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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75667 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73415I think the market may be reacting to Panther Lake positively. Even though the Joe NYCJanuary 7
73414Same applies to TSMC revenue, which can be counted once for TSMC and then again Joe NYCJanuary 7
7341315 minutes in and INTC up 4.5% and AMD down 2.8%, NVDA now flat again. There mneolibJanuary 7
73412OK, odd start to the first minutes of trading, AMD and NVDA down sharply and INTneolibJanuary 7
73411With all the chatbot nonsense, it would still seem likely (assuming a $46B HBM mneolibJanuary 7
73410Note the chatbot was maintaining context between the two questions. But it entineolibJanuary 7
73409So armed with the first response claiming the HBM 2025 market was 19.8B I asked neolibJanuary 7
73408I asked the chatbot about this and got the usual mix of something useful and nonneolibJanuary 7
73407MU trying hard in HBM4: digitimes.com Its odd that nobody comments on how the neolibJanuary 7
73406Chips and Cheese concluded (from the picture, that the die configuration of Mi45Joe NYCJanuary 7
73405re: South America has been experiencing this in one form or another for over a cJoe NYCJanuary 7
73404You must have not seen the original, from which they ripped it off, removed humoJoe NYCJanuary 6
73403Chips and Cheese write up on AMD on CES. One thing that they caught, and everyoJoe NYCJanuary 6
73402Thanks, that made my day! Humor is best medicine. :-)rzborusaJanuary 6
73401Somebody was talking about AMD technology in space, probably after the Blue OrigJoe NYCJanuary 6
73400Here is the plan I think: youtube.comneolibJanuary 6
73399I was just trying to review what AMD said about 12 dies, 2nm and 3nm, so it lookJoe NYCJanuary 6
73398Not as early as me. I think you did well.Pravin KamdarJanuary 6
73397AMD as now fallen and closed below the 20dma again. Can't sustain a move abneolibJanuary 6
73396So, the options are to manage the decline or to see if the decline can be slowedrzborusaJanuary 6
73395Why Venezuela Is About More Than an ‘Arrest’ - And What Comes Next youtu.beTHE WATSONYOUTHJanuary 6
73394Lisa said Mi500 will be 10x Mi400 performance. Also, AMD is selling Mi308, applJoe NYCJanuary 6
73393More here: AMD Unveils New Chip for Corporate Data Centers, Talks Up Demand - BlJoe NYCJanuary 6
73392Oh boy: 2026 Rubin N3P 2026 Mi400 N2P 2027 Rubin Ultra N3P 2027 Mi500 N2P DoesJoe NYCJanuary 6
73391I need to look into this some more, but AMD is going to be offering (in Mi400) 1Joe NYCJanuary 6
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