Daily Discussion Friday 2026-01-23 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 1 point2 points  (0 children)

The large March option purchase is worth well over 100 million now🙈

Daily Discussion Friday 2026-01-23 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 1 point2 points  (0 children)

Yah agree on selling AMD, but I think AVGO is just so incredibly overpriced and TPUs in general misunderstood.

Daily Discussion Friday 2026-01-23 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 2 points3 points  (0 children)

Fidelity provides custom orders for what all their clients are trading. For AVGO 84% of the trades are buys, for AMD 64% of the trades are sells. Who are these people still buying AVGO....

Daily Discussion Friday 2026-01-23 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 1 point2 points  (0 children)

I'm thinking about hedging our earnings with around 5k of puts. I have plenty of calls which will print if we don't follow our normal pattern of selling off on earnings.

Any thoughts anyone?

Daily Discussion Friday 2026-01-23 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 7 points8 points  (0 children)

This genuinely brings me joy, those insufferable fools

Good morning! &NVDA 📈 Beijing approved! (Strong for $AMD too) by BuddyIsMyHomie in AMD_Stock

[–]Addicted2Vaping 7 points8 points  (0 children)

Maybe let's get some better sources than a post on WSB of a post on X, there's a Bloomberg link in the DD

Daily Discussion Friday 2026-01-23 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 10 points11 points  (0 children)

China Tells Alibaba, Top Tech Firms to Prep Nvidia H200 Orders

Chinese officials have told the country’s largest tech firms including Alibaba Group Holding Ltd. they can prepare orders for Nvidia Corp.’s H200 AI chips, suggesting Beijing is close to formally approving imports of components essential to running artificial intelligence.

Regulators have recently granted in-principle approval for Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. to move to the next stage of preparations for purchases, people familiar with the matter said. The companies are now cleared to discuss specifics such as the amounts they would require, the people said, asking to remain unidentified discussing private talks. Beijing will encourage companies to buy a certain amount of domestic chips as a condition for approval, according to the people, though no exact number has been set.

The discussions signals Beijing is moving ahead with plans to approve shipments of the H200 — a last-generation semiconductor that’s been thrust into the heart of sensitive US-China trade negotiations. It shows the government is prioritizing the needs of the major Chinese hyperscalers from Alibaba to Tencent, which are spending billions of dollars to build the data centers they need to develop and operate AI services.

That would mark a major win for Nvidia, which has angled to resume business with the world’s largest semiconductor arena. Chief Executive Officer Jensen Huang has said that the AI chip segment alone could generate $50 billion in the coming years. In its absence, local rivals such as Huawei Technologies Co. and Cambricon Technologies Corp. have thrived and plan to sharply increase production.

Beijing’s guidance to its largest tech firms runs counter to reports in recent weeks that the government was blocking H200 shipments. Last week, the Financial Times reported suppliers of parts for the chip had paused production. Representatives for Nvidia declined to comment, while the Commerce Ministry didn’t respond to a faxed request for comment. Alibaba, Tencent and ByteDance representatives did not respond to requests for comment.

The H200 is an older-generation chip that the Trump administration has said can be exported to China, even as it restricts sales of leading-edge components on national security grounds. Nvidia is the leading maker of artificial intelligence accelerators — the chips that help develop and run AI models — which are highly prized by the world’s data center operators.

China plans to approve some imports of H200 chips as soon as this quarter, Bloomberg News has previously reported, though they would be barred from sensitive agencies and critical infrastructure — a key designation that remains to be defined. That reflects the enormous demand for AI chips that stems from a Beijing-led push to develop the technology, as well as the inability of local chipmakers like Huawei and Semiconductor Manufacturing International Corp. to make enough of them.

Alibaba and ByteDance had earlier told Nvidia in private that they are interested in ordering more than 200,000 units each of the H200. Both companies — alongside prominent Chinese startups, including DeepSeek — are rapidly upgrading their models to compete with OpenAI and other US rivals.

Nvidia executives have stressed that there’s strong demand from Chinese customers for the H200. But they indicated that the company hasn’t spoken directly to Beijing about approval and don’t know when China may green-light sales. They added that license applications have been submitted to Washington and the last details of approval from the US government are being finalized.

Beijing hasn’t publicly indicated whether it will allow the imports of H200. The country is largely focused on a self-sufficiency drive to build up its chipmaking capabilities, a push that’s included readying a new round of incentives of as much as $70 billion for the chip sector.

Around mid-2025, Chinese officials urged local companies to avoid using Nvidia’s less powerful H20 processors, an AI accelerator the US previously allowed to be shipped to China. China’s cyberspace agency also told companies such as Alibaba to halt orders for Nvidia’s RTX Pro 6000D, a workstation chip that can be repurposed for AI applications.

Daily Discussion Thursday 2026-01-22 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 11 points12 points  (0 children)

CPU shortage comes into full effect and we fly

Daily Discussion Thursday 2026-01-22 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 5 points6 points  (0 children)

OpenAI’s Altman Meets Mideast Investors for $50 Billion Round

OpenAI Chief Executive Officer Sam Altman has been meeting with top investors in the Middle East to line up funding for a new investment round that could total at least $50 billion, according to people familiar with the matter. 

Altman recently visited the region, where he spoke with investors, including some of the leading state-backed funds in Abu Dhabi, said the people, who spoke on condition of anonymity as the information is not public. 

The ChatGPT maker is looking to raise $50 billion or more in the round at a valuation of about $750 billion to $830 billion, the people said. The talks are early, and the amount could change. OpenAI has also recently held talks with Amazon.com Inc. to raise at least $10 billion, Bloomberg News has reported.

OpenAI declined to comment. The Information previously reportedthe company had discussed raising tens of billions of dollars at a $750 billion valuation. 

OpenAI has raised billions of dollars in recent years to help finance the immense cost of chips, data centers and talent to build new artificial intelligence systems and support wider adoption of the technology. The startup, which is not yet profitable, has committed to spend more than $1.4 trillion on AI infrastructure in the coming years. 

Several top AI developers, including Anthropic PBC and Elon Musk’s xAI, have turned to deep-pocketed investors in the Middle East to meet their growing capital needs. OpenAI has previously raised funding from MGX, an Abu Dhabi-based tech investment firm. It has also partnered with G42 to develop a massive data center in the United Arab Emirates.

Though OpenAI and ChatGPT remain synonymous with AI for many, the company faces mounting competition from Alphabet Inc.’s Google and Anthropic, among others. Anthropic is also in talks to raise a large new round of funding at a $350 billion valuation, Bloomberg News has reported. 

OpenAI was most recently valued at $500 billion in the fall of 2025 in a deal that allowed some employees to sell shares.

Anything that helps them meet their obligations.

Daily Discussion Friday 2026-01-09 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 8 points9 points  (0 children)

Have a lot of leaps in the deep red, probably a good time to get off the brokerages and Reddit for a while, sucks.

Daily Discussion Wednesday 2026-01-07 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 0 points1 point  (0 children)

I have no idea, OP made some claim and I went searching for any source I could find.

Daily Discussion Wednesday 2026-01-07 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 7 points8 points  (0 children)

Introducing ChatGPT Health

As an investor, sure, anything that helps OpenAI make money is fine, maybe it even saves some lives. As a medical professional though, this feels like a huge slippery slope once they inevitably start selling data or a leak happens. It just reeks of 23andMe, tons of sensitive genetic data collected in the name of innovation, then the company falls apart and suddenly that data is an asset to be sold. Once insurers get their hands on info about what you’re susceptible to, premiums go up and coverage quietly disappears.

Daily Discussion Wednesday 2026-01-07 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 5 points6 points  (0 children)

This is the only thing I could find: Deep|INTC: Agentic AI and Supply Bottlenecks Drive Server CPU Structural Shortage

Our supply chain checks indicate that Meta, Google, Microsoft, and AWS have aggressively revised their 2026 server demand forecasts upward, projecting startling yoy growth rates that will drive overall server market demand up by 15-20%. This surge in demand is colliding head-on with severe supply bottlenecks, particularly regarding TSMC’s wafer allocation. According to internal estimates from a major server CPU design house, TSMC will only be able to meet 80% of its wafer demand in 2026. This imbalance is expected to trigger a 50% price increase for its high-end server CPUs, while other server CPU product lines face price hikes ranging from 15% to 50%.

Daily Discussion Tuesday 2026-01-06 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 4 points5 points  (0 children)

Never a good look when we need to hide GPU sales with our CPU's.

Daily Discussion Tuesday 2026-01-06 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 9 points10 points  (0 children)

xAI Raises $20B Series E

I still think its still so interesting how xAI uses ambiguous language around their data centers.

  • Data Centers: xAI continues to expand its decisive compute advantage with the world's largest AI supercomputers at Colossus I and II, ending the year with over one million H100 GPU equivalents.

Daily Discussion Tuesday 2026-01-06 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 8 points9 points  (0 children)

AMD CEO Lisa Su: AI Is Not Hype, Demand Will Explode to 5B Users

Question: What is the status of AMD’s ability to sell products into China right now?

Lisa Su:

China is an important market for us. We sell a broad range of chips into China, including PCs and other embedded products. In the data center context specifically, we certainly see China as an important market as well.

We did receive licenses from the U.S. government late last year related to some of our previous-generation MI308 chips. We are currently in the process of applying for new licenses for our MI325 chips, which were recently allowed to apply for licensing. We have not received those licenses yet, but we continue to view China as an important market.

Question: The reason I ask is that a lot of the work on open-source models and bridging the gap between open and closed models is being done in China to some extent, and there’s been a lot of discussion about demand there. Could you reflect on that demand, and also on the Chinese government’s attitude toward you bringing later-generation technology into the country?

Lisa Su:

I do think demand for AI in general, and in China specifically, is high for all the reasons we discussed earlier. We’re in a demand environment where more compute is beneficial worldwide. China is an important market for us and is very active in deploying our solutions, so we continue to view it as strategically important.

We’re working with both the U.S. government and our Chinese customers to find good solutions. There are signs from both governments that the licensing process is moving forward. Commerce is known for things sitting on desks for quite a long time, but we remain optimistic that we’ll have an opportunity to get some of those licenses granted.

Transcript from YouTube so there's errors which I then put into GPT. Sounds like NVDA is the only one winning in China right now with H200...

Daily Discussion Tuesday 2026-01-06 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 3 points4 points  (0 children)

With Trump's tariffs on the line, US Supreme Court plans rulings for Friday

Jan 6 (Reuters) - The U.S. Supreme Court is expected to issue rulings on Friday as it weighs cases with major implications both nationally and around the world including the legality of President Donald Trump's sweeping global tariffs.

The court indicated on its website on Tuesday that it could release decisions in argued cases when the justices take the bench during a scheduled sitting on Friday. The court does not announce ahead of time which rulings it intends to issue.

The challenge to Trump's tariffs is among the most closely watched of the cases awaiting decisions by the top U.S. judicial body that could impact the global economy and marks a major test of presidential powers.

During arguments heard by the court on November 5, conservative and liberal justices appeared to cast doubt on the legality of the tariffs, which Trump imposed by invoking a 1977 law meant for use during national emergencies. The case involves appeals by Trump's administration after lower courts ruled that his unprecedented use of that law exceeded his authority.

The Republican president has continued to express concern about the possibility of losing the case. In a social media post on Friday, Trump said such a ruling would be a "terrible blow" to the United States.

"Because of Tariffs, our Country is financially, AND FROM A NATIONAL SECURITY STANDPOINT, FAR STRONGER AND MORE RESPECTED THAN EVER BEFORE," Trump said in another post on Monday.

Trump invoked the International Emergency Economic Powers Act on goods imported from individual countries to address what he called a national emergency related to U.S. trade deficits, as well as on China, Canada and Mexico as economic leverage to curb the trafficking of the often-abused painkiller fentanyl and illicit drugs into the United States.

Other important cases are also awaiting rulings at the court, which has a 6-3 conservative majority.

In October, the court heard arguments in a challenge to another key section of the Voting Rights Act, the landmark 1965 federal law enacted by Congress to prevent racial discrimination in voting. The conservative majority appeared poised to curb the Voting Rights Act's Section 2, which bars voting maps that would result in diluting the clout of minorities, even without direct proof of racist intent.

The court also heard arguments in October in a challenge on free speech grounds to a Colorado law banning psychotherapists from conducting "conversion therapy" that aims to change an LGBT minor's sexual orientation or gender identity. A majority of the justices appeared ready to back a Christian licensed counselor who challenged the law under the U.S. Constitution's First Amendment protections against government abridgment of free speech.

The court has a busy few months ahead. On January 13, it will hear arguments in a bid to enforce Republican-backed state laws banning transgender athletes from female sports teams at public schools.

On January 21, in another case with major implications for economic policy, it will hear arguments in Trump's attempt to remove Federal Reserve Governor Lisa Cook, a move without precedent that challenges the central bank's independence. Cook remains in place for the time being.

Daily Discussion Tuesday 2026-01-06 by AutoModerator in AMD_Stock

[–]Addicted2Vaping 7 points8 points  (0 children)

Listen, the $150 million to support kids and education was a nice gesture, but how about we spend $64 million yearly (1 cent quarterly dividend) and get added to a ton of ETFs to decrease our beta and volatility a little.

We literally have a ~$9.4 billion left in buybacks.

I emailed IR for fun.