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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76052 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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70580I'm not sure how they get rid of the foundries. But, if they do, could be anPravin Kamdar9/18/2025
70579Nit a bad guess.combjelly9/18/2025
70578You'll have to listen to it. There were several questions about where these Pravin Kamdar9/18/2025
70577Indeed, INTC just notched the new LoDneolib9/18/2025
70576Might account for why INTC is nosing over and headed for the LoD again? They suneolib9/18/2025
70575Sure sounds like Intel IFS is done. My guess is they discard the foundries and rPravin Kamdar9/18/2025
70574What did she ask?neolib9/18/2025
70573The initial blurb from Nvidia on this said it has no impact on existing as well neolib9/18/2025
70572Man. Jensen shut down Chirstina from CNBC hard. Very hard. "I don't seePravin Kamdar9/18/2025
70571Replace PCIE with NVLink. Wish I thought of that.Pravin Kamdar9/18/2025
70570LBT just hedged on IFS. Jensen stepping in with support for TSMC foundry and IntPravin Kamdar9/18/2025
70569Jensen playing up their commitment to ARM. LBT stone faced.Pravin Kamdar9/18/2025
70568Now Jensen is talking about how they keep the laptop market. Who could have guesPravin Kamdar9/18/2025
70567Jensen, when asked about why not using Intel foundry, went off about how great TPravin Kamdar9/18/2025
70566They must be scared of UALink. They need to keep the hardware stack, with NVLinkPravin Kamdar9/18/2025
70565Client SOC's will also use NVLink to fuse Intel CPU to Nvidia integrated GPUPravin Kamdar9/18/2025
70564<i>Meanwhile, my Soitec shares are up 10% today, for some unknown reason.&THE WATSONYOUTH9/18/2025
70563Wow! Nvidia's product partnership with Intel marks a complete u-turn away frVattila9/18/2025
70562<i>Why didn't you have the cajones to post this "trade" yestTHE WATSONYOUTH9/18/2025
70561<<In a surprise announcement that finds two long-time rivals working togetDoug M.9/18/2025
70560Inside info on this NVIDIA deal with Intel? If I did, why would I 'only'Doug M.9/18/2025
70559IMHO, the collective news out of China is more of a concern to me than the Nvidineolib9/18/2025
70558 how much do you wanna bet that I bought $100K of Intel just yesterday? Bet whirzborusa9/18/2025
70557So what is the point of this CPU vs the "old" Diamond Rapids?? Nvidianeolib9/18/2025
70556We can all use AI to generate nice looking retrotrades too. Why didn't you neolib9/18/2025
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