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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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73026 312 1 AMD
Emcee:  neolib Type:  Moderated
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72776Thanks for the summary. Here's the full transcript: Intel Corporation (INTCVattilaDecember 6
72775BTW, I just re-listened to the first minute or two and he specifically said &quoJoe NYCDecember 6
72774Thanks, Joe.Pravin KamdarDecember 6
72773Interesting tidbit about TSMC Arizona. There was apparently an incident in SeptJoe NYCDecember 6
72772Here is Intel at USB conference. Intel exec presented quite a lot of factual inJoe NYCDecember 6
72771Here is something were looking for some clarity on, the GPU in the new Samsung EJoe NYCDecember 5
72770url3613.semiwiki.comTHE WATSONYOUTHDecember 5
72769Graviton, Apple M chips, Qualcomm Snapdragon X and X2 - all reasons why AMD needJoe NYCDecember 5
72768Here is an article about the Interview Lisa had at Wired sponsored conference. Joe NYCDecember 5
72767We don't know from what level to what, but it looks to be up. Console salesJoe NYCDecember 5
72766There are Geekbench submissions for 9850x3d and Gorgon Point CPUs. Kind of poorJoe NYCDecember 5
72765Did AMD get any orders for Mi308? It would be nice to recover some of the Q2 wrJoe NYCDecember 5
72764El Reg on the Graviton 5, a few more numbers than the Amazon PR included: thereneolibDecember 5
72763I missed this announcement from yesterday, Graviton 5: aboutamazon.com <i&gneolibDecember 5
72762That's an excellent question, as the historical instances show that the unwiTHE WATSONYOUTHDecember 4
72761youtu.be Bitcoin vs Gold: CZ & Peter Schiff Battle Over the Future of MTHE WATSONYOUTHDecember 4
72760Let me just add (since I thought you were replying to my post about long term InJoe NYCDecember 4
72759Lots of chatter about this today: fortune.com Slicing and dicing AI risk and sneolibDecember 4
72758If you listen to Tom Lee, the Fed is going from QT to QE, and the market liquidiPravin KamdarDecember 4
72757Right? Intel is planning on using TSMC as a buffer, to allow Intel on onboard nJoe NYCDecember 4
72756You should read it. I think META and OpenAI, through others, will be in the miPravin KamdarDecember 4
72755ALAB will also be making UALink switches, BTW...Joe NYCDecember 4
72754I didn't look at the prices. Usually, the AMD SKUs are highly discounted. I Pravin KamdarDecember 4
72753Intel can compete with 2.5 and 3D packaging. Hence the new Malaysia fab. Sure TrPravin KamdarDecember 4
72752you would think that tsmc would call Intel bluff and tell them outright, you gotengineerDecember 4
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