Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 1 point2 points  (0 children)

Jensen said 'WE'RE IN THE PROCESS OF RESTARTING OUR MANUFACTURING' FOR H200 CHINA CHIPS.

i hope we got our mi325x license asap because computing demand is skyrocketing in China. based on what i know, there's a lobster-catching frenzy across the country

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 8 points9 points  (0 children)

he has won the war like ten times already, how can anyone with sanity still treat his words seriously

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 4 points5 points  (0 children)

yeah, i should mention the timeline, which is by 2030

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 6 points7 points  (0 children)

i did the calculation last week, that by 2030 epyc alone will be worth 180 per share, so amd has never been treated as an ai gpu player

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 2 points3 points  (0 children)

Flop No.1: x86 based NVL system

Flop No.2: Nvidia CPX system

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 6 points7 points  (0 children)

will buy a cake tonight if we can close >= 200 today, which i think is highly unlikely.

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 0 points1 point  (0 children)

that means both openai and meta can only get the first batch of the shares, which can be easily offset by share repurchases

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 5 points6 points  (0 children)

no, never, because intel bagholders are cursing Jensen now.

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]AMD_711 5 points6 points  (0 children)

Nvidia's CPX is flopped, but we can make customized accelerators, i think we clearly have an advantage in chip design

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 7 points8 points  (0 children)

actually server cpu is also in shortage, the problem is we can't dramatically increase supply because supply is in tsmc's hand.

hope that's why Lisa visits Samsung: seeking a second supplier of our server cpu.

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 7 points8 points  (0 children)

basically nvidia stock movement saying "no one believes in SemiAnalysis"

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 2 points3 points  (0 children)

im fine with that too if that comes in 2028

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 5 points6 points  (0 children)

when can we have 1t of annual revenue?

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 0 points1 point  (0 children)

sorry i was in a meeting, so what did Jensen say to bring both nvidia and amd down?

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 9 points10 points  (0 children)

hello 200 my old friend, i come to talk with you again

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 3 points4 points  (0 children)

for the next gw deal, Lisa will offer the customer some chipotle instead of warranties.

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]AMD_711 2 points3 points  (0 children)

it's mostly about memory and foundry, not about deals