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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 68.36+1.8%Sep 28 4:00 PM EDT

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To: Frank Sully who wrote (43278)10/25/2021 3:23:59 PM
From: Joe NYC of 46282
 
That's a nice bullish case. The author seems to be familiar with lot of the details.

I wonder how the Supercomputer installations get recorder. I was thinking mostly in Q4 but we may get some benefit this Q.

I think this revenue will be quite profitable, because R+D expenses for them have likely already been absorbed.
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