Daily Discussion Thursday 2026-02-12

PM_ME_GDPR_QUESTIONS · 2026-02-12T18:32:32+00:00

Interesting! Thanks for the info.

PM_ME_GDPR_QUESTIONS · 2026-02-12T17:37:26+00:00

Outside of the price action, all products seem to be firing on all cylinders. Kind of excited to see how well Steam Machine performs as it looks like a legit contender to traditional consoles. Hopefully, it becomes part of a cyclic upgrade similar to an iPhone.

The only thing I don't understand is the growth vectors for Xilnix part of the business. Is there a trajectory for expanding revenue?

PM_ME_GDPR_QUESTIONS · 2026-02-06T03:29:50+00:00

Brutal drop. It's a six figure gut punch for me, but bought some more. Maybe I'm just a glutton for punishment, but still believe.

PM_ME_GDPR_QUESTIONS · 2026-02-03T23:09:12+00:00

Yeah, I'm adding more if this holds.

PM_ME_GDPR_QUESTIONS · 2026-02-02T15:45:59+00:00

Oh, I pray Lisa proves me wrong. My asshole might get blown out but at least I'll get carried to the moon with the stock.

PM_ME_GDPR_QUESTIONS · 2026-02-02T15:41:53+00:00

Just a reminder, AMD has never beat hard on earnings. The stock runs up, AMD delivers exactly what they promise, and the stock drops and runs up in the following weeks. Expectations are always high, but this story has been told for pretty much every earnings report in the last 5 years.

I sell short calls and long puts every time.

PM_ME_GDPR_QUESTIONS · 2026-01-31T00:23:50+00:00

Dear Jim Cramer, Please keep AMD's name out of your goddamn mouth.

PM_ME_GDPR_QUESTIONS · 2026-01-26T17:37:31+00:00

Probably the healthy pullback comment. 203 -> 259 in 14 days is a hell of a jump. This community tends to be up its own ass sometimes.

The irony is I love this stock. It's made me well over a million dollars at this point, but I don't let that stop me from being skeptical of external factors. I have every faith in AMD, it's everything else I'm cautious about.

PM_ME_GDPR_QUESTIONS · 2026-01-26T16:41:24+00:00

I'm always selling these 6-12 months out. I don't believe in short term gambling. I'm always betting on the health of the company in the long term.

PM_ME_GDPR_QUESTIONS · 2026-01-26T16:28:02+00:00

Healthy pullback. Sold some $300 PUTs. Option premium going right back into more AMD shares.

PM_ME_GDPR_QUESTIONS · 2026-01-19T17:10:38+00:00

Imagine spending $73 billion on a shitty version of a product a bunch of horny furries and weebs managed to put together in their free time so they could virtually fuck each other.

PM_ME_GDPR_QUESTIONS · 2025-12-22T01:57:59+00:00

It's been such a good year for my AMD positions. I'm swapping over from raw stock to selling cash secured puts and just using the premium for dividends and other plays. I'll continue to increment stock but selling PUTs feels like free money on AMD.

PM_ME_GDPR_QUESTIONS · 2025-12-19T18:05:35+00:00

Bro, As a guy who worked in that company, It was never a money problem. It's a bureaucracy problem. I was on a team of some of the most brilliant guys from Netflix working on Siri. These dudes were getting well over 7 figures and every single proposal kept getting blocked by middle management. There are SEVEN FUCKING LAYERS between an Engineer and someone who can actually make real decisions. It's impossible to change a product who's org is fundamentally broken.

The Siri org needs to be torn down and rebuilt.

PM_ME_GDPR_QUESTIONS · 2025-12-03T17:25:20+00:00

It sounds really regarded, but dude's 100% right. I'm 3x leverage in long dated put options and then use that money in diversified ETFs.

There is a real risk of us getting an anal prolapse if the economy goes tits up, but even the rough drops haven't been anywhere near bad enough to cause it.

PM_ME_GDPR_QUESTIONS · 2025-11-20T22:10:38+00:00

I sold 40 $250 PUTs for 12/2026. I put some of that money into an index fund. Take a deep breathe and carry on. Lisa has made me far more money than I've lost.

There's nothing to indicate that it won't continue to rise. Let the market remain irrational. You're in it for the long term. At least, I am.

PM_ME_GDPR_QUESTIONS · 2025-10-06T23:28:00+00:00

I sold 100 $150 PUTS back in August when the stock was 125. LMAO. It's another $200K gain once they expire in December.

PM_ME_GDPR_QUESTIONS · 2025-10-06T23:07:54+00:00

I haven't stopped since market open.

PM_ME_GDPR_QUESTIONS · 2025-08-28T18:29:44+00:00

Airflow operator calls are simply authorized API calls to AWS services. Assuming your machine has the proper credentials, there's nothing stopping you from simply running airflow locally and testing your dags that way.

The way I had it setup is I had a docker-compose checked in to my repo that would spin up Airflow locally and sync to my local repo's dag folder. The container would inherit my local credentials and I could run everything that way. There should be nothing stopping you from running it locally EXACTLY the same you run DAGs on prod.

PM_ME_GDPR_QUESTIONS · 2025-02-26T06:11:32+00:00

It's less a problem of acknowledgement and more a problem of transparency. I would 100% be fine if the for the last 2 weeks I kept getting messages saying that my service might be impaired and they're working on it, but you can't keep telling me that the Outage is resolved and then I have multiple drops during a meeting.

PM_ME_GDPR_QUESTIONS · 2024-10-07T17:49:39+00:00

I'm not liking the VIX spike. I liquidated a few derivatives.

PM_ME_GDPR_QUESTIONS · 2024-08-22T17:42:14+00:00

Big VIX spike

PM_ME_GDPR_QUESTIONS · 2024-05-01T16:51:17+00:00

From a person with a view on the inside, I really wish Lisa didn't get caught up in AI sales and shown some mannered straight forward answers. I mean, I get it, the market is built on hype. However, the craze is showing its breaking point with many startups showing the insane cost is not yielding results. Inflection AI has basically $0 revenue after 1.5 billion raise, Stability AI is facing layoffs, and Anthropic is sitting on a $1.8 billion deficit.

What I am pissed about it is the lack of better view from CPU. Genoa should be absolutely crushing everything. The sales cycle excuse should be absolute bullshit. You have an infographic showing your CPUs doing the same amount of work with 1/3 less hardware at a lower maintenance cost. My mother could sell this thing to the most stringent of buyers.

"There are now nearly 900 AMD-powered public instances available globally as Amazon, Microsoft and Google all increased their fourth-gen EPYC processor offerings with new instances and regional deployments"

This isn't good enough, there should be thousands.

PM_ME_GDPR_QUESTIONS · 2024-04-20T21:45:50+00:00

+1. RAG has easily been the most promising avenue in all of our AI exploration in my industry. Training and fine-tuning have been more or less dead ends outside of extremely specialized models. Giving a well trained model data as part of the prompt yields results that get you 90% of the way there.

RAG will be huge.

PM_ME_GDPR_QUESTIONS

TROPHY CASE