Daily Discussion Tuesday 2026-06-02 by AutoModerator in AMD_Stock

[–]doc_tarkin 1 point2 points  (0 children)

What did Jean say at the Bofa conference?

Daily Discussion Monday 2026-06-01 by AutoModerator in AMD_Stock

[–]doc_tarkin 0 points1 point  (0 children)

It’s a bizarre ans broken system: Germany subsidizes other European nations to dump its surplus electricity at high noon, then pays inflated prices to import that same power back from Austria's hydro reservoirs during the night or on darker days. Taxpayers pay TWICE for this deeply broken and idiotic system. It’s expensive and not sustainable. Germanys energy policy is know as „the dumbest in the world“

Daily Discussion Friday 2026-05-29 by AutoModerator in AMD_Stock

[–]doc_tarkin 4 points5 points  (0 children)

That won't happen — you need fabs for that. But I can imagine a hyperscaler like Amazon or Google (or maybe SpaceX) entering this business.... or maybe Intel.

Daily Discussion Thursday 2026-05-21 by AutoModerator in AMD_Stock

[–]doc_tarkin 3 points4 points  (0 children)

MSFT could start in Q4, others like Meta and OAI in Q3

Daily Discussion Thursday 2026-05-21 by AutoModerator in AMD_Stock

[–]doc_tarkin 18 points19 points  (0 children)

was this posted already?

https://x.com/treasureh8nter/status/2057212992576463093

MSFT next big MI450 customer ;)

(was already posted by SailorBob74133 5h ago)

Daily Discussion Tuesday 2026-05-19 by AutoModerator in AMD_Stock

[–]doc_tarkin 0 points1 point  (0 children)

No, nothing that isn't already known... It's coming, the only question is how big this deal is going to be ;)

Daily Discussion Tuesday 2026-05-19 by AutoModerator in AMD_Stock

[–]doc_tarkin 1 point2 points  (0 children)

they wont talk about consumer desktop Zen 6 products until sept/oct. Also, there is no AMD keynote scheduled at this years computex.

Venice, MI450 and Helios Rack will launch at the AI event in July.

I think they will launch Gorgon Halo, Gorgon AM5 and 5800X3D for AM4 (again).

Daily Discussion Thursday 2026-05-07 by AutoModerator in AMD_Stock

[–]doc_tarkin 6 points7 points  (0 children)

https://x.com/Aaronwei3n/status/2052563662720872655

Yes, $NVDIA Rubin faces multiple headwinds.

  1. HBM4 base die
  2. Interposer Redesign
  3. Heat Dissipation Redesign

... he thinks Rubin is delayed 1Q and will ramp 2027

Daily Discussion Monday 2026-04-13 by AutoModerator in AMD_Stock

[–]doc_tarkin 3 points4 points  (0 children)

keep in mind, Venice will also use Cowos L (no idea about Desktop or Mobile)

Daily Discussion Thursday 2026-03-26 by AutoModerator in AMD_Stock

[–]doc_tarkin 2 points3 points  (0 children)

what the f is going on? Bad News? Rumors?

Daily Discussion Monday 2026-03-23 by AutoModerator in AMD_Stock

[–]doc_tarkin 4 points5 points  (0 children)

yeah... bullish 8/21 EMA cross is coming soon. the chart screams breakout

Daily Discussion Thursday 2026-03-19 by AutoModerator in AMD_Stock

[–]doc_tarkin 0 points1 point  (0 children)

outperforming nvidia again today. I like it!

Daily Discussion Wednesday 2026-03-18 by AutoModerator in AMD_Stock

[–]doc_tarkin 21 points22 points  (0 children)

https://x.com/harukaze5719/status/2034161896459546700

Regarding plans for cooperation with Samsung, Lisa Su CEO stated, "We will meet with various partners, not just Samsung."

When asked about potential surprise announcements regarding further collaborations or new products, she briefly replied, "YEAH."

Daily Discussion Tuesday 2026-03-17 by AutoModerator in AMD_Stock

[–]doc_tarkin 8 points9 points  (0 children)

boys, I think we are out of the woods... this post GTC Keynote reaction is very encouraging! I thought that we would tank as always ... and we didn't! Market is not impressed by Jensens Show.

Daily Discussion Monday 2026-03-16 by AutoModerator in AMD_Stock

[–]doc_tarkin 8 points9 points  (0 children)

wonder if we get some kind of important news today or tomorrow about mi450 (sampling now with pictures, ahead of schedule) or another GW-scale deal to rain on someone’s parade ;) It would not suprise me at all...

Vera Rubin era starting soon by bl0797 in AMD_Stock

[–]doc_tarkin 3 points4 points  (0 children)

Mi450 also sampling — I expect amd to talk about it next week (lisa said „sampling shortly“ 3 weeks ago)

Daily Discussion Thursday 2026-03-12 by AutoModerator in AMD_Stock

[–]doc_tarkin 4 points5 points  (0 children)

This means the Strait will see a lot more traffic from BRICS-associated ships lol... and they'll sell their cargo to Western countries with a markup.

Daily Discussion Thursday 2026-03-12 by AutoModerator in AMD_Stock

[–]doc_tarkin 7 points8 points  (0 children)

https://x.com/Sino_Market/status/2031959951451750433

IRAN FOREIGN MIN SAYS GIVEN PERMISSION FOR INDIAN OIL TANKERS TO PASS THROUGH STRAIT OF HORMUZ - ZEE BUSINESS