked about 18A margins, was a next year thiPravin Kamdar10/23/2025
7177218A doesn't sound so good and there seems to be a possibility of ditching 14rzborusa10/23/2025
71771Just started looking at Intel earnings and I still can't tell is with and whJoe NYC10/23/2025
71770[X] Just spoke with Intel CFO Dave Zinsner: Data center refresh is happening "fJoe NYC10/23/2025
71769I am not listening yet, but from Twitter, they said server demand is very strongJoe NYC10/23/2025
71768I can't listen to the CC. If anyone listens, please post any details that mneolib10/23/2025
71767Neither of those two will have good jobs prospects in 2-3 years when they get mineolib10/23/2025
71766INTC +8% after hours ..........rzborusa10/23/2025
71765Q3 vs Q2 numbers which they didn't give in the report: CCG: 8.5B vs 7.9B neolib10/23/2025
71764What is their problem with math?Renmanco10/23/2025
71763AMD up AH too.Joe NYC10/23/2025
71762I noticed that too. Q4 should be the strongest I can't tell (yet) if it haJoe NYC10/23/2025
71761This seems odd: <i> said David Zinsner, Intel CFO. “Our stronger than expneolib10/23/2025
71760Intel up AH [X] $INTC Earnings: - Third-quarter revenue was $13.7 billion, upJoe NYC10/23/2025
71759With new Trump sanctions on Russian oil companies, something that Biden did not Joe NYC10/23/2025
71758BTW, there is one proxy of economy tanking - applications to law schools and busJoe NYC10/23/2025
71757In the past, it seemed that INTC vs. AMD were a zero sum game, but with Intel noJoe NYC10/23/2025
71756When it says "Source" of quote, SOXX is different source, which probabJoe NYC10/23/2025
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