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   Technology StocksAMD, ARMH, INTC, NVDA

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To: Joe NYC who wrote (43279)10/26/2021 10:56:37 AM
From: neolib
of 55813
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.

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To: fastpathguru who wrote (43280)10/26/2021 10:58:20 AM
From: Joe NYC
of 55813
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...

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To: neolib who wrote (43281)10/26/2021 11:54:54 AM
From: Joe NYC
of 55813
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

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From: Frank Sully10/26/2021 12:47:21 PM
of 55813
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.

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From: Joe NYC10/26/2021 1:26:53 PM
of 55813
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

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To: fastpathguru who wrote (43280)10/26/2021 1:43:39 PM
From: Vattila
of 55813
AMD 2021-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
Joe NYC$0.72$4.31B$4.70B
Kelvin C.P. Wang$0.75$4.40B$4.70B
Pravin Kamdar$0.73$4.22B$4.44B
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

RankUserEPSRevenueQ3 Outlook
3Pravin Kamdar$0.62$3.72B$3.92B
4Joe NYC$0.61$3.86B$4.25B
5Kelvin C.P. Wang$0.65$3.90B$4.30B
- 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

RankUserEPSRevenueQ2 Outlook
3Joe NYC$0.54$3.35B$3.45B
6Kelvin C.P. Wang$0.55$3.40B$3.60B
8Pravin Kamdar$0.48$3.25B$3.55B
- Zacks Estimate$0.44$3.21B$3.28B

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To: Joe NYC who wrote (43285)10/26/2021 2:12:58 PM
From: Vattila
of 55813
Meanwhile, Nvidia's market capitalisation now tops $620B on a new all-time-high set today.

That's about 3.14 times AMD+Xilinx, or Intel.

Pi in the sky.

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To: Vattila who wrote (43287)10/26/2021 2:44:42 PM
From: Joe NYC
of 55813
And another market cap crossover, AMD > QCOM

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To: Joe NYC who wrote (43288)10/26/2021 3:11:02 PM
From: rzborusa
of 55813
A little early ....

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To: rzborusa who wrote (43289)10/26/2021 3:57:23 PM
From: neolib
of 55813
That was just the webcaste link.

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