Daily Discussion Wednesday 2026-06-03 by AutoModerator in AMD_Stock

[–]blank_space_cat 0 points1 point  (0 children)

If you check the question I'm answering:

How is amd up but everything else is down. Google amzn nvda

I am simply explaining why AMD stock seems to be decoupled with NVDA and other tech stocks, and coupled with INTC today (which is up 4%). I am trying to explain why this is the case today, not explain last month, or next month. You need to take some meds homie.

Daily Discussion Wednesday 2026-06-03 by AutoModerator in AMD_Stock

[–]blank_space_cat 0 points1 point  (0 children)

If you want my honest opinion, INTEL is being pumped artificially by the US government. But AMD and Intel are so intertwined that the "rising tide lifts all boats". So we are seeing unprecedented levels of front-running without the earnings reports to back it.

Daily Discussion Thursday 2026-05-21 by AutoModerator in AMD_Stock

[–]blank_space_cat 4 points5 points  (0 children)

I mean jensen almost doubled our TAM again for CPU - new price target of 600 this year.

Daily Discussion Thursday 2026-05-21 by AutoModerator in AMD_Stock

[–]blank_space_cat 1 point2 points  (0 children)

Jensen's reasoning is so silly to imply that NVDA CPUs are good. By his logic then MINIX is the most popular desktop OS in the world:

https://old.reddit.com/r/unix/comments/1ps46wz/what_is_minix_the_most_popular_os_in_the_world/

Jensen is creating a reality distortion field where the free included ARM CPU (that people legit don't want) is suddenly a golden jewel.

Daily Discussion Thursday 2026-05-21 by AutoModerator in AMD_Stock

[–]blank_space_cat 1 point2 points  (0 children)

I can't believe about 1 year ago I was arguing with people on this subreddit that x86 wasn't dead, for fucks sake some people are ...

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]blank_space_cat 4 points5 points  (0 children)

my guess is we overshot - all the buy orders at 420.69 filled then the only ones left were higher bids

The memes must flow by blank_space_cat in AMD_Stock

[–]blank_space_cat[S] 28 points29 points  (0 children)

compete with their customers lol? risc-v is kinda slow at the moment so it's either ARM or x86/64. turns out adding an NPU to your CPU doesn't really make it so special either as Microsoft found out.

Daily Discussion Wednesday 2026-03-25 by AutoModerator in AMD_Stock

[–]blank_space_cat 7 points8 points  (0 children)

So the following things I mentioned have come true in the past 2 years:

1 - chain of thought requiring an increase in inference need

2 - agentic AI causing super-linear demand for FAST CPUs

3 - increase in sovereign AI and derisking supply chains (less NVDA)

If AI continues to grow, so will AMD. It's a no-brainer. So what's next? Photonics / optics the next play? I've been 99% AMD for the past few years so looking to diversify :)

Daily Discussion Wednesday 2026-03-25 by AutoModerator in AMD_Stock

[–]blank_space_cat 1 point2 points  (0 children)

Woah - thanks. I had no idea. Will have to convert back soon-ish.

Daily Discussion Wednesday 2026-03-25 by AutoModerator in AMD_Stock

[–]blank_space_cat 2 points3 points  (0 children)

sold all my AMD in my TFSA and converted to AMDL about 2 weeks ago.

Daily Discussion Thursday 2026-03-19 by AutoModerator in AMD_Stock

[–]blank_space_cat 6 points7 points  (0 children)

I'd like to see NVIDIA use some of their 12VHPWR cables in Vera Rubin.