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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75530 320 1 AMD
Emcee:  neolib Type:  Moderated
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72754I didn't look at the prices. Usually, the AMD SKUs are highly discounted. I Pravin Kamdar12/4/2025
72753Intel can compete with 2.5 and 3D packaging. Hence the new Malaysia fab. Sure TrPravin Kamdar12/4/2025
72752you would think that tsmc would call Intel bluff and tell them outright, you gotengineer12/4/2025
72751I did not check the transcript, but is Sanmina building all of the Helios racks Joe NYC12/4/2025
72750so a few questions 1. did he request that the AI agent delete itself as punishmengineer12/4/2025
72749That's good to see. What was the price range for the laptops? I wonder if Joe NYC12/4/2025
72748Fundamentally, it is about competition running in. Of course, it will. Lisa saysPravin Kamdar12/4/2025
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
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