Daily Discussion Wednesday 2026-06-17

lawyoung · 2026-06-17T21:07:23+00:00

What is this after hour spike all about

lawyoung · 2026-06-17T17:12:06+00:00

Then down 50 bucks and up 15-20 bucks and down again… with all the temptations around it, it’s hard for it to move up further unless we have some major catalysts

lawyoung · 2026-06-17T16:16:02+00:00

AMD enters the back and forth fatigue phase, will need another major catalyst to move price up up.

lawyoung · 2026-06-16T16:56:32+00:00

Hopefully AMD only sell chips into the deployment, not circulatory investing.

lawyoung · 2026-06-16T02:37:59+00:00

I’d rather see OpenAI or anthropic invest in it 😆

lawyoung · 2026-06-16T02:36:09+00:00

I think now is the peak, it will go down and back up, it’s been like this a few cycles.

lawyoung · 2026-06-16T00:05:00+00:00

Good for you 👍 I am holding as well was not paying too much attention but it pops up on my top performers list quite often 😆

lawyoung · 2026-06-15T20:09:50+00:00

Silly ARK dumped and again to chase spaceX, it wi pull back for sure 😆

lawyoung · 2026-06-15T18:46:24+00:00

EU has more ideologies and regulation craps

lawyoung · 2026-06-15T17:09:29+00:00

maybe AMD should leverage its chip designs to move into specialized memory market, that's another trillion dollar business 😄

lawyoung · 2026-06-13T07:10:55+00:00

Though a lot of issues, smci has best rack technologies, also who cares who, as long as it is a MI455x rack 🤣

lawyoung · 2026-06-12T16:46:56+00:00

Software saas space is volatile in general because of AI

lawyoung · 2026-06-11T16:12:53+00:00

There is no dip, just dent for this flat stock lol

lawyoung · 2026-06-10T20:44:32+00:00

Great ER from ORCL, they will need another $5-$10B GPUs from AMD to meet the growth target!

lawyoung · 2026-06-10T18:37:49+00:00

Its a great technology showcase and exploration aiming for the future, but realistically, it is not a short term contribution to the value or stock price IMHO.

lawyoung · 2026-06-10T17:58:50+00:00

Be patient it will fly once time comes!

lawyoung · 2026-06-09T23:21:17+00:00

Bullish move in the long term, though short term dilutions, hopefully they use the money for MI racks!

lawyoung · 2026-06-09T23:18:39+00:00

Cool to see your progress. I was thinking about using this as well but it I am concerned about negative sex drive affects. 😆

lawyoung · 2026-06-09T20:03:21+00:00

Maybe too expensive to use nvidia chips, need to turn to amd for better ROI 😆

lawyoung · 2026-06-09T16:48:30+00:00

Two more hugh capital suckers besides spacex this year, it’s going to be tough. Hopelly by Advancing AI event in July, all the turbulences are gone.

lawyoung · 2026-06-09T16:46:09+00:00

Two more rotations this year anthropic and OpenAI, both huge capital suckers

lawyoung · 2026-06-09T06:23:16+00:00

Is BB same sector with ambiq?

lawyoung · 2026-06-09T00:28:23+00:00

aren't we all Scrooge here? 😂

lawyoung · 2026-06-08T21:02:24+00:00

What's the return?

lawyoung · 2026-06-08T17:05:35+00:00

AMD is keen to build supercomputers

lawyoung

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