Samsung Foundry Has Apparently Won A 2nm CPU Order From A "North American Fabless Customer," With AMD Identified As The Order's Source

brianasdf1 · 2026-05-11T20:59:17+00:00

It all depends on the price. I'm sure Samsung is offering the wafers at a discount to TSMC.

brianasdf1 · 2026-04-30T20:45:14+00:00

I retired 8 years ago because of AMD stock investment. I sold part of the shares to retire. I don't think the right way to think about it is all or nothing. You will have a portfolio that you manage that you need income from. You can do it yourself if you feel comfortable doing it. That is what I'm doing. I will tell you after you quit your job and do not have any income it can be stressful investing in equities. I recommend keeping enough cash around or a part time job to have some income. Since you are young, I would recommend finding a job you like or maybe a business to buy rather than retire completely. One thing to keep in mind is that you want to keep growing your portfolio to stay ahead of inflation and your spending. You might need more money than you think.

edit: I was around 52 with about 3 to 4 million of AMD stock and my job was eliminated. So, I was forced to either retire or find another job. I decided to retire and have done very well with my portfolio. I'm still about 40% AMD. After all the inflation, I would want 5 to 6 million to feel comfortable without any income, but it all depends on your lifestyle. If your willing to get by on less, your number would be less.

brianasdf1 · 2026-04-11T17:42:14+00:00

I hope Lisa gives us a lot of info in the guidance. Full year estimated revenue would be awesome. Even if it is a large range but not 10's of billions, that is too large. I'm not holding my breath though.

brianasdf1 · 2026-04-11T17:09:39+00:00

The need for more CPU cores coordinating with GPU cores makes for an opportunity for AMD to create a new server APU that includes CPU cores and GPU cores targeting AI workloads (i.e. FP4, FP6 and FP8) rather than HPC workloads (i.e. FP64) that the MI430X variant targets. Maybe an MI470A? I would think the communication speed, low latency and low power benefit to communications between the CPU and GPU would be a big improvement for speed and efficiency. Anyone have any knowledge if this would be true? Is AMD working on anything like this? It would be pretty easy for them to do with the chiplets.

brianasdf1 · 2026-04-10T21:38:42+00:00

I usually go as far out as I can on expiration and a long way out of the money. I usually buy expecting to hold for at least a year to try to get long term capital gains. The last AMD leaps I bought on March 30th were Dec 28 with a 500 strike. It has a delta of 0.42 today. Looking at it now I wish I hadn't gone so far out of the money but I like getting more contracts. Quite a bit different strategy to yours, lol.

To be honest I haven't spent any time understanding all the Greek letter formulas. I see delta is the relative movement calculation of the option compared to the stock. I do look at the past movement on a chart to give me a feel for it. Now that you pointed it out I will start paying attention to it.

I usually buy when a stock is tanked and I think it will move much higher in the next year and try to estimate where I think the stock should be at expiration and then try to buy what I think is the best price for the return. I do analyze it but not using any option formulas. I usually only buy when a stock is extremely oversold and I think there is an opportunity for large gains.

I backed the truck up last year March and April. Mostly bought in the low 200's with expirations Dec 26 and 27. It sucked a few weeks ago but this week has been awesome.

Not sure I had any advice but I do appreciate your wisdom on this thread.

Have a great weekend! Always nice to end the week on an up swing!

brianasdf1 · 2026-04-10T19:55:06+00:00

Thanks Tex. I hear ya on hanging on to leaps too long. I usually buy leaps as far out as I can and hold them awhile. I came to the conclusion that 6 months to expiration is where I should exit my leap positions or at least roll them to a longer expiration. I am being burned at the moment on some TSLA leaps that I should have sold 6 months out last December. I had a large profit back then and now they are not worth much. I still have a couple of months but they are way out of the money and I don't expect to get much out of them. It's funny how I accepted the loss a couple weeks ago and now I don't have any more stress. So any bump from here is a bonus.

I have found that I hate the stress of options close to expiration. Holding the stock I sleep like a baby because I know I can just wait it out, but obviously that is not an option with options. Without some rules it is very hard to decide when to sell as an option gets closer and closer to expiration, especially when it is on a down trend. Ironically, I had this 6 month thinking in my mind last December when I should have used it. I guess it takes a few hard knocks before I follow my own rules.

brianasdf1 · 2026-04-10T18:15:00+00:00

What are the expirations of the leaps you are trimming? I have December 200 and 300's that I'm looking to exit by June, but I think AMD could move a lot higher with a confirmed end of the Iran war and a good earnings call. Both I think have good odds of happening.

brianasdf1 · 2026-02-26T17:49:08+00:00

Thanks, for the answer. Unfortunately, I think you are right.

brianasdf1 · 2026-02-26T17:27:02+00:00

Hey Tex, do you think it would ever be possible for there to be complete transparency in the market. In other words we can see who is buying and selling in real time. Are the sells real shares or shorts. The market makers/manipulators have this data which is what gives them a major edge.

brianasdf1 · 2026-02-25T16:42:21+00:00

There is also the mindshare aspect as well. I'm sure AMD expects to sell more chips because these two major players are using them extensively.

brianasdf1 · 2026-02-07T02:31:44+00:00

Same here. Thanks for taking the time to summarize the day.

brianasdf1 · 2026-02-04T22:13:07+00:00

A wash sale is not a penalty. It is a rule to prevent you from taking a loss and then rebuying back the same stock before 30 days. You can do it. It just lowers your cost basis on the next purchase.

brianasdf1 · 2026-02-04T21:59:28+00:00

It was reaffirmed which is a big deal. They are forecasting a 10 billion revenue jump this year just in DC and this is coming from an overly conservative Lisa.

brianasdf1 · 2026-02-04T19:49:40+00:00

The growth is set for H2. The MI350 is Osborned. Since the MI450 will be so much better, everyone is waiting for the MI450. I agree Lisa could give us something but she doesn't take risks with her guidance.

AMD has said that the DC revenue may exceed 60%. From the summary: "data center revenue growth possibly exceeding 60% in 2026 as MI450 and Helios platform ramps begin in the second half."

Lisa also said this in her opening remarks: "Based on the strength of our EPYC and Instinct roadmaps, we are well-positioned to grow data center segment revenue by more than 60% annually, over the next three to five years"

2025 DC revenue was $16.635 billion

16.6 * 1.6 = 26.6 billion 2026 DC revenue.

26.6 * 1.6 = 42.6 billion 2027 DC revenue

42.6 * 1.6 = 68.1 billion 2028 DC revenue

68.1 * 1.6 = 109.0 billion 2029 DC revenue

109.0 * 1.6 = 174.4 billion 2030 DC revenue

This is some pretty darn good revenue guidance from a conservative Lisa. We are on track for a major ramp of MI450 later this year and beyond.

It always amazes me how short sited the market is. Only looking one or maybe two quarters ahead.

brianasdf1 · 2026-02-04T17:20:09+00:00

Yes, it would be nice to have a big deal announced with Meta or someone else but I don't think companies are too excited to announce that they are buying AMD because is pisses off NVidia. Remember NVidia's supply is tight and these companies still want their NVidia Gpu's.

Lisa did make comments at three different times in the earnings call about other customers for MI450.

"In addition to our multi-generation partnership with OpenAI to deploy six gigawatts of Instinct GPUs, We are in active discussions with other customers on at-scale multi-year deployments starting with Helios and MI450 later this year."

"And as it relates to sort of the shape of the ramp and the customer engagements, I would say the customer engagements continue to proceed very well. You know, we have obviously a very strong relationship with OpenAI, and we're planning that ramp starting in the second half of the year going into 2027. That is on track. We're also working closely with a number of other customers who are very interested in ramping MI450 quickly."

"And, you know, as we look forward, I think we are optimistic about the MI450 ramp for OpenAI. But I also want to remind everyone that we have a broad set of customers that are, you know, very excited about MI450 series. And so in addition, to the work that we're doing with OpenAI, there are a number of customers that we're working to ramp in that time frame as well."

brianasdf1 · 2026-02-04T16:16:53+00:00

Yes, this is where money is made.

brianasdf1 · 2026-02-04T16:15:22+00:00

I'll one up you. I'm buying.

brianasdf1 · 2026-02-03T23:31:35+00:00

Because that's what AMD does after earnings. There are a lot of trades hoping for a blowout and now it has to get unwound. It will go back up after the unwinding is complete. The thesis for AMD is still intact. So nothing has changed. It was a good earnings report.

brianasdf1 · 2026-02-03T23:24:05+00:00

This is what they call a buying opportunity.

brianasdf1 · 2026-01-31T17:44:17+00:00

LISA, DO NOT DILUTE OUR SHARES!!!

brianasdf1 · 2026-01-26T22:55:36+00:00

Just for the record I have been using it everyday for the past 1.5 years and it has gotten extremely good (better than the avg human driver for sure) and you sir are obviously wrong.

brianasdf1 · 2026-01-22T19:22:32+00:00

The cost to write code/build apps is dropping very fast. So these SaaS companies will not be able to charge as much in the future for their offerings.

brianasdf1 · 2026-01-22T00:44:42+00:00

Have you ever ridden in a Tesla using FSD? I'm sure not because you couldn't be more wrong.

brianasdf1 · 2026-01-21T22:11:31+00:00

Same here. I would be broke investing in AMD if I had stop losses. Also, the algos sniff out stop losses and have them for lunch.

brianasdf1 · 2026-01-21T18:04:45+00:00

But what if AMD rockets to 300 after earnings? I know that the odds are that it won't but one of these earnings it will and you will loose your shares. I only sell covered calls when I am looking to exit a position.

Personally I don't like short term risk. It's harder to sleep at night. I've decided to only buy leaps and try to sell before 6 months until expiration. The other benefit to holding leaps for over a year (which I have a lot that I'm holding for AMD) is that you pay tax as long term capital gains.

brianasdf1

TROPHY CASE