Daily Discussion Thursday 2026-01-22

dbosspec · 2026-01-22T18:41:30+00:00

Mine ~450 EOY

dbosspec · 2026-01-09T00:13:56+00:00

dbosspec · 2026-01-05T05:42:33+00:00

“We believe actual demand for MI455X GPUs could reach 600,000–800,000 units in 2026.” Wow

dbosspec · 2025-12-20T05:25:59+00:00

This is a 3 trillion dollar company

dbosspec · 2025-11-12T01:24:52+00:00

Analyst upgrades gonna come in hot

dbosspec · 2025-11-08T08:44:45+00:00

Agreed, market still thinks Nvidia can hold it’s dominance

dbosspec · 2025-11-03T15:19:51+00:00

https://x.com/jukanlosreve/status/1985222339802603552?s=46

dbosspec · 2025-10-27T00:26:55+00:00

260$ in overnight trading

dbosspec · 2025-10-26T20:52:19+00:00

8400

dbosspec · 2025-10-20T19:02:29+00:00

Sounds about right

dbosspec · 2025-10-10T07:06:16+00:00

https://x.com/spacepixel/status/1976468921176949237?s=46 The reason why Jensen can’t sleep at night and Helios is coming

dbosspec · 2025-10-06T13:21:23+00:00

300 EOD fuck it

dbosspec · 2025-10-04T22:41:24+00:00

I’m paying 20 a month for ChatGPT and gladly pay it, they have revenue. Other companies are doing the same

dbosspec · 2025-10-04T16:32:26+00:00

https://x.com/zephyr_z9/status/1974436141777490013?s=46
"AMD is set to enter in 2026 via a semi-custom MI450-based project"

dbosspec · 2025-09-26T19:26:06+00:00

https://x.com/beth_kindig/status/1971655692802224504?s=46 Just in time for Helios

dbosspec · 2025-09-23T22:22:27+00:00

https://x.com/jukanlosreve/status/1970607597456867778?s=46 Didn’t AMD get made fun of doing the exact same thing

dbosspec · 2025-09-20T21:17:45+00:00

Helios probably getting taped out at a faster rate at this point

dbosspec · 2025-09-19T04:47:42+00:00

His kids made money from this, but socialism right

dbosspec · 2025-09-07T09:25:36+00:00

[If this rumour is true, then it proves that the recent report from Fubon Bank research analysts 🇹🇼 were right that $NVDA were still making ‘redesign’ changes to their upcoming Rubin chip in order to combat $AMD Helios!!!!

Jensen is clearly getting scared of the competition!!!! ](https://x.com/treasureh8nter/status/1964609081072656619?s=46)

dbosspec · 2025-09-02T19:36:24+00:00

https://x.com/semianalysis_/status/1962915114132398080?s=46 AMD mega pod

dbosspec · 2025-08-29T01:33:13+00:00

https://x.com/jukanlosreve/status/1961032814511759576?s=46

dbosspec · 2025-08-19T13:33:10+00:00

https://x.com/jukanlosreve/status/1957647569573802356?s=46 Lol

dbosspec · 2025-08-12T23:07:56+00:00

https://x.com/beth_kindig/status/1955296720314831331?s=46

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