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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76174 319 1 AMD
Emcee:  neolib Type:  Moderated
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70180You may find this useful, despite being a year old: semianalysis.comneolib9/10/2025
70179Oracle made the pitch in their presentation last night that their AI offering wiElroy9/10/2025
70178I'm now wondering if a lot of the $10B Broadcom AI chip order is headed intoneolib9/10/2025
70177Helios has its work cut out for it.Pravin Kamdar9/10/2025
70176OT but worth a laugh: youtube.comneolib9/10/2025
70175That was quick, now above both in the 163 range. I guess the PPI data must haveneolib9/10/2025
70174Currently in the pre AMD is above the 50 dma and a little below the 20 dma. We neolib9/10/2025
70173Elon might be demoted today by Larry: cnn.comneolib9/10/2025
70172one thing AI is going to be great at is manipulating population. That is siftinrzborusa9/9/2025
70171BTW, Oracle has about 10B in cash and 90+B in debt. How are they going to finanneolib9/9/2025
70170From that article: <i> The idea of building a co-processor around lower-cneolib9/9/2025
70169This is fascinating, Jensen is always a step or two ahead of everyone following.neolib9/9/2025
70168Which is why NAND prices have been increasing. Its the AI demand, not consumer neolib9/9/2025
70167<i> Perplexity says about 20% of AI data center spending is on storage. neolib9/9/2025
70166<i> The model has to start with data, and my question is where is that datneolib9/9/2025
70165<i> Nope, can't believe that's true. It's a stupid claim.<neolib9/9/2025
70164That what I'm assuming they are doing. They also might not want the ding onneolib9/9/2025
70163Well, that's all fine and everything, and customer service (if it's doneElroy9/9/2025
70162don't get me started on facebook. They somehow set up me to follow endless nengineer9/9/2025
70161<i> So the "prompt" you type in for a search is the input.<Elroy9/9/2025
70160So, you know what's for dinner on your way to Mars.Pravin Kamdar9/9/2025
70159Could it be that those who use it, don't want to take on all the capital risPravin Kamdar9/9/2025
70158That's fantastic to add solar power, when available. Although, what type ofJoe NYC9/9/2025
70157re: AMD fixing its biggest problem Maybe it's happening. Got a sponsoJoe NYC9/9/2025
70156Looking at the delta of this for each year: 2026 +10B 2027 +14B 2028 +41B 2029 neolib9/9/2025
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