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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75695 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72113[graphic]THE WATSONYOUTH11/4/2025
72112Thanks once again for the contest and congrats on your bullseye!neolib11/4/2025
72111I took it to mean exactly that. I missed most the CC so wondered if anyone askeneolib11/4/2025
72110<i> Lisa says client will grow faster than industry ave</i> ClieElroy11/4/2025
72109Happy about winning the competition! Thanks for doing this, Vattila!Kelvin C.P. Wang11/4/2025
72108They have >$7B in cash, I wish they would use it for other than stock buybackneolib11/4/2025
72107They repeatedly also pointed out they will provide more AI insights next week.neolib11/4/2025
72106They had the same problem last qtr, IIRC, which I find odd because the street esneolib11/4/2025
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
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