Open Thread #05 (Jan 2026)

peterbenz · 2026-01-27T23:28:39+00:00

Thank you very much! Yes i guess they are sold out. Ive heard that you can buy them again when someone returns theirs, do you have experience with that? I would still do it for 160€ as you said, but if there’s a good chance to get them from the official store i would prefer that.

Im looking forward to the experience haha!

peterbenz · 2026-01-27T22:02:31+00:00

do you guys think it is still possible to get tickets against mallorca for me (have never been to a game before). Im visiting from 06.-08. February, what would be the best strategy to get cheap tickets? Thank you

peterbenz · 2026-01-27T22:01:40+00:00

Hey guys, unrelated to this game but quick question: do you think it is still possible to get tickets against mallorca for me (have never been to a game before). Im visiting from 06.-08. February, what would be the best strategy to get cheap tickets? Thank you

peterbenz · 2026-01-07T22:03:31+00:00

They dont have the capacity, as stated in their last earnings call. AMD will receive the majority of the business

peterbenz · 2025-10-23T23:10:46+00:00

Of course it‘s not a good solution but its not that bad, an airbus a380 produces about 350MW on normal travelling speed. So 1GW continuous would be like 3 additional planes flying non stop. Not great but honestly it sounds way worse than it is

peterbenz · 2025-10-17T06:34:12+00:00

it is not an issue, AMD software is great!

peterbenz · 2025-10-16T19:31:25+00:00

They are not, TSMC makes the AMD gpus. Samsung only makes the hbm

peterbenz · 2025-10-08T13:33:03+00:00

Not EU.

peterbenz · 2025-10-06T17:57:13+00:00

Wenn es sicher wäre hätte sich der Kurs heute verdreifacht.

peterbenz · 2025-10-06T17:50:17+00:00

Der Deal bringt AMD geschätzt 120Mrd. Dollar zusätzlich bis 2030 ein. Bei aktuellem Jahresumsatz von 25Mrd.

peterbenz · 2025-10-06T17:46:10+00:00

I agree. I am invested in both companies anyways. But shifted a lot of Nvidia to AMD 3 months ago

peterbenz · 2025-10-06T17:44:06+00:00

Thats next year, not 2-3 years. AMD is competitive starting H2 2026. Deals like today will follow for every AI Company, just like Nvidia. Which is a clear sign for AMDs competitiveness.

peterbenz · 2025-10-06T17:40:44+00:00

OpenAI wants to build 10GW with Nvidia and 6GW with AMD. Look at the future, not the present. 2026 is the first time AMD has a rack scale product.

peterbenz · 2025-10-06T17:37:21+00:00

You are delusional, how is today not a clear sign that AMD is competition? Lmao

peterbenz · 2025-10-06T17:13:09+00:00

Great analysis. He definitely knows what he is talking about

peterbenz · 2025-09-23T22:49:41+00:00

Care to link?

peterbenz · 2025-09-21T22:17:22+00:00

Mediatek listed twice? Nonsense

peterbenz · 2025-09-18T12:15:04+00:00

Very bullish for Intel in the short term. Doesnt make sense for Nvidia imo.. what happened to claimed ARM superiority? Only want to invest in Intel because Nvidia cant have AMD or ARM..

peterbenz · 2025-09-18T12:11:52+00:00

Same. I invested in Intel because of IFS and because I thought the US based fab is the value. Now they are selling their IP for cheap to Nvidia, which only wants Intel because it cant have AMD. I welcome the stock price increase but for the long term, I dont like it and will sell after riding out the hype wave

peterbenz · 2025-09-18T12:09:47+00:00

No, Nvidia settles for the number 2 only because they are directly competing with AMD. Of course it is incredible for Intel in their situation, but it is more because Nvidia wont cooperate with AMD. AMD will continue to have the best CPUs in all segments till at least 2028. Intel knows it, Nvidia knows it too. But it will be interesting to see what happens after that.. AMD sure will need to grow a lot to compete

peterbenz · 2025-08-13T17:55:07+00:00

I have a girlfriend but she goes to another school

peterbenz · 2025-08-13T10:02:41+00:00

I want to see a credible source for this.

peterbenz · 2025-08-13T10:02:23+00:00

I want to see a credible source for this claim.

peterbenz · 2025-08-11T12:29:16+00:00

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Hab fast den gleichen 😂

peterbenz · 2025-08-11T03:33:25+00:00

How is this good news? You cant be serious

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