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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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72979 312 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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72877It's Oracle dragging down the market -- and AI stocks in particular.Pravin Kamdarlast Thursday
72876Is it Oracle that's dragging the market down or is it something else?Joe NYClast Thursday
72875I listened to it, and nothing new really came out of it. Only thing noteworthy Joe NYClast Thursday
72874Time Person of the Year cover - I don't know it is real. Lisa between Elon aJoe NYClast Wednesday
72873Que the violin section: Trump the great Negotiator Because I like you so muchrzborusalast Wednesday
72872So Oracle sold their stake in Ampere, which accounts for their much higher EPS.neoliblast Wednesday
72871tomshardware.comneoliblast Wednesday
72870More tea leaves: tomshardware.comneoliblast Wednesday
72869Chinese tea leaves: tomshardware.comneoliblast Wednesday
72868This was an interesting comment: <i> “In addition, there are other financneoliblast Wednesday
72867ORCL now down 10.55% in AH. I guess RPO not growing fast enough after the huge neoliblast Wednesday
72866Recently released National Security Strategy document has been the major topic oJoe NYClast Wednesday
72865My take away was some comment of being chip agnostic. Bad for Nvidia. Yet, NVDA Pravin Kamdarlast Wednesday
72864Looks like total revenue was a bit below estimates, but I think EPS was a beat. neoliblast Wednesday
72863Not sure what was expected but this is what they did: <i> Q2 Remaining Peneoliblast Wednesday
72862Looks like ORCL shit the bed.Pravin Kamdarlast Wednesday
72861Did you listen? Any other tidbits?Joe NYClast Wednesday
72860This would be 3rd big AI acquisition, after running first 2 to the ground. And Joe NYClast Wednesday
72859Hu was asked about the new H200 license for Nvidia and how that affects them. ShPravin Kamdarlast Wednesday
72858canonical.comPravin Kamdarlast Wednesday
72857Otellini died young, like Epstein left questions unanswered, like who killed himrzborusalast Wednesday
72856Nice to know they still get some penalty. I thought when the $1B euro one was tneoliblast Wednesday
72855From a Reddit post (interesting that Dell is not mentioned): <Pravin Kamdarlast Wednesday
72854AMD at Barclay's: ir.amd.comPravin Kamdarlast Wednesday
72853They gonna try yet again uh??neolibDecember 9
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