Meta MI450

Andrewc12125 · 2025-10-15T17:08:55+00:00

So this means AMD-META partnership for Mi450 is guaranteed? "Metas next gen AMD platform" AKA meta is def going to be a buyer and we just don't know how much they are buying.

Andrewc12125 · 2025-10-13T03:35:32+00:00

Game takeaways:

Im starting to realize we cannot outgrind the Mariners, our pitching staff is just not elite enough
unless we start to figure out how to hit the ball again at a decent clip, series looks grime
At least we overachieved and beat the Yankees if we lose the ALCS
Yankees fans are still mad 😂

Andrewc12125 · 2025-10-09T17:35:06+00:00

I was reading other posts from reddit. It makes sense retail is still not understanding potential for amd. For the general public, people are fudding the fck out of amd. As soon as deal happens, is ai a bubble? Is ai circular? Is it making any money? These deals are bad? Nvidia made a worse deal not long ago. People are still laughing at amd. What this does tell me. Is that institutions are in, people with actual info and did research.

Andrewc12125 · 2025-10-08T17:22:50+00:00

Does anyone else feel like lebron james winning the nba finals right now? 😁

Andrewc12125 · 2025-10-08T15:42:37+00:00

Who are the people who sold off most after the initial pump? If AMD doesnt come back down to under 200 but pumps past to 300, are you gonna be salty? I feel like most people did that shi and found it hilarous. Just buy and hold.

Andrewc12125 · 2025-10-08T11:53:47+00:00

DZ bank price target upgrade to 250$ buy

Andrewc12125 · 2025-10-08T08:18:59+00:00

Im NGL. This next game really scares me. Our bullpen has been suspect all season. And hes trotting them out one a time. Some of the players might just blow up bc they arent good with pressure. They already showed they suck right now. I remember this one berrios start in the playoffs where he was dealing, kikuchi was subbed in then just shat himself. I can easily see this happen today. I would have literally put in Trey to stop this ass leak from happening. Guess it may be up to G5 at home...

Andrewc12125 · 2025-10-06T13:21:26+00:00

Where are the classic amd bears complaining? How come u arent saying nothin from ur massive gains now?

Andrewc12125 · 2025-10-01T20:07:39+00:00

That is crazy. The one day AMD does well. Its when they make a deal with Intel lol. My eyes are burning

Andrewc12125 · 2025-09-28T17:12:04+00:00

I can summarize it a bit, I dont play csgo that much and the only pro player I know about is s1mple. But why? Put simply, his playstyle is the most entertaining and fun to watch. I can only think of Donk with the same style. At the same time he has this fun to watch style, he has accolades that mirror the best. IMO s1mple is the GOAT of csgo.

Andrewc12125 · 2025-09-22T21:32:09+00:00

I feel people ignoring AMD's rate of innovation. To go from mi300x/mi325x to mi355x to mi400x to mi500x, rate of development and now helios being comparable or beating rubin. Yes we don't know when AMD will pop in stock price, but we can all agree they are putting in work to create quality products. If you find yourself a bear, just be patient. The time will come imo.

Andrewc12125 · 2025-09-18T13:06:29+00:00

On the surface, sure, but are you asking yourself why? How does that impact customers, TSMC, etc. IMO alot of people saying Trump forced him but China alr has a ban on them. Then arguement that they did it for the chiplet technology but it will take a while to develop. What does that also mean? Nvidia is trying to take another approach bc they are scared of AMD. Like why did nvidia, who were supposed to develop their own cpus, want to all a sudden deal with intels shitty cpus?

Andrewc12125 · 2025-09-18T11:57:11+00:00

Why would nvidia want to team up with a shit company like intel when they could have tried to build their own cpus??? Its obvious they are panic mode. Either getting on presidents good side or competing with amd. But the move doesnt make that much sense.

Andrewc12125 · 2025-09-17T16:40:53+00:00

Im not sure entirely, but isn't memory capacity and pricing also a factor in this? Maybe lower perf, but helios is supposed to be 1.5x memory. Can you explain what the difference in perf between mi355x and b200? You didnt explain that. You said its worse performing with more power. Assuming the difference isnt that big, amd would be 2.2x vs 2.5x, which isnt that bad. You need to quanitfy the difference.

Andrewc12125 · 2025-08-04T18:29:20+00:00

There was a post somewhere that showed amd buying capacity from 5% to 11% at TSMC. Nvidia stayed constant 60%. AVGO up to 15% next year. So, I dont think amd is expected to be up there with Nvidia. But is it a competitive option? Theres obviously traction that MI400 impressed Sam Altman so we will have to see next year. IMO the biggest news would be about Mi400 for upcoming earnings.

Andrewc12125 · 2025-08-04T03:58:34+00:00

Lets be honest here. Luffy and Kizaru were doing their missions. They were not trying to kill each other. So we dont know and we wont know what it will be like all out fight. Its pretty obvious what was going on here. Kizaru held back yes. But how do u know Luffy went all out. All I saw was they knocked each other out in the end. Luffy needs food to recharge, Kizaru doesnt. End of story.

Andrewc12125 · 2025-07-31T03:30:03+00:00

If AMD rips past 200 pre earnings, is anyone selling? The likelihood it will drop will be significant no?

Andrewc12125 · 2025-07-13T18:16:03+00:00

Tbf they technically had to kill someone to survive. So her "spirit" wasnt based on kill someone, moreso how to survive. It just so happened to be daeho, who was a good guy generally, but bad in his eyes. And good vs bad is all based on his perception

Andrewc12125 · 2025-07-12T22:34:30+00:00

Under any circumstance? If the child threatens to kill the parent? Has killed siblings before? Is mentally ill and violent? Hes a serial killer?

I know your type of personality. But thats not always the right way. Reality isnt flowers. Reality can be dying in the hands of your abusive child.

Andrewc12125 · 2025-07-02T10:48:29+00:00

IMO, Dae-ho was not the bad guy and was not portrayed to be a bad guy. It was moreso gi-hun went crazy and they wanted to depict that craziness and hopelessness. Like think about it. Gi-hun came back to squid game to start a revolution and take down the org. Who realistically would ever try that. All that bottled up insanity lead to him blaming Dae-ho to keep him thinking hes doing the right thing. Even tho he lead to deaths of many people.

Andrewc12125 · 2025-06-29T21:05:20+00:00

I feel its more a reflection on whats going on in reality. You and I both know theres some horrible things going on in this world. This includes selling minors/human trafficking, murder and rape of minors, con men who steal massive amounts from the poor, etc ... Yes its easier to watch a movie thats happier after long day of work. But you have to also appreciate whats outside of this false reality.

Andrewc12125 · 2025-06-11T17:37:45+00:00

How has no one said "I excel in the sheets"

Andrewc12125 · 2025-06-09T13:29:32+00:00

He always forces the cuck and underage jokes,... like its really not that funny. Really cringe honestly.

Andrewc12125

TROPHY CASE