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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
72186 310 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71624I don't think that 30% would be anywhere close to a possibility in 2026, sinJoe NYCOctober 16
71623Meta designed a wide OCP system for AMD MI450 and donated the design to the consPravin KamdarOctober 16
71622Nvidia should have > $200B AI revenue in 2026, so he thinks AMD can have 50-6neolibOctober 16
71621Maybe another 3x to 4x, if the world does not implode in the meantime.Joe NYCOctober 16
71620Most of the Zen 6 server and desktop is N2P, so H2 2026 launch. Mobile Zen 6 onJoe NYCOctober 16
7161930% would sure change one thing: And some on this board will get rich (or richePravin KamdarOctober 16
71618Not too long ago, we would have been extremely happy with 10% market share. 30%Joe NYCOctober 16
71617So, we've got ER on the 4th and the FA day on the 11th. And these (from a pPravin KamdarOctober 16
71616reddit.comPravin KamdarOctober 16
71615New Turin instance on AWS cloud beats their previous Genoa instance by 59% [graJoe NYCOctober 15
71614Funny that Lisa mentioned Meta in her Tweet, surely for no reason whatsoever... Joe NYCOctober 15
71613BTW, TSMC reports late tonight, which is early morning Taipei time.Joe NYCOctober 15
71612But there’s another notable beneficiary of the Trump admin’s Argentina bailout przborusaOctober 15
71611Cramer missed the train [X] How much envy i feel for AMD and DELL shareholdersJoe NYCOctober 15
71610Nice, and very quick progress. I have a good feeling about AMD competitiveness Joe NYCOctober 15
71609So the ESUN is going to be an option for Scale Up for AMD.. Maybe that's whJoe NYCOctober 15
71608It will be OnlyFans vs. OpenAI These guys are betting on OpenAI to win. [X] hJoe NYCOctober 15
71607amd.comPravin KamdarOctober 15
71606Mike on Twitter on AMD - AWS collaboration and some benchmarking of new Turin inJoe NYCOctober 15
71605Yeah, the hidden debt is a huge warming sign. Back in the dotcom era I had frieneolibOctober 15
71604Barnes on the AI bubble. [X] "When an industry burning hundreds of billions anJoe NYCOctober 15
71603The only thing that pays??neolibOctober 15
71602Some are saying gold could go to over $20,000. I don't see it, but you neverPravin KamdarOctober 15
71601It's insane how leveraged some trades are. Apparently, some crypto guys gotJoe NYCOctober 15
71600Another curious thing is gold and silver keep going up, while crypto showing weaPravin KamdarOctober 15
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