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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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75416 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73790Below is a GE shot of Boardman, OR. The areas marked with orange are data centeneolibJanuary 19
73789.....neolib........I'm curious.....do you not worry that this AI bubble willTHE WATSONYOUTHJanuary 19
73788Not too many people talk about the trade deficit numbers, I am not sure why. OnJoe NYCJanuary 19
73787Interesting trend in trade numbers in last few months. Subsequent to the "Joe NYCJanuary 19
73786Yup, I like your thinking here. Not the best quality work by SA on this one.Joe NYCJanuary 19
73785re: Another short sighted move is to block EVs from China. Ch EV would be a Joe NYCJanuary 19
73784I went and read the SA article, and what he is doing is looking at the total watneolibJanuary 19
73783It is indeed as I expected, OpenAI is not buying this hardware, its renting the neolibJanuary 19
73782It seems like both sides are overestimations. I really don't get the water Joe NYCJanuary 19
73781I did not see that announcement; I will have to look it up.Joe NYCJanuary 19
73780re: what are you claiming?..........163,000 KIA and 250K total KIA plus wounJoe NYCJanuary 19
73779AMD down 3% in Europe.Pravin KamdarJanuary 19
737781Mg/day for a big data center is likely about right. That is about 3acft/day orneolibJanuary 19
73777That is complete nonsense. A burger joint using 147Mg/y?? That is 400,000 g/daneolibJanuary 19
73776Did you see the recent news that OpenAI was doing a $10B deal with Cerebras? ItneolibJanuary 19
73775[youtube video] .....Schiff pumping his precious metals .....who knows why??THE WATSONYOUTHJanuary 18
73774<i>The question is, if ~700,000 are in the theater of operation where the THE WATSONYOUTHJanuary 18
73773I see your point but the US needs to respect other countries, there are rules toDamiánJanuary 18
73772Another short sighted move is to block EVs from China. Ch EV would be a better rzborusaJanuary 18
73771I had no idea about the size disparity. [X] Cute F-35 🤏 https://t.co/TMZXYpwOJoe NYCJanuary 17
73770Water cooling is closed loop. The losses there are probably minor. I am not suJoe NYCJanuary 17
73769Acting president of Venezuela, Delcy Rodriguez receiving Ratcliff in Caracas. SJoe NYCJanuary 17
73768Intuition, and experience would suggest that that is nonsense.Pravin KamdarJanuary 17
73767[X] Full analysis by @SemiAnalysis_https://t.co/duAosaqPll— David Sacks (@DavidJoe NYCJanuary 17
73766I toured the data center, maybe 15 years ago. It was the size of a high schooTigerPawJanuary 17
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