AMD

AgitatedStranger9698

Intel died when this exact thing happened. Sex scandal booted a ceo. Cfo stayed and accountant management strangled any chance. Nvidia is farther ahead so it might survive. But AMD won the lottery. Also ironically maybe intel.

Liquid_H

"Jensen Huang's ouster from Nvidia – the end of the greatest engineering era and the triumph of corporate hypocrisy. November 12, 2026 – is a monumental shame for corporate America. The day will go down in the annals of tech not as a personnel turnover, but as a symbolic turning point in an entire industrial era. After 33 years of undisputed leadership, Jensen Huang has resigned all his positions at Nvidia – the company he conceived in the spring of 1993, at the age of 30 , in a Denny's with $ 40,000 and transformed into a symbol of technological progress and the greatest corporation of our time, setting numerous records for profitability and market capitalization, shaping the vector of technological progress. It wasn't a hired clerk or a salesman selling presentations who was sent out – the board of directors wrote off the last active, successful, high-caliber tech veteran. There's no one left. Jensen is a legend, a superpower. Huang is an absolute genius and one of the greatest people of our time . There's no one in the world more powerful than Huang, based on a combination of factors. Huang's uniqueness rested on a rare blend of systems engineer, applied scientist, and fearless, charismatic entrepreneur with an adventurous and visionary spirit. An electrical engineer from Oregon and a Stanford graduate who completed design school at AMD and LSI Logic, he understood silicon physics, crystal packaging, and the mathematics of matrix calculations to his dying day, deeper than even the most dedicated top managers. Huang could speak the same language with engineers and programmers, understanding the internal architecture of his products. Jensen didn't just create unique and cutting-edge products, Huang understood the industry from the inside, having experienced every stage of his career and growth. While a typical S&P 500 CEO studied quarterly reports and listened to consultants, Huang was thinking in deep architectural nuances across the entire production stack, from software to the physical embodiment of computing clusters, 10 years into the future. The enthusiast, in his signature leather jacket, took the stage not to deliver a memorized monologue, but to vividly and charismatically explain the design of the new silicon monster. Jensen is an exceptional tech industry enthusiast, a creator of progress and a tech geek for whom money and greatness have never been ends in themselves. The very process of creating cutting-edge technologies is Huang's driving force, so the multi-trillion-dollar machine retained the speed and ferocity of a hungry startup. Nvidia's path under Huang is a series of five daring phase transitions, each of which gave birth to a new industry. From 1993 to 1998, the company miraculously survived the failure of the NV1 chip with only enough money to operate for a month, laid off half its staff, and was saved by the release of the RIVA 128. In 1999, the company held an IPO at a split-adjusted price of $0.04 and unveiled the GeForce 256 , creating the GPU class itself. The third phase began in 2006 with the launch of the CUDA platform. With revenues of $3.07 billion and profits of $448 million, Huang began slapping a general-purpose computing unit onto every gaming chip, burning through margins for years amidst the ridicule of Wall Street, which demanded they stop wasting money. It was precisely this stubbornness that revolutionized global progress in 2012, when the CUDA-based AlexNet neural network launched the deep learning revolution. From 2016 to 2021, Huang led the fourth transformation, assembling a unified "AI factory." By linking silicon, HBM memory, and high-speed NVLink and InfiniBand buses, he transformed the data center into an indivisible supercomputer. A work of engineering art. In the fifth phase, from 2022 to 2026, the Hopper and Blackwell generations became the backbone of global AI – from language models and autonomous agents to biomedicine, materials science, robotics, and digital twins. The financial scale of the empire Huang forged from scratch is unprecedented in business history. At its peak on October 6, 2026, Nvidia's market capitalization instantly reached $5.87 trillion – an absolute world record, exceeding the annual GDP of Germany or Japan. The business's growth is incredible. From $4 billion in revenue 15 years ago to $ 310 billion, from $ 0.5 billion in profit to almost $ 200 billion with a phenomenal operating margin of 75% , and from $ 10 billion to almost $ 6 trillion in market capitalization overnight, setting numerous incredible records for the speed of revenue, profit, and market capitalization growth. So why was the creator of the world's leading tech machine kicked out in just four days? The detonator was a media torpedo: following the publication of Huang's past relationship with Alice Huang, a top executive at Singapore-based mobile operator Megaspeed, suspected by US intelligence of working for China, a video of his affair with Nvidia vice president Kimberly Powell was leaked to the press. The board of directors immediately caved in to the media hype, creating a separate chairman position for the first time in 33 years, and temporarily handing over the helm to CFO Colette Kress. To be fair, the leaks weren't proven, but the crackdown was swift. Behind the tabloid veneer, the interests of three power centers are clearly visible.The first thread leads to Washington's hawks, whom Huang prevented from imposing a complete blockade of Asia, arguing that bans would only accelerate the creation of a sovereign Chinese stack. Huang was a staunch opponent of sanctions against China from the very beginning. When the Commerce Department's investigation into Singaporean supplies stalled, the apparatchiks began leaking damaging information. The second version is a revenge plot by the corporate nomenklatura and Wall Street funds, who dreamed of breaking the grip of an inconvenient founder, who was devouring margins at an unprecedented rate. Too much of the trillion-dollar AI spending is going into Huang's pocket. The third circle of beneficiaries are hyperscalers from Microsoft, Google, and Amazon to Meta who paid Nvidia hundreds of billions of dollars and wanted to weaken Nvidia's technological momentum, buying time for the expansion of their own chips. It's highly likely that Huang was hired. However, the main diagnosis goes deeper than hardware wars – we are witnessing the disgusting triumph of American "cancel" culture. A hypocritical inquisition has triumphed in the US business and media environment, where personnel committees, ethics lawyers, and newspaper moralizers, for personal weaknesses, overnight declassify and strip away the genius that created nearly $6 trillion in value. A system where corporate sterility and fear of the press outweigh talent and decades of creation is doomed to degeneration. The board of directors of the greatest tech empire in human history has easily traded the demiurge for faceless accountants at the helm, repeating the madness of Steve Jobs's ouster from Apple in 1985 on a hundredfold scale. The groundwork Huang has built, from Blackwell to the Rubin architecture, will last for another two to three years of inertial leadership, and his name is forever etched in the history of global engineering. Along with Jensen Huang's leather jacket, the last great era of creative engineers is ending. Huang ushered in the youth of all IT professionals, ignited the gaming industry and AI takeovers, and was one of the drivers of amazing innovations. Jensen, ignore the moralists, corporate jerks, and other such riffraff. Thank you for the wonderful technologies you created. We (technogeeks) will always remember your exceptionalism and enormous contribution to technological progress ."

ShootsnLadders

Isn’t AMD up and down 50% in the last week? That’s the stability you are looking for?

Aldribuds

third time I sold AMD too early. effin hell

OrangMiskin

AMD red, the world is healing.

charon-the-boatman

No. NVDA is still the best play over AVGO and AMD over all metrics.

clairec295

Why would Jensen work with Elon though? It’s not like he brings anything to the table other than money which Jensen and many other companies already have. He can go work with his cousin at AMD, or Google, or literally anywhere else.

Emergency_Dish_1213

What's wild is they didnt even know they're related until she became CEO of AMD.

Normal_Silver4582

Meanwhile AMD rebounding almost 50% maybe its Lisa Su who instigated the affairs

zuzulego

The AMD ceo lmao!! 🤣

No_Syrup_2789

imagine how far AMD could go if she was gone. That's not a credit to the anchor, but to the boat

myjumboloanapp

NVDA is cooked. The company has a cult that worships it because “something something leather jacket man”. Guarantee they’re going to bring in a non-taiwanese guy or random mba and their tsm relationship is gonna get blown up because they can’t tango with the taiwanese execs. There’s a reason why both NVDA and AMD the largest chip giants had taiwanese ceos. They live and breathe chips.

doh13

I heard he will be hired by AMD.

SeeTheMoonSoon

15 leverage on AMD Today?

manuelvasquez-3

AMD in the rig, NVIDIA in every headline: the real diversification play.

SeeTheMoonSoon

15 Leverkusen AMD long Total?🤣

Valkyrie_Skuld

It makes me wonder if the huge run ups in MU and AMD this year were because they knew and how much AI hype was just to dump their positions

SouthbayLivin

Amazing scandal. AMD ripping now. Who else could rip?

Any_Dance4550

lol anthropic is switching to AMD chips

ntlong

He will join AMD.

ethereal3xp

If you stay with Nvidia even after this. You are certified diamond balls. I couldn't handle it. Had to move to AMD due to stability reasons. I never would have expected this from Nvidia.

SteamyGouda

SPX 7700, GOOG 320, AMD 650 at open Source: drug-fueled optimism https://preview.redd.it/awx4sbf9gb1i1.jpeg?width=320&format=pjpg&auto=webp&s=7582b82dccfe7a9f9e589257c01f43b0afda592e

TheRealApoth

That would be so funny if he's like selling Intel Arc GPUs and Bulldozer AMD processor to China for premium prices, that would be such a Chad move even if morally it's still pretty scummy.

g_bleezy

nah nah nah. dems skewer him, trump pardons him for that 15 -> 25% of chips that last I saw was moved to 1% of all data center revenue in china. divorce silver lining, he can dump tranches of equity off schedule. new venture can compete directly against old one without financial self-sabotage. everyone talking about timing with midterm but I point to timing of anthropic fucking around with the slope to switch to AMD. CUDA moat is draining, chip design commoditized. Foundry is a mirror of chips, a fat pig and everyone else. There are atoms at this level though. Last time Nvidia had competition their market was gamers. Think they're ready to fight or are they atrophied without a head? either way I'm way long hwaung bb.

Ninja-Hatto

Good Night Guys if AMD goes below 490 then I will see you else Goodbye

Realistic-Garlic2764

Thank god i got rid of my useless AMD and got Nvidia

chird_

AMD +45% in a week lmao this market is so retarded

x4nTu5

Huh? Nvidia was THE closed source software company with their AI upscaling tools like DLSS or proprietary standards like GSync. AMD was the one who pushed open source implementations like FSR or FreeSync.

D_Pablo67

AMD and Broadcom are better choices now since NVIDIA could face legal challenges with illegal chip sales to China through an intermediary Jensen was boning.

Maghioznic

There was a point some 10-15 years ago when it was realized that GPUs are great for AI workloads, so NVIDIA started designing them especially for such purpose. AMD and Intel were more focused on CPUs and neglected this market until it was too late for them to catch up. They started offering alternatives, but they are not as powerful and efficient as what NVIDIA offers. Now, all AI datacenters use NVIDIA's chips, so NVIDIA is riding that wave.

Eric_Banana

In this case I think Nvidia is dead without him in 5 years when current roadmap/pipeline is done. But hey, I couldn't be happier, I'm a major AMD shareholder.

prosperouslyenamored

AMD so he can sleep with Lisa Su

mantidmarvel

Think bigger. AMD should poach Jensen.

type_error

You mean like how he left AMD and started NVDA?

canuckaudio

AMD will pickup the slack.

zeekayz

"There are still unfucked pussies at AMD. And we needed to fix that" - AMD board on hiring Jensen as CEO.

Yottahz

She is Jensen's first cousin (they didn't even know until she became AMD CEO)

TheNuttzy

He’ll be playing on AMD hardware

98Saman

Buy AMD - Broadcom & Qualcomm

auto_named

Buy AMD

Thatsnasty2

Cool now show more than 5 years. I'm not even a BTC stan but anyone can cherry pick years where something is bad vs good. People who bought in AMD years ago saw basically no money for sometimes more than a decade, but then 50x'd their money.

SergeAlberta

he is taking over AMD

MaxDragonMan

Excellent +12% day today. It's been a rough 30 days, but the rebounding RKLB & AMD has been doing great, despite the NVDA collapse... But that big surge is the NGEN coming through with breakthrough designation from the FDA - still my biggest holding, and I'll be glad to ride this as high as it gets.

happyking1999

I will have zero issue with AMD as long as they can catch up. GPU is not like phones, usability is the only thing we care about.

AlbusSimba

In this case, the key Nvidia people could threaten to leave for AMD or Intel, assuming they really are backing Jensen.

TylerBlozak

I bought AMD at $6.02 in Sept 2016 and sold 5 years later for $132. Great trade, could’ve been like 4x that now

Waiting4Reccession

She gave away 20% of AMD to secure deals when demand is at all time highs 🤡

argument_inverted

Wait. I see Lisa Su in there. Is AMD infected with Chinese STD too?

legendarylegend26

Yahoo named Lisa Su as CEO of the year. Puts on AMD

g_bleezy

everyone talking about the timing with the midterms and I want to talk about the timing with anthropic changing the slope of switching cost to AMD. this is basic shit they taught me at ITT tech economics associate degree (6 credits short). let's get these bums out of the middle (chip design goes commodity) and keep driving down the stack. next up foundries. weird, looks exactly like chips? one big fat pig and everyone else. is it turtles all the way down or do we finally hit atoms?

Cephalopirate

I’ve boycotted Nvidia since they ruined my PS3. AMD GPUs haven’t let me down, and you’d be surprised what Intel GPUs can do.

SergeAlberta

with Lisa Su. AMD is cooked

nommapper

Do what OpenAI employees did---threaten to join AMD!

s-a-t

I don’t even care this guy is the fucking goat nvidia only goes downhill from here unfortunately, get ready for the AMD 3T market cap

PhotoSpheres

How is Jensen’s cousin of the CEO of AMD and no one mentioned it until today?

momofuku18

You must be young when you say those two companies to choose GPUs from. It used to be ATI and nVidia graphics cards people bought before ATI was taken over by AMD and the term GPU was eventually used. AMD makes a variety of chips, including CPUs and GPUs, and they simply are catering to different customers and market needs.

Vlisa

valk was right shoulda bought AMD mon not NVDA :vanish:

DonkeyTron42

AMD is selling CPUs that cost 100's and low 1000's of dollars. nVidia is selling GPUs that cost 10's of thousands of dollars.

Harp-Note

$AMD

MyDogIsDaBest

The problem was the Chinese spy, I think if it was just an affair (or three) his home life would be shattered, but he could have probably stayed on as head. If the new CEO blatantly ignores the gaming and personal space, it's gonna hurt. I would welcome a new player to the space, but holy fuck the choice between AMD or Intel GPUs is going to be a tough one

g_bleezy

he's gonna be back before q3. divorce will allow him to dump tranches of equity off schedule. he'll be able to compete directly against the old squad without costing himself financially. NVDA's CUDA moat drying up if you believe Anthropic's work on AMD chips. NVDA hasn't had real competition since gamers were primary market. Are they ready to fight or do they have atrophy without a head? I got that long huang bb.

Conscious-Move9662

He worked at AMD Lisa is his cousin

Orthoebolavirus

So what are the odds NVDA recruits the AMD or AVGO CEO?

Prudent-Corgi3793

Nvidia makes about 30 times more profit and is growing faster, so the market is already pricing in a lot of growth for AMD.

Elm03981

AMD may end up being cheaper to run on in the future. Their model is open source.

Doctor_Saved

Nvidia is actually making chips people wants and willing to commit crimes for. AMD has a plan.

AmazingSugar1

Nvidia innovates, AMD mostly eats Intel's lunch and studies what Nvidia does

invester13

Look at the net profit for both companies. Nvidia making 5x more money. AMD is very very very expensive comparing to NVDA, however, new money flows into companies that can 3-5x, and not the ones that have done already 

nerevisigoth

Like AMD?

DillonAMDwinning

there is no 5 years of anything that is contractually on order. Supply will be given out now to AMD and others, much of NVDA supply stranglehold was done on a CEO to CEO basis, word of mouth style. See latest SemiAnalysis Article for explanation. NVDA future not looking certain at all rn, would not be surprised to see them hold less than 50% market share prior to 2029

Haunting_Bat_4787

CUDA was the only way to run PhysX on-GPU after Nvidia acquired Ageia  . That was a primary reason why it was so heavily pursued early on, PhysX titles were one of the items that allowed Nvidia to take back the GPU crown from AMD in the 2010s. So saying CUDA had no use at the time is completely incorrect. CUDA was also used for distributed computing which used to be much more massive than it is now. 

ThisMathematician972

Be prepared to see 90’s to 130’s those were the major technical support levels before the big moves, lots of technical gaps along the way and has been priced to absolute perfection with earnings in 5 days without Jensen there is a very real risk of some major drops from here and you can very obviously see where Wall St is rotating to with AMD and AVGO. Congrats on being one of the first to catch the falling knife. It has fell and been flat so many earnings after absolutely crushing and raising guidance….. I mean good luck

NoHalfPleasures

https://wccftech.com/anthropic-jeopardizes-nvidias-cuda-moat-as-its-claude-mythos-model-took-only-3-days-to-figure-out-how-to-run-another-model-on-amds-mi355x-gpus/ AMD is pumping now

wallStBetModsRGayAF

WAIT A MINUTE why has AMD been going up since November fifth???

15xorbust

Tell that to AMD. Lisa Su’s done a damn good job there

vivificant

Jensen > AMD > AMD buys NVIDIA and appoints Jensen as CEO

iknowdemfeelsbro326

Always been an AMD guy anyway. Was the first stock I purchased years ago

thecommuteguy

They should buy AMD and have Jensen's cousin run it all.

Ill-Ad1603

Paid whom? You work for AMD?

Slow-Snow7186

AMD paid today

redditclm

AMD's Lisa Su has not said anything bad about Jensen over the years. Any bets if she's in Jensen's special 'friends' list. 😏

Kaesix

The chance you would have held this over the last 5 years is damn near nil unless you had a plan or just worshiped Lisa Su (nothing wrong with that). AMD has been up and down like a toilet seat until it finally broke out this spring: that's a lot of waiting.

uninflammable

If Lisa Su comes out in a leather jacket from now on i will full port into AMD

jayemsa

$AMD can still run but valuations are getting to stupid levels

supplykatusa

Does the jacket have a noncompete? asking for AMD

jmlinden7

Intel and AMD AI chips are slower but not by that much. Most of the moat is due to software compatibility (a lot of the stack dependent on CUDA) The problem is that the other chips use slightly more power, due to Nvidia being slightly ahead on designs

JudgmentCharming355

It was better $AMD than $NVDA

Cav829

The theory on AMD for a while has been that if Agentic AI becomes a thing, they'll become the new Nvidia since CPUs become more important. Kind of wild how much people are trying to frontrun it as yeah, companies only turn to AMD if they can't get in on Nvidia's supply.

Own-Recipe5908

It sorta doesn't matter in this environment. There's no excess capacity and these companies don't actually manufacture their own chips, so whoever has the biggest cash pile gets the biggest share of capacity, which will be nvda. They're all selling everything they're producing, nothing will change until neoclouds start blowing up and at that point both nvda and AMD are gonna drop to the earth's core anyway.

jayemsa

Buy $MU $AMD $GOOG $MSFT instead

jaapi

AMD scooping him up would be the move

gaesseag

My point is that without CUDA existing, AMD wouldn’t have felt the need to create HIP and ROCm, and would have probably just kept betting on OpenCL. CUDA is what proved there was actually a market for GPU compute, and that developers didn’t want to deal with a bunch of verbose C boilerplate just to parallelize their code.

GandalfTheSexay

AMD is a direct counter example of your claim

Lil_Sperm

I was too bearish I should’ve put my life savings in AMD last Thursday :hammer:

bespoketrancheop

You should have bought AMD https://preview.redd.it/gd0sid8rp91i1.png?width=1448&format=png&auto=webp&s=7733444ba495c95816b77d325dd8496497a054ba

DyingRats

Did an AMD call and a NVDA put for tomorrow, am I stupid, should it have been the other way around?

Imaginary-Case3976

OP was sleeping last month or something? NVDA -30%, Google -30% AMD -20%, Intel -50%, Avgo -30%, CRWV -50%, NBIS -60%, Marvel -50%, SpaceX -30% Saas lost 40-50%, IBM/HPE/Dell -25% AI bubble has popped or already popped. It might go down another 10% but there isn't much air left. The Index is not down much because AI isn't the index...

Perfect_Painter_7863

AMD puts when?

OdteLambo

You could have turned $1 into $1m buying AMD calls last week at $400

jayemsa

Thank you for not buying $AMD