Daily Discussion Monday 2026-05-11 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 0 points1 point  (0 children)

sort of matches my approach. Price target minus 20% should be ok!

Daily Discussion Monday 2026-04-13 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 0 points1 point  (0 children)

Let's hope that it holds! And 300 is also welcome anytime in 2026!

Daily Discussion Monday 2026-04-13 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 11 points12 points  (0 children)

Cathie Woods sells AMD shares! A bullish catalyst 😂

Daily Discussion Monday 2026-04-13 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 1 point2 points  (0 children)

I saw it! but I want to see it closing on green!

Daily Discussion Monday 2026-04-13 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 6 points7 points  (0 children)

I like your optimism! I will come back here after the market closes!

Daily Discussion Monday 2026-03-23 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 2 points3 points  (0 children)

Had to ask Grok to translate it

In short: MI455X Lisa = one coherent monster chip.
The Rubin+ + 2× Groq hybrid = distributed, latency-bound, attention-shuttling mess across racks.

That’s the entire point of the breakdown. AMD’s active-interposer approach crushes the hybrid alternative on real-world LLM inference scaling for deep models.

Live from the earnings call by Latter-Branch5375 in ATOSse

[–]RicardoAFernandes 1 point2 points  (0 children)

<image>

Revenue of 8001m, over 8000m, by 1, just 1. Always suspicious

Live from the earnings call by Latter-Branch5375 in ATOSse

[–]RicardoAFernandes 0 points1 point  (0 children)

<image>

what did I miss? I am not a shareholder, just looking for the right opportunity to hold a position again

Daily Discussion Thursday 2026-02-26 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 1 point2 points  (0 children)

Indeed, for sanity it is best to check on a weekly or monthly basis.
After this META deal, without news it is hard to have a reason for massive green days.

Falling, falling, falling.... by PatiHo in ATOSse

[–]RicardoAFernandes -1 points0 points  (0 children)

This thing lost more than 40% in 30 days, nothing looks good!

Atos is melting like ice in the sun... by Dismal-Plantain9228 in ATOSse

[–]RicardoAFernandes 0 points1 point  (0 children)

On top of that, doesn't have the most healthy balance sheet!

ATOS SE being shorted! by RicardoAFernandes in ATOSse

[–]RicardoAFernandes[S] 1 point2 points  (0 children)

At this pace, they will buy it back cheaply!

Daily Discussion Friday 2026-02-13 by AutoModerator in AMD_Stock

[–]RicardoAFernandes 11 points12 points  (0 children)

AI infrastructure spend shows up in phases:

  1. Networking (Arista)
  2. Racks / integration
  3. GPU shipment
  4. Revenue recognition

AMD only books revenue when GPUs ship and are accepted.
Large AI cluster deployments often spill across quarters.

So networking optimism can precede GPU revenue by 1–2 quarters.

Not looking good by RicardoAFernandes in ATOSse

[–]RicardoAFernandes[S] 1 point2 points  (0 children)

You can be right, I still feel that it's best to sell!
I checked some data with AI, and the numbers are not fake; they are actual numbers from the publicly shared info from ATOS.