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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75463 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73430Tesla has more training data than anyone else. The advantage to all the others Joe NYCJanuary 7
73429Posted it yesterday, to somewhat Paywalled Bloomberg site. I think highlights iJoe NYCJanuary 7
73428Good idea to ramp Zen 3. It 5800x jumped to #1 place, tied with 9800x3d on AmazJoe NYCJanuary 7
73427Like I said, nothing specific, other than positive (so far) reception of PantherJoe NYCJanuary 7
73426[graphic]zaxJanuary 7
73425Bloomberg interview with Lisa: youtube.comPravin KamdarJanuary 7
73424I've not been very found of AMD's strategy of mixing new CPU cores with neolibJanuary 7
73423Intel peaked over +10% today, but has been in a long decline now and around +7%,neolibJanuary 7
73422re: You are just such a fart smucker. Denigrating those you might trick, calJoe NYCJanuary 7
73421Intel has a better cadence in notebook market, which means that Panther Lake hasJoe NYCJanuary 7
73420No, they have a misfortune that people of these countries have a misfortune of hrzborusaJanuary 7
73419BTW, most of the benchmarks Intel showed for Panther Lake were GPU related. AMDJoe NYCJanuary 7
73418Intel has been way too underestimated lately - particularly by the vast majorityDoug M.January 7
73417INTC up over 6% now, so definitely a good day there.neolibJanuary 7
73416Yes, but various of the world wide semi market tallies separate that one out, alneolibJanuary 7
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
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