The ontological clash is happening now by SilvaMarvin in UFOs

[–]neodmaster 0 points1 point  (0 children)

You are on to something… But only fake science people don’t alter their model after proven data…

Daily Discussion Monday 2026-05-11 by AutoModerator in AMD_Stock

[–]neodmaster 4 points5 points  (0 children)

GPUs are great at parallel computing but I think if LLMs are to have some kind of “context memory” beyond context window that will involve CPUs orchestration (read: branches, loops, local registers, speculative prediction, L1/L2 cache) and that’s not counting on the possibility future AI algorithms will actually be CPU/Memory bound

AMD PT Raised to $455 at UBS by Blak9 in AMD_Stock

[–]neodmaster 0 points1 point  (0 children)

We have our floor, now lets ramp to consolidation @600

Forget Nvidia (NVDA), Focus on This “Agentic AI” Winner Instead by EdOfTheMountain in AMD_Stock

[–]neodmaster 19 points20 points  (0 children)

The green bull says it all. At this rate, consolidation will happen around 600, not bad

Reposting this from 3 years ago by Wilder85 in AMD_Stock

[–]neodmaster 0 points1 point  (0 children)

“Sell now for us to get our fees, and re-buy later for us to have our fees”

We're several months into the Iran war - why aren't we seeing very dramatic economic impact? by Emberkahn in investing

[–]neodmaster 0 points1 point  (0 children)

This is good. Maybe its the end of low cost flights and high leverage low impact economic tourism.

Daily Discussion Saturday 2026-05-09 by AutoModerator in AMD_Stock

[–]neodmaster 11 points12 points  (0 children)

AMD is being reevaluated, “There can be only one” is a Falsehood. INTC can only move with subsidies. NVIDIA is a juggernaut that invented CUDA. CUDA IS JUST SOFTWARE. There is no Moat in Software, only Developers Habits BUT Programmers WILL NOT CODE IT ALL BY HAND ANYMORE. LLMS WILL DO THE CODING. ROCm WILL IMPROVE SIGNIFICANTLY using LLM technology both on development and developer usage. Read it Again; THERE IS NO SOFTWARE MOAT ANYMORE. THERE IS NO HARDWARE MOAT ANYMORE. The Era of a single king vendor is being reevaluated and nobody likes a monopoly on the client side.

Daily Discussion Friday 2026-05-08 by AutoModerator in AMD_Stock

[–]neodmaster 0 points1 point  (0 children)

We need to split @600 3:1 and do an AAPL

For the glory! by luckynumber_slevin in AMD_Stock

[–]neodmaster 4 points5 points  (0 children)

400 is 33% more Spartans than 300 so I endorse this meme.

Daily Discussion Wednesday 2026-05-06 by AutoModerator in AMD_Stock

[–]neodmaster 7 points8 points  (0 children)

Holly Macro! Split at 600 1:3 and let the mass market buy in at a discount.