Stacy Rasgen
Analyst
Bernstein Research
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About Stacy Rasgen
Stacy Rasgen is recorded as Analyst at Bernstein Research. Stacy Rasgen has spoken on 2 earnings calls across 1 company, most recently for Advanced Micro Devices Inc on November 3, 2026. The companies whose calls Stacy Rasgen spoke on are classified in the Technology sector.
Stacy Rasgen on recent calls
“I was wondering, I know you said that you hit crossover for GPU versus CPU in Q4 within the context of that 50%. I was wondering if you could help us with the magnitude of that crossover.”
“For the first one, I just wanted to make sure I have the near-term AI GPU trajectory correct. I know you said it was down sequentially in Q1 because of China. You had like $390 million of China revenue in Q4.”
Affiliation history
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Bernstein Research
Analyst
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