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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75657 320 1 AMD
Emcee:  neolib Type:  Moderated
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71805AMD opening R+D centers in Taiwan. I am not sure this is new: [X] $AMD is repJoe NYC10/24/2025
71804Nice. Next, they need to reclassify a bunch of products from being under NAFTA Joe NYC10/24/2025
71803Okie dokie, not a bad ad by Andrew Cuomo. It seems like he really started campaJoe NYC10/24/2025
71802Minis Forum showing running a large DeepSeek model locally, on 4 Strix Halo MiniJoe NYC10/24/2025
71801Ouch, two full years from start of production until yields are at industry normsrzborusa10/24/2025
71800He never misses the opportunity to knock AMD. BTW, here is a good reminder of hJoe NYC10/24/2025
71799Supermicro is adding a 6U microblade server, each containing 20 microblades. ThJoe NYC10/23/2025
71798youtu.be NVIDIA vs. AMD: No One Is Telling You ThisTHE WATSONYOUTH10/23/2025
71797AMD is releasing "Pro" level RDNA4 GPU with 32 GB of memory. Not releJoe NYC10/23/2025
71796Q3 Intel actual 13.7B Q3 AMD estimate: 8.7B AMD as percentage of Intel: 63.5%Joe NYC10/23/2025
71795$8.9B, 1.21, $9.4BJoe NYC10/23/2025
71794So I asked Grok to do its own analysis, not just average the analyst estimates aJoe NYC10/23/2025
71793I don't think it is doing any of its own independent analysis, just collectiJoe NYC10/23/2025
71792re: Any "color" on why client would be down in Q4? The only possiJoe NYC10/23/2025
71791....is there a recovery somewhere in here?? 2024 ~ 2025 [graphic] AMD [graphiTHE WATSONYOUTH10/23/2025
71790AMD 2025-Q3 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.15Vattila10/23/2025
71789Ouch, two full years from start of production until yields are at industry normsneolib10/23/2025
71788Any "color" on why client would be down in Q4? They have raised priceneolib10/23/2025
71787I think they were talking in terms of how yields affect the overall GM of the coJoe NYC10/23/2025
71786re: But that's Lip Bu's guidance - and Lip Bu always likes to beat gJoe NYC10/23/2025
71785I ran the query on Grok 4 Expert mode and got latest of: Revenue: 8.75B EPS: 1.1Joe NYC10/23/2025
71784<< 18A Yields are adequate to address the supply But they are not whereDoug M.10/23/2025
71783<< excluding Altera, QoQ revenue is projected to be flat.>> Joe Doug M.10/23/2025
71782https://youtu.be/g9Mx5b0YoJs HOLY SH*T! More Subprime Lenders Just Collapsed (STHE WATSONYOUTH10/23/2025
71781Diamond Rapids: No SMT Coral Rapids: SMT will be back We are in definition stageJoe NYC10/23/2025
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