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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
74436 317 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
This board is primarily for discussion about AMD, but related companies such as Nvidia, Intel, ARM, and the emerging players in RISC-V and GPU/AI/ML chips are also relevant.

Please be polite to other posters, don't endless bash any company, and try to stay on topic.
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74436Mi455 > Rubin in FP8 [X] More additional fun with theoreticals, adding AMD.Joe NYC55 minutes ago
74435SMIC must have started 2-3 decades after Intel was founded and they run a foundrJoe NYCan hour ago
74434Understand DT's mentality https://www.youtube.com/watch?v=ASgJmFx8utgrzborusayesterday
74433SMIC just reported earnings, so I asked the chatbot what it estimates their $/waneolibyesterday
74432Not exactly a lot of $, but Huawei is getting a bit of traction external to themneolibyesterday
74431Intel is investing $100 million in SambaNova Systems to enhance its artificial TGPTNDRyesterday
74430Any other INTC specific news, because it fell a lot today?neolibyesterday
74429digitimes.comTHE WATSONYOUTHyesterday
74428<i>I think gold will do great in the coming fiat money printing. But bitcoTHE WATSONYOUTHyesterday
74427[graphic]THE WATSONYOUTHyesterday
74426Interesting graph at the end of this article showing memory vs wafer fab $: treneolibyesterday
74425The AI200 is based upon NPU tech rather than GPU. I also expect Qualcomm to be waitwatchwanderyesterday
74424[X] Supernova Lake— Gray (@Olrak29_) February 10, 2026 [/X]Joe NYCyesterday
74423There was some drama last week with MU dropping like a rock (together with AMD).Joe NYCyesterday
74422New Japanese PM Takaichi, who became PM by winning internal power struggle withiJoe NYCyesterday
74421In addition to March 2025 agreement with TSMC, under which TSMC committed to buiJoe NYCyesterday
74420I was wondering about Zuck being very quiet about the Kalifornia wealth confiscaJoe NYCyesterday
74419Interesting power limitation of Nova Lake: [X] The power consumption of a fullJoe NYCyesterday
74418Analyst Raymond James said that rumors of Mi450 delay are unfounded, progress onJoe NYCyesterday
74417Once any corporation starts taking the government bail out it's the beginninrzborusayesterday
74416SemiAnalysis of datacenter CPUs. I haven't finished reading, just posting iJoe NYCMonday
74415Someone's analysis of Intel wafer costs. It is unclear what assumptions wenJoe NYCMonday
74414re: This guy has worked at many places that we want to get a foot in the dooJoe NYCMonday
74413This guy has worked at many places that we want to get a foot in the door with. Pravin KamdarMonday
74412Interesting hypothesis into why SpaceX is not Elon Musk's real Space companyJoe NYCMonday
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