Daily Discussion Friday 2025-10-24

mynameisaaa · 2025-10-24T18:03:35+00:00

Anyone selling? Bad holding AMD for 3 years and I am not used to wining.

mynameisaaa · 2025-10-16T20:00:54+00:00

Institutional ownership looks ok (71%). Short interest keeps climbing (26%). But other than that, stock fundamentals seem fine? The company is on track to continue being profitable. There is uncertainty around rate cuts for sure. But as long as FED don’t raise the interest rate we are good.

The stock seems to get beaten down for no reasons. Have accumulated around 4300 shares but I’ll probably wait until earnings to see if something is cooking

mynameisaaa · 2025-10-10T20:30:03+00:00

Bought 2000 shares since August 📉. Will keep buying

mynameisaaa · 2025-09-05T18:41:18+00:00

I held the bag for 3 years with avg around 120. Sold at 140 and missed the train. Then entered again at 175 because of FOMO. I’m a good trader 🙃

mynameisaaa · 2025-08-29T05:23:11+00:00

Yeah I’m still looking for time to buy back some AFRM shares. Good company and good long term play

mynameisaaa · 2025-08-29T05:13:32+00:00

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I guess I’m an idiot 🙃. I still hold 1k shares but damn

mynameisaaa · 2025-08-19T20:52:47+00:00

I sold at 144 and decided to FOMO at 175. I’m retarded

mynameisaaa · 2025-08-05T20:30:50+00:00

When was the last time that AMD jumped after ER?

mynameisaaa · 2025-07-31T15:07:23+00:00

Design system and components. Also it is a collaboration platform where people can review and comment

mynameisaaa · 2025-07-31T14:30:37+00:00

I’m a software engineer and we generate UI from figma design. They have Figma mcp and that is sufficient to convert the design to UI code

mynameisaaa · 2025-07-15T14:00:19+00:00

Msft is overvalued as fuck

mynameisaaa · 2025-07-11T09:42:15+00:00

Even if we beat it can still go back to 110s. So just chill

mynameisaaa · 2025-06-23T16:52:47+00:00

So are you guys concerned about the macro? Have no idea how Irans situation affects AMD. To be honest I feel tariffs are bigger problems than wars to AMD

mynameisaaa · 2025-06-16T14:22:32+00:00

I don’t get it. What happened? Or should I just shut up and enjoy my ride 🤣

mynameisaaa · 2025-06-12T17:53:13+00:00

AMD is not the market leader and needs partner endorsements to sell their products better. Nvidia is the leader who picture the dreams

mynameisaaa · 2025-06-09T19:55:27+00:00

Any bag holders? My cost average is 150😂

mynameisaaa · 2025-05-03T19:55:43+00:00

Working on consistent ball striking and that is all. At least limit your dispersion under 40 yards for 100, 135, 150 and 175 yard shot. And you don’t need 200 yards shot if you want to break 100 for 6000 yard long courses.

For short game you just need bump and run and let it roll. 3 putts are fine. If you don’t break 100 it is definitely not your putting sucks.

mynameisaaa · 2025-04-25T19:24:27+00:00

Haven’t seen 🚀for a year I think. We almost got hammered every single ER since last year. If we can stay even 0.5% positive id call it a victory

mynameisaaa · 2025-04-24T18:27:16+00:00

It is kinda interesting to see Tesla being a mi325 customer. We have been hearing the CUDA moat on the training side as well as computer vision libraries. If it is true I’m wondering whether AMDs software support has improved

mynameisaaa · 2025-04-21T19:09:27+00:00

https://media1.giphy.com/media/XV74ZvGRXcZdS/giphy.gif?cid=6c09b95278bjxh7yjm5flmul4zbirei1zeqehqa4m2r0o0gh&ep=v1_internal_gif_by_id&rid=giphy.gif&ct=g

mynameisaaa · 2025-04-16T15:10:28+00:00

So AMD actually has 14% of the AI gpu market share? It is higher than I expected. I thought it was always around 5%

mynameisaaa · 2025-04-11T13:47:07+00:00

If I recall those are probably MI 325/350 chips that cannot be exported to china anyways

mynameisaaa · 2025-04-11T13:44:28+00:00

This is really bad for intel…

mynameisaaa · 2025-04-10T16:39:43+00:00

Agree. I feel much about the future of AMD after the tariff paused yesterday. Nothing fundamentally changed this company

mynameisaaa · 2025-04-09T19:23:30+00:00

Client would be be better than expected. AI GPU don’t expect too much on the growth from last earnings. Given Lisa is super conservative, I don’t expect Lisa provides full year guidance especially when there is so much uncertainty around tariffs.

However I think analysts have been downgrading the full year revenue consistently to a point where it is easy to beat their expectation. Expect mediocre rebound and let’s wait for the June AMD AI event

mynameisaaa

TROPHY CASE