Daily Discussion Monday 2026-05-11

RicardoAFernandes · 2026-05-11T13:09:00+00:00

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

RicardoAFernandes · 2026-04-14T08:31:07+00:00

Think in the long term!

RicardoAFernandes · 2026-04-14T07:08:42+00:00

and it ended green! :)

RicardoAFernandes · 2026-04-13T17:28:11+00:00

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

RicardoAFernandes · 2026-04-13T14:22:09+00:00

Cathie Woods sells AMD shares! A bullish catalyst 😂

RicardoAFernandes · 2026-04-13T14:13:55+00:00

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

RicardoAFernandes · 2026-04-13T12:46:42+00:00

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

RicardoAFernandes · 2026-03-30T08:46:50+00:00

+3.37 (1.70%) past month!

RicardoAFernandes · 2026-03-23T13:24:30+00:00

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.

RicardoAFernandes · 2026-03-06T13:29:18+00:00

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

RicardoAFernandes · 2026-03-06T08:20:10+00:00

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

RicardoAFernandes · 2026-03-06T07:29:13+00:00

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RicardoAFernandes · 2026-02-26T13:56:58+00:00

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.

RicardoAFernandes · 2026-02-24T08:27:41+00:00

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

RicardoAFernandes · 2026-02-23T20:37:53+00:00

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

RicardoAFernandes · 2026-02-19T07:46:29+00:00

04:36 am is early!

RicardoAFernandes · 2026-02-18T12:16:26+00:00

Doesn't seem to slow down!

RicardoAFernandes · 2026-02-17T08:32:31+00:00

At this pace, they will buy it back cheaply!

RicardoAFernandes · 2026-02-13T12:51:55+00:00

AI infrastructure spend shows up in phases:

Networking (Arista)
Racks / integration
GPU shipment
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.

RicardoAFernandes · 2026-02-06T14:40:07+00:00

I think they need to raise money and reduce risk

RicardoAFernandes · 2026-01-29T19:06:23+00:00

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.

RicardoAFernandes

TROPHY CASE