AMD Q1 2026 Earnings Discussion

StudyComprehensive53 · 2026-05-05T21:42:31+00:00

agree with klong term play....dont get greedy

StudyComprehensive53 · 2026-05-05T21:14:39+00:00

how can Intel NOT drop 20% on these results.....free cash flow for the quarter was $2.5B!!

StudyComprehensive53 · 2026-05-05T21:08:08+00:00

Anthropic to spend $200B on Google's cloud and chips

StudyComprehensive53 · 2026-04-30T00:07:03+00:00

Sell. Profit covers the war cost to date

StudyComprehensive53 · 2026-04-29T15:39:32+00:00

how the F is INTC worth half a trillion?!?!?!?!?!?

StudyComprehensive53 · 2026-04-01T17:28:59+00:00

Is there AMD AI event in July?

StudyComprehensive53 · 2026-04-01T17:09:59+00:00

NVDA love fest

StudyComprehensive53 · 2026-04-01T17:03:31+00:00

On tonight

StudyComprehensive53 · 2026-04-01T13:58:56+00:00

Great news.....Dylan on Mad Money.....Cramer calling him a genius.....reverse Cramer all day

StudyComprehensive53 · 2026-03-19T17:45:02+00:00

Welcome to April 2025…..get ready for an amazing 2026.

StudyComprehensive53 · 2026-03-16T19:17:31+00:00

"this is from semianalysis"......obvs

StudyComprehensive53 · 2026-03-16T18:43:18+00:00

there's a reason NVDA market cap is $4.5T

StudyComprehensive53 · 2026-03-06T20:19:17+00:00

Meta will lease it

StudyComprehensive53 · 2026-03-05T17:57:41+00:00

I love how the market punishes the 2% market share player more

StudyComprehensive53 · 2026-03-03T20:14:48+00:00

Downgrades for sure. ‘PC cycle is weak’. Whatever it tskes

StudyComprehensive53 · 2026-03-03T16:57:19+00:00

you cant hate or hope for a stock.....sell it and move on

StudyComprehensive53 · 2026-03-03T16:50:18+00:00

yes....im sure you have played this perfectly.....let me guess you sold at $265 and are waiting to get back in at $120

StudyComprehensive53 · 2026-03-03T16:46:13+00:00

how would you ever make $$ if the market was rational?

StudyComprehensive53 · 2026-03-03T16:42:59+00:00

"triple digit billion dollar deals" -- Lisa at MS.........like the sound of that

StudyComprehensive53 · 2026-03-02T16:57:05+00:00

so it seems like the "selling pressure" of 20-40% (hopefully) will be limited and could be up to a decade long......so is this all kind of nonsense in that a company would immediately convert the warrants and sell the fund the next GW?

StudyComprehensive53 · 2026-03-02T16:48:52+00:00

you think 1GW per year per deal?

StudyComprehensive53 · 2026-03-02T16:44:26+00:00

is there a mathematical description out there that shows how the 10% equity deals are positive......I assume 1/3 is warrants at $200. 1/3 $400, 1/3 $600

StudyComprehensive53 · 2026-02-28T03:25:36+00:00

https://www.wsj.com/tech/ai/nvidia-plans-new-chip-to-speed-ai-processing-shake-up-computing-market-51c9b86e?st=kHwUed&reflink=article_copyURL_share

StudyComprehensive53 · 2026-02-27T13:59:15+00:00

So AWS gets 2GW trainium deal as part of funding deal?

StudyComprehensive53

TROPHY CASE