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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76068 319 1 AMD
Emcee:  neolib Type:  Moderated
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70480The problem for them is the USA yanks their chain at whim, so shifting dependencneolib9/17/2025
70479Good points. Also, China is seeking world hegemony through industrialization anJoe NYC9/17/2025
70478Here, Cramer. Hopefully not Cramer Curse on this one: [X] ...and, time to selJoe NYC9/17/2025
70477There was a quote I highlighted from the link you posted before, that China has Joe NYC9/17/2025
70476A little more info on that: finance.yahoo.com This one claims the Alibaba T-Heneolib9/17/2025
70475More Chinese AI news: semiwiki.com Interesting in that it doesn't mention neolib9/17/2025
70474Thanks for helping out...neolib9/17/2025
70473BTW, I sold 70 $165 covered call contracts yesterday for $1.60. So, get ready foPravin Kamdar9/17/2025
70472Friendly may have been a poor choice of wording. Maybe cooperative? The internrzborusa9/17/2025
70471Yes. I posted something similar a couple of weeks ago.Pravin Kamdar9/17/2025
70470One thing I think worth watching is that the CUDA moat to the Chinese must be loneolib9/17/2025
70469This is one of the best postings I ever read!!!Kelvin C.P. Wang9/17/2025
70468<i> Being friendlier could have helped the trade balance, I think so.&lElroy9/17/2025
70467I agree it might be part of the trade negotiations, but China does seem to be atneolib9/17/2025
70466From everything I've seen, only Nvidia was mentioned, but many are assuming Pravin Kamdar9/17/2025
70465Stupid fing tariffs. Being friendlier could have helped the trade balance, I thrzborusa9/17/2025
70464AMD down half a percent, Nv down about 2.5% My hope is the software mote is Jenrzborusa9/17/2025
70463Nvidia banned from China AI market? tomshardware.com What about AMD?neolib9/17/2025
70462China testing domestic DUV litho: digitimes.comneolib9/17/2025
70461youtu.be the viburnum in the meadow ....the indomitable spirit of the UkrainiaTHE WATSONYOUTH9/16/2025
70460Looks like the GDP estimates have moved up over the course of last 1 1/2 months:Joe NYC9/16/2025
70459That's almost like the Rubin CXTJoe NYC9/16/2025
70458Leave it to the Chinese: tomshardware.com. 128GB 5090 cards for your AI workloneolib9/16/2025
70457Today is launch day of ROCm 7 [X] ROCm 7 launch day run with Austin City LightJoe NYC9/16/2025
70456In the article: ... announcement comes just a day after China’s State AdministrJoe NYC9/16/2025
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