CJ Mews
Analyst
Cantor Fitzgerald
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About CJ Mews
CJ Mews is recorded as Analyst at Cantor Fitzgerald. CJ Mews has spoken on 4 earnings calls across 2 companies, most recently for Advanced Micro Devices Inc on November 3, 2026. Those appearances were for Advanced Micro Devices Inc (AMD) and Western Digital Corp (WDC). The companies whose calls CJ Mews spoke on are classified in the Technology sector.
CJ Mews on recent calls
“I guess first question, on the server CPU side, you know, you've obviously taken your outlook higher. I'm curious how we should be thinking about units versus mix, including higher core count, as well as higher ASPs associated with VETUS.”
“I guess, Irving, you know, you started the conversation talking about results ahead of expectations, And just to follow up on the last question, you know, for gross margins, you know, you initially guided kind of incremental 62% and you reported 80% and now guiding 75%.”
“Thank for taking the question um i guess first question was hoping to speak a bit more about client for all of calendar 26. uh you talked about growth expected growth but would love to hear you know your thoughts around uh seasonality in the second half and i'm assuming that you are repurposing certain logic tiles…”
“Storage demand is off the charts, and part of the great narrative for the HDD industry is an oligopoly acting very rationalist supply. On the other hand, we're seeing SSD adoption rise for certain AI workloads given the tight overall storage supply.”
Affiliation history
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Cantor Fitzgerald
Analyst
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