With AMD's stock declining from poor Q4 guidance, do you think INTC will do better?

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Brianjh joined discussion · Oct 30 09:59

AMD Q3 2024

Dr. Lisa Su: "We see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute."

• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 revenue guidance ~$7.5B ($50M miss).

$Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ $Arm Holdings (ARM.US)$ $Palantir (PLTR.US)$ $Qualcomm (QCOM.US)$ $Broadcom (AVGO.US)$ $Microsoft (MSFT.US)$

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Brianjh

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Posting Weekly content- Currently a part-time finance student Swing Trades + Long-term investing

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