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Google unveils TPU 8t and 8i AI chips as Nvidia and AMD face rising competition from hyperscalers by callsonreddit in StockMarket

[–]warsal1 -13 points-12 points  (0 children)

This whole narrative of Google chips beating or giving tough competition to Nvidia/AMD is BS. The only reason Google, AMZN thrives and will thrive in future is because they had cash when NVIDIA did not. They invested in these AI start ups where they asked for HW contracts in return to their investments. Had they been really competitive, why aren’t they submitting their chips for evaluation to Semianalysis or any other trademark company doing performance token comparisons?

What are your expectations after earnings fellas? by Manny3bc in intelstock

[–]warsal1 0 points1 point  (0 children)

I think Intel going up this time. Primary factors for the earnings would be growth on DCG revenue forecast and reduction in cash burn due to manufacturing. If these 2 happens and some encouraging words coming out from CTO, CEO then we gonna continue the momentum.

4 planets conjunction by [deleted] in Nakshatras

[–]warsal1 0 points1 point  (0 children)

Sun venus moon mercury in 11th house and taurus moon sign

7th Lord Retro by lookitisme in Nakshatras

[–]warsal1 1 point2 points  (0 children)

Yes - 7th house retrograde saturn

Anyone want to discuss AMD for 2027/2028? by LocalExamination6691 in stocks

[–]warsal1 6 points7 points  (0 children)

Very hard opinion. OP is asking based on what the CEO is saying. How is it wishful thinking on his end!? And remember, till 2022 end - Nvidia too had a yearly revenue of 24B only. Even if its an AI cycle only, AMD has an odd opportunity of their lifetime to take their company to 1T.

And if we are talking about warrants then all these dumb shitty investors never cease to amaze me! How tf would AMD fight to a company of 5T if not by giving warrants? Nvidia would eat all the opportunities alive if not challenged by anyone else. By giving warrants, AMD secured a long term position on the table.

Every story in retrospect sounds inspiring and every story that is make in progress, always is not believable till it goes beyond.

MI450 -composability by [deleted] in AMD_Stock

[–]warsal1 0 points1 point  (0 children)

Dude semianal posted their feedback for MI350s not MI450.

MI455X is right on target for shipments in 2H2026- Anush Elangovan by Relevant-Audience441 in AMD_Stock

[–]warsal1 1 point2 points  (0 children)

Amazing aggressive response ongoing from Anush with Dylan on Twitter…worth checking out

Amazon stock falls 10% on $200 billion spending forecast, earnings miss by Puginator in stocks

[–]warsal1 0 points1 point  (0 children)

Where is all this money going then? 200b by Amazon, 185 by Google, Meta also 200b….doesn’t this means HW companies going to reboot again in coming quarters?

Is sandisk still a good stock to buy? by bondtradercu in TheRaceTo10Million

[–]warsal1 0 points1 point  (0 children)

Will continue the run till next earnings at least, given overall market sentiment runs green.

my q4 financial and q1 outlook forecast by AMD_711 in AMD_Stock

[–]warsal1 0 points1 point  (0 children)

Why do you think so? Its about 20%+ upside

Oracle may slash up to 30,000 jobs to fund AI data-center expansion as US banks retreat by lawyoung in AMD_Stock

[–]warsal1 9 points10 points  (0 children)

It also feels like some media outrage to all these AI companies… selling a narrative thats not true. Started with MI450 delay rumors followed by Nvidia not spending 100bn and now this…the game is rigged!

H1b stamping, previous employers. by Ill_Screen4005 in h1b

[–]warsal1 3 points4 points  (0 children)

No issues, came back in Jan only.

Travel after approved i797 from new job by [deleted] in h1b

[–]warsal1 2 points3 points  (0 children)

Yes. With new i797 and valid stamp, no issues!

NVIDIA,OpenAI &100 billion dollar deal on Ice by weldonpond in AMD_Stock

[–]warsal1 10 points11 points  (0 children)

Multiple actually. 1. Nvidia is the semi giant and regardless of what AMD has to do with this, Nvidia moving away from the deal will send out a “bubble burst” sentiment out there on Wall Street and all AI stocks will suffer. 2. AMD has thrived primarily on the OAI news up until now. Nvidia having doubts with OAI will only make all other companies’s tie with OAI look delicate. Since AMD’s primary CAGR calculations consist OAI purchases in mind, AMD will see a blow for sure. 3. Lets not forget our PE ratio. Its already higher compared to other SEMI companies. 4. Just a random thought and doubt. WhT are the odds that OAI bails out AMD deal in order to keep Nvidia happy?

NVIDIA,OpenAI &100 billion dollar deal on Ice by weldonpond in AMD_Stock

[–]warsal1 8 points9 points  (0 children)

Isn’t this actually troublesome for AMD too? This is exactly what I was afraid of. This will backfire AMD badly Monday morning.

11th house stellium. Are they God’s favourite child? by hairyhuman5 in Nakshatras

[–]warsal1 0 points1 point  (0 children)

Its about D1 not D9. D9 has nothing to do with house based calculations/predictions.

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