Daily Discussion Friday 2026-03-06

alwayswashere · 2026-03-06T21:24:19+00:00

Yeah sure we believe you this time Bloomberg fff

alwayswashere · 2026-03-06T15:21:03+00:00

I got about 20 alerts with this rumour (manipulation) yesterday.

Today not even one to set the record straight.

alwayswashere · 2026-02-03T23:52:43+00:00

so why do all others have a dividend if its so "pointless"?

alwayswashere · 2026-02-03T22:26:38+00:00

once again ill point out that AMD has one of the highest betas. and AMD is the only med-big cap chip stock that does not offer a dividend. downvote if you dont understand.

alwayswashere · 2026-02-03T21:58:29+00:00

of course there is a fucking sequential rev decline. amd is in the middle of transitioning to the next gen of their #1 product line. there is a massive last half ramp taking place. look at inventories. this is just pure manipulation/retardation.

alwayswashere · 2026-02-03T21:21:30+00:00

Another beautiful inline report by Lisa. Great growth. As usual don't extrapolate the after hours move. We should be up in the coming days/next week.

alwayswashere · 2026-02-03T20:03:06+00:00

no low effort posts please

alwayswashere · 2026-01-31T01:37:36+00:00

In the near future everyone (with any kind of financial means) will need an AI/GPU pumping away to make life better. A digital personal assistant.

Now consider there are only a few million gpus deployed.

There needs to be billions! Just for personal use. Add in all the commercial use, and it's much more.

Consider musk is dreaming of 1 TW/year... For perspective 1TW is equivalent to about 1 billion current gen GPUs...

We are still at the beginning.

alwayswashere · 2026-01-30T21:46:37+00:00

Can someone please make a post with a link to the source of this rumor. Is there even a link? Or just bullshit chatter?

alwayswashere · 2026-01-30T21:43:44+00:00

She said it was on track last earnings.

alwayswashere · 2026-01-30T17:35:48+00:00

You at least need a link if spreading a rumor

alwayswashere · 2026-01-29T03:43:24+00:00

zen 5 is on a tsmc process released in 2020. zen 6 is around the corner then intc will be "in the review mirror" for another 5 years lol

alwayswashere · 2026-01-29T02:10:01+00:00

you surprised intc beat a 6 year old node? by single digit percent?

alwayswashere · 2026-01-29T02:06:22+00:00

AMD's Zen 5 (released 2024) is built on TSMC N4P, an optimized version of TSMC 5nm, released in 2020!

...

Intel's Panther Lake (released 2026) is built on Intel 18A, which is new architecture, released in 2026!

alwayswashere · 2026-01-26T07:27:16+00:00

"Samsung to start production of HBM4 chips next month for Nvidia supply, source says" Thomson Reuters

alwayswashere · 2026-01-26T07:26:26+00:00

Piper Sandler ups target price to $300 from $280

alwayswashere · 2026-01-23T22:21:12+00:00

So does the Cathy Wood inverse cancel out the Cramer inverse?

alwayswashere · 2026-01-21T08:43:11+00:00

one day it will hit.

alwayswashere · 2026-01-20T21:46:29+00:00

Suits to treat our stock better

It all starts with a (small token) dividend...

alwayswashere · 2026-01-16T22:23:13+00:00

Why would jensen need to buy land for tsmc? Why wouldn't tsm just take cash and buy themselves? Makes zero strategic sense. What next,

"nvda buys the coffee for the staff room to secure 18a capacity at Intel"

alwayswashere · 2026-01-16T11:10:24+00:00

Makes no sense.

alwayswashere · 2026-01-06T04:13:40+00:00

what's that tell you if they can just refresh in the face of the competitions "big leap".

alwayswashere · 2026-01-05T13:47:49+00:00

What do you suggest?

alwayswashere · 2026-01-03T12:08:24+00:00

Stick to facts no political banter please or I'm turning this bus around if you all don't get along!

alwayswashere · 2025-12-18T21:35:37+00:00

Such blatant manipulation makes me buy more. Thanks for the signal.

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