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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75380 320 1 AMD
Emcee:  neolib Type:  Moderated
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72305Not Utah--to Boise Idaho, where their corporate headquarters are. As well as theSam11/12/2025
72304Micron is delaying the memory plants in upstate NY by 2 years, and it seems likeJoe NYC11/12/2025
72303Surprised nobody had proposed an AI driven toilet or such yet. Old news. SometSam11/12/2025
72302AMD releasing 7500x3d. IMO, they should be releasing 9600x3d for AM5, not any nJoe NYC11/12/2025
72301Steam releasing VR system using Snapdragon. We will see if Steam an succeed wheJoe NYC11/12/2025
72300It works a little bit like this: [X] Lol 😂 pic.twitter.com/Oc6BldsuJ7— 7h3h4cJoe NYC11/12/2025
72299if you don't understand the monitization of the technology how would you undengineer11/12/2025
72298Do you really understand what these many many AI data centers are going to prodPravin Kamdar11/12/2025
72297Intel opening a retail store near Rockefeller Center. Or maybe just a showroom Joe NYC11/12/2025
72296This was a little bit like a victory lap, and all 3 CNBC hosts seem to love LisaJoe NYC11/12/2025
72295Lisa talked, in the interview about making the right bets at inflection points, Joe NYC11/12/2025
72294<i> I'm less worried about funding than a tech change that creates Elroy11/12/2025
72293Lisa on the set, in the studio at CNBC: [X] BREAKING $AMD Dr. @LisaSu on CNBC Joe NYC11/12/2025
72292Thinking about selling it today. Thanks for the heads up.Pravin Kamdar11/12/2025
72291....you get run out of your gold ETF?.....again?? [graphic]THE WATSONYOUTH11/12/2025
72290Some sort of supercomputer conference next week. Otherwise, I would have sold soPravin Kamdar11/12/2025
72289Yep. Went to the store. My order to buy back those shares went through for $254Pravin Kamdar11/12/2025
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
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