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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75439 320 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 NYC11/21/2025
72537re: I am addicted to da dopamine hit I get from wanting KGB Putin to stop the slJoe NYC11/21/2025
72536We make too little use of the poll feature around here! [Poll]Vattila11/21/2025
72535I've been playing around with Gemini 3. Very good. GOOG is showing they havePravin Kamdar11/21/2025
72534I almost bought back at $195 this morning, but there is a risk of margin call sePravin Kamdar11/21/2025
72533There is a difference between searching for a dopamine hit and searching for trurzborusa11/21/2025
72532Lisa appointed (or elected) chair of SIA, rubs shoulders with C.C. Wei and Mark Joe NYC11/21/2025
72531But you thought something that probably did not even happen was "the writinJoe NYC11/21/2025
72530Interesting connection to JD Vance. - JD Vance has the instincts and skills, onJoe NYC11/21/2025
72529I am aware of the AI reading of scripts on utube. How you can justify the invasrzborusa11/21/2025
72528re: ...not Rubio........this is all JD Vance That would make sense, because RubJoe NYC11/21/2025
72527re: Luki can see the writing on the wall. Can you tell the difference between nJoe NYC11/21/2025
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
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