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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75903 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74330I think there will first be the phenomenon of memory / components taking a chunkJoe NYCFebruary 5
74329You guys seem to know a good bit about AI datacenter build outs and Cap Ex and tElroyFebruary 5
74328Serious money being spent. I wonder how durable this spending will be, once AMDJoe NYCFebruary 5
74327Well they radically upped their AI infrastructure spending for the year and it tneolibFebruary 5
74326Qualcomm down after hours after warning about memory shortages.Joe NYCFebruary 5
74325Two hour interview of Epstein. If I never heard of him before I'd like him.rzborusaFebruary 5
74324Stacy updated his projections: [X] Stacy Rasgon @ Bernstein SocGen has raised Joe NYCFebruary 5
74323Kathy Wood buying the dip: [X] Buy the dip!!— Jukan (@jukan05) February 5, 202Joe NYCFebruary 4
74322....I doubt Oracle will be able to float even half of that debt [youtube video]THE WATSONYOUTHFebruary 4
74321Good reason why the US should cut the defense budget. Who would want to invade Joe NYCFebruary 4
74320Makes sense. And I predict that we will see some repurchases this Q. Or could Joe NYCFebruary 4
74319It's YoY comparison, and it was probably that low. Gaming went to > 1 biJoe NYCFebruary 4
74318Saylor man's dilemma buy now / die later the guy can't sell and if he THE WATSONYOUTHFebruary 4
74317[graphic]THE WATSONYOUTHFebruary 4
74316Repurchase of common stock was zero for the qtr, but 1.3B for the year.neolibFebruary 4
74315BTW, did you see this: <i> Gaming business revenue in the quarter was $84neolibFebruary 4
74314Repurchases slowed down drastically, but I don't remember from CC, if anythiJoe NYCFebruary 4
74313Trump is too busy with running errands for Netanyahu - to renegotiate the most iJoe NYCFebruary 4
74312They had about $10B authorized, did they provide any update in the CC?neolibFebruary 4
74311I wonder if Jean Hu has orders to buy at $200. There was not much buy back actiJoe NYCFebruary 4
74310Trump no like such deals anyway.neolibFebruary 4
74309Yeah, I don't need no more buying opportunities...neolibFebruary 4
74308Last nuclear limitation treaty agreement expired today. Very reckless to let itJoe NYCFebruary 4
74307CPU business is on fire (presumably server) [youtube video]Joe NYCFebruary 4
74306Looks like Lisa inadvertently leaked the release window for both XBox and new StJoe NYCFebruary 4
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