SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksAMD, ARMH, INTC, NVDA


Previous 10 Next 10 
To: Joe NYC who wrote (43280)10/25/2021 3:06:31 PM
From: Joe NYC
of 44245
 
Interesting stats. AMD has 50% of GPU unit sales at German Mind Factory.


Share KeepReplyMark as Last Read


To: Frank Sully who wrote (43278)10/25/2021 3:23:59 PM
From: Joe NYC
of 44245
 
That's a nice bullish case. The author seems to be familiar with lot of the details.

I wonder how the Supercomputer installations get recorder. I was thinking mostly in Q4 but we may get some benefit this Q.

I think this revenue will be quite profitable, because R+D expenses for them have likely already been absorbed.

Share KeepReplyMark as Last Read


To: fastpathguru who wrote (43276)10/25/2021 3:53:58 PM
From: Joe NYC
of 44245
 
But unlike last time, AMD was at this height, Xilinx is some $20-25 higher. That was a great (but short) window to get into XLNX.

Share KeepReplyMark as Last Read


To: rzborusa who wrote (43274)10/25/2021 4:21:13 PM
From: Vattila
of 44245
 
AMD 2021-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
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
rzborusa$0.76$4.44B$4.60B
Vattila$0.75$4.20B$4.50B
Zacks Estimate$0.66$4.12B$4.25B

PS. Updated with Kelvin and Rzborusa's entries. All nicely optimistic, with one day to go!

Post your numbers to participate.

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
1rzborusa$0.63$3.92B$4.16B
2gvatty$0.62$3.78B$4.15B
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
6neolib$0.60$3.74B$3.95B
7Vattila$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

RankUserEPSRevenueQ2 Outlook
1rzborusa$0.52$3.33B$3.43B
2gvatty$0.51$3.35B$3.50B
3Joe NYC$0.54$3.35B$3.45B
4Vattila$0.50$3.30B$3.40B
5engineer$0.50$3.28B$3.51B
6Kelvin C.P. Wang$0.55$3.40B$3.60B
7neolib$0.56$3.40B$3.47B
8Pravin Kamdar$0.48$3.25B$3.55B
- Zacks Estimate$0.44$3.21B$3.28B

Share KeepReplyMark as Last ReadRead Replies (3)


To: Vattila who wrote (43284)10/26/2021 6:03:50 AM
From: Pravin Kamdar
of 44245
 
0.73, 4.22B, 4.44B

Share KeepReplyMark as Last Read


To: Vattila who wrote (43284)10/26/2021 9:44:21 AM
From: neolib
of 44245
 
0.74, 4.35B, 4.55B

Share KeepReplyMark as Last ReadRead Replies (1)


To: neolib who wrote (43286)10/26/2021 10:25:58 AM
From: Joe NYC
of 44245
 
That's quite a run up. But Xilinx is trailing a bit again today...

Share KeepReplyMark as Last ReadRead Replies (1)


To: Vattila who wrote (43284)10/26/2021 10:46:59 AM
From: fastpathguru
of 44245
 
I'll be the outlier... My over-the-top bets (would) have been printing.

.77 4.50 4.80

My latest work of art is called "When 100% gain makes you cry"



fpg

Share KeepReplyMark as Last ReadRead Replies (2)


To: Joe NYC who wrote (43287)10/26/2021 10:56:37 AM
From: neolib
of 44245
 
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.

Share KeepReplyMark as Last ReadRead Replies (1)


To: fastpathguru who wrote (43288)10/26/2021 10:58:20 AM
From: Joe NYC
of 44245
 
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...

Share KeepReplyMark as Last Read
Previous 10 Next 10