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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
73110 312 1 AMD
Emcee:  neolib Type:  Moderated
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72480In high school in Korea in 1977-1978, I had a beautiful girl friend from VietnamPravin KamdarNovember 19
72479Sizes of substrate of various AI chips: [X] Overview of the Global ABF SubstraJoe NYCNovember 19
72478Lisa just tweeted about it. There was some vague announcement when Lisa (and TrJoe NYCNovember 19
72477Interesting tidbit I came across about Zen 4 vs. Zen 5. At first, people were tJoe NYCNovember 19
72476youtu.be Home Depot Just Confirmed What NO ONE Wants to Admit About the EcoTHE WATSONYOUTHNovember 19
72475Did anyone else see Pravin's headline go past? AMD, CSCO, and ?HUMAN? to pTGPTNDRNovember 19
72474Their gross margins in the mid-70s are reminiscent of Intel's margins when tSamNovember 19
72473So in the just completed qtr, Nvidia sold more than Intel will sell in all of 20neolibNovember 19
72472Qualcomm already promoting their Snapdragon X2, and it looks quite good. Their Joe NYCNovember 19
72471AMD only getting crumbs, but even crumbs are in 10s of billions of dollars.Joe NYCNovember 19
72470If Nv doubles to 10 trillion $ company and AMD goes to one Trillion $, that makerzborusaNovember 19
72469Kind of fun to have the younger one around the house. She likes to cook and expJoe NYCNovember 19
72468Well, if bombs drop precipitously, I guess this report is a missile!SamNovember 19
72467Looks good. Gonna go get some Indian comfort food. Got Bulgarian yogurt.Pravin KamdarNovember 19
72466The down market will have to take another look.Pravin KamdarNovember 19
72465Oh dear.Pravin KamdarNovember 19
72464I suppose they could sell off all the grid infrastructure they paid for...neolibNovember 19
7246357B and guide for 65B, so that was beat by 3B and raise by 8B.neolibNovember 19
72462THere are more things worth more than money.Pravin KamdarNovember 19
72461Sounds good, I had kind of a pedestrian breakfast, but my daughter made it, she Joe NYCNovember 19
72460So when reality hits the AI "space," corporate managements will be rigRenmancoNovember 19
72459[X] Jensen is thinking about earnings tomorrow 💀😂 https://t.co/NAqeA7fIR8pic.Joe NYCNovember 19
72458Fingers crossed. I lightened a bit this morning. Not enough.Pravin KamdarNovember 19
72457Neo, There is a paradox that describes this. The models and the value added gPravin KamdarNovember 19
72456Mark Twain > Quotes > Quotable Quote (?) [graphic] “DoPravin KamdarNovember 19
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