The Q2 earnings transcript suggests that the Q3 guidance did not factor in Google and Twitter, meaning a positive Q3 surprise is likely.
Since Google and Twitter are onboard with AMD's superior product, it's likely that other Intel clients will follow suit.
Advanced Micro Devices (AMD) just launched its EPYC Rome processor. The specs show superior performance when compared to Intel's (INTC) latest Xeon processor. Not surprisingly, this caused Alphabet Inc.'s subsidiary Google
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