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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75471 320 1 AMD
Emcee:  neolib Type:  Moderated
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72105I was hoping that $240 would holdPravin Kamdar11/4/2025
72104If AMD is to rise from $20B-$30B company to $100B company annually, it will takeJoe NYC11/4/2025
72103IIRC, they asked about supply chain more than once, on GPU and CPU. On GPU in lJoe NYC11/4/2025
72102I think importantly, no one asked why, with the revenue beat, that there was notPravin Kamdar11/4/2025
72101 AH, the stock is down, WS probably not too thrilled that server CPU is even sPravin Kamdar11/4/2025
72100AH, the stock is down, WS probably not too thrilled that server CPU is even stroJoe NYC11/4/2025
72099Lisa's comment on server CPU really show a lot of strength: - Turin closing Joe NYC11/4/2025
72098Looking at the guidance of AMD vs. Intel, Intel guiding flat (excluding Altera),Joe NYC11/4/2025
72097AMD 2025-Q3 EPS Contest (non-GAAP) — Results Reported Results: $1.20 $9.25B $9Vattila11/4/2025
72096If Q4 goes as I think, its interesting to consider that AMD's 4Q25 data centneolib11/4/2025
72095Datacenter CPU is on fire, and they are trying to turn it into a negative...Joe NYC11/4/2025
72094Stacy really hammering them on data center guide CPU vs GPU.neolib11/4/2025
72093I think it's almost entirely Radeon. The 9070s have been really well receiveeetnoyer11/4/2025
72092Lisa says client will grow faster than industry aveneolib11/4/2025
72091Yeah, on gaming unfortunately no split between Radeon and console.neolib11/4/2025
72090Mi355 must be getting some real traction and if Intel was sold out of server CPUJoe NYC11/4/2025
72089But embedded finally up QoQ. Is it the first time in ~2 years? Gaming quite stJoe NYC11/4/2025
72088That would be a bit under the % beat they just had this last qtr, and see my othneolib11/4/2025
72087It's quite a jump from what we expected the revenue and guidance to be, but Joe NYC11/4/2025
72086Great results! Congrats to Kelvin on the EPS Contest win! We both hit bullseye oVattila11/4/2025
72085Now IIRC, they had indicated Q4 would be down ( double Ds??) for console and clineolib11/4/2025
72084I think it's more along the lines of -- if Mamdani decided to be a criminal Alex MG11/4/2025
72083Hard to believe, it is really within reach.Joe NYC11/4/2025
72082The QoQ numbers: Data Center: 4.3B vs 3.2B so up 1.1B QoQ! Client: 2.8B vs 2.neolib11/4/2025
72081DC: $4.3B Client: $2.8B Gaming: $1.3B Xilinx: $857 Still sucking...neolib11/4/2025
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