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To: fastpathguru who wrote (43280)	10/26/2021 10:58:20 AM
From: Joe NYC	Respond to of 59564

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...

To: fastpathguru who wrote (43280)

10/26/2021 1:43:39 PM

From: Vattila

Read Replies (3) | Respond to of 59564

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