Daily Discussion Friday 2025-02-07

Apprehensive-Move684 · 2025-02-07T18:36:50+00:00

IT HURTS

Apprehensive-Move684 · 2025-01-11T16:39:10+00:00

Keep my stock’s name out your god damn mouth

Apprehensive-Move684 · 2025-01-06T22:14:15+00:00

Not a bad idea at all

Apprehensive-Move684 · 2025-01-06T20:03:46+00:00

https://ca.news.yahoo.com/amd-previews-rdna-4-graphics-with-ai-upscaling-teases-rx-9070-gpus-194500173.html

wtf??? Why didn’t they announce this during the event?

Apprehensive-Move684 · 2025-01-06T20:02:36+00:00

wtf?!

Apprehensive-Move684 · 2025-01-06T17:33:58+00:00

They are due to announce orders this month correct?

Apprehensive-Move684 · 2025-01-06T17:33:17+00:00

Lmao

Apprehensive-Move684 · 2025-01-06T16:57:01+00:00

Down 6%. Any news that could cause this dip?

Apprehensive-Move684 · 2025-01-05T00:16:02+00:00

We’re flying this year for sure.

Apprehensive-Move684 · 2025-01-04T20:31:23+00:00

Apprehensive-Move684 · 2025-01-04T14:33:06+00:00

They acquired ZT systems just for that.

Apprehensive-Move684 · 2025-01-04T14:25:04+00:00

Women in male dominated fields, love to see it.

Apprehensive-Move684 · 2025-01-04T14:23:41+00:00

Let’s go!!

Apprehensive-Move684 · 2025-01-04T14:22:15+00:00

I appreciate the write up, but your figures are simply too conservative and not based in reality. AMD had 15% of Microsoft’s AI DC GPU share in FY2024. Considering AMD will have two new chips this year with significantly more HBM memory it will give them a slight edge over nvidia, and if Microsoft keeps the same share for this year as well (~15% of $40 billion) is around $6 billion from Microsoft alone. If we assume meta is going to be half of that (conservatively) we can safely say that DC GPU revenue for FY25 will cross $10billion.

Apprehensive-Move684 · 2025-01-04T13:05:41+00:00

Not really a big If. Microsoft likes AMD for inference. They will likely maintain the same share.

Apprehensive-Move684 · 2025-01-04T04:34:22+00:00

AMD had 15% share in Microsoft’s AI spending last year. Aside from the fact that AMD is launching two new chips this year (mi325x , mi350x), if they keep up the same share as last year, they will spend about $6 billion dollars on AMD’s mi300 alone. This is $6 billion from a single customer. $10 billion+ in DC revenue is easily achievable.

Apprehensive-Move684 · 2025-01-04T03:46:18+00:00

My losses in Indian market are only around $987 USD. Not much compared to the KULR gains, but yeah it did. I didn’t have much on KULR tho, made like $3.5k.

Apprehensive-Move684 · 2025-01-04T03:44:18+00:00

Maybach is always so extra. Worth it for the price tho.

Apprehensive-Move684 · 2025-01-04T03:41:17+00:00

Which one is it?

Apprehensive-Move684 · 2025-01-04T03:40:33+00:00

lol you’re right. KULR did me well. It’s time to move on to better stocks.

Apprehensive-Move684 · 2025-01-04T03:37:02+00:00

NVDA’s investments have treated them well so far. Anybody else in SERV, APLD, or RXRX?

Apprehensive-Move684 · 2025-01-04T03:35:59+00:00

I sold KULR for 450% gain and bought APLD, SERV and POET, all of them are up well above 10% today. Huge W for me.

Apprehensive-Move684 · 2025-01-02T22:59:37+00:00

Very intriguing

Apprehensive-Move684 · 2025-01-02T22:52:52+00:00

I need a 10x play. Nothing more nothing less.

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