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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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76040 319 1 AMD
Emcee:  neolib Type:  Moderated
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71138Maybe this was truth, not just marketing speak? [X] Lisa Su and Sam Altman triJoe NYC10/6/2025
71137Gamers Nexus guy Steve that his revenue from affiliate sales (if you click on thJoe NYC10/6/2025
71136There are rumors of $1 trillion OpenAI IPO. I think they are postponing, becausJoe NYC10/6/2025
71135Looking at this picture, how many NICs does a node have? It seems like one heavJoe NYC10/6/2025
71134The two OpenAI deals with Nvidia and AMD reflect the current reality: Nvidia haneolib10/6/2025
71133So, if AMD shares hit $600, AMD would be $1T company, OpenAI will own $100 billiJoe NYC10/6/2025
71132Thinking of tea leaves, here are some charts to scratch one's head about. Ineolib10/6/2025
71131Yeah, I came across that and watched it. AMD remarks start just before the 25 miPravin Kamdar10/6/2025
71130Cramer: [X] $AMD Dr. @LisaSu & @OpenAI Deal 🔥🔥🔥 ~Confirmed Long Term partnJoe NYC10/6/2025
71129youtu.be Inside the AI Chip War: From Nvidia’s Dominance to Intel’s TurmoilTHE WATSONYOUTH10/6/2025
71128<i>The amazing implication being that AMD has set its sights on becoming aTHE WATSONYOUTH10/6/2025
71127....remember.....less than $2B in early 2016.............what a ride!THE WATSONYOUTH10/6/2025
71126Presumably by market cap. Still, hard to believe. [X] $AMD is now the world'sJoe NYC10/6/2025
71125Friday may be interesting. Who knows which way... [X] You can't make this up:Joe NYC10/6/2025
71124This is the age of AI, I did not compile this myself, but here is the list of thJoe NYC10/6/2025
71123Yup. I have a hunch that AMD will also get a deal with xAI. Most likely one toJoe NYC10/6/2025
71122Bottom line: This is a breakthrough achievement for AMD. It will be a strategicPravin Kamdar10/6/2025
71121watch last ten seconds youtube.comPravin Kamdar10/6/2025
71120BTW, NVidia share price crossover today...Joe NYC10/6/2025
71119Today seals the deal. AMD is for real. [youtube video]Joe NYC10/6/2025
71118youtu.be it's dog eat dog in Russia....dam all those tourists and fishermenTHE WATSONYOUTH10/6/2025
71117In response to the deal, Jefferies upgraded the stock to Buy and dramatically inPravin Kamdar10/6/2025
71116Mining cobalt: [X] And there it is *US TAKES 10% STAKE IN TRILOGY METALS ConJoe NYC10/6/2025
71115Interesting. I'm surprised it doesn't mention Broadcom (AVGO). It also Elroy10/6/2025
71114Not in-depth, but on SSD controller vendors, Copilot gives this breakdown: copiVattila10/6/2025
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