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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75788 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73240There was a recent Sci Fi movie that touched on this. It evoked some of this. Pravin Kamdar12/29/2025
73239I was thinking along those lines too when watching that video. We have a long hneolib12/29/2025
73238Then who survives? Just the established integrators that will buy any competitoPravin Kamdar12/29/2025
73237I think the larger question, for those understanding the possible impact of AI oPravin Kamdar12/29/2025
73236Due to low action board, I had an old buddy from high school spending the last fPravin Kamdar12/29/2025
73235Unless there are some pre New Year's fireworks, I'm gonna peace out and Pravin Kamdar12/29/2025
73234Noise was another thing I had to take a lead on. It's hard enough to calculaPravin Kamdar12/29/2025
73233yup, the world is really tough at 4-5 GHZ. that is why I posted to JOENYC that pengineer12/29/2025
73232I loved that story, Engineer. Good times. We had a pretty big state-of-the-artPravin Kamdar12/29/2025
73231So, for each cell in the cell library, multiple input nands or nors, or whateverPravin Kamdar12/29/2025
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
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