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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75463 320 1 AMD
Emcee:  neolib Type:  Moderated
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72205I think the sine wave is to represent the "turning" and also roughly tJoe NYC11/9/2025
72204what metrics is the sine-wave claimed to mirror? I can't think of any econoneolib11/9/2025
72203Interesting chart. Are the good times just starting? [X] pic.twitter.com/LKXyJoe NYC11/9/2025
72202.....what's down with Crypto?? [graphic]THE WATSONYOUTH11/8/2025
72201MSFT guy: No risk of overbuilding until 2029-2030. But I wonder if that appliesJoe NYC11/8/2025
72200Intel seems to be maintaining 1 year cadence for 2 different types of cores thatJoe NYC11/8/2025
72199He seems to think that Zen 6 will be a good performance jump, and Zen 7 will be Pravin Kamdar11/8/2025
72198Yup, there is so much there to unpack, I have to re-watch it. But the big takeaJoe NYC11/8/2025
72197Yup, just checked, and it seems it is an extension to AVX-512. This extensions Joe NYC11/8/2025
72196Did you see that bit from MILD about Zen 7 integrating the NPU across compute coPravin Kamdar11/8/2025
72195The Milky Way is like a spinning disc. Our solar system oscillates from above trzborusa11/8/2025
72194Might be going to half precision aka fp16 will be a featurerzborusa11/8/2025
72193LOL, that would be quite funny if AMD hired Pat. BTW, I think the Intel-AMD colJoe NYC11/8/2025
72192Intel Gaudi guy headed to AMD [X] Exclusive: Intel is losing a data center AI Joe NYC11/8/2025
72191Lisa won't be hiring Pat, although AMD owes him for his service at Intel.rzborusa11/8/2025
72190BTW, I hope AMD is hiring Intel's Linux software engineers who's recent Joe NYC11/8/2025
72189AMD poached (or just hired someone on the way out anyway) head of Intel Gaudi diJoe NYC11/8/2025
72188The sub Tweet there confirms the entire Zen 6 line up. It seems that MLID got mJoe NYC11/8/2025
72187AMD is supporting FP16 in Zen 6. It seems like it is a new thing... [X] #AMD#Joe NYC11/8/2025
72186Yesterday breached the 20dma but managed to close near it, while today was entirneolib11/7/2025
72185Further, they seemed to have trained this for likely less than $10M, Ouch, how aneolib11/7/2025
72184Well crap, more Entity Listing and Tariffs and Sanctions needed on the Chinese, neolib11/7/2025
72183Our Galaxy (MilkyWay) is more than twice the diameter previously thought. The srzborusa11/7/2025
72182Is it Sam Bankman-Fried Altman? Or perhaps Sam Holmes Altman?? I suppose in soneolib11/7/2025
72181Looks like we have about two billion years to get ready. Putting in my trailing Pravin Kamdar11/7/2025
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