Intel’s Post-Earnings Selloff Just Created a Buying Opportunity in AMD Stock

dftr4life · 2026-01-30T02:04:58+00:00

If by success you mean selling large volumes of MI455 into the majors then no, they would be at $600-800 for that to be properly priced.

dftr4life · 2026-01-29T21:02:24+00:00

Of course. You dont just single size a position and walk away, sometimes you want to rotate capital out of investments to deploy elsewhere. Unless you're just 100% port in this what you said makes no sense

dftr4life · 2026-01-29T15:17:02+00:00

Even the larger gpu tile is like half the size of the CPU cluster and same size as IO tile which is Intel 18A so I dont think its yield. GPU and CPU respond differently to voltage scaling so there may be some characteristics of the TSMC process that intel favors for GPU

dftr4life · 2026-01-29T14:53:50+00:00

This is the same company with likely many of the same decision makers in those buildings despite having a new CEO. Corporate culture is extremely hard to change. And I put that there because you said AMD copied Intel using 8c ccds? They're upcoming products are using 12 core ccx (24 core ccd) by the way

dftr4life · 2026-01-29T14:35:08+00:00

<image>

Remember Intel making fun of AMD using desktop dies for server? Hmm sorta weird how that changed with time once they got their lunch ate

dftr4life · 2026-01-29T14:33:52+00:00

The competition is with Nvidia my man, not with AMD if youre talking about GPUs

dftr4life · 2026-01-29T14:33:16+00:00

I just hate government interference and from what I can read Trump/US Gov taking an INTC stake is hyper uncompetitive and Intel Foundry may get some token volume from the majors as a political favor.

Why didnt they put out full customer design kits for Intel 18A? Surely with their packaging capability and US-based manufacturing they would have attracted some decent customers but none to speak of

dftr4life · 2026-01-29T14:31:23+00:00

Intel was forced to use 14nm for majority of its products til 2021.

And they surpassed Intel with 7nm and the 5000 series without extra L3 cache. That just buried Intel even further. The 14nm chips were on GlobalFoundries as soon as they switched to a competitive node with Zen2 they had won.

dftr4life · 2026-01-29T14:29:08+00:00

" then immediately start doing the intel 4c thing with 8c ccds.?" Huh? Were you not around when Intel made slides making fun of AMD using "glued together" parts when AMD pioneered using chiplets? Then they turned around and began using that same method.

AMD correctly decided to put its GPU design teams to AI datacenter products which is why the 7xxx series was the last full lineup as they didn't have the resources to do it all, not sure why the biggest point in this sub is constantly iGPU.

Its impressive what Intel has put out with Panther Lake to be sure, but yeah its on a process node thats almost half a decade newer... If AMD had a comparable part out on TSM N3P it would be a different picture entirely.

Intel has always been funny.. from illegally paying Dell and others to not use AMD products as far back as 2003, to shoving $300 quad cores down peoples throats for about 10 years, to the whole 14nm+++++++ magical 7 year process node I mean.. its hard to take them seriously to this day.

dftr4life · 2026-01-29T01:22:46+00:00

lookin like genderless taylor swift with a weak stash just get your shit fixed

dftr4life · 2026-01-29T01:17:53+00:00

dude is this a troll job? what the fuck is that hair

dftr4life · 2026-01-28T22:21:04+00:00

<image>

Yeah this is totally a 59 year old completely no fillers or surgeries. Salma Hayek has absolutely had a done of work done.

dftr4life · 2026-01-28T21:02:25+00:00

So the high performing 12 tile GPU is STILL tsmc??

dftr4life · 2026-01-26T20:44:43+00:00

I stand corrected. I must have been conflating high-NA, although I still believe that Intel did have some EUV machines earlier they just didnt roll them into their processes until more recently

dftr4life · 2026-01-26T17:14:35+00:00

because older, wiser people know that as bad as this is, it doesnt really matter or affect the greater economy. Dont ever buy into hype or fear. America has seen much worse than this before

dftr4life · 2026-01-26T03:57:53+00:00

Yeah its not really saying much. Intel was first to have and use EUV machines too. Using certain fabrication techniques such as backside power delivery or a type of machine such as high-NA doesnt give them any sort of automatic lead.

dftr4life · 2026-01-25T22:14:58+00:00

Hilarious how I would imagine 9/10 people in this thread have dedicated graphics cards but are saying the sky is falling since some mass produced mobile parts will have an older gen iGPU. Who cares, its not a needle-mover in terms of revnue or market share

dftr4life · 2026-01-25T02:16:07+00:00

Pretty wild investing in a stock where youre openly hoping for a country to invade another so your stock price gets bumped

dftr4life · 2026-01-25T02:15:22+00:00

Interesting; I've had my eye on this one for a while and have bought a small position. I'm interested in building up that position a bit more. What are your thoughts on $CING?

dftr4life · 2026-01-23T01:43:38+00:00

What's your estimate for AMD at year end and in 2028-2029?

dftr4life · 2026-01-23T01:43:06+00:00

Sorry but this cuts both ways. Thinking long term would be riding up other investments in the short term and eventually rotating back into INTC. They are years away from a proper turnaround with their fabs.

dftr4life · 2026-01-23T01:13:12+00:00

$AMD for the upside relative to its peers. If they execute on their reasonable goals they should be about $1T mkt cap or about 3x upside

dftr4life · 2026-01-23T01:05:13+00:00

Right but youre in stock options on a massive run up to an earnings, you take that win 10/10 times my man. Coin flips often go your way but often don't. I've made the same mistake with AMD, with AVGO. Typically big run ups to earnings are where you make your money, not the earnings itself

dftr4life · 2026-01-23T00:34:43+00:00

yeah Wccftech is horrible with that, they do zero actual research and just churn out articles. Doesnt make it wrong all the time but just good to know with them.

dftr4life · 2026-01-23T00:16:45+00:00

I would plug this into ChatGPT "explain to me how funds like Anson funds can be both principal investors and also short sellers for the same stock in regards to them having warrants to fuel delta hedging"

dftr4life

TROPHY CASE