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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75392 320 1 AMD
Emcee:  neolib Type:  Moderated
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72526this entire shit show was orchestrated by JD Vance...that guy is (just like you)THE WATSONYOUTH11/21/2025
72525Feeling the heat, the US now wants to restrict US semi cos from buying Chinese sneolib11/21/2025
72524youtu.beTHE WATSONYOUTH11/21/2025
72523<i>Trump (via Witcoff / Rubio / Dimitriev negotiators) gave it a good shotTHE WATSONYOUTH11/21/2025
72522youtu.be Lukashinko blockades Russian convoy seeking access to Belaruzzia. Lukrzborusa11/21/2025
72521DRAM pricing is something that is a potential risk factor in other AMD divisionsJoe NYC11/20/2025
72520Here is the proposed 28 point peace agreement. There are enough things in thereJoe NYC11/20/2025
72519From yesterday, MS Cobal 200 CPU: servethehome.com Shows a MB with two CPUs, sneolib11/20/2025
72518ORCL is sitting right on their 200dma. AMD's 200dma is WAY down there, 147 neolib11/20/2025
72517I think Cloud GPUs would be like the RTX pro 6000 Blackwells. Those don't hneolib11/20/2025
72516Yeah, but do they get 75% GMs on the HBM as well? Assuming $1K in HBM per GPU, neolib11/20/2025
72515I saw Jensen in a Yahoo Finance interview after their release. Jensen told the gPravin Kamdar11/20/2025
72514Jensen said they are supply constrained. If HBM goes up in price, they just passPravin Kamdar11/20/2025
72513Jensen's vision, before others, got Nvidia where they are today. The CUDA moPravin Kamdar11/20/2025
725126-9 months will also provide some clarity (I think) on how the Chinese are copinneolib11/20/2025
72511EETimes on the memory pain issue: eetimes.comneolib11/20/2025
72510That is a lot of time for the question of an AI bubble to be resolved prior to APravin Kamdar11/20/2025
72509This is the 2nd bullet under Data Center in the Nvidia report PR: <i> Revneolib11/20/2025
72508Today was brutal. Unfortunately all the upside for AMD is 6-9+ months away, andneolib11/20/2025
72507I panic sold about 4500 shares in the $211-212 range. Seen this movie before.Pravin Kamdar11/20/2025
72506We broke convincingly through the 50dma, and closed well below it, and are very neolib11/20/2025
72505Yeah, I've been watching that one.neolib11/20/2025
72504I voted for the Bever Hound once, same for Sleepy Joe, Over the course of Bidenrzborusa11/20/2025
72503My shares in Soitec were hit particularly hard today; down 30% after lacklustre Vattila11/20/2025
72502Big gap Oct 3. Take about 175 to completely fill.rzborusa11/20/2025
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