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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75395 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74190......since the end of 2022, the Russkies have captured 1.5% of Ukraine ......foTHE WATSONYOUTHFebruary 2
74189The "prize" will be awarded to the lowest energy consumption server bu60HzEEFebruary 2
74188Costa Rica wants to emulate the model of El Salvador, where the country went froJoe NYCFebruary 2
74187I also don't like it that MSFT (and of course Google and AWS) seem to be pusneolibFebruary 2
74186Open AI is the biggest risk for AMD. I would like to see orders from other custJoe NYCFebruary 2
74185I sometimes wonder what the difference between Altman and Bankman-Fried really ineolibFebruary 2
74184re: Why you got it going up? Just curious...... Intel identified Q1 as the Joe NYCFebruary 2
74183AMD 2025-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.31VattilaFebruary 2
74182Somebody took the forewarning by the fly seriously. In retrospect, the fly had Joe NYCFebruary 2
741811.39 9.8, 9.9Kelvin C.P. WangFebruary 2
74180Altman seems to be more promoter than much else. That on the backdrop of a failrzborusaFebruary 2
74179AMD 2025-Q4 EPS Contest (non-GAAP) User EPS Revenue Outlook Bing Copilot $1.31VattilaFebruary 2
74178There is also more flexibility on the upside, if the foundry is less than fully Joe NYCFebruary 2
74177The problem for AMD is any whiff of trouble at OpenAI and the plug gets pulled oneolibFebruary 2
74176My concern with propaganda is in the AI space currently. There are a few warninneolibFebruary 2
74175I got no real reason. I wasn't tuned into seasonality. FoggyrzborusaFebruary 2
74174<i> $1.30, 9.67B,10,40B</i> Normal seasonality would have Q1 dowElroyFebruary 2
74173I have no clue of my own. So, I took Pravin's AI post and tweaked it, so norzborusaFebruary 2
74172AMD posted a pretty big upside over the guidance range for Q3. It could happen Joe NYCFebruary 2
74171By this time anyone who is not hopelessly propagandized can identify brainwashinrzborusaFebruary 2
74170> It seems if you use a foundry for manufacturing (as AMD does) you can ramp VattilaFebruary 2
74169> I wonder why AMD is better able to forecast sales than say SIMO or QCOM or VattilaFebruary 2
74168Interesting that AMD is fairly accurate with guidance forecasts. It's commElroyFebruary 2
74167> Would $300M above the top of their guidance be a big beat for them? Yes, AVattilaFebruary 2
74166By this time anyone who is not hopelessly propagandized can identify brainwashinJoe NYCFebruary 2
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