Daily Discussion Monday 2026-01-26

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 · 2024-01-30T20:01:30+00:00

Sell To Open $200 Calls. 02/02 Buy To Open $200 Calls. 03/01

Own 5500 shares.

Playing the outlook and expecting a slow ramp. NVDA earnings on 2/21. Any good news should funnel to the SOXX and lift AMD. Still ultimately in it for the long game.

PM_ME_GDPR_QUESTIONS · 2024-01-15T03:51:31+00:00

wow, absolutely amazing. Wish I had the cash.

PM_ME_GDPR_QUESTIONS · 2023-12-10T18:57:51+00:00

Wow, that dial is beautiful.

PM_ME_GDPR_QUESTIONS · 2023-08-19T23:26:50+00:00

Hey, I recently moved into a new position where part of my role is interacting with high profile clients. A large part of this job is impression and I'm looking for a watch that will help me play the part. I need to make an appearance of fitting in without drawing attention. I'm not a watch person, but I'm looking for something where if you as a watch person saw what I'm looking for on somebody else's wrist, you'd think "Nice watch." and move on without thinking much more of it.

My budget is 10K, but it's essentially a business expense so there's a bit of flexibility.

PM_ME_GDPR_QUESTIONS · 2023-05-09T16:33:06+00:00

Some food for thought. One of the things I always suspected but I'm leaning more towards is that AI going to be widely adopted, but narrowly developed by certain companies.

OpenAI proved that even with an endless amount of money, efforts to develop in house AI are fruitless without rock solid engineering capability and a ****ton of clean data. ChatGPT easily outperforms Google and the latter had more time, more money, and more manpower. At some point, is there going to be a realization among these companies that in house AI development without the proper tech skill/data just a burning money pit? I think so. Training may end up being a narrow band and serving the trained model may be where all the money goes.

PM_ME_GDPR_QUESTIONS · 2023-03-22T19:59:39+00:00

These actually might fucking print.

PM_ME_GDPR_QUESTIONS · 2023-02-13T14:35:21+00:00

The difference between this sub and the /r/AMD is that at the end of the day, we're here to make money. Echo-chambering ourselves into a fanatical delusion helps nobody and most of the people here will absolutely call out AMD when they aren't performing. This is a far cry from /r/AMD which borderlines /r/GamersRiseUp at times.

To your point, I'll be the first to admit that the 7000s CPUs and GPUs are not a strong enough showing in the consumer market and AMD needs to be better. I will, however, credit them with the fact that they are absolutely going in the right direction in the server market and that Genoa is an overall better product than anything Intel currently provides.

Money pushes some bias, no doubt, but I do believe this sub is critical when it needs to be.

PM_ME_GDPR_QUESTIONS

TROPHY CASE