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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75466 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72155Interesting read. The only real question is timing imo. open.substack.comeetnoyer11/6/2025
72154I think that's what it is. Someone asked in that Twitter thread about "Joe NYC11/6/2025
72153The last hold out today, gold, is starting to crack.Pravin Kamdar11/6/2025
72152Intel probably tweeked the frequency vs power curve to first serve the laptop maPravin Kamdar11/6/2025
72151So much volatility. I will let them expire / settle before selling more. Ya nerzborusa11/6/2025
72150I am guessing the calls may be safe for Dec 19 expiration.Joe NYC11/6/2025
72149Still short 290 and 340 calls for Dec 19, about 11% of position. They can go byrzborusa11/6/2025
72148Here is the list of Intel Panther Lake SKUs. One lone model at 5.1 GHz, everythJoe NYC11/6/2025
72147I don't know if there will be new client announcements, but there may be preJoe NYC11/6/2025
72146The only good news is that, on a wing and a prayer, there may be a little rebounPravin Kamdar11/6/2025
72145But lost everything on the principle. Got like $3.90 and $3.63 for the $257.5 aPravin Kamdar11/6/2025
72144I bought back my $257.5 and $260 CCs. If we get a bit of a bounce later today, wPravin Kamdar11/6/2025
72143You are making money like a bandit on those calls with this volatility...Joe NYC11/6/2025
72142All I've seen is OpenAI saying they want a gov loan backstop, Jensen saying Pravin Kamdar11/6/2025
72141Apparently some drama with OpenAI, seemingly first asking for government backstoJoe NYC11/6/2025
72140Me too. Ugly.Pravin Kamdar11/6/2025
72139I wonder why the meltdown in AMD today?neolib11/6/2025
72138x.comPravin Kamdar11/6/2025
72137American Beaver Hound in Japan: https://www.youtube.com/watch?v=-4h2cupW4mErzborusa11/5/2025
72136Donald has learned over the years to act tough, push em around and get most of wrzborusa11/5/2025
72135It took AMD nearly full year before realizing which Strix Halo configuration wouJoe NYC11/5/2025
72134Cooling costs a bundle: tomshardware.com I'm guessing Huawei pays a lot leneolib11/5/2025
72133I suppose it also says something about how they view progress on HBM in China.neolib11/5/2025
72132The two links below have me thinking that China is getting quite confident in SMneolib11/5/2025
72131Does this imply Panther Lake maximum frequency = 5.0 GHz? Meaning Panther Lake Joe NYC11/5/2025
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