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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75890 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74179AMD 2025-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.31VattilaFebruary 2
74178There is also more flexibility on the upside, if the foundry is less than fully Joe NYCFebruary 2
74177The problem for AMD is any whiff of trouble at OpenAI and the plug gets pulled oneolibFebruary 2
74176My concern with propaganda is in the AI space currently. There are a few warninneolibFebruary 2
74175I got no real reason. I wasn't tuned into seasonality. FoggyrzborusaFebruary 2
74174<i> $1.30, 9.67B,10,40B</i> Normal seasonality would have Q1 dowElroyFebruary 2
74173I have no clue of my own. So, I took Pravin's AI post and tweaked it, so norzborusaFebruary 2
74172AMD posted a pretty big upside over the guidance range for Q3. It could happen Joe NYCFebruary 2
74171By this time anyone who is not hopelessly propagandized can identify brainwashinrzborusaFebruary 2
74170> It seems if you use a foundry for manufacturing (as AMD does) you can ramp VattilaFebruary 2
74169> I wonder why AMD is better able to forecast sales than say SIMO or QCOM or VattilaFebruary 2
74168Interesting that AMD is fairly accurate with guidance forecasts. It's commElroyFebruary 2
74167> Would $300M above the top of their guidance be a big beat for them? Yes, AVattilaFebruary 2
74166By this time anyone who is not hopelessly propagandized can identify brainwashinJoe NYCFebruary 2
74165I see some of his retardation on Twitter. I wonder if the account will go dark,Joe NYCFebruary 2
74164AMD 2025-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.31VattilaFebruary 2
74163Oh, I have to do that? Hmmmm, lets say $10.0b. I think they pulled in orders fElroyFebruary 2
74162Same speculation. Intel had a call just days ago and nothing was announced. NoJoe NYCFebruary 2
74161Wow! What's your outlook for Q1 revenue?VattilaFebruary 2
74160Good point. I am still not sure where the energy will come from in the US.Joe NYCFebruary 2
74159$10.22B sales, EPS $1.59ElroyFebruary 2
74158re: ......more BS from you as usual What's the BS? Your LLM just rephrasedJoe NYCFebruary 2
74157AMD 2025-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.31VattilaFebruary 2
74156reddit.comPravin KamdarFebruary 2
74155$1.36, $9.8B, $9.8BPravin KamdarFebruary 2
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