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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75778 321 1 AMD
Emcee:  neolib Type:  Moderated
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71655Anthropic thinks it can hit $20-$26B in revenue in 2026 reuters.comneolib10/17/2025
71654I think this was today. Vivek Arya. [X] Bank of America raised its price targJoe NYC10/17/2025
71653.....this guy explains the whole collateral issue .....the guy knows his stuff..THE WATSONYOUTH10/17/2025
71652I think if these systems are somewhat accelerator, switch, and interconnect agnoPravin Kamdar10/17/2025
71651Speculation is that this is Microsoft Maya. I thought Intel was already doing fJoe NYC10/17/2025
71650So AMD did their own via the ZT Systems guys and Meta has done their own for AMDneolib10/17/2025
71649Pretty impressive rack systems. One from ZT and one from Meta. I don't thinkPravin Kamdar10/17/2025
71648Holy Jumpin Jesus, if AI fizzles it won't be for lack of hardware.rzborusa10/17/2025
71647servethehome.comPravin Kamdar10/17/2025
71646BTW, computer vision analysis in medical imaging was going well before generativneolib10/17/2025
71645Maybe not too sad. Think I'd prefer to keep the half of my shares under the eetnoyer10/17/2025
71644AMD price target raised to $300 from $250 at BofA BofA lifted its tPravin Kamdar10/17/2025
71643reuters.com $6.75B Wed $8.35B Thursday .....some cockroach is in trouble youtTHE WATSONYOUTH10/17/2025
71642<i>OT: The biggest advance in science brought about by AI so far:</i>THE WATSONYOUTH10/16/2025
71641I think TSMC has enough land to build all 6 phases of the fab. But they announcJoe NYC10/16/2025
71640Worth a read here on a Broadcom 800G NIC: servethehome.com It does seem like neolib10/16/2025
71639OT: The biggest advance in science brought about by AI so far: [youtube video] Vattila10/16/2025
71638youtu.be WTF Is Happening to Silver Right Now?! (You Won’t Believe This) THE WATSONYOUTH10/16/2025
71637BTW, if that result, is for 32 vCPUs, imagine what the result will be with Zen 6Joe NYC10/16/2025
71636getting requests from Linkedin to connect with some IBMers I worked with 25 yearTHE WATSONYOUTH10/16/2025
71635wccftech.com Qualcomm, MediaTek Are Considering Shifting 2nm Chipset ProductionTHE WATSONYOUTH10/16/2025
71634....remember this.....seems like yesterday......what a ride!...and still a long THE WATSONYOUTH10/16/2025
71633Big drop in AMD today. Sad. Got more good news coming. The best is yet to come.Pravin Kamdar10/16/2025
71632Well IIRC, META was the largest hyper user of AMD GPUs and still must be becauseneolib10/16/2025
71631Yes. But isn't that the point? Meta is going with open source. Have been forPravin Kamdar10/16/2025
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