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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75575 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
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74839While a lot of people disagree with the outcome, it was solid reasoning on TrumpJoe NYCFebruary 27
74838<i> when supply and demand for memory reaches parity, and memory priceElroyFebruary 27
74837For AMD likely the Meta TPU news, but for the markets its hot PPI.neolibFebruary 27
74836In an environment of shortages and allocation, who do you think is 1st in line aneolibFebruary 27
74835Pre-market looks down. For AMD stocks almost as if the Meta deal did not just tJoe NYCFebruary 27
74834Yup. Also, I am also wondering, when supply and demand for memory reaches paritJoe NYCFebruary 27
74833I understand. What's the reason a contract manufacturer or big customer doeElroyFebruary 27
74832Literally, Nvidia is getting huge margins (like 75%) on the HBM content of what neolibFebruary 27
74831That's a good point. NVDA is selling large rack systems, right? It's sElroyFebruary 27
74830I'd like to see that table adjusted for the fact that the Nvidia $68B includneolibFebruary 27
74829Now its Meta and Google, the TPU deal: blockonomi.comneolibFebruary 27
74828Q4 revenue ranking. Micron will likely pass Intel, and AMD will likely pass QCOJoe NYCFebruary 27
74827re: in your capacity as a Russian web influencer No, I am posting in capaciJoe NYCFebruary 27
74826re: the guy is a modern day Hitler and could end the same way You mean like SadJoe NYCFebruary 27
74825I wonder how such a start up with minimal installed base, I presume minimal softJoe NYCFebruary 27
74824Wow, that's a big departure.Joe NYCFebruary 27
74823Here is more info on the AMD investment in Nutanix: [X] Intel CPU dominates inJoe NYCFebruary 27
74822Rules, it's right there in the definition / title.rzborusaFebruary 26
74821<i>I am unfamiliar with that web site (United24 Media), but by repeatedly THE WATSONYOUTHFebruary 26
74820[youtube video] ...can you fucking believe this? ...the old slide and double toTHE WATSONYOUTHFebruary 26
74819[youtube video] .....now private credit issues in Europe .....not to worry thouTHE WATSONYOUTHFebruary 26
74818....looks like a happy man ....................................... [graphic]THE WATSONYOUTHFebruary 26
74817.....Ukraine will join the EU....I never said when but sooner than later if / whTHE WATSONYOUTHFebruary 26
74816Intel is not buying Sambanova: eetimes.comneolibFebruary 26
74815And this: tomshardware.comneolibFebruary 26
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