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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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72879Sam Altman also wants to have his space program. Speaking of which, there may bJoe NYC12/11/2025
72878Sam Altman just said, on CNBC, that he is very excited about their upcoming chipPravin Kamdar12/11/2025
72877It's Oracle dragging down the market -- and AI stocks in particular.Pravin Kamdar12/11/2025
72876Is it Oracle that's dragging the market down or is it something else?Joe NYC12/11/2025
72875I listened to it, and nothing new really came out of it. Only thing noteworthy Joe NYC12/11/2025
72874Time Person of the Year cover - I don't know it is real. Lisa between Elon aJoe NYC12/10/2025
72873Que the violin section: Trump the great Negotiator Because I like you so muchrzborusa12/10/2025
72872So Oracle sold their stake in Ampere, which accounts for their much higher EPS.neolib12/10/2025
72871tomshardware.comneolib12/10/2025
72870More tea leaves: tomshardware.comneolib12/10/2025
72869Chinese tea leaves: tomshardware.comneolib12/10/2025
72868This was an interesting comment: <i> “In addition, there are other financneolib12/10/2025
72867ORCL now down 10.55% in AH. I guess RPO not growing fast enough after the huge neolib12/10/2025
72866Recently released National Security Strategy document has been the major topic oJoe NYC12/10/2025
72865My take away was some comment of being chip agnostic. Bad for Nvidia. Yet, NVDA Pravin Kamdar12/10/2025
72864Looks like total revenue was a bit below estimates, but I think EPS was a beat. neolib12/10/2025
72863Not sure what was expected but this is what they did: <i> Q2 Remaining Peneolib12/10/2025
72862Looks like ORCL shit the bed.Pravin Kamdar12/10/2025
72861Did you listen? Any other tidbits?Joe NYC12/10/2025
72860This would be 3rd big AI acquisition, after running first 2 to the ground. And Joe NYC12/10/2025
72859Hu was asked about the new H200 license for Nvidia and how that affects them. ShPravin Kamdar12/10/2025
72858canonical.comPravin Kamdar12/10/2025
72857Otellini died young, like Epstein left questions unanswered, like who killed himrzborusa12/10/2025
72856Nice to know they still get some penalty. I thought when the $1B euro one was tneolib12/10/2025
72855From a Reddit post (interesting that Dell is not mentioned): <Pravin Kamdar12/10/2025
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