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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75946 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71180Elroy. You go as you go. There is no room for consideration, as you know the sePravin Kamdar10/7/2025
71179Yes. Big "definitive" deals. But nothing deployed. All based on milestPravin Kamdar10/7/2025
71178I see some people saying that this was a partly due to timing of deployment. I Joe NYC10/7/2025
71177<i>The ORCL news will spark worries about AI capital spend, and ROI.</iElroy10/7/2025
71176Q3 should look good, both QoQ and YoY.Joe NYC10/7/2025
71175It's not a problem, just entering a digestion phase.Pravin Kamdar10/7/2025
71174The vast bulk of the announced deals have no money behind them now. Its all in neolib10/7/2025
71173The ORCL news will spark worries about AI capital spend, and ROI.Pravin Kamdar10/7/2025
71172I hope the blow off top with extend into mid December.Pravin Kamdar10/7/2025
71171amd.com One week after earnings on the 4th.Pravin Kamdar10/7/2025
71170Financial Analyst Day.Joe NYC10/7/2025
7116911/11?rzborusa10/7/2025
71168So. $100M. Just $0.1B. Seems like chump change.Pravin Kamdar10/7/2025
71167This is significant. Could be a turning point in the market.Pravin Kamdar10/7/2025
71166Well Jensen brags that he is the Great Destroyer of Revenue. His customers shouneolib10/7/2025
71165sherwood.newsrzborusa10/7/2025
71164The first dead canary in the coal mine. The everything bubble will pop just as APravin Kamdar10/7/2025
71163cnbc.comPravin Kamdar10/7/2025
71162See the first news link on that link.Pravin Kamdar10/7/2025
71161So, I won't find links. cnbc.com A canary in the coal mine.Pravin Kamdar10/7/2025
71160Well, I asked the chatbot and I see the chatter. I see a claim they also aren&#neolib10/7/2025
71159I'm tired. Go find it. It's all over the place.Pravin Kamdar10/7/2025
71158Link?neolib10/7/2025
71157The first bubble to the surface.Pravin Kamdar10/7/2025
71156Oracle not making money on AI chips. This could be a turning point.Pravin Kamdar10/7/2025
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