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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75629 320 1 AMD
Emcee:  neolib Type:  Moderated
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72747There is a big disconnect between the delusions of Intel longs and reality. (GoJoe NYC12/4/2025
72746Also the Time to Monetization is worth reading, and its not just Jensen that shoneolib12/4/2025
72745The section on network switches is very interesting, because AWS is basically buneolib12/4/2025
72744Also this: <i> Turning to the host CPU, Graviton4 will be the only time tneolib12/4/2025
72743And this would indicate Traniums are likely paired with Gravitons, although thisneolib12/4/2025
72742From the SA article, this is AMDs issue IMHO: <i> When Nvidia introduced neolib12/4/2025
72741The HPE report could also give some Sanmina like insight.Pravin Kamdar12/4/2025
72740Just got back from a Costco run. They have three laptop display islands. One is Pravin Kamdar12/4/2025
72739SA has a nice article on Tranium3: newsletter.semianalysis.com*17yqrbt*_ga*MTI2neolib12/4/2025
72738Looks like buyers of INTC don't like that news.Pravin Kamdar12/4/2025
72737youtu.be Gold & Silver Metal War Has Begun, & It's China vs U.STHE WATSONYOUTH12/4/2025
72736Another major acceleration of the schedule [X] Rumor: TSMC Arizona may start bJoe NYC12/4/2025
72735Agreed. Sanmina CC transcript: fool.com All about excitement around ZT.Pravin Kamdar12/4/2025
727349850x3d is real: [X] Hello, 9850X3D pic.twitter.com/ZzoHOFNaVD— Gray (@Olrak29Joe NYC12/4/2025
72733The hurdles are getting higher, but AMD has cleared all the hurdles so far: Mi3Joe NYC12/4/2025
72732forgot the link to a transcript. I am going to see if I can find a link to the Joe NYC12/4/2025
72731Intel sees shortages increasing with Q1 being the worst as far as shortages. FrJoe NYC12/4/2025
72730MI 450 will be make or break or brake.rzborusa12/4/2025
72729OpenAI is a risk (for AMD, the industry, country, planet) but if signing the deaJoe NYC12/4/2025
72728First sign of Zen 6 mobile silicon. Medusa Low is I believe just the monolithicJoe NYC12/4/2025
72727OopsJoe NYC12/4/2025
72726I'm going to die laughing: tomshardware.comneolib12/4/2025
72725Lisa: I believe that it has given people a view of sort of AMD's capabilitiPravin Kamdar12/4/2025
72724Mi350 presentation. HC2025-S8: Machine Learning 2Joe NYC12/4/2025
72723[X] Hot Chips 2025 presentations and videos are now publicly available: https:/Joe NYC12/4/2025
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