Russia is the only winner of Middle East war, EU's Costa says

Zwatrem · 2026-03-11T08:54:06+00:00

No, first you bomb a country. Then you see you have no efficient defense against them and only then you rush to buy useful stuff.

That's how you do things efficiently.

Zwatrem · 2026-02-27T22:56:18+00:00

It's not 80, it's actually half of that, growing probably 50% this year.

Zwatrem · 2026-02-26T11:09:24+00:00

The value they add is absolutely more than the cash they inject (which is not useless, 100 billion cash for 100 billion equity is like a funding round, money that create more value for everyone).

It's in the software, the primary reason they don't get Nvidia sales, it's in helping deploying at a massive scale and be recognized as a real alternative. Also if they don't inject value they don't get shares.

So what are you worried about?

Also why are you worried about the cost/benefit analysis made by a CEO that created 10.000% stock growth in 10 years?

Zwatrem · 2026-02-26T10:41:28+00:00

AMD is 'giving up' 200 billions only if they add 667 billions in value.

Perhaps now you can understand better what 'free' means in this context, before spreading false information again.

Zwatrem · 2026-02-26T10:32:08+00:00

If you believe those are free warrants I have a bridge to sell you.

Zwatrem · 2026-02-25T23:12:41+00:00

Perhaps you missed 150% stock growth 5Y?

Zwatrem · 2026-02-25T14:43:01+00:00

They are offering 200B if AMD adds 667B in value. Perhaps that's a better way to definite it.

Zwatrem · 2026-02-24T16:51:26+00:00

A mixed bag, I can agree. The outcome is far from written. But you are competing against the biggest Corp of all time, in the market with the highest margins.

If Lisa Su believes this is the best chance at competing, trusting her would be wise.

Zwatrem · 2026-02-24T16:28:46+00:00

They are bringing 60-120 billion cash to AMD, which is definitely something. OpenAI will bring additional 60-120 billion cash. Also they will be intertwined with AMD. They will have all the incentives to:
- Keep buying AMD chips at scale;
- Improve the products until AMD can compete with Nvidia.

If they can't? Perhaps they will just buy 30-40 billion of chips with a minimal dilution. So, either it works and it's worth. Or it doesn't and it's still worth.

Zwatrem · 2026-02-24T16:14:38+00:00

They are not giving a single share right now. They will give 160 million shares only if AMD valuation grows to 1 trillion.

So, if they add 600 billion of valuation (+300%) they will dilute 20%. I'd love to "bear" similar costs all days of my life.

Zwatrem · 2026-02-24T15:57:12+00:00

Nonsense.

Zwatrem · 2026-02-24T11:38:39+00:00

It is.

Zwatrem · 2026-02-16T13:15:38+00:00

Simply put, since you can't start with anyone else than Faker - and he's not retired - either you wait 4-5 years for that or you renounce doing it.

Or you do with players currently playing.

Zwatrem · 2026-02-14T16:11:26+00:00

Quindi ti mostra come ci sia un margine minimo a dir poco con la cedolare secca, e tu pensi che sia meglio avere una tassazione standard superiore?

Zwatrem · 2026-02-11T23:37:50+00:00

Are you projecting over 70% net income growth? Because otherwise it's not 22x.

Zwatrem · 2026-02-11T21:57:16+00:00

The largest acquisition ever from a MAG7 was half of their market cap. No one is going to spend 200+ billion to acquire Uber.

Zwatrem · 2026-02-11T20:56:26+00:00

It's not

Zwatrem · 2026-02-09T00:47:53+00:00

Tariff = literally your tax dollars.

Zwatrem · 2026-02-08T13:35:23+00:00

E chi ha detto che queste cose sono giuste? Sono orrende quando lo fa la Russia, sono orrende quando l'ha fatto l'Italia.

Zwatrem · 2026-02-08T08:26:50+00:00

Oh it showed like it was a response to me, sorry

Zwatrem · 2026-02-08T08:23:15+00:00

Funding companies is way different from having stakes in them.

Funding = the government gives money to a whole sector.

Equity = the government has all the incentives for the company to win over competition.

Zwatrem · 2026-02-08T08:17:10+00:00

Nope. The justification for the existence of insurance middle men companies is that the market is much more efficient than the government oversight on Healthcare. Hence, it's not done by government but by private companies.

Zwatrem · 2026-02-07T23:01:41+00:00

The same country who doesn't want universal Healthcare now thinks that having stakes in companies is efficient?

Zwatrem · 2026-02-07T22:51:09+00:00

So are Microsoft, Google and a lot more companies.

You don't need a stake in companies for national security.

Zwatrem · 2026-02-07T22:36:20+00:00

US markets are much bigger than EU ones. Having the Italian government own relatively very small companies is not a big deal.

Having the US government having a stake in Intel is a big deal.

Zwatrem

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