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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
73097 312 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72688The announcement specifically said its for Trainium4.neolibDecember 2
72687So, AMD down $10 from the morning high. I guess based on the AWS tie up with NviPravin KamdarDecember 2
72686...the 20,000 ft view ...there's real money ...then there's everything eTHE WATSONYOUTHDecember 2
72685Is it more likely for a CPU or for some networking features? Remains to be seenJoe NYCDecember 2
72684That is not so good news for AMD because I think it hints that Intel CPUs will gneolibDecember 2
72683finance.yahoo.comPravin KamdarDecember 2
72682HPE to resell Helios? Or make their own Helios? Not sure who actually builds iJoe NYCDecember 2
72681No moat there. And the Trump administration is also planning on changing the coJoe NYCDecember 2
72680I think I posted full length video of this a couple of months ago. This short vJoe NYCDecember 2
72679I am wondering how this type of chiplet solution overlaps with full solution sucJoe NYCDecember 2
72678Of the uses I don't know enough about, seems interesting enough, but of usesJoe NYCDecember 2
72677Another tidbit on OpenAI: theverge.com Close to Trump as well!neolibDecember 2
72676Sam Altman seems a bit worried: theverge.com IMHO, it this that should concernneolibDecember 2
72675Google reshaping the HBM market, not AMD unfortunately? digitimes.com IIRC, BrneolibDecember 2
72674Interesting little short vid on making compact PCs: youtube.com I found the amneolibDecember 2
72673Rack scale solutions for all now available: tomshardware.comneolibDecember 2
72672Coreteks on Risk 5: youtube.comPravin KamdarDecember 2
72671Nobody has published the full Mercury numbers for the quarter, but Toms came cloJoe NYCDecember 2
72670AMD GPUs continue to surprise positively (from low expectations). It seems likeJoe NYCDecember 2
7266915 out of 15 on the Cyber Monday (Amazon) [X] Happy Cyber Monday! Here is the Joe NYCDecember 2
72668There is a rumor floating around from someone from "GF Securities" (I Joe NYCDecember 2
72667It just happens that Lisa was elected (appointed) new chair of SIA. And as her Joe NYCDecember 2
72666At SIA association meeting, C.C. Wei said there is not enough capacity to meet tJoe NYCDecember 2
72665....end of the month surge in repo borrowing $31+B ....end of Dec rollover (yeTHE WATSONYOUTHDecember 1
72664...once the banks lose total control (too dangerous to short the Silver futures THE WATSONYOUTHDecember 1
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