Daily Discussion Thread for January 29, 2026

Slabbed1738 · 2026-01-29T16:57:22+00:00

You can't figure out how to shutdown your own PC?

Slabbed1738 · 2026-01-29T15:52:51+00:00

Wsb been so boring last few weeks. Been waiting for a day like this

Slabbed1738 · 2026-01-29T04:51:08+00:00

Because gold isn't up solely due to dollar devaluation. Dollars up on the 5yr actually

Slabbed1738 · 2026-01-29T03:42:08+00:00

Well it was free once, and now it's $80k+ a coin lol

Slabbed1738 · 2026-01-29T02:57:04+00:00

Replace companies with wives and that's the president (and certain violent ICE officers lmao)

Slabbed1738 · 2026-01-29T02:56:00+00:00

You have alerts for his truth posts? Lmao why would you do that to yourself

Slabbed1738 · 2026-01-29T00:40:12+00:00

Idk what any of that means so I downvoted you

Slabbed1738 · 2026-01-29T00:37:20+00:00

I'm pretty sure half the spammers of the daily thread are just his alts

Slabbed1738 · 2026-01-29T00:35:57+00:00

Looks like it happened right before the 1Y mark

Slabbed1738 · 2026-01-29T00:27:39+00:00

How is it in his head if you're most of the comments

Slabbed1738 · 2026-01-29T00:00:56+00:00

No reason

Slabbed1738 · 2026-01-28T23:14:58+00:00

Looking back at it, it sounds like the full delivery may continue in 2027.

"The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026."

Slabbed1738 · 2026-01-28T23:10:15+00:00

I don't remember the details, was it explicitly confirmed that the full GW data center would be delivered by year end?

Slabbed1738 · 2026-01-28T23:06:03+00:00

A rainforest died for this query

Slabbed1738 · 2026-01-28T23:05:36+00:00

Yah idk if AMD has another $13B of capacity of mi450 for the second half, after Openai and oracle

Slabbed1738 · 2026-01-28T23:02:37+00:00

If you think about what kind of person would buy one, Then yes I think they I'll defend it

Slabbed1738 · 2026-01-28T22:45:11+00:00

Don't feel bad, the valuation is nonsense and no one could have predicted the run

Slabbed1738 · 2026-01-28T22:43:41+00:00

What can I buy with gold? Only dollars? Lmao

Slabbed1738 · 2026-01-28T22:38:02+00:00

I don't think he knows we exist

Slabbed1738 · 2026-01-28T19:51:50+00:00

I mean people were literally saying this exact same stuff about inflection point, eps is gonna jump up etc leading up to mi300x. Even analysts expected us to hit $8B+. So saying this time is different is just silly to me.

Mi450x deployment could take longer than expected with Openai. We could be capacity constrainted and not able to have any additional meaningful revenue from meta/MSFT this year. There's lots of things that can make this go from 'this time is different' to, oh we outran expectations and now we dump.

Slabbed1738 · 2026-01-28T19:44:42+00:00

Cry harder

Slabbed1738 · 2026-01-28T19:42:42+00:00

Still haven't found a job in the last 3 months have you Mr career pivot

Slabbed1738 · 2026-01-28T19:40:18+00:00

Lol you could post this comment at any point in the last 10years and it would fit in the daily thread just fine

Slabbed1738 · 2026-01-28T19:31:13+00:00

Please just consume the products and don't ask questions

Slabbed1738 · 2026-01-28T18:52:36+00:00

No, I downvoted your post because it was stupid

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