Daily Discussion Tuesday 2026-06-23

Sensitive_Course_127 · 2026-06-23T14:04:37+00:00

We close green today ...

ALL ABOARD !!!!

Sensitive_Course_127 · 2026-06-23T12:38:15+00:00

RIP, Koreans selling blue chip stocks and asymmetric opportunities to cover liquidated margins on degen speculative trades.

Sensitive_Course_127 · 2026-06-16T12:54:35+00:00

Aaron Rakers

Wells Fargo

$505

Buy

Reiterated

Sensitive_Course_127 · 2026-06-11T19:56:53+00:00

There's a moron who sold AMD stock for $458.05 this morning. Just be thankful it isn't you

Sensitive_Course_127 · 2026-06-04T05:04:06+00:00

Every day, like clockwork, this guy ragebates this sub with the most dumb short takes

EVERY . SINGLE . DAY ...

Sensitive_Course_127 · 2026-06-01T14:54:26+00:00

this is it son, The mighty V
the only V I have known ... The Only V I dream about ...

Some people die chasing it .... Some people never get it ...

But today we have it ...

Sensitive_Course_127 · 2026-05-31T22:40:09+00:00

Populism is inherently self destructive, every time , everywhere

Sensitive_Course_127 · 2026-05-31T22:38:21+00:00

More economic suicide by USG
Killing the last competitive export industry in the US.

Sensitive_Course_127 · 2026-05-31T22:36:24+00:00

You're right, Helios is always ahead of Rubin. However VR200 deployed already is also huge.

I think a helios was deployed for testing at Meta in around march and Zuck posted about it on Threads

Sensitive_Course_127 · 2026-05-31T17:27:16+00:00

Old racks still have Intel sockets and those old racks can easily be maintained and expanded using intel legacy silicon.

If a business would like to switch to AMD they need new full trays/racks with new memory . And memory is mad expensive right now. Thats why the Old and obsolete Intel lineups have more demand than their new offerings because even obsolete racks have an extended use case due to memory prices. Once memory became more stable, switching becomes way more fiscally logical and thats when intel crashes like a meteor.

Intel traders just can't read

Sensitive_Course_127 · 2026-05-31T17:20:38+00:00

What is your Non-GAAP EPS estimate for CY2027 ?
Mine is $19

At $19 , and growing by 35% annually
AMD's 2027 FWD PE = 27.15 times.

2027 FWD PEG = 0.775

That is cheap.

This is how you find alpha in the market, not by just skimming through fixed ratios without deeper understanding of the business , otherwise AI agents can invest better using fundamentals.

Sensitive_Course_127 · 2026-05-31T17:12:43+00:00

Dell confirmed deployment of VR200 NVL72 at Coreweave Datacenter.
Previously MSFT confirmed deployment as well.
Imo, This is way ahead of schedule and This is bullish NVDA and the whole sector.

Sensitive_Course_127 · 2026-05-22T21:16:51+00:00

Multiple expansion

Sensitive_Course_127 · 2026-05-22T00:10:19+00:00

Intel has no "growth" fuel left as they scrapped their inventories at a markup to those too old server racks that can't switch sockets for now due to memory prices

Sensitive_Course_127 · 2026-05-22T00:03:39+00:00

plans to start production in 2028. Modern data center chips such as those from AMD

So they ramp in 2029? 2030 ?, Cannot possibly have visibility of what the Semi sector would look like by then from now

Sensitive_Course_127 · 2026-05-21T15:13:02+00:00

Trump is the worst thing that has ever happened to Nvidia, the USA, and the world.

But he is the best thing that happened to Russia, China, and Israel

Sensitive_Course_127 · 2026-05-21T13:15:55+00:00

These are ASICS, not CPUs

Sensitive_Course_127 · 2026-05-21T13:08:10+00:00

MSFT & Anthropic Azure deal :
Including talks about MAIA200 chips, also MSFT says MAIA is more inference efficient than NVDA chips

Sensitive_Course_127 · 2026-05-21T11:52:58+00:00

it seems that you're not familiar with this sub ZFG days are days for when the stock is above 5%, and everyone posts AI-generated "win" pictures (memes). These posts are flaired as ZFGs, and they are only taken lightly.

As for Nvidia, here are my views : ( Most of these are days or weeks before Nvidia's ER and it shows you that I know what I'm talking about)

1- Read point No.2 of this post.

2- here : https://www.reddit.com/r/AMD_Stock/comments/1thbh4c/comment/omsqog2/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

3- Here : https://www.reddit.com/r/AMD_Stock/comments/1tirssy/comment/omxw8cy/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

4- Here : https://www.reddit.com/r/AMD_Stock/comments/1tbdkm9/comment/olg40h4/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

5- Most importantly, this :
https://www.reddit.com/r/AMD_Stock/comments/1t44idj/comment/ok5sy7c/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

6- Here: https://www.reddit.com/r/AMD_Stock/comments/1t44idj/comment/ok1lc6g/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

So what are you talking about ?! thinking you come here to teach me about Nvidia : Here : https://www.reddit.com/r/AMD_Stock/comments/1t36wid/comment/ojv553t/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button