1/24/2019 AMD 19.80 to 20.85

AMD, NVDA and INTC all up today.

Intel reported after market close. Intel fell big after hours, AMD down slightly.


In short, Intel miss on Q4 revenue and gave weak guidance, especially in regards to data centergroup (DCG). Intel gave a lame excuse, something about cloud providers bought too many chips and are now “consuming” them. Of course nothing about AMD taking their shares. More analysis to follow.

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