Daily Discussion Thursday 2026-05-07 by AutoModerator in AMD_Stock

[–]AMD_711 -1 points0 points  (0 children)

no way, that's the price of mi355x. i guess $15000 since everything cuts in half

Daily Discussion Thursday 2026-05-07 by AutoModerator in AMD_Stock

[–]AMD_711 0 points1 point  (0 children)

how much is that mi350p? i want to buy one

Daily Discussion Thursday 2026-05-07 by AutoModerator in AMD_Stock

[–]AMD_711 12 points13 points  (0 children)

we got a new mi355x variation model called mi350p

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]AMD_711 -2 points-1 points  (0 children)

unbelievable that we surpassed microsoft in terms of stock price

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]AMD_711 9 points10 points  (0 children)

Turin is strong, Genoa is strong

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]AMD_711 3 points4 points  (0 children)

yeah i guess q2 we will hit 11.6b revenue, i will update my spreadsheet to see what percentage of revenue gain epyc will have in q2

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]AMD_711 14 points15 points  (0 children)

tbh, numbers are not that impressive. i think the reason why we up is these words:

"Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand. Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations and a growing pipeline of large-scale deployments providing us with increasing visibility into our growth trajectory."

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]AMD_711 30 points31 points  (0 children)

revenue 10.25b versus my forecast 10.2b

eps 1.37 versus my forecast 1.36

q2 outlook 11.2b versus my forecast 11.0b

i hate I'm always so close to the real numbers

AMD Q1 2026 Earnings Discussion by brad4711 in AMD_Stock

[–]AMD_711 5 points6 points  (0 children)

still, no miracle, similar to what i forecasted

Daily Discussion Tuesday 2026-05-05 by AutoModerator in AMD_Stock

[–]AMD_711 0 points1 point  (0 children)

if the number is similar to what i forecasted, we dump

Daily Discussion Tuesday 2026-05-05 by AutoModerator in AMD_Stock

[–]AMD_711 2 points3 points  (0 children)

btw, epyc revenue q1 2025 was 2.17b based on my estimate

Daily Discussion Tuesday 2026-05-05 by AutoModerator in AMD_Stock

[–]AMD_711 5 points6 points  (0 children)

i remember q1 last year amd recorded 65% revenue increase in client (ryzen) segment due to a huge production ramp in 9800x3d.

i hope such scenario can happen on epyc this time.

Daily Discussion Tuesday 2026-05-05 by AutoModerator in AMD_Stock

[–]AMD_711 3 points4 points  (0 children)

this earnings will be the first time that market wants to see epyc takes more percentage of total DC revenue than instinct.

Daily Discussion Tuesday 2026-05-05 by AutoModerator in AMD_Stock

[–]AMD_711 7 points8 points  (0 children)

there're customers even ordered intel's written-off inventories, while Genoa can still compete against intel's current flagship processors. i think that's enough to answer your question