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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76057 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71063 OpenAI Nvidia deal 10GW OpenAI AMD deal 6GW Pravin Kamdar10/6/2025
71062Barclays $200 -> $300: reddit.comPravin Kamdar10/6/2025
71061The amazing implication being that AMD has set its sights on becoming a $1T compVattila10/6/2025
71060Anthropic and OpenAI revs have exploded. but they are tiny compared to the expeslacker71110/6/2025
71059This is a $100 billion dollar incentive to pump AMD. sec.gov [graphic]slacker71110/6/2025
71058<i> and it's sort of getting incestuous</i> Oh I agree, its looneolib10/6/2025
71057Where did you see the price details?neolib10/6/2025
71056I haven't even looked at the deal that closely. I'm just looking at allElroy10/6/2025
71055The last tranche doesn't vest unless AMD hits 600. Su said she expects thisslacker71110/6/2025
71054The warrants are conditional on undisclosed share price targets. Which implies Vattila10/6/2025
71053Well explain the math of this deal to me and maybe it will be more clear. <ineolib10/6/2025
71052All gaps get filled? I've not played options much with my paltry holdings, beetnoyer10/6/2025
71051I'm curious how we're going to see all this AI investment paying off? AElroy10/6/2025
71050How the hell does this deal work?? OpenAI is going to get warrants of AMD'sneolib10/6/2025
71049I wonder if this deal was cooking back then? Message 35088265eetnoyer10/6/2025
71048Seems SANM is getting a huge boost attributed to the AMD news as well. I guess neolib10/6/2025
71047Actually, the news on Friday about Meta shifting more to internal silicon had meneolib10/6/2025
71046<i> The two companies are not disclosing the exact financial details of tneolib10/6/2025
71045Congrats! I don't think anybody saw this coming. Maybe Microsoft or Meta dslacker71110/6/2025
71044Congrats to all. I'm in shock, too -- but for the opposite reason. God hatesPravin Kamdar10/6/2025
71043Just logged on. I'm staring at my Schwab accounts in delighted shock!neolib10/6/2025
71042With this development, the CUDA moat has effectively been breached. Hopefully, Vattila10/6/2025
71041For income, I bought AMD on Friday for $168 and sold a $170 call expiring this cElroy10/6/2025
71040Wake up people and start celebrating!slacker71110/6/2025
71039+25% as we speak --- congratulations to all AMD shareholders! AMD shares surge Vattila10/6/2025
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