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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75527 320 1 AMD
Emcee:  neolib Type:  Moderated
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72030algustionesa.com AMD's "Sound Wave" ARM Chip: A Strategic RetTHE WATSONYOUTH11/2/2025
72029Thanks — good catch! And good to hear it acknowledged yet again that their Vattila11/2/2025
72028Excellent, thanks for posting that may be a canary for us.neolib11/2/2025
72027I think so. I'm not sure. FYI from a post on Reddit: Just a heads up... SPravin Kamdar11/2/2025
72026That is the podcast where he also says he has plenty of GPUs and not enough poweneolib11/2/2025
72025Satya says "Lisa is coming". youtube.com 57 min mark.Pravin Kamdar11/2/2025
72024ARM at 40 anniversary talk by ARM co-designer Sophie Wilson: [youtube video]Vattila11/2/2025
72023Rebranded Rembrandt, BTW. It was kind of a flop when it came out, because DDR5 Joe NYC11/2/2025
72022Jensen wants to be first in line for A16 at TSMC: digitimes.comneolib11/1/2025
72021Kind of novel, but no doubt tariffs will ding them: tomshardware.comneolib11/1/2025
72020Some info about upcoming Zen 6 notebooks: The MDS1 monolithic die is going to bJoe NYC11/1/2025
72019youtu.be Fed Repo Usage Explodes To Global Financial Crisis Levels (Credit THE WATSONYOUTH10/31/2025
72018shutterstock.com .....oh my .....$50B today borrowed at the repro facility ....THE WATSONYOUTH10/31/2025
72017substack.comTHE WATSONYOUTH10/31/2025
72016Must be a coincidence: [X] Incredible that Qualcomm decided to announce their Joe NYC10/31/2025
72015While this one implies Jensen has a total of 5x (250K GPUs) headed to S.K. digineolib10/31/2025
72014This should be worth about $2B in sales to Nvidia: digitimes.comneolib10/31/2025
72013I have to agree with this Intel ran 2 big AI acquisitions to the ground. [X] Joe NYC10/30/2025
72012Most likely it will completely blow up on Wed, the day after AMD's earnings?neolib10/30/2025
72011The other really interesting tidbit was they have M4 instances deployed for deveneolib10/30/2025
72010.....the cockroaches are multiplying [graphic]THE WATSONYOUTH10/30/2025
72009Trainium has been flying under the radarJoe NYC10/30/2025
72008500K Tranium chips even if only $10K would be $5B worth. Also note that AWS depneolib10/30/2025
72007They reneged under Trump, first.combjelly10/30/2025
72006AMZN did well, and up nicely in AH. I found this part most interesting: <i&neolib10/30/2025
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