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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75829 320 1 AMD
Emcee:  neolib Type:  Moderated
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72813We will see how it really develops, but I see this as a bigger positive for AMD,Joe NYC12/8/2025
72812AMD Hires AWS Executive As Lead Engineer For ‘Helios’ AI Server RackJoe NYC12/8/2025
72811Yeah, but it won't surprise me given the comments from Lisa just recently abneolib12/8/2025
72810They more or less banned the H20. Part of which is implied to be they didn'neolib12/8/2025
72809No independent confirmation of this, BTW, just some circular reporting, of ReuteJoe NYC12/8/2025
72808I see. China did not exactly ban imports of the GPUs, just recommended that govJoe NYC12/8/2025
72807Yeah, and the mixed messages must surely make the Chinese realize that independeneolib12/8/2025
72806No its the right link. I'm just pointing out one of the results of the chipneolib12/8/2025
72805BTW, it will be interesting to see the reaction of the Senate / Deep State / SwaJoe NYC12/8/2025
72804Wrong link?Joe NYC12/8/2025
72803I'm most interested in the Chinese reaction. They are liking this sort of tneolib12/8/2025
72802Interesting. This should also open the door to Mi300 and Mi325. Great news wouJoe NYC12/8/2025
72801Ah, here it is: Nvidia can export H200's to China semafor.comneolib12/8/2025
72800NVDA and AMD both spiked a few minutes before 10AM PT. Other techs and the markneolib12/8/2025
72799It's always fun to see you turn into Bill O'Rielly: [X] Flashback BilJoe NYC12/8/2025
72798Hard for us to judge how relevant this is and to what percentage of tasks. DefiJoe NYC12/8/2025
72797The White paper AMD published kind of contradicts this (possible direction). ThJoe NYC12/8/2025
72796re: So the people that Trump dismisses and toally ignored forced him to makeJoe NYC12/8/2025
72795[graphic]THE WATSONYOUTH12/8/2025
72794x.comPravin Kamdar12/8/2025
72793reddit.comPravin Kamdar12/8/2025
72792So the people that Trump dismisses and toally ignored forced him to make foriegnTigerPaw12/7/2025
72791Take it as me sending a message to the silo where you are trapped in, that the irzborusa12/7/2025
72790re: Hey Joe, thanks for your concern, but I never left the house today. TakJoe NYC12/7/2025
72789Are you mixing MSNBC retardation into the conversation? You may not be able to trzborusa12/7/2025
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