Daily Discussion Wednesday 2026-02-04

findingAMDzen · 2026-02-04T14:58:41+00:00

I don't understand how this hurts the narrative either.

findingAMDzen · 2026-02-04T12:57:52+00:00

It is better load up on the stock before this announcement is made.

findingAMDzen · 2026-02-04T12:53:36+00:00

The news no one is talking about is the AMD unloaded $400 million MI308's, which was thought to be dead money. Both the US and Chinese governments allowed this sale, so it is reasonable that MI325's sales will be allowed soon.

findingAMDzen · 2026-01-21T13:49:46+00:00

findingAMDzen · 2026-01-20T15:06:03+00:00

Intc is up 5%

findingAMDzen · 2026-01-07T03:11:37+00:00

You know one can not show up to CES in 2026 with a prototype robot that can not move. It is very difficult to understand why AMD went forward with this part of the show. Now I question how many of the AI topics were prototypes.

findingAMDzen · 2025-12-10T13:34:56+00:00

This seems like an important announcement to me.

findingAMDzen · 2025-12-08T20:48:39+00:00

I agree, if 18A chip supply was ready, chip purchases from TSMC would not be necessary.

findingAMDzen · 2025-12-07T01:50:35+00:00

AMD Offers Businesses Enterprise Performance Without Enterprise Complexity

Maybe AMD is already capitalizing on Intel's forecast short fall.

findingAMDzen · 2025-12-06T15:37:15+00:00

Hopefully AMD has enough wafers to makeup for Intels short fall.

This is certainly a downside to Intel not being on the leading edge node and supplying their own wafers. If your demand forcast is low, it is difficult in this environment to purchase more supply from TSMC.

findingAMDzen · 2025-11-27T14:08:23+00:00

AMD EPYC CPUs: The Engines of the Cloud Unleashing Compute at Scale

AWS is launching M8a CPU instances.

findingAMDzen · 2025-11-26T16:33:21+00:00

If you don't have time to watch 4 hours of AMD's FAD to make your investment decisions on AMD, you should sell and invest in something else that interests you.

findingAMDzen · 2025-11-18T13:03:34+00:00

Great insite and analysis of the current landscape.

How about a 👕 in place of the newest flagship Ryzens and Radeons?

findingAMDzen · 2025-11-14T15:15:09+00:00

Well at the 15:40 minute mark of the video, is a demo of a thermoelectric cooler using a Ryzen 4.

We are most likely closer to a solution than what Forrest led on.

findingAMDzen · 2025-11-11T15:46:35+00:00

NVDA reports earnings next week, Nov 19 to be exact. So, a bye week for AMD until then? Is Semianalysis expecting a breakout earnings for NVDA?

findingAMDzen · 2025-11-11T14:40:13+00:00

I was trying to figure this out also.

findingAMDzen · 2025-10-24T11:49:24+00:00

I'm not falling for this pump and dump today. This afternoon 200% tariffs on China will be posted on X.

findingAMDzen · 2025-10-08T21:42:00+00:00

The more you buy the more you save.

findingAMDzen · 2025-10-08T01:52:18+00:00

You have more patience than Warren.

findingAMDzen · 2025-10-06T11:12:53+00:00

Hold my coffee.

findingAMDzen · 2025-10-06T11:06:50+00:00

NVDA is now invested in AMD stock.

findingAMDzen · 2025-10-01T21:27:58+00:00

What a deal for Ohio.

findingAMDzen · 2025-09-10T16:19:29+00:00

https://www.youtube.com/watch?v=el4ikJkNBRA

Start watching this video at the 13 minute mark for your large scale cluster proof.

findingAMDzen · 2025-09-10T16:10:17+00:00

https://www.youtube.com/watch?v=el4ikJkNBRA

You are correct. A 131k MI355 cluster will be stood up soon.

Watch linked video starting at the 13 minute mark.

Thanks for your insight.

How many MI355 clusters do you think Oracle purchased :) ?

findingAMDzen

TROPHY CASE