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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.87-0.1%Dec 23 3:59 PM EST

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To: THE WATSONYOUTH who wrote (72352)11/14/2025 7:49:34 PM
From: engineerRead Replies (1) of 73134
 
made the mistake of watching cnbc today while working in the rain. two things stood out.

they have no clue about AI and Nvidia. there was alot of discussion on AI "depreceiation" that I could not understand the reason for their concern. seems like the big data centers are taking the units into zero cost in 5-6 years and then replace the units, even though probably 90% of them are just fine for another 10 years. So it is causing a shortage in GPU sales thus rasing prices. I cannot bleieve the data center guys are not more profit oreinted than that.

the other thing is the depth and amount of crypto currency being discussed and parlayed into 200 differnt derivitives and funds. simply amazing that a "thing" with no real intrinsic value is being so highly touted.

I guess both are the Tulips of todays generation. God help them all when it crashes....
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