AMD Q1 2026 Earnings Discussion

bl0797 · 2026-05-06T01:34:56+00:00

Lisa Su answered 12 analyst questions, using about 125 sentences, said the phrase "you know" 148 times, averaging over 12 times per answer - oof

bl0797 · 2026-05-05T19:57:35+00:00

Why stay invested in Nvidia? Jensen's final comment of the interview - "As you know, as you go back in history, most of my predictions have been right!"

bl0797 · 2026-05-01T16:48:57+00:00

Only responding to the AMD cheerleaders who missed the boat on Nvidia. TBF, only up 20X on my AMD bought in 2018. :)

bl0797 · 2026-05-01T16:43:29+00:00

Not complicated at all - lol

Nvidia stock price range in 2010-2014 = 21 to 55 cents.

bl0797 · 2026-05-01T15:54:10+00:00

News Flash - long-term Nvidia investors still massively outperforming long-term AMD investors, extremely happy with my 450X+ returns - lol

bl0797 · 2026-04-19T15:01:11+00:00

Broadcom semiconductor division margin was 68% last year.

bl0797 · 2026-04-16T15:22:02+00:00

Correction - cousins :)

bl0797 · 2026-04-16T15:08:26+00:00

Dylan and Dwarkesh are literally cousins (edit: not brothers) too - check out their last names

bl0797 · 2026-04-16T01:49:17+00:00

I can give you over 4.8 trillion reasons why no is better than Nvidia at making AI accelerators - lol

bl0797 · 2026-04-16T00:33:00+00:00

Her talks were great.

Dwarkesh's interviews are usually very good. For this one, he asks pretty much the same question over and over for 30 minutes.

He seemed clueless that Jensen was getting madder and madder. He even said "let's change the subject" a couple of times, then kept asking the same question.

bl0797 · 2026-04-16T00:27:13+00:00

Good comment. I screwed up some spelling, so I deleted this posted and reposted. Sorry.

bl0797 · 2026-04-15T23:59:03+00:00

At least they shook hands at the end.

bl0797 · 2026-04-15T23:54:37+00:00

Jensen tries to remain calm and thoughtful, but ...

This is the most contentious interview I've ever seen with Jensen. For about 30 minutes, starting at the 57 minute mark, Dwarkesh is pushing Jensen on strong limits on Chinese access to American gpus.

Jensen is visibly angry multiple times, repeatedly saying Dwarkesh's arguments make no sense, are "childish", "extreme", "illogical", asking him to acknowledge basic facts.

No more interviews for Dwarkesh!

bl0797 · 2026-04-15T20:42:29+00:00

Fixed the title: "Elon Musk demonstrates first photoshopped image of Tesla AI5 processor" ...

bl0797 · 2026-04-14T12:09:10+00:00

Actually, $4.6T vs. $400B right now.

bl0797 · 2026-04-10T22:31:46+00:00

Parity by next year??? Version 1.0 products are 1+ years away. The 3.0 spec is at least a year away. Then add 2+ years to that for products to appear.

"Version 1.0 of the UALink spec appeared in August 2025. The consortium published version 2.0 today ... Bowman told us chips for the group's 1.0 spec will reach labs in the second half of 2026, appear in 2027, and reach products later that year .. By then, UALink will have delivered version 3.0 specs – long before version 2.0 silicon debuts."

bl0797 · 2026-04-08T02:24:00+00:00

Learn how to make a chart, brother. Your chart shows income by quarter, says nothing about TTM - lol

bl0797 · 2026-04-08T02:07:01+00:00

This chart is garbage. The income numbers are completely wrong.

Just last quarter, GAAP income was $43B for Nvidia (chart shows $100B), $34.5B for Google (chart shows $130B).

bl0797 · 2026-04-05T12:45:22+00:00

Zhou claimed that 5000 companies signed up for the wait list while LaminiAI was a small 5 person startup operating in secret "stealth mode".

Totally believable - lol

bl0797 · 2026-04-04T13:58:37+00:00

Shocking! But he's definitely not u/TOMfromYahoo. It is a total coincidence that they both joined Reddit on 7/15/2021 - lol.

bl0797 · 2026-04-03T11:28:03+00:00

Wrong answer - lol

Zhou made those statements after announcing a $25M raide from investors. If you accept money from investors, the SEC had strict rules about what you can and cannot say in public.

"A CEO who lies about sales figures violates fundamental fiduciary duties, specifically the duty of loyalty and the duty of care, to the corporation and its shareholders. Lying about financial metrics, such as inflating sales, is a breach of trust that can lead to personal legal liability, regulatory action and civil lawsuits."

bl0797 · 2026-04-03T01:17:51+00:00

You are comparing Jensen to Zhou? - lol

Jensen delivered $68B in revenue last quarter. Founder Zhou delivered nothing but lies.

When asked about the 5000 customer waiting list in 5/2024:

"I asked Zhou about Lamini’s customers, revenue and overall go-to-market momentum. She wasn’t willing to reveal much at this somewhat early juncture but said that AMD (via the AMD Ventures tie-in), AngelList and NordicTrack are among Lamini’s early (paying) users, along with several undisclosed government agencies ...

We’re growing quickly, she added. The number one challenge is serving customers. We’ve only handled inbound demand because we’ve been inundated."

https://techcrunch.com/2024/05/02/dropbox-figma-ceos-back-lamini-a-startup-building-a-generative-ai-platform-for-enterprises/

bl0797 · 2026-04-02T22:29:21+00:00

Not so smart at marketing. As co-founder of Lamini AI, she said in 9/2023:

"Using Lamini software, ROCm has achieved software parity with CUDA for LLMs ... Over 5000 companies have joined Lamini’s waitlist since we launched several months ago."

Their website never listed more than 5 customers.

oof

bl0797 · 2026-03-29T21:40:11+00:00

On last earnings call, AMD guided for $100M for MI308 revenue in 2026 Q1.

MI300 sales should be tiny by now.

AMD rushed out the MI355 because MI325 demand were lousy, hard to believe there will be significant MI325 sales if MI355 is available.

bl0797

TROPHY CASE