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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76038 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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70705$260B market cap..........but AMD is likely going to need a sugar daddy.........THE WATSONYOUTH9/22/2025
70704Power 11 on 7nm at Samsung? Why does IBM still keep flogging this horse forwardneolib9/22/2025
70703<i>Maybe that's what Jensen had in mind back then, to become a monopolTHE WATSONYOUTH9/22/2025
70702Perhaps Musk will buyout AMD so as to have a private source of higher performancneolib9/22/2025
70701<i>This stinks as antitrust to me. How is this different than when Intel pTHE WATSONYOUTH9/22/2025
70700Crap in that picture Jensen looks almost like Fat Kim, just needs to add a few pneolib9/22/2025
70699LOL, I knew that would be coming. Remember they just recently did an odd lookinneolib9/22/2025
70698It does. Maybe that's what Jensen had in mind back then, to become a monopoJoe NYC9/22/2025
70697This stinks as antitrust to me. How is this different than when Intel paid Dell Pravin Kamdar9/22/2025
70696[X] Concerning— Elon Musk (@elonmusk) September 22, 2025 [/X]Joe NYC9/22/2025
70695Some people in Taiwan fear that TSMC is becoming USSMC, but it is not even closeJoe NYC9/22/2025
70694Below is the AMD daily chart. Since the bearish 50/20dma crossover AMD has not neolib9/22/2025
70693Looks like they will have 9 2nm fab "phases" in Tiawan: <i> TSMneolib9/22/2025
70692Seems like a good reason to accelerate the completion. Some reports suggest 202Joe NYC9/22/2025
70691I think Apple for a very long time has booked new node capacity well before the neolib9/22/2025
70690It is going to be interesting to watch the Analysts analysis of this deal and whneolib9/22/2025
70689Are they really placing orders before fab completion? [X] TSMC Arizona’s capacJoe NYC9/22/2025
70688Yeah, its some ways out...neolib9/22/2025
7068710%, 10 billion in H2 2026Joe NYC9/22/2025
70686Yeah, the scale part is amazing. But for some time now I've been trying to neolib9/22/2025
70685Money talks, and suckers walk.Pravin Kamdar9/22/2025
70684Knowing Jensen, this probably comes with some kind of NDA about how OpenAI must Pravin Kamdar9/22/2025
70683Stacy on CNBC asking the same. "Seems like a kind of circular deal on a scaPravin Kamdar9/22/2025
70682Exactly what I was thinking!!! OpenAI gets 5M GPUS for half off, but Nvidia stiPravin Kamdar9/22/2025
70681<i>I posted one clip, you posted one clip and you think your clip is more THE WATSONYOUTH9/22/2025
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