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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75500 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74440Nova Lake dies size vs. Zen die sizes: Interesting comparison is vs. 12c Zen 6 Joe NYCFebruary 11
74439[youtube video] ...............................................................THE WATSONYOUTHFebruary 11
74438Long way since SuperMicro sold Opteron motherboards in unlabeled brown boxes forJoe NYCFebruary 11
74437 [graphic] [graphic] [graphic] THE WATSONYOUTHFebruary 11
74436Mi455 > Rubin in FP8 [X] More additional fun with theoreticals, adding AMD.Joe NYCFebruary 11
74435SMIC must have started 2-3 decades after Intel was founded and they run a foundrJoe NYCFebruary 11
74434Understand DT's mentality https://www.youtube.com/watch?v=ASgJmFx8utgrzborusaFebruary 10
74433SMIC just reported earnings, so I asked the chatbot what it estimates their $/waneolibFebruary 10
74432Not exactly a lot of $, but Huawei is getting a bit of traction external to themneolibFebruary 10
74431Intel is investing $100 million in SambaNova Systems to enhance its artificial TGPTNDRFebruary 10
74430Any other INTC specific news, because it fell a lot today?neolibFebruary 10
74429digitimes.comTHE WATSONYOUTHFebruary 10
74428<i>I think gold will do great in the coming fiat money printing. But bitcoTHE WATSONYOUTHFebruary 10
74427[graphic]THE WATSONYOUTHFebruary 10
74426Interesting graph at the end of this article showing memory vs wafer fab $: treneolibFebruary 10
74425The AI200 is based upon NPU tech rather than GPU. I also expect Qualcomm to be waitwatchwanderFebruary 10
74424[X] Supernova Lake— Gray (@Olrak29_) February 10, 2026 [/X]Joe NYCFebruary 10
74423There was some drama last week with MU dropping like a rock (together with AMD).Joe NYCFebruary 10
74422New Japanese PM Takaichi, who became PM by winning internal power struggle withiJoe NYCFebruary 10
74421In addition to March 2025 agreement with TSMC, under which TSMC committed to buiJoe NYCFebruary 10
74420I was wondering about Zuck being very quiet about the Kalifornia wealth confiscaJoe NYCFebruary 10
74419Interesting power limitation of Nova Lake: [X] The power consumption of a fullJoe NYCFebruary 10
74418Analyst Raymond James said that rumors of Mi450 delay are unfounded, progress onJoe NYCFebruary 10
74417Once any corporation starts taking the government bail out it's the beginninrzborusaFebruary 10
74416SemiAnalysis of datacenter CPUs. I haven't finished reading, just posting iJoe NYCFebruary 9
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