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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76061 319 1 AMD
Emcee:  neolib Type:  Moderated
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70505But the big question is when. in 12-18 month, it would be a strong product in 2-Joe NYC9/18/2025
70504Nvidia had already started their NVLink chiplet IP program, but it had strings ineolib9/18/2025
70503I wonder, with the panic and uncertainty, if there will be analyst PT lowering iPravin Kamdar9/18/2025
70502Well, it cost him $5B...neolib9/18/2025
70501As AI laptop PCs become more important, it could keep Intel dominant in that marPravin Kamdar9/18/2025
70500The negatives for AMD could be: - it resuscitates Intel for quite a bit longer -Joe NYC9/18/2025
70499I saw that Jensen and Sam were at the UK dinner.Pravin Kamdar9/18/2025
70498Replace PCIE for accelerator cards? I think it's for server CPUs.Pravin Kamdar9/18/2025
70497Why finance.yahoo.comHarvey Allen9/18/2025
70496I wonder how NVLink helps in a client CPU. If anything, it forces Intel to use Joe NYC9/18/2025
70495Yeah. $5B is a drop in the bucket for Nvidia, This might have more to do with NVPravin Kamdar9/18/2025
70494No, it does not seem to be part of the deal. Also, a bit unknown: time to markeJoe NYC9/18/2025
70493finance.yahoo.comHarvey Allen9/18/2025
70492I did not see a mention of Nvidia using Intel fabs.Pravin Kamdar9/18/2025
70491re: This could be seen as an act of desperation by Intel and Nvidia, due to Joe NYC9/18/2025
70490This could be seen as an act of desperation by Intel and Nvidia, due to competitPravin Kamdar9/18/2025
70489BTW, I wonder if this means Intel's exit from AI / GPU entirely. Intel can Joe NYC9/18/2025
70488[X] Excited to team up with my good friend Jensen to jointly develop multiple gJoe NYC9/18/2025
70487Intel up $6 pre-market to > $30 AMD down $8 pre-market NVDA up as wellJoe NYC9/18/2025
70486I wonder what this means to: - NVidia Grace Arm CPU - NVidia Arm laptop chip - IJoe NYC9/18/2025
70485[X] Release: pic.twitter.com/rlB7m5T0nO— Patrick Moorhead (@PatrickMoorhead) SeJoe NYC9/18/2025
70484Jensen gets to shmooze with the royalty: [X] A lot of big CEOs in this video �Joe NYC9/18/2025
70483Same guy as in the previous youtube. Maybe better than the first. youtube.comrzborusa9/17/2025
70482The Western leaders lecturing the rest of the world look increasingly like carnirzborusa9/17/2025
70481re: The problem for them is the USA yanks their chain at whim, so shifting depenJoe NYC9/17/2025
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