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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
76038 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71188Mi450 being on N2 vs. Rubin on N3 may have some effect during this upcoming geneJoe NYC10/7/2025
71187Not parallel, but mostly orthogonal.Pravin Kamdar10/7/2025
71186What's a "disjoint response"? No idea. Disconnected ideas.Pravin Kamdar10/7/2025
71185Yeah. It is something to watch.Pravin Kamdar10/7/2025
71184I have seen from your posts that you are a very smart person. You can look up Pravin Kamdar10/7/2025
71183Here, from AI perma-bull, Daniel Newman: [X] The $ORCL is losing ‘bigly’ on itJoe NYC10/7/2025
71182I can't understand a thing you're saying. What's a "disjoint rElroy10/7/2025
71181Your response seems disjoint on many levels.Pravin Kamdar10/7/2025
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
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