To: Joe NYC who wrote (43279) | 10/26/2021 10:56:37 AM | From: neolib | | | I wonder if Lisa is going to get asked about the Xilinx deal in the CC today. AMD has said all along they expect to close before the end of this year. There are now only 2 months left, they should have a reasonable idea if its going to close within the year or not. If they say things are looking positive but they kick the date further out into 2022, then that could be a major downdraft on the stock tomorrow morning, independent of how good the numbers are. |
| AMD, ARMH, INTC, NVDA | Stock Discussion ForumsShare | KeepReplyMark as Last ReadRead Replies (1) |
|
To: fastpathguru who wrote (43280) | 10/26/2021 10:58:20 AM | From: Joe NYC | | | Yup, short calls really hurt during the run-up.
I bought back the half of the short side of my AMD-XLNX spread. I wish I bought them all back... |
| AMD, ARMH, INTC, NVDA | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
To: neolib who wrote (43281) | 10/26/2021 11:54:54 AM | From: Joe NYC | | | Apparently China is also holding up Intel's deal - to sell the their NAND business...
Probably no merit in to that hold either...
With AMD, China already had a year, and they only started "working" on it months after all the other jurisdictions completed their review |
| AMD, ARMH, INTC, NVDA | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
From: Frank Sully | 10/26/2021 12:47:21 PM | | | | Nvidia, Arista rise amid enthusiasm for Facebook's spending plans
Oct. 26, 2021 11:05 AM ET NVIDIA Corporation (NVDA) By: Rex Crum, SA News Editor
Justin Sullivan/Getty Images News
- Nvidia (NASDAQ: NVDA) shares surged 8% Tuesday as Facebook's (NASDAQ: FB) plans to boost its capital spending next year were seen by Wall Street analysts as benefiting the graphics chipmaker and other semiconductor and storage companies.
- Bank of America analyst Vivek Arya said Nvidia ( NVDA) is "well-exposed" as Facebook ( FB) intends to increase its spending on data centers, servers, network infrastructure and more office facilities. Arya also highlighted Facebook's plans to add more artificial intelligence capabilities in its data centers as a chance for Nvidia to gain more business with the social media giant.
- As trading progressed, Nvidia ( NVDA) reached an all-time high of $252.59 a share.
- At Wells Fargo, analyst Aaron Rogers said that Facebook's ( FB) capital expense plans are likely to be seen as positive for cloud-based spending and companies providing the technology behind many cloud-based enterprise efforts. Rakers cited hard-disk drive makers Western Digital (NASDAQ: WDC) and Seagate Technology (NASDAQ: STX) as beneficiaries of Facebook's cloud expansion strategy.
- Meanwhile, Arista Networks (NYSE: ANET) shares climbed almost 5% after Evercore ISI analyst Amit Daryanani said the Facebook's spending comments are "very positive" for the company as Facebook is a source of a large portion of Arista's revenue.
|
| AMD, ARMH, INTC, NVDA | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
|
From: Joe NYC | 10/26/2021 1:26:53 PM | | | | I don't know if this is still valid but we (sort of) had a market cap crossover between AMD+XLNX > INTC
If someone suggested this during the last 30 years, they send men in white coats
|
| AMD, ARMH, INTC, NVDA | Stock Discussion ForumsShare | KeepReplyMark as Last ReadRead Replies (1) |
|
To: fastpathguru who wrote (43280) | 10/26/2021 1:43:39 PM | From: Vattila | | | AMD 2021-Q3 EPS Contest (non-GAAP)
User | EPS | Revenue | Q4 Outlook | fastpathguru | $0.77 | $4.50B | $4.80B | gvatty | $0.69 | $4.42B | $4.75B | Joe NYC | $0.72 | $4.31B | $4.70B | Kelvin C.P. Wang | $0.75 | $4.40B | $4.70B | neolib | $0.74 | $4.35B | $4.55B | Pravin Kamdar | $0.73 | $4.22B | $4.44B | rzborusa | $0.76 | $4.44B | $4.60B | Vattila | $0.75 | $4.25B | $4.50B | Zacks Estimate | $0.66 | $4.12B | $4.25B |
PS. Updated with Fastpathguru, Neolib and Pravin's entries — all nicely to the upside! On all the optimism, I've also raised my revenue estimate slightly (from $4.20).
Congrats on the all-time-high today, and may the earnings report support it!
Background Information
AMD's Q3 outlook: $4.10B ± 0.10B revenue Analyst consensus/whisper: $0.67/$0.71 EPS
---
Previous Quarters 2021
AMD 2021-Q2 EPS Contest (non-GAAP) — Results
Actual numbers: $0.63 EPS on $3.85B revenue Q3 outlook: $4.10B ± 0.10B revenue
Rank | User | EPS | Revenue | Q3 Outlook | 1 | rzborusa | $0.63 | $3.92B | $4.16B | 2 | gvatty | $0.62 | $3.78B | $4.15B | 3 | Pravin Kamdar | $0.62 | $3.72B | $3.92B | 4 | Joe NYC | $0.61 | $3.86B | $4.25B | 5 | Kelvin C.P. Wang | $0.65 | $3.90B | $4.30B | 6 | neolib | $0.60 | $3.74B | $3.95B | 7 | Vattila | $0.60 | $3.70B | $3.90B | - | Zacks Estimate | $0.54 | $3.62B | $3.78B
|
AMD 2021-Q1 EPS Contest (non-GAAP) — Results
Actual numbers: $0.52 EPS on $3.45B revenue Q2 outlook: $3.60B ± 0.10B revenue
Rank | User | EPS | Revenue | Q2 Outlook | 1 | rzborusa | $0.52 | $3.33B | $3.43B | 2 | gvatty | $0.51 | $3.35B | $3.50B | 3 | Joe NYC | $0.54 | $3.35B | $3.45B | 4 | Vattila | $0.50 | $3.30B | $3.40B | 5 | engineer | $0.50 | $3.28B | $3.51B | 6 | Kelvin C.P. Wang | $0.55 | $3.40B | $3.60B | 7 | neolib | $0.56 | $3.40B | $3.47B | 8 | Pravin Kamdar | $0.48 | $3.25B | $3.55B | - | Zacks Estimate | $0.44 | $3.21B | $3.28B
|
|
| AMD, ARMH, INTC, NVDA | Stock Discussion ForumsShare | KeepReplyMark as Last ReadRead Replies (3) |
|
| |