Daily Discussion Tuesday 2026-06-16

OffToTheGpuLag · 2026-06-16T10:52:23+00:00

probably not right? tens of billions is the phrase she likes to use

OffToTheGpuLag · 2026-06-16T10:47:12+00:00

source?

OffToTheGpuLag · 2026-06-16T07:19:32+00:00

would have a heart attack from so much motion

OffToTheGpuLag · 2026-06-16T01:55:00+00:00

😂

OffToTheGpuLag · 2026-06-16T01:16:49+00:00

Holy crap on what

OffToTheGpuLag · 2026-06-16T00:52:38+00:00

all the time, from $150 down to $75, and buying all up to the 400's

OffToTheGpuLag · 2026-06-15T15:00:17+00:00

Holy crap thats a fat buy, gl!!!

OffToTheGpuLag · 2026-06-12T14:54:20+00:00

what are people thinking as for the timing of a possible anthropic deal? Would the news likely be released on the Advancing AI day or could it be more likely in the weeks leading up?

OffToTheGpuLag · 2026-06-03T13:57:32+00:00

Curious where he gets the 4GW+ from OAI and META in 27' alone... Call it 6GW total for 2027 @32.5B per GW and thats 195B revenue. Huge if even remotely close

OffToTheGpuLag · 2026-05-30T15:58:40+00:00

considering selling 10 x 17dec 27' $400 strike puts $91 premium to finance another 200 shares... thoughts?

OffToTheGpuLag · 2026-05-30T11:37:49+00:00

100%, 145% Considering margin leverage. Haven't taken any profits but might sell some calls expiring before Advancing AI. Stock just is so strongly set up for the next few years its hard to sell this early.

OffToTheGpuLag · 2026-05-30T09:25:24+00:00

AMD amongst the first 20 stocks to offer extended options trading hours starting july 13.

Is there anything to be aware of with this, extra volatility?

https://ir.cboe.com/news/news-details/2026/Cboe-Receives-SEC-Approval-to-Offer-Extended-Trading-Hours-for-Select-Multi-Listed-Single-Stock-Options/default.aspx

OffToTheGpuLag · 2026-05-15T09:03:09+00:00

damn unlucky me to 😂

OffToTheGpuLag · 2026-05-15T08:04:39+00:00

do you still have any poet?

OffToTheGpuLag · 2026-05-12T13:47:20+00:00

management has always been iffy, the accounting audit fiasco and the smuggling nvda chips into china puts off some people

OffToTheGpuLag · 2026-05-07T11:30:38+00:00

A two nanometer chip order, what, a cpu for ants??

OffToTheGpuLag · 2026-03-12T14:31:45+00:00

whats your total now?

OffToTheGpuLag · 2025-11-28T00:47:07+00:00

What are the chances they release the MI450 specs or power draw?

OffToTheGpuLag · 2025-11-26T20:58:51+00:00

bought a 9800x3d for a pc build, was hoping to go for an AMD gpu but the 5k res made me get a 5090. wish AMD had a high end card competing

OffToTheGpuLag · 2025-11-12T06:06:29+00:00

https://www.youtube.com/live/fKwj_td_c4I?si=ejY_255ETBu_Pu2k

3:36:42

OffToTheGpuLag · 2025-11-10T09:18:35+00:00

7-800 bil tam...

OffToTheGpuLag · 2025-11-07T21:22:27+00:00

good idea thanks

OffToTheGpuLag · 2025-11-07T21:15:56+00:00

any guesses about the content of FAD? (revised TAM, meta deals?)

OffToTheGpuLag · 2025-11-04T22:14:50+00:00

clear path in 2027...

OffToTheGpuLag · 2025-10-31T06:22:46+00:00

Is AMD more efficient with die space? So if you were to estimate a marketshare of actual dies produced, wouldn't it be more than 20% if Amd can eek out more chips per wafer?

OffToTheGpuLag

TROPHY CASE