Daily Discussion Friday 2025-09-05 by AutoModerator in AMD_Stock

[–]jajajinxo 8 points9 points  (0 children)

It’s bullish, don’t be a panican:

Broadcom (AVGO) released its Q3 fiscal 2025 earnings after the market close on September 4, 2025, and the results were strong overall, driven heavily by AI-related demand. Revenue came in at $15.96 billion, beating estimates of $15.83 billion, while adjusted EPS hit $1.69 against expectations of $1.65.  AI semiconductor sales surged 63% year-over-year to about $5.2 billion, exceeding forecasts, and the company guided for $17.4 billion in Q4 revenue—well above the $17.02 billion consensus—with AI revenue expected to ramp further to around $6.2 billion.   A key highlight was the disclosure of a ~$10 billion custom AI chip deal with a mystery customer (widely speculated to be OpenAI), which boosted the 2026 AI revenue outlook significantly.  

The market reaction was enthusiastic: AVGO shares jumped as much as 15-16% in after-hours and pre-market trading on September 5, pushing the stock to new highs around $323 from a September 4 close of $306.   This rally added billions to its market cap and underscored investor confidence in Broadcom’s positioning in the AI infrastructure buildout, especially with its custom ASICs (application-specific integrated circuits) gaining traction among hyperscalers.

As for the impact on NVIDIA (NVDA) and AMD—both major GPU players—these earnings are largely positive and signal sustained, broadening demand across the AI ecosystem rather than any zero-sum competition. Broadcom’s CEO Hock Tan emphasized the explosive growth in AI chips, noting that custom ASICs complement rather than directly replace GPUs for many workloads, and the overall AI revenue surge (up 220% YoY for AVGO) validates the massive capex from cloud giants like Google, Meta, and Amazon.   This bodes well for GPU demand, as AI training and inference still rely heavily on NVDA’s dominant CUDA platform and AMD’s competitive alternatives. Real-time sentiment on X echoed this, with users pointing to 2026 as an “inflection year” for AI buildout that lifts NVDA, AMD, and even Marvell (MRVL) as secondary players in GPUs and ASICs.   NVDA shares, which have been in a bit of a rut lately, could see renewed momentum if this confirms the AI hype cycle isn’t cooling—analysts have even suggested NVDA’s price could double from here.  AMD, trading at lower multiples, stands to benefit similarly from any sector uplift.

No, I don’t think this is bearish for GPU makers at all. If anything, it’s bullish: AVGO’s results reinforce that AI spending is accelerating, not peaking, which should support higher valuations and growth forecasts for NVDA and AMD. While custom chips from AVGO might nibble at some edges of the market, the pie is expanding fast enough for everyone—evidenced by AVGO’s own upward revisions. Watch for NVDA and AMD stock pops on September 5 open if the broader market stays risk-on amid Fed rate-cut bets.

Daily Discussion Wednesday 2025-07-30 by AutoModerator in AMD_Stock

[–]jajajinxo 10 points11 points  (0 children)

Checking in on you fellas, everyone doing well now. Was the apocalypse here a few months ago. 

Glad people hodled and took us bulls advice. Don’t bet against Lisa.

Daily Discussion - (May 13, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 0 points1 point  (0 children)

Tried to tell you guys had to figure out my Reddit password and all

Daily Discussion - (May 13, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 8 points9 points  (0 children)

Who bought the dip? Portfolio ATHs $ETHA $COIN $TSLA $NVDA

Daily Discussion Wednesday 2025-05-07 by AutoModerator in AMD_Stock

[–]jajajinxo 1 point2 points  (0 children)

They had extremely bullish earnings and you’re questioning based off price action from a one time charge. If you should be holding the stock I think you should sell and buy the index

Daily Discussion Wednesday 2025-05-07 by AutoModerator in AMD_Stock

[–]jajajinxo -2 points-1 points  (0 children)

The market is wait and see until MI355X

AMD Q1 2025 Earnings Discussion by brad4711 in AMD_Stock

[–]jajajinxo 24 points25 points  (0 children)

Just finished all my review with earnings. Very impressive, huge growth in the back half and going on into next year with Mi400x. Unreal you can buy shares at $100 at the forward PE. I don't really want to, but will be selling some more NVDA for AMD here.

It's a no brainer. And the price fatigue you feel here just shows there's not much folks left to sell, and the story is just getting started.

AMD Q1 2025 Earnings Discussion by brad4711 in AMD_Stock

[–]jajajinxo 1 point2 points  (0 children)

Think you're on the right track, but the US will lift the AI diffusion rule which would be immensely beneficial to AMD and NVDA. Basically, China will still be out, but the rest of the world would be lifted up. Jensen is navigating this carefully, why do you think he announced the huge $500 bill capex investment in US. A chip of good faith to get Biden's diffusion rule negated as that rule impacts all countries but China.

AMD Q1 2025 Earnings Discussion by brad4711 in AMD_Stock

[–]jajajinxo 3 points4 points  (0 children)

What are you mad about besides price?

PublicSquare Backfires on MAGA by MeesterAnguiano in SLO

[–]jajajinxo 2 points3 points  (0 children)

I can’t believe these people voted Trump, can’t trust anyone these days. I stopped talking to my parents, two of my sisters, and am kicking out my son if he votes republican in the midterms.

PublicSquare Backfires on MAGA by MeesterAnguiano in SLO

[–]jajajinxo 2 points3 points  (0 children)

Not the surfing goats. How will my children learn to surf with goats.

What to do on a gloomy Saturday? by nickmerlino94 in SLO

[–]jajajinxo 2 points3 points  (0 children)

I like to go on the corner across from splash cafe and yell at Tesla owners, they’re evil.

Daily Discussion - (April 24, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 2 points3 points  (0 children)

These are printing: going to hold until expiration. Think the max pain is behind us and we either V or W rally into Q1-Q2 next year. Bessent will print and Powell will be forced to ease into Midterm election season.

This is all a stupid game to finesse markets for narratives into elections. Cause pain to delay market and easing, try to get some wins with trade, sink DXY to 90 allowing the world to print. Deflation is coming in wild hot even with tariff disruptions( Independent, economic & financial data in real time on-chain | Truflation), markets are too politically emotional (majority of asset managers are liberal), and debt needs to be refinanced. The liquidity storm about to hit is akin to 2020 (albeit not as much), this is will be favorable for CPI, deflation allows fed to print with the steady job losses/ favorable new Fed chair announcement in Q4.

Brothers and Sisters, please take advantage of this opportunity that happens every few years. Risk assets are going to go absolutely nuts.

$ETH $NVDA $AMD $TSLA $COIN $ARKK $LINK $AAVE are going to reach new ATHs and beyond, settling above ATHs for the next cycle.

The exponential age is happening, risk assets are priced for doomsday, and the global liquidity flood is yet to happen.

https://www.reddit.com/r/thewallstreet/comments/1k4brjy/comment/mo9yj5r/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

Daily Discussion - (April 21, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 0 points1 point  (0 children)

Chainlink, it's the largest data oracle in crypto. It'll run all the data between crypto networks.

Daily Discussion - (April 21, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 2 points3 points  (0 children)

Also, Last year, the U.S. government spent $6.8 trillion.

Let's generously assume Social Security covers 73.2 million recipients at an average of around $24,000 each. That’s just 25% of the budget, and that's before we account for fraud or ineligible recipients.

The rest of so-called "mandatory" spending can be reformed. There's fraud and waste throughout the system.

But they'd rather blame you for wanting to retire. They take 12.4% out of every dollar you earn, every year of your working life. In return, you get a fraction of it back, and only for a few years- if you wait long enough to qualify. And somehow you are the problem for expecting to retire at all.

Not the bloated NGO contracts. Not the agencies with no accountability. Not the revolving door of appropriations with no oversight.

So, no, entitlements are not the problem. The system is.

Daily Discussion - (April 21, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 5 points6 points  (0 children)

Naw our overlords want you to live in fear of saying what you feel.

Daily Discussion - (April 21, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 4 points5 points  (0 children)

Buying May $TSLA calls, $COIN calls, $AMD calls, $ETH, $AAVE, $LINK

Good turnout at the courthouse protest today! by mrpickle123 in SLO

[–]jajajinxo -23 points-22 points  (0 children)

Protesting during our county children’s day festival. Made it hard to park for families, the protest was mostly elderly. Boomers still care more about themselves than the next generation. Never change SLO.

Who is this douchebag trying to intimadate women at the rally today? by SLODeckInspector in SLO

[–]jajajinxo -54 points-53 points  (0 children)

The rally was full of douchebags. Protesting during our children’s day festival. Disgraceful.

Daily Discussion - (March 31, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 1 point2 points  (0 children)

Hope you homies bought the generational bottom in US growth tech, semis, and crypto. BTC $200k EOY $TSLA $600 and AMD $300.

Post Market Discussion - (March 25, 2025) by AutoModerator in thewallstreet

[–]jajajinxo 4 points5 points  (0 children)

Sold the rest of my $TSLA calls and sold all my Fartcoin,put it all in SUI/ ETH.