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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
43884 250 1 AMD
Emcee:  neolib Type:  Moderated
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43290Yup, short calls really hurt during the run-up. I bought back the half of the sJoe NYCOctober 26
43289I wonder if Lisa is going to get asked about the Xilinx deal in the CC today. AneolibOctober 26
43288I'll be the outlier... My over-the-top bets (would) have been printing. .77fastpathguruOctober 26
43287That's quite a run up. But Xilinx is trailing a bit again today...Joe NYCOctober 26
432860.74, 4.35B, 4.55BneolibOctober 26
432850.73, 4.22B, 4.44BPravin KamdarOctober 26
43284AMD 2021-Q3 EPS Contest (non-GAAP) User EPS Revenue Q4 Outlook gvatty $0.69 $4VattilaOctober 25
43283But unlike last time, AMD was at this height, Xilinx is some $20-25 higher. ThaJoe NYCOctober 25
43282That's a nice bullish case. The author seems to be familiar with lot of theJoe NYCOctober 25
43281Interesting stats. AMD has 50% of GPU unit sales at German Mind Factory. [tweeJoe NYCOctober 25
43280Teaser from Digitimes: AMD to adopt TSMC SoIC in HPC chips Julian Ho, Taipei; JJoe NYCOctober 25
43279AMD has been a winner for me so far. I decided to diversify my NVIDIA holdings aFrank SullyOctober 25
43278AMD Q3 Earnings: Beat And Raise Ahead Oct. 24, 2021 7:27 PM ET Advanced Micro Frank SullyOctober 25
43277So the EPYC innovations could be Milan-X and or Trento. From a comment on TwittJoe NYCOctober 25
43276In case anyone is interested, XLNX/AMD has been diverging back away from the 1.7fastpathguruOctober 25
43275This is most likely going to be the (killer) Instinct announcement event. BTW, Joe NYCOctober 25
43274.76, 4.44B, 4.6BrzborusaOctober 25
43273$0.75 $4.40B $4.70BKelvin C.P. WangOctober 25
43272True dat. But, the path to China supremacy goes through so many place that haverzborusaOctober 23
43271Which is why TSMC should have some extreme pressure put on them to "copy exneolibOctober 23
43270What happens if China decides to move on Taiwan? Every tech stock I own dependsFJBOctober 23
43269Hard to believe: AMD Market Cap: 145b Intel Market Cap: 200b And if Xilinx is Joe NYCOctober 23
43268So I came across the source of the story about overclocked Alder Lake overclockeJoe NYCOctober 22
43267Speaking of which, mine is the same as Lisa Su's. So maybe it was a destinyJoe NYCOctober 22
43266Just returned from my local Staples, and 100% of notebooks + DT PCs on display aneolibOctober 22
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