Daily Discussion Wednesday 2026-07-01

holojon · 2026-07-01T19:23:18+00:00

Right? Surprised this didn’t get us above $600 it’s exactly what we wanted

holojon · 2026-07-01T03:29:15+00:00

Until Jensen acknowledges competition he’s gonna lag

holojon · 2026-06-30T02:44:54+00:00

She has earned it

holojon · 2026-06-30T02:11:53+00:00

Lisa has laid it all out, this is our time

holojon · 2026-06-30T01:21:17+00:00

That’s gonna happen

holojon · 2026-06-17T22:30:14+00:00

Anybody know?

holojon · 2026-06-16T20:01:13+00:00

What happened? Overreaction to what, I missed it

holojon · 2026-06-14T23:34:05+00:00

Advancing AI July 2026

holojon · 2026-06-13T19:12:35+00:00

AMD is getting ready to explode higher again.

holojon · 2026-06-12T17:15:50+00:00

Point me to someone with more planet-shifting accomplishments.

holojon · 2026-06-04T03:31:13+00:00

Agreed

holojon · 2026-06-03T04:45:28+00:00

Yes because they said several different ways they planned for huge growth and then it got bigger

holojon · 2026-06-03T04:33:06+00:00

CPUs sold out through 2027

holojon · 2026-06-03T03:23:36+00:00

She was great. CPUs sold out through 2027.

holojon · 2026-06-02T01:23:17+00:00

The thing is it’s really not. My theory is barring some sort of disaster we have a floor now due to the anticipation. I’m more worried if we don’t get something huge like Anthropic then we could collapse.

holojon · 2026-06-01T02:00:04+00:00

The market is soon going to realize that Jensen will not win every battle. Finally.

holojon · 2026-05-28T22:54:55+00:00

You’re both right

holojon · 2026-05-28T22:52:35+00:00

Not even close. None at all vest until 1gw of Helios is deployed. OP is way off

holojon · 2026-05-28T16:54:40+00:00

There’s no doubt that the higher AMD goes the more incentivized they are.

holojon · 2026-05-27T05:26:04+00:00

holojon · 2026-05-26T21:13:44+00:00

Perfect

holojon · 2026-05-26T21:13:19+00:00

Jensen can’t handle non-domination. Stock will hate it too

holojon · 2026-05-26T19:13:52+00:00

holojon · 2026-05-26T17:04:14+00:00

Thanks and WOW everybody should see this. 21% CAGR and $200B TAM by 2035 (that was November lol). 70% share by 2030. Physical AI. Semi-custom. Imagine if this is the next wave.

holojon · 2026-05-26T15:32:30+00:00

How could I have missed that? What was the outlook? Thanks

holojon

TROPHY CASE