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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75771 321 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73879Interesting CapEx comparison, and how little the CapEx bought for Intel. GelsinJoe NYCJanuary 21
73878Someone on Anandech made an observations that Intel adds flashy features to the Joe NYCJanuary 21
73877As far as AMD, I kind of gave up trading, I have just been holding my long shareJoe NYCJanuary 21
73876But based on what we can observe today, Zen 6-based CPUs will be number-crunchinPravin KamdarJanuary 21
73875AMD publishes first Zen 6 document detailing ground-up redesign on 2nm process nJoe NYCJanuary 21
73874Its been pretty good for trading stocks...neolibJanuary 21
73873Stacy's Intel report: [X] Bernstein: Intel Earnings Preview For Intel, weJoe NYCJanuary 21
73872I think the TACO is the dumbest argument the left has come up with. Trump (US) Joe NYCJanuary 21
73871Its the TACO trade. Started just before the open due to Trump saying he won'neolibJanuary 21
73870I see some other big gains: INTC, ARM, MUJoe NYCJanuary 21
73869Any explanation for the stock movement?Joe NYCJanuary 21
73868Stacy still did not grow a pair: [X] $AMD | 𝐀𝐌𝐃: Bernstein raises 𝐏𝐓 𝐭𝐨Joe NYCJanuary 21
73867Jensen be pushing harder on the throttle to defend against AMD? tomshardware.coneolibJanuary 21
73866Chinese doing their part on the memory shortage it seems: digitimes.comneolibJanuary 20
73865Here is the long version of Morgan Stanley report. [X] Morgan Stanley's Intel Joe NYCJanuary 20
73864More laptop competition in the current qtr? tomshardware.comneolibJanuary 20
73863Well if they are correct about "reducing budgets" that is even worse. neolibJanuary 20
73862I would have preferred Elizabeth Warren to Biden, but ironicly the Democrat'TigerPawJanuary 20
73861Morgan Stanley on that. I am not sure how quickly things turn from shortage to Joe NYCJanuary 20
73860Another interesting chart: profitability of memory industry. Micron is going toJoe NYCJanuary 20
73859The self agrandizing Tangerine Nobel wanna be is having a "Special Report&qrzborusaJanuary 20
73858I agree, its the guidance that will be the PC issue.neolibJanuary 20
73857Agreed about the client space being affected disproportionately by memory situatJoe NYCJanuary 20
73856re: You forgot to show Trump's first term in your chart. You can look it upJoe NYCJanuary 20
73855I can't see there being great news from the PC space with the memory issue, neolibJanuary 20
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