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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75556 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74515I agree. But, during the ER CC on the fourth, they said start shipping in Q3, raPravin KamdarFebruary 17
74514Dylan is now saying there are "N2 challenges" AMD is facing... Seems Joe NYCFebruary 17
74513...gold / silver routed ...what's down with bit coin? ...oil up on mid east THE WATSONYOUTHFebruary 17
74512re: I can easily see a lag of 1-2Qtrs from AMD shipping systems to "productJoe NYCFebruary 17
74511I can easily see a lag of 1-2Qtrs from AMD shipping systems to "production neolibFebruary 17
74510More back and forth: [X] Well your assessment is still wrong. On target for 2HJoe NYCFebruary 17
74509Unfortunately, he doesn't actually come out and say what is on target for 2HneolibFebruary 17
74508Alienware is finally selling AMD gaming processor, and they jumped on the newestJoe NYCFebruary 17
74507x.comPravin KamdarFebruary 17
74506Anush should count for something: [X] Speed is the moat. MI455X is both fast,Joe NYCFebruary 17
74505[X] The smear campaigns about $AMD will be picking up heavily in the coming monJoe NYCFebruary 17
74504When was the last time Lisa promised something and didn't deliver?Pravin KamdarFebruary 17
74503This rumor went around last week (IIRC) and supposedly Lisa responded that all wneolibFebruary 16
74502<i>He seems to be pushing Helios delay story still</i> Q2 2027?....THE WATSONYOUTHFebruary 16
74501He seems to be pushing Helios delay story still: <i> Admittedly the GB300neolibFebruary 16
74500Cisco pushing Ethernet in the AI network space: newsroom.cisco.comneolibFebruary 16
74499newsletter.semianalysis.com InferenceX v2: NVIDIA Blackwell Vs AMD vs HoppTHE WATSONYOUTHFebruary 16
74498.....for your entertainment on a slow night.....enjoy [youtube video] ........THE WATSONYOUTHFebruary 16
74497....gold / silver momentum gone ....bit coin bouncing along near bottom at $70K+THE WATSONYOUTHFebruary 15
74496[youtube video]THE WATSONYOUTHFebruary 15
74495youtu.be Restore Britain .....................................................THE WATSONYOUTHFebruary 15
74494...I think inside information is rampant now... I fully concur. -TGP (it was TGPTNDRFebruary 14
74493semiwiki.com ARM vs x86 Server CPU Market share, per Mercury ResearchTHE WATSONYOUTHFebruary 14
74492<i>Chamath says that maybe the secret to Warren Buffet's returns was iTHE WATSONYOUTHFebruary 14
74491semiwiki.com TSMC vs Intel Foundry vs Samsung Foundry 2026THE WATSONYOUTHFebruary 14
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