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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.87-0.1%3:59 PM EST
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To: Pravin Kamdar who wrote (72432)11/19/2025 11:59:57 AM
From: Pravin KamdarRead Replies (2) of 73124
 
So, Elon and Jensen were on the stage. Lisa was not invited. Even so, only a stale 500 MW deal with xAI.

To me, the big news is that the new Gemini model, the best ever, was trained only on GOOG TPUs. There are implications for this.
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