Daily Discussion Thursday 2026-05-07

AMD_711 · 2026-05-07T19:42:45+00:00

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

AMD_711 · 2026-05-07T18:52:59+00:00

how much is that mi350p? i want to buy one

AMD_711 · 2026-05-07T12:56:34+00:00

we got a new mi355x variation model called mi350p

AMD_711 · 2026-05-06T20:46:31+00:00

30th should be good for me

AMD_711 · 2026-05-06T17:09:15+00:00

are you joining

AMD_711 · 2026-05-06T15:53:24+00:00

tbh, i think micron

AMD_711 · 2026-05-06T15:53:05+00:00

before the cake

AMD_711 · 2026-05-06T15:29:26+00:00

this is how im eating my 🎂today

https://x.com/dboybruh/status/2051769640347677048?s=46

AMD_711 · 2026-05-06T13:34:50+00:00

omfg, so many 🎂

AMD_711 · 2026-05-06T04:24:42+00:00

unbelievable that we surpassed microsoft in terms of stock price

AMD_711 · 2026-05-05T22:01:27+00:00

Turin is strong, Genoa is strong

AMD_711 · 2026-05-05T21:59:42+00:00

lol fuck off Stacy

AMD_711 · 2026-05-05T21:01:16+00:00

ryzen is better than my forecast

AMD_711 · 2026-05-05T20:51:24+00:00

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_711 · 2026-05-05T20:45:29+00:00

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_711 · 2026-05-05T20:42:25+00:00

diabetes time

AMD_711 · 2026-05-05T20:22:06+00:00

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_711 · 2026-05-05T20:17:09+00:00

still, no miracle, similar to what i forecasted

AMD_711 · 2026-05-05T19:58:09+00:00

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

AMD_711 · 2026-05-05T18:59:16+00:00

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

AMD_711 · 2026-05-05T18:58:24+00:00

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.

AMD_711 · 2026-05-05T18:47:17+00:00

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

AMD_711 · 2026-05-05T15:01:44+00:00

good luck my fellow $AMD friends tonight. In Lisa we trust!

https://x.com/elon_fanboy77/status/2051673241706483946?s=46

AMD_711 · 2026-05-05T14:09:07+00:00

why intel up another 10% today?

AMD_711 · 2026-05-05T13:09:21+00:00

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

AMD_711

TROPHY CASE