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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75425 320 1 AMD
Emcee:  neolib Type:  Moderated
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72701You made a good call a few months ago. Has gone from ~ $35 to $60 in 6 months. rzborusa12/2/2025
72700A little more insight on the AWS/NVDA romance: <i> For NVIDIA, it is beinneolib12/2/2025
72699And a little more detail on the networking of this HPE/AMD romance: servethehomneolib12/2/2025
72698Toms on that same topic: I found this interesting, I've long wondered why tneolib12/2/2025
72697youtu.be “Silver Soars as CME Freezes Trading — What Really Happened?” | ELTHE WATSONYOUTH12/2/2025
72696Yeah, this is a problem, AMD's current valuation is very much tied to OpenAIneolib12/2/2025
72695I think the way NVidia is going to use Intel is to replace Grace in "GB&quoJoe NYC12/2/2025
72694Here is a nice article from SA on the AWS Tranium server arch: newsletter.semianeolib12/2/2025
72693I think the rush in of competitive dynamics (as should have been expected) shoulPravin Kamdar12/2/2025
72692......actual standing repo usage on Friday was $25B when mortgage backed securiTHE WATSONYOUTH12/2/2025
72691re: The announcement specifically said its for Trainium4. Yes, which is an acceJoe NYC12/2/2025
72690MLID says the rumored higher clocked Zen 5 V-Cache (clocked at 5.6 GHz) are actuJoe NYC12/2/2025
72689And also as I noted, the article said nothing about Graviton. Which is why Ineolib12/2/2025
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
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