Anyone have expectations/theory around earnings?

I see amazing things about server CPUs, APUs, etc. in terms of technology but does anyone have a perspective on likely earnings this quarter? any chance of an upside surprise with all the AI goings on?

1 Like

TSMC report today points to macro softness


Which we hope means they have extra capacity to make more chips for Nvidia, a top seller. Can sell all they can make.

1 Like

An interesting perspective. And extra capacity for AMD?