SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
73055 312 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
72705youtu.be ....it's that lack of trust thingy again......near every issue conTHE WATSONYOUTHDecember 3
72704Songs of AI bubble have been around but when Taylor Swift breaks out her versionrzborusaDecember 3
72703Possibly this? marketwatch.comneolibDecember 3
72702It always amazes me how with the internet and chatbots one still cannot find outneolibDecember 3
72701You made a good call a few months ago. Has gone from ~ $35 to $60 in 6 months. rzborusaDecember 2
72700A little more insight on the AWS/NVDA romance: <i> For NVIDIA, it is beinneolibDecember 2
72699And a little more detail on the networking of this HPE/AMD romance: servethehomneolibDecember 2
72698Toms on that same topic: I found this interesting, I've long wondered why tneolibDecember 2
72697youtu.be “Silver Soars as CME Freezes Trading — What Really Happened?” | ELTHE WATSONYOUTHDecember 2
72696Yeah, this is a problem, AMD's current valuation is very much tied to OpenAIneolibDecember 2
72695I think the way NVidia is going to use Intel is to replace Grace in "GB&quoJoe NYCDecember 2
72694Here is a nice article from SA on the AWS Tranium server arch: newsletter.semianeolibDecember 2
72693I think the rush in of competitive dynamics (as should have been expected) shoulPravin KamdarDecember 2
72692......actual standing repo usage on Friday was $25B when mortgage backed securiTHE WATSONYOUTHDecember 2
72691re: The announcement specifically said its for Trainium4. Yes, which is an acceJoe NYCDecember 2
72690MLID says the rumored higher clocked Zen 5 V-Cache (clocked at 5.6 GHz) are actuJoe NYCDecember 2
72689And also as I noted, the article said nothing about Graviton. Which is why IneolibDecember 2
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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News