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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 154.92-1.8%12:59 PM EST

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From: neolib10/26/2021 4:37:27 PM
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So the one negative I see is that Q4 is guided for only 4% QoQ, and its attributed to Epyc + semicustom. This is offset a bit by GMs guided +1.5% to 49.5 from 48% this Qtr.

I'm a little surprised that semicustom is guided for growth, I thought that Q3 was now typically the high for console. It seems odd that C&G is apparently guided for flat (or down??) for Q4. I wonder if they will be beat up for that in the CC??
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