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To: neolib who wrote (71220)10/8/2025 9:53:10 AM
From: Pravin KamdarRespond to of 72133
 
Our Man Stacy, still at the bottom!

In that posted interview with him, he said that he has a PhD from MIT in something related to semiconductor manufacturing tools. I wonder if he was there when Lisa was there.

I've only seen a couple of the analyst notes for those PT upgrades. The ones I have seen seems to increase revenue and earnings forecasts based on the OpenAI deal alone. Lisa made it clear that there are many MI450 deals in the works.



To: neolib who wrote (71220)10/8/2025 10:13:49 AM
From: Joe NYCRead Replies (1) | Respond to of 72133
 
He had an interesting quote, paraphrasing, that OpenAI will either save the human civilization or end it by causing a financial collapse, and he thinks that the 2nd option is more likely.


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