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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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73103 312 1 AMD
Emcee:  neolib Type:  Moderated
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72530Interesting connection to JD Vance. - JD Vance has the instincts and skills, onJoe NYCNovember 21
72529I am aware of the AI reading of scripts on utube. How you can justify the invasrzborusaNovember 21
72528re: ...not Rubio........this is all JD Vance That would make sense, because RubJoe NYCNovember 21
72527re: Luki can see the writing on the wall. Can you tell the difference between nJoe NYCNovember 21
72526this entire shit show was orchestrated by JD Vance...that guy is (just like you)THE WATSONYOUTHNovember 21
72525Feeling the heat, the US now wants to restrict US semi cos from buying Chinese sneolibNovember 21
72524youtu.beTHE WATSONYOUTHNovember 21
72523<i>Trump (via Witcoff / Rubio / Dimitriev negotiators) gave it a good shotTHE WATSONYOUTHNovember 21
72522youtu.be Lukashinko blockades Russian convoy seeking access to Belaruzzia. LukrzborusaNovember 21
72521DRAM pricing is something that is a potential risk factor in other AMD divisionsJoe NYCNovember 20
72520Here is the proposed 28 point peace agreement. There are enough things in thereJoe NYCNovember 20
72519From yesterday, MS Cobal 200 CPU: servethehome.com Shows a MB with two CPUs, sneolibNovember 20
72518ORCL is sitting right on their 200dma. AMD's 200dma is WAY down there, 147 neolibNovember 20
72517I think Cloud GPUs would be like the RTX pro 6000 Blackwells. Those don't hneolibNovember 20
72516Yeah, but do they get 75% GMs on the HBM as well? Assuming $1K in HBM per GPU, neolibNovember 20
72515I saw Jensen in a Yahoo Finance interview after their release. Jensen told the gPravin KamdarNovember 20
72514Jensen said they are supply constrained. If HBM goes up in price, they just passPravin KamdarNovember 20
72513Jensen's vision, before others, got Nvidia where they are today. The CUDA moPravin KamdarNovember 20
725126-9 months will also provide some clarity (I think) on how the Chinese are copinneolibNovember 20
72511EETimes on the memory pain issue: eetimes.comneolibNovember 20
72510That is a lot of time for the question of an AI bubble to be resolved prior to APravin KamdarNovember 20
72509This is the 2nd bullet under Data Center in the Nvidia report PR: <i> RevneolibNovember 20
72508Today was brutal. Unfortunately all the upside for AMD is 6-9+ months away, andneolibNovember 20
72507I panic sold about 4500 shares in the $211-212 range. Seen this movie before.Pravin KamdarNovember 20
72506We broke convincingly through the 50dma, and closed well below it, and are very neolibNovember 20
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