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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75946 319 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74345AH would have been even better, and so might be the open tomorrow. Silver be geneolibFebruary 5
74344Here is Toms on the Chinese DRAM angle: tomshardware.comneolibFebruary 5
74343To actually build new fab capacity is > 24 months for the memory lads and lasneolibFebruary 5
74342Well, it was clear in August / Sep last year that they would need more memory asElroyFebruary 5
74341<i> So they all expand at the same time, they expand too much, and prices neolibFebruary 5
74340AMZN doing the obligatory swan dive after their report. I wonder what they saidneolibFebruary 5
74339Memory pricing is not in bubble, it just is whatever it is. However, it is extrElroyFebruary 5
74338Do you think capacity for memory production will expand faster than capacity forneolibFebruary 5
74337<i> I think there will first be the phenomenon of memory / components tElroyFebruary 5
74336META would be nice. I don't bank it, but put more on sovereign AI. In any caPravin KamdarFebruary 5
74335I think 1 year return should be good. BTW, I think we will get order or announcJoe NYCFebruary 5
74334Anyone else looking at ORCL at these prices?Pravin KamdarFebruary 5
74333I'll wait til Monday to see what happens with Iran before trying to catch a Pravin KamdarFebruary 5
74332I've been buying up AMD on the drop. Way under water, though. Should be wortPravin KamdarFebruary 5
74331At these prices, I would say to go short memory, and go long AMD.Pravin KamdarFebruary 5
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
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