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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75964 319 1 AMD
Emcee:  neolib Type:  Moderated
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71155<i> I keep asking myself what does OpenAI have? There are numerous entiElroy10/7/2025
71154AI has gone from compute needs from training, to inference. I think the next stePravin Kamdar10/7/2025
71153Gold breaks $4000.Pravin Kamdar10/7/2025
71152They have good models 800,000,000 users, and ambition. Maybe a good thing for AMPravin Kamdar10/7/2025
71151I keep asking myself what does OpenAI have? There are numerous entities offerinneolib10/7/2025
71150Everything bubble. Maybe pops just when AMD is getting legs. I would have beenPravin Kamdar10/7/2025
71149IMHO its a very loud warning sign of a bubble.neolib10/7/2025
71148The OpenAI deal is said to be worth about $20B revenue per year for AMD (startinPravin Kamdar10/7/2025
71147BofA $200 -> $250. List from Reddit: * Advanced Micro DevicePravin Kamdar10/7/2025
71146I think AMD may also be using them: [X] Amkor boosted its Arizona investment tJoe NYC10/7/2025
71145[X] 🚨🇨🇳 BREAKING: CHINA is building a 1-KILOMETER-WIDE orbital SOLAR POWER sJoe NYC10/7/2025
71144That warrants issue was unexpected indeed, but innovative and clever, as it aligVattila10/7/2025
71143Lisa and Greg going all around the networks: [youtube video]Joe NYC10/7/2025
71142Nvidia is noticing. They just (re-) posted their own OpenAI partnership announceVattila10/7/2025
71141First salvo of the globalist cabal against the new Japanese PM. [X] Japan justJoe NYC10/7/2025
71140[X] My friend told me: “There are three categories currently being called bubbJoe NYC10/6/2025
71139BTW, a good recap of AMD and Zen in the datacenter in the video (from Wendell)Joe NYC10/6/2025
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
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