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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75786 320 1 AMD
Emcee:  neolib Type:  Moderated
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72763I missed this announcement from yesterday, Graviton 5: aboutamazon.com <i&gneolib12/5/2025
72762That's an excellent question, as the historical instances show that the unwiTHE WATSONYOUTH12/4/2025
72761youtu.be Bitcoin vs Gold: CZ & Peter Schiff Battle Over the Future of MTHE WATSONYOUTH12/4/2025
72760Let me just add (since I thought you were replying to my post about long term InJoe NYC12/4/2025
72759Lots of chatter about this today: fortune.com Slicing and dicing AI risk and sneolib12/4/2025
72758If you listen to Tom Lee, the Fed is going from QT to QE, and the market liquidiPravin Kamdar12/4/2025
72757Right? Intel is planning on using TSMC as a buffer, to allow Intel on onboard nJoe NYC12/4/2025
72756You should read it. I think META and OpenAI, through others, will be in the miPravin Kamdar12/4/2025
72755ALAB will also be making UALink switches, BTW...Joe NYC12/4/2025
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
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