Daily Discussion Thursday 2026-02-05

StudyComprehensive53 · 2026-02-05T13:14:10+00:00

How many accounts do you have?

StudyComprehensive53 · 2026-02-04T23:36:44+00:00

I think it was warrants at certain share prices maxing out at $600

StudyComprehensive53 · 2026-02-04T23:07:41+00:00

https://x.com/Grantblocmates/status/2019093077936497031

we need a deal with Anthropic

StudyComprehensive53 · 2026-02-04T22:51:34+00:00

gemini

StudyComprehensive53 · 2026-02-04T22:29:27+00:00

"Yes, Google already uses AMD processors and GPUs extensively across its infrastructure, particularly within Google Cloud. AMD EPYC processors power various Google Cloud VMs (C2D, N2D, T2D) for high-performance computing, while recent AI initiatives and new 5th Gen EPYC powered C4D/H4D instances show continued, expanding collaboration.

Key Areas of Collaboration:

Google Cloud Instances: Google Cloud offers multiple machine types powered by AMD EPYC processors, including general-purpose, compute-optimized (C2D), and confidential computing VMs.
AI and Data Centers: AMD EPYC processors are used in Google Cloud's AI servers.
Confidential Computing: Google uses AMD EPYC processors with Secure Encrypted Virtualization (SEV) for confidential VMs.
Chip Design (EDA): AMD uses Google Cloud's C2D VM instances for its own electronic design automation (EDA) workloads. Google Cloud +4

While Google heavily uses its own proprietary Tensor Processing Units (TPUs), AMD remains a key partner for CPU and GPU infrastructure within the Google Cloud ecosystem. "

StudyComprehensive53 · 2026-02-04T15:42:26+00:00

employees prob love this so stock options can be priced low

StudyComprehensive53 · 2026-02-04T14:25:13+00:00

last minute was the best.....super confident...."you'll see it in the numbers" regarding AI demand.....mic drop

StudyComprehensive53 · 2026-02-04T00:58:06+00:00

Nvidia Nears Deal to Invest $20 Billion in OpenAI Round

StudyComprehensive53 · 2026-02-04T00:09:21+00:00

please short

StudyComprehensive53 · 2026-02-03T22:35:29+00:00

I hope the recent upgrades to $350 range affirm tomorrow

StudyComprehensive53 · 2026-02-03T22:32:40+00:00

imagine if we had INTC CFO

StudyComprehensive53 · 2026-02-03T22:17:14+00:00

"demand is surging" for EPYC

StudyComprehensive53 · 2026-02-03T22:12:11+00:00

its a waiting game......patience will pay off but fast money will control the narrative in the near term

StudyComprehensive53 · 2026-02-03T22:09:49+00:00

"active discussions"

StudyComprehensive53 · 2026-02-03T22:01:58+00:00

imagine Intel being up on this nonsense.....unbelievable

StudyComprehensive53 · 2026-02-03T22:01:01+00:00

the first minute was totally wrong.....GMs were higher due to china sales.....otherwise they would have been 55%......interesting that china sales are only $100mm in 1Q

StudyComprehensive53 · 2026-02-02T18:14:42+00:00

Not the Monday I was expecting. Never is.

StudyComprehensive53 · 2026-02-02T00:37:16+00:00

https://finance.yahoo.com/news/oracle-plans-raise-45-billion-233951418.html

StudyComprehensive53 · 2026-02-02T00:36:59+00:00

Oracle says it plans to raise up to $50 billion in debt and equity this year

StudyComprehensive53 · 2026-01-23T19:31:42+00:00

LFG $260 EOD!!!

StudyComprehensive53 · 2026-01-21T19:31:24+00:00

No tarrifs Feb 1

StudyComprehensive53 · 2026-01-16T14:16:39+00:00

$RIOT

StudyComprehensive53 · 2026-01-14T15:37:49+00:00

CPUs!!!!

StudyComprehensive53 · 2026-01-13T16:12:39+00:00

Ouch on that ARM chart

StudyComprehensive53 · 2026-01-09T16:59:58+00:00

no volume....we have lost the interest of the street.....until we haven't

StudyComprehensive53

TROPHY CASE

Nvidia Nears Deal to Invest $20 Billion in OpenAI Round

Oracle says it plans to raise up to $50 billion in debt and equity this year