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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75612 320 1 AMD
Emcee:  neolib Type:  Moderated
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72288BTW, that's definitely a positive that Softbank is buying some OpenAI stock.Joe NYC11/12/2025
72287BTW, in this note, Morgan Stanly analyst says that what AMD describes is middle Joe NYC11/12/2025
72286OpenAI looks to get more funds from Softbank. I'm less worried about fundiPravin Kamdar11/12/2025
72285AMD can realize all this revenue from Open AI and others, unless there is a BlacJoe NYC11/12/2025
72284All we need to do is hope that the world does not fall apart anytime soon... A Pravin Kamdar11/12/2025
72283One thing that the Servethehome article pointed out, was that with MI455X now saPravin Kamdar11/12/2025
72282There is a big difference between the being competitive with the market leader iJoe NYC11/12/2025
72281The problem remains for AMD that all this AI revenue is at least 6 -12 months awneolib11/12/2025
72280There were some upgrades just a few hours after FAD. [X] Here are the re-ratinJoe NYC11/12/2025
72279The rollercoaster continues. It looks like AMD potential in AI is starting to sJoe NYC11/12/2025
72278youtu.be GOLD: Schiff Feels Vindicated & Issues A Warning I Peter SchifTHE WATSONYOUTH11/11/2025
72277I am not sure about the AVX. Tended to put higher thermal load on the CPU, but Joe NYC11/11/2025
72276And an update along these lines from an old SI Member: calculatedriskblog.com neolib11/11/2025
72275Meanwhile brand new bridges in China be falling down: youtube.comneolib11/11/2025
72274The first part of this vid talks about the Big Short betting against AI, and it neolib11/11/2025
72273Is this guy semi-sane or a nut? youtube.com I have not been following whats goneolib11/11/2025
72272I think the jump in AH around 1:08 PM PT was due to Jean's comment in the foneolib11/11/2025
72271Yeah it’s bitcoin causing the inflation problems and not all the rampant money pqgambit11/11/2025
72270" Intel has Clearwater Forest and Diamond Rapids on deck, but we went inJoe NYC11/11/2025
72269I think what market needs is one of the "other" potential customers, oJoe NYC11/11/2025
72268Way up in after market. Don't ask me why. Maybe delayed reaction.rzborusa11/11/2025
72267Expects multiple similar scale (OpenAI scale) customers in Mi450 time frameJoe NYC11/11/2025
72266<i> The total world economy in 2024 is estimated around 110T or so. <Elroy11/11/2025
72265<i> /etc/hosts file -tgp</i> Can you say that in English?Elroy11/11/2025
72264AMD closed below the 20dma, which has nosed over. The 50dma sits at 202, which neolib11/11/2025
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