CALLAMDabout 2 months ago2.8Kviews

AMD: the cycle turned two quarters before the revisions will

Bookings troughed two quarters ago and the revision cycle follows intake with a lag. Consensus is still anchored to the trough print.

Maren Vos@maren_vos

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.