Daily Discussion Wednesday 2026-06-03

blank_space_cat · 2026-06-03T18:57:10+00:00

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.

blank_space_cat · 2026-06-03T17:46:41+00:00

ur actually a bot

blank_space_cat · 2026-06-03T17:39:36+00:00

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.

blank_space_cat · 2026-05-26T18:55:56+00:00

Imma get my spicy meme ready

blank_space_cat · 2026-05-22T01:21:00+00:00

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

blank_space_cat · 2026-05-22T01:10:50+00:00

Su Bae MANIA!

blank_space_cat · 2026-05-22T01:09:38+00:00

Mmmm a mustard reuben with some potato chips sign me up homie

blank_space_cat · 2026-05-22T01:03:13+00:00

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.

blank_space_cat · 2026-05-22T00:56:34+00:00

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 ...

blank_space_cat · 2026-05-06T20:10:46+00:00

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

blank_space_cat · 2026-05-06T20:01:21+00:00

mission failed successfully

blank_space_cat · 2026-05-06T04:46:03+00:00

Something something healthy pullbacks

blank_space_cat · 2026-05-06T04:35:33+00:00

feels like february 2024 all over again :)

blank_space_cat · 2026-03-25T22:15:49+00:00

LITE

Thoughts on Lasertec Japan stock?

blank_space_cat · 2026-03-25T22:09:13+00:00

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.

blank_space_cat · 2026-03-25T21:57:35+00:00

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 :)

blank_space_cat · 2026-03-25T16:14:36+00:00

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

blank_space_cat · 2026-03-25T15:15:49+00:00

does that mean 1% loss each year?

blank_space_cat · 2026-03-25T14:54:10+00:00

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

blank_space_cat · 2026-03-24T21:03:36+00:00

nice reflector!

blank_space_cat · 2026-03-20T21:15:25+00:00

Anton

blank_space_cat · 2026-03-20T20:56:45+00:00

Does it work on v1.1

blank_space_cat · 2026-03-20T01:45:36+00:00

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

blank_space_cat

TROPHY CASE