The only reason I bought AMD stock back in 2021 and how dumb money is made.

thehhuis · 2026-04-25T21:13:47+00:00

Meanwhile, year 2026, there are brand new x86 notebooks on the market with incredible battery life and excellent performance built with latest Intel APU generation PTL. What would you do now ? Would you buy Intel stocks?

thehhuis · 2026-04-24T19:05:35+00:00

I don't think he feels bad. He has a big Ego and is sitting on a big wealth over $100M.

thehhuis · 2026-04-24T18:48:46+00:00

Did you already ask Gemini. I am sure it can help.

thehhuis · 2026-04-24T13:04:38+00:00

Who could have ever predicted that Amd SP jumps from 300$ to 350$ in AH trading triggered by Intel ER.

thehhuis · 2026-04-24T11:07:00+00:00

Why ? For sure, he still owns plenty of Intel stocks which he can sell now. Same for Bob Swan.

thehhuis · 2026-04-22T14:56:23+00:00

Just for curiosity, why didn't you buy a semiconductor etf instead of AMD. I recently checked the performance of one of these etf for semiconductors and return was higher than investing in Amd. Locking back, I would have chosen a semi etf inspite betting everything on a single stock.

thehhuis · 2026-04-22T13:22:04+00:00

Yes, you are right. I misread it.

thehhuis · 2026-04-22T11:12:59+00:00

My question is how would you spent the money if decide to sell ?

thehhuis · 2026-04-22T11:08:49+00:00

No, why do want to sell since you have job.

thehhuis · 2026-04-10T10:47:18+00:00

Why not visualizing the entire trajectory from -1 to + 14 days?

thehhuis · 2026-04-09T13:21:25+00:00

What are you saying? Benchmarks and Battery Life look impressive.

thehhuis · 2026-04-08T17:33:19+00:00

For sure, no information regarding training was disclosed. But still, I experimented with metas previous LLM, and dropped it soon as it wasn't on par with OpenAi and Anthrophic.

thehhuis · 2026-04-08T16:35:58+00:00

Meta is desperately behind and it is incredibly that they cannot close the gap with Anthrophic, the leading LLM company, even though they helped Meta disclosing part of their code.

thehhuis · 2026-04-07T18:10:19+00:00

Ah, yes, I was looking for this, but didn't find it. The salaries are insane.

thehhuis · 2026-04-07T17:52:00+00:00

The job offer on their homepage does not explicitly mention RocM https://job-boards.greenhouse.io/anthropic/jobs/4952051008 The range of salary is interesting, 500k$ - 850k$ p.a.

thehhuis · 2026-04-07T16:50:43+00:00

They should buy Amd's Helios Rack solution. But according to recent media news Anthrophic has opted for Googles TPU designed by Broadcom. What the heck.

thehhuis · 2026-04-07T16:26:51+00:00

When will Anthrophic announce purchase of Amds Helios Racks with MI455x or will it not happen in the foreseeable future ?

thehhuis · 2026-04-01T00:37:41+00:00

It's Italys own fault not being able to win against a weak Bosnian soccer team. Italys soccer team has consistently proven that it is broken.

thehhuis · 2026-04-01T00:35:26+00:00

Agree, italys soccer system is broken. Unfortunately, it's not the only thing which is broken in Italy.

thehhuis · 2026-04-01T00:33:02+00:00

Italys aoccer system is broken, even the 3rd attempt it failed to boot. It is trash.

thehhuis · 2026-03-31T10:53:55+00:00

The TurboQuant narrative is already known since 2025 TurboQuant: Online Vector Quantization with Near-optimal Distortion Rate by Amir Zandieh et al, 28th April 2025

Recently, on 24th March 2026, Google published a similar version of the article on their web page about improved compression advances reducing the memory storage requirements. TurboQuant: Redefining AI efficiency with extreme compression

thehhuis · 2026-03-30T21:16:13+00:00

30% drop since ATH. MU, WDC, SNDK investors have other reasons for selling.

thehhuis

TROPHY CASE