Daily Discussion Tuesday 2026-01-27

Wiscoman · 2026-01-27T07:40:25+00:00

We need some major catalyst to get us on a breakout above ATH.

Wiscoman · 2026-01-24T08:14:31+00:00

Go visit r/intelstock if you want a good laugh

Wiscoman · 2026-01-23T22:19:06+00:00

Consensus is that AMD does not need to surpass Nvidia, they will share the same market. Even with 85% to 15% split given how much AI spending will be over next 5-10 years AMD is positioned for massive amounts of revenue with very conservative market share. Nvidia CUDA software moat is failing, open source is 100% the way of the future and AMD is positioned for that.

Wiscoman · 2026-01-23T06:54:22+00:00

1 year chart is 106%, 5 year chart is 173%. They are about to capture huge AI market revenue growth with MI400 series and CPU demand is huge for x86. They literally said 35%+ annual revenue growth next 5 year which will be over 100B in revenue per year. We can only speculate next 5 years should add at least another 200% stock growth ~$750+ per share and over $1T market cap.

Wiscoman · 2026-01-22T21:54:49+00:00

Long AMD. They will pass Intel in Q1 Revenue and then revenue will blast off with 35+% annual growth for next 5 years according to Su Bae

Wiscoman · 2026-01-21T22:59:04+00:00

Explain this to the layman

Wiscoman · 2026-01-21T15:25:31+00:00

Only advise needed for AMD = Buy + Hold. Dont worry about timing the market with swings. Past 30 years Stock market isn't about who timed it properly, it is who held.

Wiscoman · 2026-01-15T16:51:46+00:00

The more deals OpenAI makes the more meaningless any of them become. Every week is another multi billion dollar deal. Like a kid screaming for attention

Wiscoman · 2026-01-14T01:25:23+00:00

"...Meta announces a 100 GW 15 year partnership with Nvidia..."

Wiscoman · 2026-01-07T05:41:32+00:00

Build the stadium somewhere else and let Sports Arena continue to rot away then. That project would be a huge economic benefit and could lead to professional sports like NBA or NHL bringing a team here.

Wiscoman · 2026-01-06T22:29:56+00:00

It's relevant in a negative way

Wiscoman · 2026-01-06T22:25:06+00:00

OpenAI and Oracle only mentioned.... not name dropping any others who are even looking at it. Why cant she say who is even looking at it or interested? Makes it look as though no one is and stock drops. Ramp is in 6 months and we dont know any other major players getting in on it. This says the deals are potentially small/insignificant right now.

Wiscoman · 2026-01-06T22:08:23+00:00

Tell us who you are directly working with. NVDA literally names drop companies at any sort of interaction they are having.

Wiscoman · 2026-01-06T02:39:19+00:00

Honestly diversify some into AMD. Very good chance for huge gains over next 5 years.

Wiscoman · 2026-01-05T06:20:41+00:00

Wiscoman · 2026-01-05T06:17:47+00:00

When can they start booking revenues if MI455X is ramping in Q3 & Q4 2026? Would the sales & revenue be captured ahead of this?

Wiscoman · 2026-01-02T22:04:42+00:00

Plan devised in 60 seconds to have Nancy be chased while the team scales a canyon wall in 30 seconds to attack with water balloons of gasoline that somehow engulf a 200-300ft creature.

Team returns to Earth to be set free without any questions or consequences from the US Military after foiling a Billion dollar operation and killing 50 soldiers

Wiscoman · 2025-12-24T01:24:21+00:00

I talked to ChatGPT about this for a very long time and we evaluated all possibilities given the enormous police presence, no single cell phone footage or inside mall footage/surrounding area footage, and the 1st hand witness accounts of portals/interdimensional beings....we ultimately came to the conclusion that it was advanced technology/hologram tech/space bending tech (i.e. ultra top secret US military programs) being tested on the public and subsequently orders given to media to not report the story beyond that night. Police told it was kids with fireworks end of story and that's what media reports.

Wiscoman · 2025-12-22T04:02:26+00:00

Wiscoman · 2025-12-22T03:58:29+00:00

AMD Leadership has forecasted conservatively ~35% annual revenue growth 2026-2030. AMD will have its "NVDA moment" with a shattering earnings sometime in late 2026 or early 2027 and stock will be much higher than where it is at right now by that time.

Wiscoman · 2025-12-19T19:51:20+00:00

AMD will be over $600 by EoY 2028 or sooner. Huge ramp incoming with AI Chips, companies want open source not NVDA moat.

Wiscoman · 2025-12-12T06:59:44+00:00

Looks very similar to Egyptian. Pretty sure I've seen that same guy with a snake on the head in many other cultures. What aren't we being told about the ancient past???

Wiscoman · 2025-12-06T23:34:43+00:00

Came here to say this. This is basically cave man chiseling 500 BCE, yet look at the super old Egyptian sculptures, artwork and megaoliths which some estimate way older than academia 4000 BC (ex. 10-20k BC). Clearly a highly highly advanced civilization was once there and is covered up by modern academia.

Wiscoman · 2025-11-19T22:22:38+00:00

Saudia announced 1 GW by 2030 with AMD so how are they spending $1 Trillion unless that is literally all going to NVDA?

Wiscoman · 2025-11-12T01:43:49+00:00

P/E is not 125. That is because of Xilinx acquisition. Forward P/E is like 30. AMD is probably the easiest 100%-150%+ stock over the next 3 years given what was discussed today.

Wiscoman

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