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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 106.15+1.7%Sep 24 4:00 PM EDT

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To: Vattila who wrote (42305)8/1/2021 9:20:18 AM
From: Joe NYC of 42965
 
It could be that the reason Lisa is confident AMD can meet its goals independent of how well the client PCs perform is because she may have enough visibility and maybe even firm orders from the cloud players.

In the near term, we just need more winds for CDNA2, so that AMD starts challenging NVDA more seriously in this area.

That UK Met office win was nice, but it would have been 10x nicer if it involved AMD Instinct.

Xilinx will be the wild card for AMD...
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