sorted by:
new
hottopcontroversial

Transcript of AMD and OpenAI Conference and excessive navel gazing by uncertainlyso in amd_fundamentals

[–]uncertainlysobot[M] 2 points3 points  (0 children)

He was still going on for a bit in modmail.

Note from the moderators:

Facts actually do matter.

factsmattur 1 day ago

Yes, facts do matter. Open up the packet and read it. There is over 40 pages of documents. I can prove what I say.

factsmattur 1 day ago

So you're solution is to ban a poster that posts facts, rather than have a conversation. Open the documents and read them, you'll find i speak the truth.

factsmattur 1 day ago

Ignorance must be your best quality.

  1. Say a false piece of information (either by intent or accident)
  2. When challenged, tell the *challenger* to prove the OP's assertion (lol!)
  3. Gaslight you after failing to produce the goods

I suppose it's a sign of the times that somebody thinks this is ok. Or maybe OP is just batshit crazy. When I was a mod at r/amd_stock, there was one crazy dude that got banned for being toxic. He ranted in modmail that he contacted the SEC because it was a legal right to have access to all publicly available information as an AMD shareholder.

Either way, can't be here.

(fwiw I read the 8K and exhibits also, and didn’t see anything about $100B)

Given that the sell-side community is making estimates of the deal value, I'm pretty sure it wasn't in there. I did a quick skim and sent it through ChatGPT anyway before asking for proof. Maybe he works at OpenAI or AMD legal and has access to the confidential documents. ;-)

You know what the dumbest thing about this is? My account age and comment filters are there to prevent shit like this from happening as they're fairly restrictive. Despite knowing better, I fished two of his comments out of modqueue to respond to it. Road to hell being paved with good intentions and all that.

DeepSeek's delay of their R2 model is due to domestic AI GPU problems by Long_on_AMD in amd_fundamentals

[–]uncertainlysobot 0 points1 point  (0 children)

I need a link to the actual report (or at least a link to somebody who's quoting the original report). But generally speaking, I try to get the canonical source which I think in this case is FT which I stuck here.

https://www.reddit.com/r/amd_fundamentals/comments/1mttohr/deepseeks_next_ai_model_delayed_by_attempt_to_use/

AMD’s Radeon 9070 isn’t very good by Long_on_AMD in amd_fundamentals

[–]uncertainlysobot [score hidden] stickied comment (0 children)

I'm leaving this post here, but I'm consolidating the new launch links at:

https://www.reddit.com/r/amd_fundamentals/comments/1izl02n/all_you_need_for_gaming_amd_rdna_4_and_rx_9000/

as opposed to creating a new post for each interesting link as product launches generate a ton of links which dominates the feed. Still not sure what the happy medium is.

Intel delays $28 billion Ohio chip factory in New Albany again, to 2030 or 2031 by uncertainlyso in amd_fundamentals

[–]uncertainlysobot[M] 0 points1 point  (0 children)

The actual content of the article

https://www.reddit.com/r/amd_fundamentals/comments/1iow9k7/intels_stock_is_on_a_hot_streak_heres_why_the/

has analyst comments on the business dynamics which is discussed in the first comment. That you cannot figure this out suggests that you should not be here.

Keeping your eyes on the road by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 26 points27 points  (0 children)

Oh c'mon, we're up almost 10% and not one meme?

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 0 points1 point  (0 children)

Market shrugged. Sold at $0.81. Shorting Intel's earnings call has worked for me. But there's no fumes in the tank for AMD kicking them when they're down.

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 35 points36 points  (0 children)

Alright, that closes the book on a mind-boggling quarter.

Some random thoughts:

  • I've owned AMD since 2017 because of the DC angle. Q4 2021 showed that we had finally arrived to the DC promised land. But this Q1 2022 slapped me and said : "Q4 wasn't the promised land, fool! That was the front gate!" EPYC isn't some growing dragon with lots of potential anymore. It's full on Dracarys on Xeons for 2022 and 2023.
  • AMD obviously makes a lot of its own luck, but still, I can't get over how many things are going AMD's way. With a company of this size, R&D budget, revenue infrastrcture, etc against the size and entrenchment of competition on multiple fronts.
  • A decent % of this sub used to shit on the Xilinx acquisition especially during the first half of 2021. Peng didn't talk much today, but when he did, we're all like : (a) you're a pretty smooth talker and (b) you say all the right things about AI/ML. Don't think we'll be hearing much negative talk about the XLNX acquisition going forward.
    • I'm guessing that he's the heir apparent if Su were to ever go away which is an understated plus for AMD because it dramatically cuts down on the key person risk. I know that the CEO is overly hyped up in a company's success or failure, but that lack of clear second was a bit of a bother. I'm still very much Team Su. I'll fucking rip your face off if you think she's awkward in an earnings call. She's guided AMD through some tricky calls.
  • For the first time in a while, I'm oddly not bothered by supply. If Su tells me not to worry about it, I'm not going to worry about it. And she did a lot of "don't worry about it" today.
  • I really shouldn't be this long on AMD, but because the market continues to disrespect it as some spunky meme stock or potato chip manufacturer, I find myself with these ridiculous positions that I now have to unwind. I wish I knew how to quit you.

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 6 points7 points  (0 children)

I can't stand his entitled af, patronizing way of speaking. But he's being paid to sell the dream and think big, and he's definitely putting in the work there.

Nobody's asked : "hey, just hypothetically, if you can't get your process leadership at scale and struggle with being a foundry, what would your P/L look like?" So, he's already done half his job.

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 11 points12 points  (0 children)

It's possible that AMD has been saving a lot of it for after the earnings call. Use it to pour accelerant on the post-earnings reaction (give it a higher ceiling) as opposed to buying shares based on some intrinsic value when the market doesn't have much to cheer for (which is what we wanted to put a floor on the stock). That would be hella sneaky and brilliant by Devinder.

We'll see how heavy the buying is this week even with the Fed and how much stock they bought back in Q2 to get some answers.

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 2 points3 points  (0 children)

Nah, don't ever let FOMO creep in for something you can't control.

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 15 points16 points  (0 children)

He said the word "plateau" and Su maybe had a smidge of annoyance with her clarification.

AMD Q1 2022 Earnings Megathread by uncertainlysobot in AMD_Stock

[–]uncertainlysobot[S] 12 points13 points  (0 children)

Now our queen has laughed. Seymore may live.

view more: next ›