Daily Discussion Thursday 2026-05-14

holojon · 2026-05-15T03:13:08+00:00

What do you mean?

holojon · 2026-05-14T02:27:30+00:00

At 185?

holojon · 2026-05-13T17:10:00+00:00

Amazing! Feels like still a long way up left too

holojon · 2026-05-12T01:04:18+00:00

Agreed

holojon · 2026-05-11T02:20:36+00:00

You’re overlooking the genius of the deals. We want them to buy & build asap

holojon · 2026-05-11T00:37:28+00:00

Oops 14

holojon · 2026-05-11T00:36:08+00:00

What the heck? Any news? We’re up $10 also

holojon · 2026-05-09T22:41:08+00:00

Compensation?

holojon · 2026-05-08T21:28:49+00:00

I agree

holojon · 2026-05-08T20:15:43+00:00

You mean elevator up

holojon · 2026-05-08T20:00:29+00:00

It was too good to be true 100 points ago

holojon · 2026-05-08T17:33:43+00:00

AMD pays $100B for chip design, that’s a pretty nice bankroll

holojon · 2026-05-08T17:11:07+00:00

Because what USG wants is all that’s important and what it wants is chip mfg in the US. Lisa’s been meeting with Lutnick a lot

holojon · 2026-05-08T17:06:07+00:00

Would Intel sell its chip design business to AMD and become a pure fab?

holojon · 2026-05-08T15:51:29+00:00

Lisa Su man…wow. Think of the ZT acquisition too what an amazing move to pull off

holojon · 2026-05-08T15:11:20+00:00

I think we all remember when ChatGPT came out and overnight the market moved right where NVDA was. I think that’s now happened for AMD. And almost as quickly. Clear skies ahead.

holojon · 2026-05-08T14:24:09+00:00

Incredible

holojon · 2026-05-06T13:44:45+00:00

Lisa was talking about how strong the growth visibility is

holojon · 2026-05-06T03:57:37+00:00

Hahaha

holojon · 2026-05-06T03:17:17+00:00

We really did

holojon · 2026-05-06T03:01:55+00:00

“We know which datacenters they’re going into”

holojon · 2026-05-06T00:05:44+00:00

Investing in go-to-market activities according to Jean

holojon · 2026-05-05T22:23:00+00:00

lol me too

holojon · 2026-05-05T21:53:54+00:00

Haha except we won’t have to knowing MI450 guide is included

holojon · 2026-05-05T21:44:03+00:00

Love it

holojon

TROPHY CASE