SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76054 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
70530I think in his post, greg said he will be selling some next year. re: Many on tJoe NYC9/18/2025
70529How else can the board be reminded about their blinders? Do you actually think Doug M.9/18/2025
70528It is kind of odd to see someone quote and then agree with their post as if it wcombjelly9/18/2025
70527<< Keeping client and server GPU means no savings on OpEx. But Intel noDoug M.9/18/2025
70526<< Why? I am happy for greg g to be able to sell at a better price.>Doug M.9/18/2025
70525<< Why? I am happy for greg g to be able to sell at a better price.>Doug M.9/18/2025
70524Yup, it narrowed from pre-market. Arm is down more than AMD.Joe NYC9/18/2025
70523Why? I am happy for greg g to be able to sell at a better price.Joe NYC9/18/2025
70522Currently AMD hanging in there better than I feared, only down 3.5%, which we caneolib9/18/2025
70521Nice way for Intel to broadcast that their iGPU sucks, and if they want a good oJoe NYC9/18/2025
70520There will be a bro love-fest at 10AM PT: events.q4inc.com Jensen & Tan wineolib9/18/2025
70519<<The AMD crowd will be surprised about a lot of things when it comes to IDoug M.9/18/2025
70518<< Not this Intel fan. I have already sold as much INTC this year as I Doug M.9/18/2025
70517Toms has this take on it btw: <i> We haven’t spoken with Intel yet, but tneolib9/18/2025
70516Maybe NVidia is just covering all bases, but as a result of this announcement, aJoe NYC9/18/2025
70515And also endorsement of Strix Halo approach (which has had trouble getting tractJoe NYC9/18/2025
70514Nvidia isn't giving up on ARM CPUs. Intel now gets to compete with Nvidia/Mneolib9/18/2025
70513Yeah. I really don't see how this changes anything for AMD over the next 1-2Pravin Kamdar9/18/2025
70512If this deal were to greatly derail Arm in server CPU, that would benefit AMD. Joe NYC9/18/2025
70511Higher bandwidth, lower latency and cache coherency??neolib9/18/2025
70510But this link says the Atlas 950 rackscale is Q4 of '26 note this year whichneolib9/18/2025
70509re: Back in the pre-Trump era, I would think AMD could sue for access on antJoe NYC9/18/2025
70508Plus a new rackscale system in Q4 of this year!neolib9/18/2025
70507And Huawei is claiming early '26 (Q1) for their next Ascend iteration with ineolib9/18/2025
70506Meanwhile another Chinese hyper says all is well with domestic chips: digitimesneolib9/18/2025
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News