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I_banker

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I_banker

Re: winna post# 97147

Wednesday, 09/20/2023 11:04:05 AM

Wednesday, September 20, 2023 11:04:05 AM

Post# of 97485
Intel's news from yesterdays event will put a cap on AMD in the near term. They made it sound like they have leap froged everyone else with their new design. This is the nature of the business, and it was Intel's turn. With that said, AMD has an AI chip (MI300) that will be competitive with Nvdia's (H100) current generation processor.

I think the stock will start moving in October prior to the quarterly call where they will discuss the progress/sales of their AI chip.

IB

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