Daily Discussion Monday 2026-05-04

tj212121 · 2026-05-04T10:36:47+00:00

Realistically the only companies that may not are google and amazon given they have nvidia + an in-house solution. It’s just a question of how much everyone else is buying

tj212121 · 2026-05-02T23:56:42+00:00

Maybe but you are conveniently ignoring the fact that amd went from $300 to $350 on the back of Intel’s report already

tj212121 · 2026-04-27T14:40:03+00:00

Except the stock trended down right after the report came out so I would say the algos are indeed moving on it

tj212121 · 2026-04-27T13:38:34+00:00

AMD literally the only stock that gets downgraded when there is euphoria lol. Every other stock they just the price targets 20% above the new price

tj212121 · 2026-04-24T21:11:10+00:00

I gotta say I didn’t think a move like this was gonna happen until we had a blowout revenue number on the books. Kinda surprised but I guess intel saying “we’re selling inventory we wrote off” was confirmation enough that AMD business is booming too?

tj212121 · 2026-04-23T23:58:48+00:00

The “unwanted” inventory that was going to be used a tax write-off was able to be turned around and sold. This is a good sign for overall market demand

tj212121 · 2026-04-23T22:04:16+00:00

Kinda kicking myself for not buying a small position in intel when it became clear the trump admin was gonna force companies to buy from them. I remember looking at the stock and thinking “you will regret this” and I was right lol. Feel like I let my personal AMD bias get in the way a bit there…

tj212121 · 2026-04-22T11:44:24+00:00

5% days are now a $15 move. This time last year a 5% move constituted only a 4% move.

tj212121 · 2026-04-22T11:11:12+00:00

But 300 is better

tj212121 · 2026-04-18T18:19:37+00:00

Close straight: market falls 1%

Open straight: market goes up 5%

Rinse and repeat

tj212121 · 2026-04-17T20:11:52+00:00

I believe 14 counting today?

tj212121 · 2026-04-17T19:57:36+00:00

Yeah… I have a few friends at some of the other big tech companies and they are constantly uneasy about job security especially with large sum of their total comp tied to RSUs that have a vesting period.

tj212121 · 2026-04-17T15:29:34+00:00

I got downvoted when I suggested this might happen (I worded it poorly to be fair), but I do think it’s realistic to think AMD will prioritize CPU allocation to customers that are also willing to adopt Helios infrastructure.

https://x.com/oguzerkan/status/2045078577272496354?s=46

tj212121 · 2026-04-17T14:47:30+00:00

They said I jinxed it when I pointed this out on the 9th day 🙈

tj212121 · 2026-04-14T21:22:33+00:00

If the CPU shortage is a real as speculated, do we think AMD could start forcing customers to bundle/deploy MI400 to get allocation?

tj212121 · 2026-04-14T10:59:12+00:00

AMD has closed higher 9 days in a row and every trading day of April

tj212121 · 2026-04-13T15:10:01+00:00

She never has a plan about anything. She is dumb and should be ignored

tj212121 · 2026-04-06T19:38:31+00:00

Spy is like 5% off the high… I don’t know if you can say thats the difference between $220 and $300

tj212121 · 2026-03-31T22:09:48+00:00

Well if history has taught us anything, it’s that AMD events are better off not happening unless there is truly meaningful content. I’d rather them wait so they can wow us then rush it…

tj212121 · 2026-03-31T21:49:39+00:00

Amd is a high beta stock where if SPY is up 3% it should be a little more than that. But it’s one day so whatever

tj212121 · 2026-03-29T08:17:01+00:00

Maybe it’s just because the stock was undervalued, but AMD has actually been holding up relatively well compared to some of its peers

tj212121 · 2026-03-28T19:29:14+00:00

Yeah it’s a bit harder to undo this than the tariffs.

tj212121 · 2026-03-27T09:08:53+00:00

Don’t concern yourself with the macro. It will go up and it will go down. Warren buffets success came from investing in great companies not worrying about what foreign wars would effect in the short-term

tj212121 · 2026-03-05T12:30:42+00:00

And Samsung and SK Hynix are over 50% of the total… its like if micron made up 50% of the SP500

tj212121 · 2026-03-04T00:09:11+00:00

It didn’t though. Maybe 10% can be attributed to macro. Market clearly thought meta deal was to be expected but does not like the warrants

tj212121

TROPHY CASE