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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75855 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71788Any "color" on why client would be down in Q4? They have raised priceneolib10/23/2025
71787I think they were talking in terms of how yields affect the overall GM of the coJoe NYC10/23/2025
71786re: But that's Lip Bu's guidance - and Lip Bu always likes to beat gJoe NYC10/23/2025
71785I ran the query on Grok 4 Expert mode and got latest of: Revenue: 8.75B EPS: 1.1Joe NYC10/23/2025
71784<< 18A Yields are adequate to address the supply But they are not whereDoug M.10/23/2025
71783<< excluding Altera, QoQ revenue is projected to be flat.>> Joe Doug M.10/23/2025
71782https://youtu.be/g9Mx5b0YoJs HOLY SH*T! More Subprime Lenders Just Collapsed (STHE WATSONYOUTH10/23/2025
71781Diamond Rapids: No SMT Coral Rapids: SMT will be back We are in definition stageJoe NYC10/23/2025
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
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