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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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73128 312 1 AMD
Emcee:  neolib Type:  Moderated
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72538Voted. I think AMD will narrow or equal the gap, but the size of the AI market Joe NYCNovember 21
72537re: I am addicted to da dopamine hit I get from wanting KGB Putin to stop the slJoe NYCNovember 21
72536We make too little use of the poll feature around here! [Poll]VattilaNovember 21
72535I've been playing around with Gemini 3. Very good. GOOG is showing they havePravin KamdarNovember 21
72534I almost bought back at $195 this morning, but there is a risk of margin call sePravin KamdarNovember 21
72533There is a difference between searching for a dopamine hit and searching for trurzborusaNovember 21
72532Lisa appointed (or elected) chair of SIA, rubs shoulders with C.C. Wei and Mark Joe NYCNovember 21
72531But you thought something that probably did not even happen was "the writinJoe NYCNovember 21
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
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