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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75392 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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7225535% rev CAGR for 3-5 years. Think that is ahead of expectations.slacker71111/11/2025
72254> 80% CAGR for data center 3-5 years...neolib11/11/2025
722531 trillion [graphic]Joe NYC11/11/2025
72252Well she just set TAM of $1Tneolib11/11/2025
72251AMD now has >25K Engineers, software being the larger portion.neolib11/11/2025
72250Wow, looks like Lisa is on fire Embedded looks fantastic M&A MachineJoe NYC11/11/2025
72249Also SoftBank has dumped all its NVDA, instead will bet on OpenAI? tomshardwareneolib11/11/2025
72248The need for extreme annual revenue: tomshardware.comneolib11/11/2025
72247youtu.be ......good explanations from this Brit ..............................THE WATSONYOUTH11/11/2025
72246Zuck reminds me of Dell back in the day. Dell / Rolins tapped an exclusive dealrzborusa11/11/2025
72245That would be out of range of the now customary +/- 5% daily fluctuationsJoe NYC11/11/2025
72244I'm wondering what AMD will say today about sovereign AI TAM. US AI deploymePravin Kamdar11/11/2025
72243Well that should set us up for the stock to crash below $200 if they come in ligneolib11/11/2025
72242Some leaks of what some expect Lisa to say at the FAD: [X] AMD is holding its Joe NYC11/11/2025
72241I watched the MLID video twice and still missed one important point - of doublinJoe NYC11/11/2025
72240Corrected, BTW, I was wondering about the previous Intel ASP, which is now correJoe NYC11/11/2025
72239I end up on Facebook more and more rarely. Nothing really newsworthy happens thJoe NYC11/11/2025
72238youtu.be ....yea.....but did Softbank / Burry go long AMD?? ....still think thTHE WATSONYOUTH11/11/2025
72237Scam ads on Facebook. My facebook useage is way down because I can't controElroy11/11/2025
72236FAD link: event.webcasts.comPravin Kamdar11/11/2025
72235Here is another interesting warning sign IMHO: digitimes.comneolib11/11/2025
72234This does not look so good. In fact, it looks very bad. Stab in the back for LJoe NYC11/11/2025
72233[X] A couple of tier 1 frontier labs are saying that NVIDIA is not taking serioJoe NYC11/11/2025
72232youtu.be ......consider this EGAN-JONES RATING AGENCY youtu.beTHE WATSONYOUTH11/10/2025
72231.....yep........this private credit thing could explode..........what's thatTHE WATSONYOUTH11/10/2025
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