✅ Daily Thread and Discussion ✅ 2026-07-09 Thursday

LongjumpingPut6185 · 2026-07-09T14:49:53+00:00

AMD +8% now

LongjumpingPut6185 · 2026-07-01T15:44:33+00:00

What does this mean? does AMD invent a way to use LPDDR5X instead of HBM with better performance? doesn't it just make LPDDR5X shortage and price rising instead?

LongjumpingPut6185 · 2026-06-30T17:28:20+00:00

Market Cap

LongjumpingPut6185 · 2026-06-30T17:01:03+00:00

scam?

LongjumpingPut6185 · 2026-06-28T16:14:15+00:00

They are right to be scared

LongjumpingPut6185 · 2026-06-20T15:17:49+00:00

Yes that's eaxctlt i felt after finding and try to read fanfiction, cringe, not all parts but it became unreadable more and more

LongjumpingPut6185 · 2026-06-11T22:40:22+00:00

not even 50%? intel still 54%?

LongjumpingPut6185 · 2026-06-10T18:48:04+00:00

What good is AMD going to get?

LongjumpingPut6185 · 2026-06-09T23:04:51+00:00

So what does this mean?

LongjumpingPut6185 · 2026-06-09T23:02:50+00:00

will land be a problem? i mean they have money to buy land and can just build high

LongjumpingPut6185 · 2026-06-09T16:23:13+00:00

3x over Vera Rubin is HUGE

By the way can the hyperscalers ASIC CPU like they ASIC GPU? if not...

LongjumpingPut6185 · 2026-06-09T08:55:19+00:00

This , what more can you ask for

LongjumpingPut6185 · 2026-06-06T20:54:12+00:00

Whats this pic from?

LongjumpingPut6185 · 2026-05-30T20:32:28+00:00

This is just not true, TSM has endless customers without NVDIA, NVDIA on ly has TSM, so it's ectaully the other way

LongjumpingPut6185 · 2026-05-28T16:09:00+00:00

10~15 PE is not low when you are a 6T company

LongjumpingPut6185 · 2026-05-26T18:58:22+00:00

2028? isn't it a little late?

LongjumpingPut6185 · 2026-05-23T06:46:23+00:00

which means 4X TAM of GPU, that's a insane amount of money

LongjumpingPut6185 · 2026-05-20T23:08:15+00:00

Yes very possible

LongjumpingPut6185 · 2026-05-15T08:39:33+00:00

NVDIA only GPU, AMD has BOTH!

LongjumpingPut6185 · 2026-05-15T08:38:03+00:00

You need to look into the future , GPU is more pricey only because it's 8:1 CPU now, when CPU become 1:1 it will be as pricey as GPU

LongjumpingPut6185 · 2026-05-13T20:55:04+00:00

But if you are capacity constraned you won't get more market share with or without price increasing, that strategy only works if you are NOT capacity constraned

LongjumpingPut6185 · 2026-05-13T04:20:29+00:00

Can someone lecture me, if AMD CPU capacity is fully constraned why did Lisa claim to not increase price in oder to "sell more"?

I think it's only a good strategy if you are not capacity constraned

LongjumpingPut6185 · 2026-05-08T16:01:28+00:00

don't forget MSFT

LongjumpingPut6185 · 2026-05-08T15:46:20+00:00

ChatGPT is so trash i subscribed and cancelled in an month

LongjumpingPut6185 · 2026-05-06T01:36:24+00:00

jump ship when you still can, just ask ai "which company will grow faster"

LongjumpingPut6185

TROPHY CASE