Intel will be at lower end of guidance and margin will take a hit (out of tricks).
After this, AMD will beat guidance and blow away 2024 forecast as they have early results and revised forecasts for what are actual AI products.
4 replies (most recent on top)
Looks like INTC is up ~10% and AMD is down ~1% since the OP posted this drivel.
You underestimate the CFO. He may wear his sweater backwards sometimes but he does have fiancé tricks up his sleeves!
I would tend to believe this. AMD already told the street they are expecting 2B in revenue (probably a low end estimate)
Intel hasn’t committed revenue just talks about some “pipeline”
I bet you're not confident enough in those statements to buy AMD or short INTC.