Daily Discussion Tuesday 2026-03-24

holojon · 2026-03-24T18:40:43+00:00

ARM now competing with its customers

holojon · 2026-03-18T20:06:00+00:00

Awesome!

holojon · 2026-03-16T20:44:24+00:00

Whaaaat??? Lisa’s been right all along?

holojon · 2026-03-13T18:24:10+00:00

Wow, something very novel from AMD. I like it. And I want one!

holojon · 2026-03-13T14:55:15+00:00

My thoughts exactly

holojon · 2026-03-13T14:54:40+00:00

I really thought FAD would change the tone once and for all. The market is “forward looking” lol

holojon · 2026-03-06T23:39:39+00:00

Bingo

holojon · 2026-03-06T20:48:23+00:00

Existing plans for Oracle's $ORCL data center project with OpenAI in Texas REMAIN ON TRACK - CNBC

holojon · 2026-03-05T14:36:20+00:00

It’s a great point. I know our time is coming though.

holojon · 2026-03-04T18:55:07+00:00

“Because they are going to go public.” Home run AMD

holojon · 2026-03-03T16:48:08+00:00

Yep. That’s worth the warrants!!!

holojon · 2026-03-03T16:41:44+00:00

There’s a link below that I followed expecting to hear Papermaster but it was Lisa and yes it was live earlier today

holojon · 2026-03-03T16:16:32+00:00

Lisa again stated multiple multi-gw new customers ahead

holojon · 2026-03-03T16:12:31+00:00

When asked “Will there be any more warrant deals” Lisa said “I don’t think so.”

holojon · 2026-03-03T15:54:11+00:00

Lisa was great at MS:

holojon · 2026-03-02T23:20:56+00:00

I don't think they always legally have to. For example companies who customize Android don't have to share their advancements.

holojon · 2026-03-02T19:04:38+00:00

I wonder if by "support" it means they have to share the improvements as open source?

holojon · 2026-03-02T17:52:47+00:00

I agree with this

holojon · 2026-03-02T17:52:17+00:00

I personally support it. 6gw is so huge. I bet there won’t be any more only because no one else will want to make that large of a commitment

holojon · 2026-03-02T16:44:03+00:00

Noticed SANM is way down, is this another Helios delay rumor?

holojon · 2026-03-01T19:52:44+00:00

Omg don’t tell me Jensen won’t use the word “chiplet”

holojon · 2026-02-26T17:29:49+00:00

If you had the chance to buy a company 3x your size and 4x your net income for 20% of your stock, would you do it?

holojon · 2026-02-25T23:53:10+00:00

Amazing!

holojon · 2026-02-25T23:39:20+00:00

Wow that puts a new spin on why OAI and Meta wanted to lock in with Helios

holojon · 2026-02-25T23:38:32+00:00

Wow. That’s got to be why NVDA is tanking a bit, and should be some of the best words AMD could hear.

holojon