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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75426 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74263AMD 2025-Q4 EPS Contest (non-GAAP) — Results Reported Results: $1.53 $10.27B $VattilaFebruary 3
74262We were sort of dreaming about AMD eventually selling the Mi308 inventory, that Joe NYCFebruary 3
74261I see it and report it. You decide. I sold my INTC as fast as cap gains could greg sFebruary 3
74260Interesting comparison: $5.85B non-GAAP gross margin dollars for AMD $5.19B nonJoe NYCFebruary 3
74259Ok, fine. But I don't think the inventory adjustment would impact our non-GneolibFebruary 3
74258I want to understand what the Q4 numbers would have been without the MI308, to bPravin KamdarFebruary 3
74257I will not allow it. I won, fair and square.ElroyFebruary 3
74256I think he wants to back it out of Q4 EPS, not the current qtr guide?neolibFebruary 3
74255He wants to deny me the forecasting win.......ElroyFebruary 3
74254Why are you want to back things out of non-GAAP EPS?neolibFebruary 3
74253What was the hiring of Raja all about? Most aggressive move yet?? Or perhapsneolibFebruary 3
74252So, 0.44/10.3 = 4.27%. Use that to compute the EPS to back out of net income? $Pravin KamdarFebruary 3
74251Intel Hires GPU Chief to Challenge Nvidia's AI Chip Dominance Intel just figreg sFebruary 3
74250re: Kind of amazing that AMD got revenue before Nvidia. AFAIK from current rJoe NYCFebruary 3
74249Really?? The moron who wrote that doesn't know Intel has made GPUs for decaneolibFebruary 3
74248Some clarification from the report. Sales apparently $390 million and reversal Joe NYCFebruary 3
74247Kind of amazing that AMD got revenue before Nvidia. AFAIK from current reports,neolibFebruary 3
74246Client CPU up nearly $350 million Gaming down $450 million. The unusual uptick Joe NYCFebruary 3
74245How can we back out MI308 EPS? 0.3/25.2 = 12%. $1.53*88% = $1.35?Pravin KamdarFebruary 3
74244HOLY SH*T! Another Credit Company Just Blew Up [youtube video]THE WATSONYOUTHFebruary 3
74243So was Raja.clspieFebruary 3
74242SAN FRANCISCO, Feb 3 (Reuters) - Intel CEO Lip-Bu Tan on Tuesday said the companJoe NYCFebruary 3
74241re: Without MI308, revenue would have been $9.9B. lol, my contest entry.Joe NYCFebruary 3
74240$390 according to ZeroHedge, I have not read the text of the release yet: $100 iJoe NYCFebruary 3
74239finance.yahoo.com Intel CEO says company will make GPUs, popularized by NviTHE WATSONYOUTHFebruary 3
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