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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
73088 312 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72713I was in Staples (on Union Square in NYC) today, had a quick look at the PCs theJoe NYCDecember 3
72712Yeah, it is going to be a problem, mainly for DIY, because the memory prices areJoe NYCDecember 3
72711It is going to depress PC sales in Q4 but more so next year.neolibDecember 3
72710Lot's of hate for AI among the PC enthusiasts... [X] Fuck Sam Altman httpsJoe NYCDecember 3
72709Great post, worth repeating!VattilaDecember 3
72708I think the rush in of competitive dynamics (as should have been expected) shoulPravin KamdarDecember 3
72707youtu.be ....so what is Iran's answer? ....The Water Mafia ....the peopleTHE WATSONYOUTHDecember 3
72706i would estimate that upwards of 70% of my social media feeds are Ai driven in cengineerDecember 3
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
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