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![Mojo_flyin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::57623453.png) Mojo [@Mojo_flyin](/creator/twitter/Mojo_flyin) on x 3332 followers
Created: 2025-07-23 22:45:53 UTC

@diamondrapids @Silicon_Fly @rwang07 @SemiAnalysis_ $AMD is not across the board. Only DC CPU. They had no choice if they wanted to try and stay competitive with $INTC catching up after so long. $AMD overall margins will start taking a beating soon. They've over extended themselves.


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