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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75786 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72372IMHO, here is a poorly written article at EETimes: eetimes.com The problem is neolib11/16/2025
72371Vintage Sci Fi dailymotion.com The Time Machine 1960......in Metrocolor from MTHE WATSONYOUTH11/15/2025
72370youtu.be <i> Holy Sh*t...Did You See What Just Happened In The Market!THE WATSONYOUTH11/15/2025
72369Wow! I imagined it to be different.Joe NYC11/15/2025
72368Good article. Jensen meeting with CC Wei in Taiwan, asking for more N3 capacityJoe NYC11/15/2025
72367Speaking of Broadcom being the backend, I'd never actually watched the ball neolib11/15/2025
72366Yeah, he can control it now, no SEC disclosures.neolib11/15/2025
72365He has his twitter account to communicate with the public, cryptically or patentnicewatch11/15/2025
72364Yeah, only 8 investors listed, so it pretty closely held. But it was public, noneolib11/15/2025
72363Volume and who he is what counts. You and me don't.neolib11/15/2025
72362For the fun of it I looked at the 6 month chart for PLTR $50P '27 leaps. Onneolib11/15/2025
72361Some comments from AMD guy. Nothing really about AMD, mostly on ASICs and BroadJoe NYC11/15/2025
72360Those puts are basically lottery tickets on a crash, and his filings are only a nicewatch11/15/2025
72359Is one guy buy long dated puts in highly value AI tech stocks really that big ofElroy11/15/2025
72358Now the more interesting question is, why did he close his fund? Some of the chneolib11/15/2025
72357A little more digging and I find this: finance.yahoo.com <i> Mr Burry saneolib11/15/2025
72356My comment in the previous post about Burry and his risk made me start scratchinneolib11/15/2025
72355The depreciation chatter is all driven by the recent news of Michael Burry takinneolib11/14/2025
72354made the mistake of watching cnbc today while working in the rain. two things stengineer11/14/2025
72353except the CEOs of major companies have now gotten "woke" to AI and reengineer11/14/2025
72352.....getting cold out there [graphic]THE WATSONYOUTH11/14/2025
72351<i>Seems like we are just starting up the exponential slope of hype leadinTHE WATSONYOUTH11/14/2025
72350sc25.supercomputing.orgPravin Kamdar11/14/2025
72349AMD outpaces Intel in x86 shipments as market goes flat • The RegisterJoe NYC11/14/2025
72348AMD looks to be a pretty big customer of N3 node. This year, only Mi355 and GenJoe NYC11/14/2025
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