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Moment of Truth for the Markets

MRKT Matrix

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The Negative 7% Growth Expectations for AMD's Quarterly Earnings

The number of companies beating on revenues, I believe is still below average this quarter. As inflation falls, revenue falls. And if you look at the expectations, not this quarter, but next quarter and beyond, they are actually calling for quite a bit of margin expansion without really strong revenue growth. So some of this just isn't quite making sense to me out 12 months.

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