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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75778 321 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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73954I would hazard its the other way around. Israel would rather keep the current cneolibJanuary 22
73953Here is Lindsay Graham, nearly in tears, that Trump did not start war on Iran. Joe NYCJanuary 22
73952Interesting hypothesis on the failed coup in Iran. Israel mobilized its entire Joe NYCJanuary 22
73951Yeah, they are talking about being a foundry and they can't meet their own dJoe NYCJanuary 22
73950<i> Especially given they are sourcing a lot of their client silicon frElroyJanuary 22
73949I have to go back to I believe Q1 2025 earnings call when one of the analysts asJoe NYCJanuary 22
73948[youtube video] ...up 33% in his gold fund in 3.5 months ...there is a time to THE WATSONYOUTHJanuary 22
73947Especially given they are sourcing a lot of their client silicon from TSMC. TheneolibJanuary 22
73946re: If they really are capacity constrained, then at least ASP should not beJoe NYCJanuary 22
73945Some of the money is in the EUV machines (in Ireland and Oregon and Fab 52) A lJoe NYCJanuary 22
73944Q3 GDP revision from 4.3 to 4.4, the only change seems to be growth of non-residJoe NYCJanuary 22
73943Yeah, I have no idea how thinks imploded that badly. I'd like to see WSPM fneolibJanuary 22
73942Well, the AH secession just closed with INTC only down 11%. IMHO it was a prettneolibJanuary 22
73941This makes no sense given given they spent >100 billion on capex between 2020qgambitJanuary 22
73940A post at Semiwiki claimed they said that 10% of their fab output now was on EUVneolibJanuary 22
73939Intel did not close any fab, all the cleanroom is still there. What is a compleJoe NYCJanuary 22
73938There was another question about sever TAM, asking if this TAM is growing and InJoe NYCJanuary 22
73937Given that INTC annual revenue peaked near 80B and its now 53B that is about 2/3neolibJanuary 22
73936Stacy asks: WIth the guidance for Q2 (12.2 vs. 13.7) server has to be down. HoJoe NYCJanuary 22
73935I am listening to Q+A and so far, only one vague comment in relation "increJoe NYCJanuary 22
73934Did they say nothing about memory price impact on client in the current qtr and neolibJanuary 22
73933Ah, I need new glasses I thought it was 4.1. So that was an improvement, which neolibJanuary 22
73932....after Trump at Davos speech ....money is pouring into GOLD ....ALL ABOARD! [THE WATSONYOUTHJanuary 22
73931Internal wafers diverted to server will not come out until late in Q1, so througJoe NYCJanuary 22
73930Intel server business was 19% higher QoQ, and Zinsner said it would have been &qJoe NYCJanuary 22
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