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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75617 320 1 AMD
Emcee:  neolib Type:  Moderated
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74715Dell introduces new, el cheapo slim desktop model. It is using Zen 3 based RembJoe NYCFebruary 24
74714Lisa said there are 5 players in position to make the types of deals (OpenAI, MeJoe NYCFebruary 24
74713The markets believe that it is real for only NVidia, since NVidia had skyrocketiJoe NYCFebruary 24
74712Yeah, a bit more than 20% built in there! I wonder if MBA schools have started neolibFebruary 24
74711Interesting video. I didn't know that a lot of the silicon that ends up in Joe NYCFebruary 24
74710Guess we know what this was all about now: Message 35088265 Wonder how many moeetnoyerFebruary 24
74709This came before the announcement, from an analyst, saying Meta is scaling down Joe NYCFebruary 24
74708AMD jumped nearly $60 at the open on the OpenAI deal, today its currently about neolibFebruary 24
74707META dropped a bit in the pre on the news...neolibFebruary 24
74706So we get 20% dilution (maybe a good deal more if these other deals that might cneolibFebruary 24
74705We have a broad set of customers we are currently engaging. Interest in Mi450 iJoe NYCFebruary 24
74704It wonders if it might also mean inclusion of LPDDR5 connected to HBM base die.Joe NYCFebruary 24
74703No separate tapeout needed for the custom MI455 for Meta. Implies a version withPravin KamdarFebruary 24
74702[X] “MI450 sampling shortly”— Patrick Moorhead (@PatrickMoorhead) February 24, Joe NYCFebruary 24
74701[X] Meta 🤝 AMD Today we’re announcing a multi-year agreement with @AMD to intJoe NYCFebruary 24
74700[X] AMD $AMD and Meta $META just announced a $100B and 6-gigawatt over 5-year, Joe NYCFebruary 24
74699Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate thJoe NYCFebruary 24
74698AMD and META deal CC link: ir.amd.comPravin KamdarFebruary 24
74697When the coin flipped, and 10s of millions of Russian nationals became minoritierzborusaFebruary 24
74696When the coin flipped, and 10s of millions of Russian nationals became minoritierzborusaFebruary 24
74695re: Trump hiked tarriffs from 10 to 15%, good enough reason for todays weaknJoe NYCFebruary 24
74694Surely, can be repaired. But the bad Karma of Ukraine biting the hand that was Joe NYCFebruary 24
74693re: You should think of them as prisoners who escaped an evil empire. Like IJoe NYCFebruary 24
74692[youtube video] .....heading for the exits? ..................................THE WATSONYOUTHFebruary 23
74691WTF ...inbreeding?? ...I get dizzy just watching this bunch [youtube video]THE WATSONYOUTHFebruary 23
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