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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
72049 309 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71799Supermicro is adding a 6U microblade server, each containing 20 microblades. ThJoe NYCOctober 24
71798youtu.be NVIDIA vs. AMD: No One Is Telling You ThisTHE WATSONYOUTHOctober 24
71797AMD is releasing "Pro" level RDNA4 GPU with 32 GB of memory. Not releJoe NYCOctober 23
71796Q3 Intel actual 13.7B Q3 AMD estimate: 8.7B AMD as percentage of Intel: 63.5%Joe NYCOctober 23
71795$8.9B, 1.21, $9.4BJoe NYCOctober 23
71794So I asked Grok to do its own analysis, not just average the analyst estimates aJoe NYCOctober 23
71793I don't think it is doing any of its own independent analysis, just collectiJoe NYCOctober 23
71792re: Any "color" on why client would be down in Q4? The only possiJoe NYCOctober 23
71791....is there a recovery somewhere in here?? 2024 ~ 2025 [graphic] AMD [graphiTHE WATSONYOUTHOctober 23
71790AMD 2025-Q3 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.15VattilaOctober 23
71789Ouch, two full years from start of production until yields are at industry normsneolibOctober 23
71788Any "color" on why client would be down in Q4? They have raised priceneolibOctober 23
71787I think they were talking in terms of how yields affect the overall GM of the coJoe NYCOctober 23
71786re: But that's Lip Bu's guidance - and Lip Bu always likes to beat gJoe NYCOctober 23
71785I ran the query on Grok 4 Expert mode and got latest of: Revenue: 8.75B EPS: 1.1Joe NYCOctober 23
71784<< 18A Yields are adequate to address the supply But they are not whereDoug M.October 23
71783<< excluding Altera, QoQ revenue is projected to be flat.>> Joe Doug M.October 23
71782https://youtu.be/g9Mx5b0YoJs HOLY SH*T! More Subprime Lenders Just Collapsed (STHE WATSONYOUTHOctober 23
71781Diamond Rapids: No SMT Coral Rapids: SMT will be back We are in definition stageJoe NYCOctober 23
71780AMD 2025-Q3 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.15VattilaOctober 23
71779Q: why are margins so low On product quality, we are in decent shape in client Joe NYCOctober 23
7177818A Yields are adequate to address the supply But they are not where we need theJoe NYCOctober 23
71777Guidance - Altera was $386m for incomplete quarter. So that is what will be misJoe NYCOctober 23
71776"290 units (PCs) in 2025." - That's quite big.Joe NYCOctober 23
71775"Capacity constraints on Intel 10 and Intel 7 limited our ability to fully Joe NYCOctober 23
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