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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
Introduction Market Data Compact
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74764In the past, it was often the case that no matter what NVidia reported, it wouldJoe NYCFebruary 25
74763Jensen in que, nice run up in anticipation. Could move the market. Place yer brzborusaFebruary 25
747624 clips from Meta: [X] We’re partnering with @AMD to integrate their GPUs intoJoe NYCFebruary 25
74761Retired Engineer comes back from retirement to slam Dylan: [X] Can't believe @Joe NYCFebruary 25
74760Seems like a long gap between release of Zen 5 Turin and lower end Zen 5 Sorano:Joe NYCFebruary 25
74759SemiAnalysis retesting Mi355 vs. B200 on inference (thread of 5 posts) [X] NewJoe NYCFebruary 25
74758Based on non gaap earnings.Pravin KamdarFebruary 24
74757No H200's yet cleared for China: digitimes.com I'm assuming that TrumpneolibFebruary 24
74756That was actually well reported by Dylan Patel. They had some serious reliabilineolibFebruary 24
74755It pays to do the math here. If just these two deals happened, with 320M more sneolibFebruary 24
74754It was discussed. The analysts were very concerned that the circular equity dealPravin KamdarFebruary 24
74753Agreed. BTW, Lisa again mentioned (near the end of the call), there others AMD Joe NYCFebruary 24
74752That's what I also thought. Populating the LPDDR sockets.Joe NYCFebruary 24
74751Analyst revisions be damned. The stock price will move with earnings and the PE Pravin KamdarFebruary 24
74750All speculation. I thought it would be the other way. More memory for larger modPravin KamdarFebruary 24
74749I wonder if we get any analyst revisions. This potentially doubles AMD AI revenJoe NYCFebruary 24
74748Tells me to sell at $550. Still would be good.Pravin KamdarFebruary 24
74747Some info from SemiAnalysis Says that Mi450 may be cut down, using fewer chipleJoe NYCFebruary 24
74746re: One thing that gives me pause, that has not been discussed here is the pJoe NYCFebruary 24
74745Not sure what happens with Intel SambaNova takeover. The new plan is for Intel Joe NYCFebruary 24
74744One thing that gives me pause, that has not been discussed here is the pay packaPravin KamdarFebruary 24
74743My experience is that Russians and Israeilis are very similar, although they denTigerPawFebruary 24
74742Everyone assumes NVidia GPUs were trouble free, plug and play. Reality, especiaJoe NYCFebruary 24
74741Hegseth to throw off Gay Bar vs. Pizza index? Gay Bars busy near Pentagon = peaJoe NYCFebruary 24
74740sold 30 April 17 $230 calls...got $11.....these are the shares I'm hoping toTHE WATSONYOUTHFebruary 24
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