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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75682 318 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74782re: Belarus sites: They would affect, at most 1/3 of Ukrainian territory. I am Joe NYCFebruary 25
74781united24media.com see how wrong you were Joe.......you think you have good instTHE WATSONYOUTHFebruary 25
74780I am not exactly sure what kind of design win for Subaru this entails. AMD has Joe NYCFebruary 25
74779AMD down $2, NVDA up $3. Not much of a reaction to huge NVidia earnings.Joe NYCFebruary 25
74778BTW, in their guide, Nvidia claims once again they are not guiding for any GPU sneolibFebruary 25
74777[youtube video] ....says we are moving into Stage 2 ....I still think this AI bTHE WATSONYOUTHFebruary 25
74776NVDA was 68B in revenue and guide is 78B. They will literally add all of AMD ineolibFebruary 25
74775Here is a long post on Lisa's strategy with the warrants. BTW, she again saJoe NYCFebruary 25
74774Gorgon Point for AM5. It should find its way to Dell corporate desktops, replacJoe NYCFebruary 25
74773AMD shifting from ring to mesh. Venice is likely going to be 4 x 9 = 36 cores Joe NYCFebruary 25
74772archive.ph Orban’s Poll Support Crumbles as Hungary Opposition Widens Lead THE WATSONYOUTHFebruary 25
74771It's hard to run a democracy with Democrats present. [X] The project has aJoe NYCFebruary 25
74770Yup, definitely a good guy. He mentioned to me he had some vision issues keepinJoe NYCFebruary 25
74769AMD was down to $193 a couple of days ago. I suspect the downward pressure, aftePravin KamdarFebruary 25
74768<i>Retired Engineer comes back from retirement to slam Dylan:</i> .THE WATSONYOUTHFebruary 25
74767Another variable is Meta's standards based approach vs. NVidia's closed Joe NYCFebruary 25
74766Also scarfed from Reddit: Analyst updates since Meta announcemenPravin KamdarFebruary 25
74765Taken from Reddit: servethehome.com "The broader impact of this dePravin KamdarFebruary 25
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
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