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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
71993 309 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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71949A big problem facing the gaming industry is that the games themselves - the big Joe NYCTuesday
71948Microsoft has been trying to make XBox into something other than a game console combjellyTuesday
71947These NICs are going nuts: AMD is still in the game only thanks to Pensando. TJoe NYCTuesday
71946Microsoft seems to be turning future XBox into a merger of XBox and PC gaming, bJoe NYCTuesday
71945I am curious exactly how they plan on doing security, but one would assume its nneolibTuesday
71944I didn't think government would go for sharing of their supercomputers, but Joe NYCTuesday
71943Most of these, including the 7 Dept of Energy systems just announced from NvidianeolibTuesday
71942Jensen taking a bit of wind out of Lisa's sails: tomshardware.comneolibTuesday
71941That would be averaging 25K/GPU, which given they would be selling a lot of themneolibTuesday
71940Sounds about right: [X] Actually, obligatory: Two economists are walking in aJoe NYCTuesday
71939[X] News: Nvidia is saying it sees $500B business - excluding China - in the neJoe NYCTuesday
71938SemiAnalysis of the QCOM announcement: Last one: > confidential computing (tJoe NYCTuesday
71937...based on what? Stock price. Pravin KamdarTuesday
71936I did not know about this one,, some system in Australia with Epyc and Mi355 [XJoe NYCTuesday
71935<i>Intel smoking!</i> ....based on what?.....a benchmark?? ......mTHE WATSONYOUTHTuesday
71934People texting the DGX Spark are reporting problems, not living up to expected pJoe NYCTuesday
71933Intel smoking! Nvidia takes a $1B stake in Nokia.Pravin KamdarTuesday
71932Lisa on CNBC: [youtube video]Joe NYCTuesday
71931If the market can hold up for a week, and if AMD posts good guidance, there woulPravin KamdarTuesday
71930I put in my entry already. We are all clustered on the high side of the estimatJoe NYCTuesday
71929Lisa retweeting Energy Secretary Wright with some comments on this deployment. Joe NYCTuesday
71928My contest numbers reflect hopeful MI355 traction. Where are other's numbePravin KamdarTuesday
71927I like seeing traction AMD is getting with Mi355. Here is Lisa Su tweeting abouJoe NYCTuesday
71926QCOM at 180 now, having given up 2/3 of the peak spike which hit 206. Started aneolibTuesday
71925x.comPravin KamdarTuesday
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