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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76067 319 1 AMD
Emcee:  neolib Type:  Moderated
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70951<i>If all it can do is match 5.1 GHz "Intel 4" from 2023 and TSMTHE WATSONYOUTH10/1/2025
70950re: I think the unemployment rate will stay about the same. People who aren&Joe NYC10/1/2025
70949re: I fear that some stocks are trading like 1999 - ALABs being one of them. ThJoe NYC10/1/2025
70948I think the unemployment rate will stay about the same. People who aren't wneolib10/1/2025
70947<< given the history of AMD vs Intel and the lawsuit from 2005.>> Doug M.10/1/2025
70946re: Why would you expect that? Less competition from cheap / off the books Joe NYC10/1/2025
70945OT: Lutnick elaborates on his next door neighbor - Jeffrey Epstein [X] ExclusiJoe NYC10/1/2025
70944Why would you expect that?neolib10/1/2025
70943Besides, that, which is that Intel is scrambling to fill its own needs (and in fJoe NYC10/1/2025
70942<<But the one should have listened to myself on was Astera Lab (ALAB).>Doug M.10/1/2025
70941re: That's a good point about the packaging. intel does have some good tJoe NYC10/1/2025
70940besides intel is prone to change up the rules on wafer supply as they see fit. gengineer10/1/2025
70939Intel is looking for a pre-payment as some kind of vote of confidence, translatirzborusa10/1/2025
70938That's a good one. Congrats on that. It's not that I was negative on MJoe NYC10/1/2025
70937You can make money on something else, but on AMD using Intel fab - probably not.Joe NYC10/1/2025
70936That's a good point about the packaging. intel does have some good tech thercombjelly10/1/2025
70935Intel is using TSMC N6 for its own IO dies. Packaging, 2.5D, maybe the only oneJoe NYC10/1/2025
70934I sold some $167.5 and $170 calls.Pravin Kamdar10/1/2025
70933<< MU not having a great day. Not a great reaction to the earnings.>Doug M.10/1/2025
70932I don't listen / seek advice from people who have such blinders on with seriDoug M.10/1/2025
70931AMD may be able to do IO dice with Intel. Maybe some 2.5, or 3D, packaging?Pravin Kamdar10/1/2025
70930Labor participation has not shown any signs of life, it should at some point picJoe NYC10/1/2025
70929It isn't a matter of whether they are either believable or not believable. WSam10/1/2025
70928You make it seem like something can actually come out of this. Intel can't Joe NYC10/1/2025
70927Absolutely. It will show up in rents and housing too...neolib10/1/2025
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