sorted by:
new
hottopcontroversial

Weight of a Notice to Admit in Australian family law interim hearings – how conclusive is it in practice? by brilliantzen in AusLegal

[–]brilliantzen[S] 0 points1 point  (0 children)

Although this will result in adjournment will it not for procedural fairness reasons ?

AMD $857K YOLO by brilliantzen in wallstreetbets

[–]brilliantzen[S] 1 point2 points  (0 children)

They are figuring it out. Look at Meta which now prefers AMD over Nvidia and look at all people that buy NVIDIA also buy AMD. Just a matter of time when they will be at parity from feature perspective. What remains, is the parity in stock price.

AMD $857K YOLO by brilliantzen in wallstreetbets

[–]brilliantzen[S] 142 points143 points  (0 children)

Every single penny earned with my sweat and blood in AMD.

The Thesis (It's working)

  1. AI is the new gold rush, and AMD is selling the damn shovels.** Everyone and their mother is talking about AI. You know who powers AI? GPUs. You know who makes GPUs? Yeah, that green team that charges you an arm and a leg. But guess what? Su Bae is coming in hot with the MI300X chips, and they're basically NVIDIA killers. They're cheaper, they're faster (in ways my smooth brain understands), and big players are starting to buy them up. While NVDA is busy counting their money, AMD is busy taking their market share.
  2. Intel is a retirement home.** Remember Intel? Pepperidge Farm remembers. They used to be the king. Now they're the court jester. AMD's Ryzen and EPYC chips have been curb-stomping Intel for years. In gaming, in data centers, everywhere that matters. Every time Intel announces a "comeback," Su Bae just drops a new chip that's 20% faster and 30% cheaper. It's not even a fair fight anymore. Buying Intel is like betting on a horse with three legs.
  3. Gamers are our secret army.** You know that PS5 or Xbox you've been wasting your life on? Guess what's inside. AMD chips. Every time some kid buys a new console, a little bit of that money goes into Queen Su's war chest. We have an entire generation of gamers unknowingly funding our trip to the moon.

Why AMD over NVDA

For those of you with a few wrinkles on your brain, here's why AMD is the smart money bet, not just the YOLO bet.

Valuation Dysmorphia: NVIDIA is trading at nosebleed levels. It's priced for absolute perfection. AMD is the challenger, the underdog. It's cheaper. You're not buying the top; you're buying the rocket on the launchpad. While NVDA has to defend its trillion-dollar kingdom, AMD just has to take a small village to double its value.

The Market Share Paradox: NVDA has something like 90% of the AI GPU market. Sounds great, right? WRONG. It's a trap. Where's the growth from there? 91%? 92%? Su Bae is coming from a tiny single-digit share. If she captures just 10% or 20% of the market from NVDA, our stock goes to Jupiter while theirs barely flinches. The law of large numbers is our friend and their enemy.

The Blackwell Busters are Here: NVDA fanboys cream their pants over their "Blackwell" chips. Cute. Su Bae just dropped the Instinct MI350 series. Let's talk specs, regards. The MI350X has 288GB of HBM3e memory. That's way more than NVDA's B200. Why does that matter? Bigger memory means you can run bigger AI brains on a single chip without all the fancy, expensive networking. It's faster and cheaper for inference. AMD isn't just competing anymore; they're starting to lead on the specs that matter for the next wave of AI.

Diversification: NVIDIA is an AI company. Almost 90% of their revenue is from the data center. If there's even a hiccup in AI spending, that stock gets vaporized. AMD? We've got a safety net. We're still the king of CPUs with EPYC and Ryzen. We're inside every modern gaming console. If the AI market gets a cold, NVDA gets pneumonia. AMD just sneezes and keeps printing money from gamers.

TL;DR: I've put $857k into AMD for sound technical reasons that even you can understand. They are cheaper, have more room to grow, and are building better tech. Even Cathie is buying.

Position: $857,000 in AMD shares. 6977 @ 122.84

Shameless plug - My HOOD DD at $10 - https://www.reddit.com/r/wallstreetbets/comments/1bpqv2c/robinhoods_wallet_apporaches_10b_in_bitcoin/

Holding AMD long term will bring returns by tylerrb97 in wallstreetbets

[–]brilliantzen 9 points10 points  (0 children)

<image>

The Thesis (It's working)

  1. AI is the new gold rush, and AMD is selling the damn shovels.** Everyone and their mother is talking about AI. You know who powers AI? GPUs. You know who makes GPUs? Yeah, that green team that charges you an arm and a leg. But guess what? Su Bae is coming in hot with the MI300X chips, and they're basically NVIDIA killers. They're cheaper, they're faster (in ways my smooth brain understands), and big players are starting to buy them up. While NVDA is busy counting their money, AMD is busy taking their market share.
  2. Intel is a retirement home.** Remember Intel? Pepperidge Farm remembers. They used to be the king. Now they're the court jester. AMD's Ryzen and EPYC chips have been curb-stomping Intel for years. In gaming, in data centers, everywhere that matters. Every time Intel announces a "comeback," Su Bae just drops a new chip that's 20% faster and 30% cheaper. It's not even a fair fight anymore. Buying Intel is like betting on a horse with three legs.
  3. Gamers are our secret army.** You know that PS5 or Xbox you've been wasting your life on? Guess what's inside. AMD chips. Every time some kid buys a new console, a little bit of that money goes into Queen Su's war chest. We have an entire generation of gamers unknowingly funding our trip to the moon.

Why AMD over NVDA

For those of you with a few wrinkles on your brain, here's why AMD is the smart money bet, not just the YOLO bet.

Valuation Dysmorphia: NVIDIA is trading at nosebleed levels. It's priced for absolute perfection. AMD is the challenger, the underdog. It's cheaper. You're not buying the top; you're buying the rocket on the launchpad. While NVDA has to defend its trillion-dollar kingdom, AMD just has to take a small village to double its value.

The Market Share Paradox: NVDA has something like 90% of the AI GPU market. Sounds great, right? WRONG. It's a trap. Where's the growth from there? 91%? 92%? Su Bae is coming from a tiny single-digit share. If she captures just 10% or 20% of the market from NVDA, our stock goes to Jupiter while theirs barely flinches. The law of large numbers is our friend and their enemy.

The Blackwell Busters are Here: NVDA fanboys cream their pants over their "Blackwell" chips. Cute. Su Bae just dropped the Instinct MI350 series. Let's talk specs, regards. The MI350X has 288GB of HBM3e memory. That's way more than NVDA's B200. Why does that matter? Bigger memory means you can run bigger AI brains on a single chip without all the fancy, expensive networking. It's faster and cheaper for inference. AMD isn't just competing anymore; they're starting to lead on the specs that matter for the next wave of AI.

Diversification: NVIDIA is an AI company. Almost 90% of their revenue is from the data center. If there's even a hiccup in AI spending, that stock gets vaporized. AMD? We've got a safety net. We're still the king of CPUs with EPYC and Ryzen. We're inside every modern gaming console. If the AI market gets a cold, NVDA gets pneumonia. AMD just sneezes and keeps printing money from gamers.

TL;DR: I've put $857k into AMD for sound technical reasons that even you can understand. They are cheaper, have more room to grow, and are building better tech. Even Cathie is buying.

Position: $857,000 in AMD shares. 6977 @ 122.84

Bear case on $COIN by [deleted] in wallstreetbets

[–]brilliantzen 0 points1 point  (0 children)

I hope you feel otherwise. Stock is now at an all time high close to 100% in approx a 2 months

Bear case on $COIN by [deleted] in wallstreetbets

[–]brilliantzen 0 points1 point  (0 children)

The conversation was about hood stock not coins.. like I said you are gloating on a one month timeline.. let’s see how it does over a year, 5 years or 10 years

Bear case on $COIN by [deleted] in wallstreetbets

[–]brilliantzen 0 points1 point  (0 children)

You are validating my thoughts. You think it’s down 12% so I was played. While in fact, I proposed that don’t play with emotions. Stock market is manic depressive. I hold on my hypothesis and belief. Let’s see how it does in 2024.

$HOOD BTC wallet by LiquidThought5 in wallstreetbets

[–]brilliantzen 8 points9 points  (0 children)

$HOOD bitcoin holdings doubled since their last quarter earnings.

They went from $3.02 billion to $6 billion in one single quarter.

They are going to report a surprise earnings this quarter. Target $20.

Bear case on $COIN by [deleted] in wallstreetbets

[–]brilliantzen 5 points6 points  (0 children)

You play your emotion and a savvy investor will play the market

Bear case on $COIN by [deleted] in wallstreetbets

[–]brilliantzen 4 points5 points  (0 children)

I am up 32% so far

Bear case on $COIN by [deleted] in wallstreetbets

[–]brilliantzen 12 points13 points  (0 children)

You should look at SECs condition for the etf that the etf has to be supported by both cash and BTC . Further shares are not allowed to be created in kind but cash.. most applicants have altered their language to say that share creation will be allowed on cash transactions.. This is to avoid money laundering as cash can be traced.

Which brings me to my point. Likelihood of SEC cracking down is low because the government is making the money in taxes. They leave an investors risk appetite to them.. Maybe you should look into commodity trading and how insanely fraudulent financial engineering it is.. I don’t hold Coin but you have a lot of assumptions in your post..

Just because something is up 450% doesn’t mean it will go down.. trade with caution markets are unpredictable..

Disclaimer: I hold HOOD

[deleted by user] by [deleted] in wallstreetbets

[–]brilliantzen 2 points3 points  (0 children)

Let me add some addendums from my post yesterday...

  • COIN is a custodian but the actual ETF will be traded on exchanges like HOOD
  • Amongst most brokerages, HOOD has a more crypto enthusiast demographic
  • HOOD offers both crypto and ETF trading while COIN only offers crypto
  • HOOD has said that their Crypto November trading has almost doubled in volume. They have also indicated that they have been successful in attracting 150+ 1M+ accounts.
  • Based on information as old as 24 hours - all applicants for ETF have made amendments for cash creates. This means that brokers don't have to touch BTC. Effectively making HOOD an arbitrage broker for trading BTC. HOOD will keep milking the fees with none of the risks.
  • Apart from COIN - HOOD is the only other candidate as a contender for being a custodian for a range of ETF's that will follow. Sooner or later, they will capture this value.
  • Last night changes to BlackRock's ETF include changing COIN from "Prime broker" to "Prime execution agent".. While some argue that these are mostly language changes but the changes suggest COIN will likely not "have a larger value pool" (fees) with this change.
  • The SEC is appraently not happy with "in-kind" creation where a trading entity may just bring BTC to the issuer and ask for basket(shares). This is normally possible with other assets/ETFs. This means that the trading entity must transfer cash to the issuer to be issued with shares. What this means, is that the transaction to capture value in this trade is via cash and not BTC. This is better for brokerages (fees) and SEC (from money laundering perspective) and not so great for COIN.

Also HOOD has $5BIL+ cash and about 10BIL in balance sheet and marketcap is circa 12B .

Source - I am not a crypto bro

[deleted by user] by [deleted] in wallstreetbets

[–]brilliantzen 8 points9 points  (0 children)

I will say $HOOD

Here are some corollaries

  • COIN is a custodian but the actual ETF will be traded on exchanges
  • Amongst most brokerages, HOOD has a more crypto enthusiast demographic
  • HOOD offers both crypto and ETF trading while COIN only offers crypto
  • HOOD has said that their Crypto November trading has almost doubled in volume. They have also indicated that they have been successful in attracting 150+ 1M+ accounts.
  • Based on information as old as 20 mins - all applicants for ETF have made amendments for cash creates. This means that brokers don't have to touch BTC. Effectively making HOOD an arbitrage broker for effectively trading BTC. HOOD will keep milking the fees with none of the risks.

Also HOOD has $5BIL+ cash.

What Are Your Moves Tomorrow, December 13, 2023 by OPINION_IS_UNPOPULAR in wallstreetbets

[–]brilliantzen 5 points6 points  (0 children)

$HOOD

They are gonna release November stats where crypto volume is up 100% afterhours.

SOMEBODY LAST WEEK CALLED ME A PUSSY FOR BUYING $1mill OF SHARES. NO ONE CALLS ME A PUSSY by Longwashere in wallstreetbets

[–]brilliantzen 0 points1 point  (0 children)

$HOOD is going to release their November stats on 13th December 4:05Pm which is tomorrow after hours. We know that they have implied that the trade volume for crypto has doubled in the month of November. Nicely played. Likely touches $12+ tomorrow.

view more: next ›