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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75655 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72688The announcement specifically said its for Trainium4.neolib12/2/2025
72687So, AMD down $10 from the morning high. I guess based on the AWS tie up with NviPravin Kamdar12/2/2025
72686...the 20,000 ft view ...there's real money ...then there's everything eTHE WATSONYOUTH12/2/2025
72685Is it more likely for a CPU or for some networking features? Remains to be seenJoe NYC12/2/2025
72684That is not so good news for AMD because I think it hints that Intel CPUs will gneolib12/2/2025
72683finance.yahoo.comPravin Kamdar12/2/2025
72682HPE to resell Helios? Or make their own Helios? Not sure who actually builds iJoe NYC12/2/2025
72681No moat there. And the Trump administration is also planning on changing the coJoe NYC12/2/2025
72680I think I posted full length video of this a couple of months ago. This short vJoe NYC12/2/2025
72679I am wondering how this type of chiplet solution overlaps with full solution sucJoe NYC12/2/2025
72678Of the uses I don't know enough about, seems interesting enough, but of usesJoe NYC12/2/2025
72677Another tidbit on OpenAI: theverge.com Close to Trump as well!neolib12/2/2025
72676Sam Altman seems a bit worried: theverge.com IMHO, it this that should concernneolib12/2/2025
72675Google reshaping the HBM market, not AMD unfortunately? digitimes.com IIRC, Brneolib12/2/2025
72674Interesting little short vid on making compact PCs: youtube.com I found the amneolib12/2/2025
72673Rack scale solutions for all now available: tomshardware.comneolib12/2/2025
72672Coreteks on Risk 5: youtube.comPravin Kamdar12/2/2025
72671Nobody has published the full Mercury numbers for the quarter, but Toms came cloJoe NYC12/2/2025
72670AMD GPUs continue to surprise positively (from low expectations). It seems likeJoe NYC12/2/2025
7266915 out of 15 on the Cyber Monday (Amazon) [X] Happy Cyber Monday! Here is the Joe NYC12/2/2025
72668There is a rumor floating around from someone from "GF Securities" (I Joe NYC12/2/2025
72667It just happens that Lisa was elected (appointed) new chair of SIA. And as her Joe NYC12/2/2025
72666At SIA association meeting, C.C. Wei said there is not enough capacity to meet tJoe NYC12/2/2025
72665....end of the month surge in repo borrowing $31+B ....end of Dec rollover (yeTHE WATSONYOUTH12/1/2025
72664...once the banks lose total control (too dangerous to short the Silver futures THE WATSONYOUTH12/1/2025
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