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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75382 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73230......many explanations out there ......here's one youtu.beTHE WATSONYOUTH12/29/2025
73229I think that AI can assist alot on the finalization of timing closure, especiallengineer12/29/2025
73228The real question is, when does Pravin decide to spend a little on himself, whilPravin Kamdar12/29/2025
73227Ha. Depends on the month. I want to avoid $164-$50 and $264-$75. Soon, it woPravin Kamdar12/29/2025
73226Like trying to communicate with a woman.Pravin Kamdar12/29/2025
73225<i>Interesting times. I expect volatility. Good for trading.</i> ..THE WATSONYOUTH12/29/2025
73224It's really interesting, since I was told to believe that thought is based oPravin Kamdar12/29/2025
73223...looks like blow off top in Silver [graphic]THE WATSONYOUTH12/29/2025
73222Exactly. With Open Source models, China and all, the cost of inference will rePravin Kamdar12/29/2025
73221....$17.3B borrowed at Repo Friday ....$26B already today just in morning sessioTHE WATSONYOUTH12/29/2025
73220Similar, here. But trading a small bit around the margins -- for lunch money.Pravin Kamdar12/29/2025
73219What I can't get my mind fully wrapped around is that ALL of the existing LLneolib12/29/2025
73218I'm just sitting at 50% AMD, 50% cash.neolib12/29/2025
73217And, what does that mean for your trading? I showed you mine.Pravin Kamdar12/29/2025
73216Also something to note from that graph is the end of '24 and start of '2neolib12/29/2025
73215Since last Monday, the days have had lower volatility, although today was a bit neolib12/29/2025
73214CES next week. Lisa on Monday the 5th? Then, Jensen talks it all up about theirPravin Kamdar12/29/2025
73213Some position talk. Last week, I sold 10 put contracts at $215 and 10 at $212.Pravin Kamdar12/29/2025
73212Fred Chen has another nice post on litho for how DUV gets to 2nm: chentfred.subneolib12/29/2025
73211.....yeah....but Lou-ser was 25 years ahead of his timeTHE WATSONYOUTH12/29/2025
73210I watched that last night. Worth watching.Pravin Kamdar12/29/2025
73209Timing closure isn't done by humans either though. Of course the calculatioPravin Kamdar12/29/2025
73208Short vid here worth watching hinting at the new World Models that will be cominneolib12/29/2025
73207Plunder seems to be the motto of the management everywhere these days.Joe NYC12/29/2025
73206GPU prices to go up: digitimes.comneolib12/29/2025
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