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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75907 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74305Hopefully, the new Tik Tok servers will be all AMD EPYC. [X] Oracle is raisingJoe NYCFebruary 4
74304Sure hope GOOG doesn't talk up their TPUs too much this afternoon.Pravin KamdarFebruary 4
74303The market reaction seems kind of insane. Like the reveres OpenAI day. And forJoe NYCFebruary 4
74302I have a pet holding in Soitec, which is still up 88% (inflation adjusted), eveVattilaFebruary 4
74301CFRA has this to say: We hold our target at $300, on a P/E of about 29x our 20TGPTNDRFebruary 4
74300This famous quote by Benjamin Graham means that short-term stock market movemenTGPTNDRFebruary 4
74299From Zacks Earnings season continues. Yesterday, before the open, Merck posteTGPTNDRFebruary 4
74298In the pre AMD has dropped below the 50dma (this graph is from yesterdays close neolibFebruary 4
74297Analyst actions: reddit.comPravin KamdarFebruary 4
74296There was something I missed (misunderstood) in the report. I thought CPU was 1Joe NYCFebruary 3
74295......gold / silver recovering ......lots of damage done ......likely to take a THE WATSONYOUTHFebruary 3
74294AMD has made the trip between $200 and $250 now a few times. Nothing to really Joe NYCFebruary 3
74293My handle hasn't ever changed on SI. There is another guy named Elroy JetsoElroyFebruary 3
74292Elroy, what was your handle back then? -TGPTGPTNDRFebruary 3
74291I started at SI in 1996. There was a board labelled AMD something something thaElroyFebruary 3
74290Yeah, nowhere near that. We will be lucky to get into double digits. More likeJoe NYCFebruary 3
74289AMD will probably be down in client a lot less than Intel (which will see a big Joe NYCFebruary 3
74288Yeah, but not 51% YoY I don't think.neolibFebruary 3
74287Did they say client down for Q1? Q1 (and 2?) is where they stand to benefit froneolibFebruary 3
74286The remaining $440m in write-off, still held should correspond to some silicon pJoe NYCFebruary 3
74285Mi600? The director of the High-Performance Computing Center (HLRS) in StuttgarJoe NYCFebruary 3
74284That's the point. They are going to finish supply on the shelves in Q1. To mPravin KamdarFebruary 3
74283Maybe the rumor was just not true. BTW, Helios starting to ship for revenue in Joe NYCFebruary 3
74282re: I think the drop in Q1 vs Q4 MI308 is due to shelved in-situe wafers. SJoe NYCFebruary 3
74281Some of the posters here started in the 1990s, probably in another thread of theKelvin C.P. WangFebruary 3
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