AMD

thesog

Would it hilarious if he went to go work for his cousin at AMD. Or if she took his job.

PolloConTeriyaki

They can make them all they want but if there's no customers then there's no point...also you'll have competitors lining up like AMD to say "switch with us". There's the component where I'd rather deal with a company that has this shit together than doesn't.

americansherlock201

Because it’s a question of can the new ceo keep up the growth that the old one did. CEOs get it wrong. Look at Apple for example as a historical example. Jobs grow the company into a major name. He was replaced as ceo by a more corporate executive type and the company nearly collapsed. Replacing a founder ceo is a huge thing. It’s taking the person who had the vision to start the company and grow it to a massive success with a new person who joined later on. That poses massive risk. If the new ceo gets it wrong, competition is ready to swoop in. AMD has been up a lot since the spy news broke. It’s in prime position to capture market share away from Nvidia if they make missteps

GoldBlueberryy

So options for Jensen is a spot in trump's administration as an AI consultant, AMD or anthropic. This is going to get messy.

Lil_Sperm

I have a AMD cpu in my computer and an Nvidia GPU, if I turn it on is it gonna laugh at me?

Avid_Reader87

AMD is going to skyrocket.

Ok-River5924

Ain't no way Lisa AMD to replace Huang as CEO, right? unless...

DripLife88

Anthropic says their models can run on AMD chips, that's why its pumping

hioman01

AMD gonna acquire NVDA before earnings at this rate

Pitiful_Fox5681

Watching NVDA at -10% is expected, but lol @ AMD being bright green this morning. 

Jupiter168

AMD pumping

GoldBlueberryy

either Them, AMD, or anthropic. Its gonna get messy af

Orthoebolavirus

No just rotation to other big tech AMZN GOOG META MSFT AVGO AMD

AntInternational6006

AMD calls 🚀🚀🚀🚀

Swiftnice

AMD stock would rise 50% today if Lisa Su would tweet out a thank you card to Jensen's cock lolol

ReporterCalm6238

If I were him I'd go to work for Elon or AMD along with my best employees. Or even better for some Chinese company. Tragic mistake.

gopoohgo

Don't forget Dan Niles bought NVDA and shorted AMD Monday!

Concept-Plastic

How tf is AMD crashing on this news, they miss him too or what

AntInternational6006

AMD calls 🚀🚀🚀🚀

Eazy-Eid

AMD 📈

AntInternational6006

AMD calls 🚀🚀🚀🚀

Eazy-Eid

AMD 📈

AntInternational6006

AMD stock 🚀🚀

Concept-Plastic

AMD calls free money

Bulky_Jellyfish9012

I'm staying away from semiconductor stocks, including AMD.

GoldBlueberryy

I have a feeling Jensen is going to join his family at AMD and it's gonna be a powerhouse. Someone is pricing in something for AMD to be hedging

SirBuysHighALott

Full ports AMD calls coz my CEO not that horny.

gopoohgo

The time of NVDA is at an end....now is the time of AMD!

-The-Suspect

I think she’s a star man. She basically brought back AMD from the brink of bankruptcy.

PsychologicalEye543

How about Nvdia get Lisa, AMD get Jensen.

QuailEquivalent2625

Avgo and AMD feasting

Swiftnice

HAHA GOOGL and AMD directly benefiting from Jensen's cock!!!

ihatestocks

space? AMD?

Yottahz

I think puts on AMD and Broadcom might print by December.

kkubash

will AMD shoot or go down with the market

rollinhating

AMD and Broadcom continues to gain immensely by Nvidias downfall

Plebeian_Gamer

Bro please no, not my AMD 😭

MooseyGoosey69

id buy AMD over nvda now, Jensen's the goat

SalemKinkTrials

You regards thinking you’re smart buying AMD don’t think this shit is also going down at open 🤣

GreatGojira

AMD "For once being controlled opposition means we are winning!"

Happy-Champion1661

AMD pumping 3% lmao

Own-Recipe5908

AMD is definitely not gonna be able to handle all this extra valuation, it was already pretty well ahead of itself.

RichSpecific4490

Nvda the new AMD

mediocre_gaming_923

is AMD the dispenser or the destroyer today 👀

QuailEquivalent2625

AMD and AVGO the clear winners in all this ngl

tayman77

I think the question is: Is CEO removal priced in Is up to 20% revenue loss priced in Is investigation and govt fines priced in Is Shareholder lawsuits priced in Is increased chip com from AMD, and cloud providers priced in Can AI helping develop a CUDA alternative priced in

ComputeInMemory

When CUDA was introduced, Lisa Su wasn't CEO and what is now AMD's GPU division was a Canadian company called ATI

BagHoldersOfAmerica

AMD is crazy overbought and yes im mad I didn't buy at $100

Arrowhead_Pride15

From 2014-2020 the top picks on WSB were NVDA and AMD. Then Gamestop happened...

DingleJingle_

Selling NVDA to buy AMD has to be peak retard.

Bichael-Murry

$AMD should be sub $100 honestly, wtf is this shit

notyouravgredditor

Funny enough, though, AMD's chiplet design was superior. Nvidia ultimately ended up going that route too.

Sire_Jenkins

Make Lisa the CEO of NVDA, make her appoint Jensen CEO of AMD. A little twist on what Ford did to Nixon

naahbruv

I've splt my portfolio between AMD stocks and NVidia shorts

notyouravgredditor

I mean it started long before that. They tried to force x86 into every platform and it just doesn't do well on every platform. Then the IA64 debacle and they ultimately lost out to AMD's x64.

thewronghole1993

AMD to 600 EOW despite assumed red day

ImaginaryNinja9782

If AMD hires Jensen, it will jump up +20% on that day.

samwichse

AMD continues to win over more and more by executing well while the competition repeatedly shoots itself in the dick. "Never interrupt your enemy while they are making a mistake."

Bichael-Murry

lol why people even buy $AMD tbh

Mother-Style6479

Yeah maybe. He works for AMD, but maybe he is the shit? There wasn't very much information and anyone that always was shit calls great shit shit. I still have my doubts.

jhenryscott

ROCm isn’t even the best software for AMD compute, Vulkan scores better all the time.

TrickyDickCheney

Would not be surprised if AMD opens at $522 and dumps after teasing a rocket ship all night

gopoohgo

AMD hit $580 AH when the Jensen-VP news broke

ExistingLiterature34

my finger is itching to short AMD

Infield_Fly

AMD is already up 40% in less than 5 days.

_Lost-In-The-Weeds_

The overlap between Nvidia and AMD is petty small, just consumer gaming GPUs. Not a big income source for either company. They are Nominally competitors but not really. AMD has a AI GPU but its sales are small. No I think a faltering Nvidia market will hurt EPYC CPU sales, where AMD actually makes most of its money.

brjh1990

Message received: buying AMD

Upstairs_Whole_580

The Anthropic development is genuinely significant, particularly if AI can automate much of the work required to port workloads away from CUDA. But getting one model's prompt processing running on AMD in three days isn't the same as demonstrating equivalent performance and economics across an entire production infrastructure. It certainly doesn't establish that AMD suddenly surges because Jensen leaves just like Musk saying he would only buy NVDA GPUs was... game changing for NVDA. My concern is precisely the longer-term competitive landscape. NVIDIA's next several quarters are largely determined by commitments already in place. What happens over the following 4–6 years is a very different question.

c12beats

Exactly like what happend to "WWE and Ufc with there Ceo Scandals" and they sold to Tko Nvda should sell to AMD

aerdvarkk

Buuuuut Jensen is not the best at his job. NVidia is caught up in a circular funding scheme with several other major tech brands artificially inflating their stock values with zero actual growth, He's focusing the company on corporate sales over consumer sales; and that along with AMD shifting its customer focus both are essentially tanking the consumer computer industry, which makes little to no sense seeing as how if both major gpu companies begin eliminating the end users that ultimately need their products to access something like the AI data models that the 2 companies are turning to in order for those 3rd party industries to profit in the first place, they're shooting themselves in the proverbial foot. 1 - Eliminate the consumer market 2 - Focus only on AI tech companies 3 - AI tech companies rely on consumer data 4 - No consumers have computers to give data to AI tech companies 5 - ??? 6 - Profit ??? You are right though, nobody should give a damn about who Huang is wanging.

ShawnRanklin

Go to AMD insteas

kimaluco17

Yeah who else would they go to for parallel compute, AMD? I don't think so. Nvidia has a very solid moat.

Dem0nid

I wouldn't call it pure luck. There's a saying: "Luck is what happens when preparation meets opportunity." Nvidia spent decades investing in GPU computing, CUDA, software ecosystems, and the infrastructure that eventually made it a natural fit for AI. They couldn't have predicted exactly how big the AI boom would become, but they had already built the technology and positioned themselves to take advantage of it when the opportunity arrived. AMD had GPUs too, but Nvidia's long-term investments gave it a significant head start. The opportunity may have been unexpected, but being ready for it wasn't luck.

SummitSloth

#LISTEN UP EVERYONE Buy AMD and GOOGL. They will 100% pop when NVDA collapse. You heard it here first

mdog252550

After what Anthropic said about AMD… I’m not too sure.

Shad0wK1lla

NVDA CALLS AMD PUTS MU PUTS IS THE PLAY TODAY (I will doing the exact opposite of these but I wanna inverse the regards)

SirBuysHighALott

AMD went from 400 to 560 in a week just coz of Jensen smashing everyone left and right?

Human_Baby3243

Is AMD doing well premarket?

InnitPikachu

If the CTO becomes CEO, buy the dip. If the CFO becomes the CEO, buy AMD.

InnitPikachu

If the CTO becomes CEO, buy the dip. If the CFO becomes the CEO, buy AMD.

Human_Baby3243

I bought AMD puts, how fucked am I

Middleage_dirtbag

Firing Jenson for a CFO CEO plays into Intel over the long term. AMD has a track record of completely fumbling every Nvidia misstep. Intel has a foot in the GPU market and have lots of smart engineers. They’ll definitely jump at the chance to build an ASIC or novel chip technology to undercut Nvidia’s data center market.

Mission-Fig6621

They can find another idiot in leather jacket, look at AMD,

EasyAstronomer3224

AMD getting a PE transplant from Huang

ComprisingIgnorance

It's that question which has me burying my ostrich-esque head in the sand. If he goes - it's gonna be manipulated down through the floor - and people will naturally also sell like crazy. But they'll get a replacement (maybe from AMD; or maybe a merger with AMD?!!) and the stock will come back up, I imagine. There's too many people with too much wealth attached to nVidia for it to be allowed to crumble. And they still have amazing culture, amazing talent, and far and away the best chips. We're still in the expansion phase for AI so - mad as it is to say it - I think Nvidia will survive Jensen's exit - _should_ it happen. Which I can't quite believe it will. There's a pedophile, sexual predator leading the US Government for God's sake; how does banging a few hotties cause an exit for Huang? I can't see it, yet.

Legitimate_Cap_5396

You’re not the only one who is seeing a pattern that is rather typical of these types of things.  I’m not sure I would call it “too powerful” in simple sense, even though he is clearly powerful by virtue of circumstance even, i.e., GPUs having become so important and Nvidia having become so dominant right before due to the incompetence of their competitors like AMD.  The fact that this has been known for many months and nothing positive was done about it, e.g., having a little chat with him, could mean several things; administration incompetence, deep state sabotage, intel agency belief they can play uno reverse because we have very little insight into China due to having been checkmated at many turns, etc.

throwaway9gk0k4k569

> I like how the market is so stupid it has decided that AMD has no skeletons in its closet. If NVDA is selling chips to China illegally you can be sure as shit it's not just them. I have not seen any indication of that. Also, what VPLumbergh said about the GamerNexus doc is true. They didn't want AMD cards at the time.

jcpopm

AMD holds 5% the GPU market and is massively behind NVDA, they are not even comparable. You may as well be comparing a startup to an established Fortune 500 company.

Fhyzikz

My AMD short worked out well. Not sure how AMD became a NVDA hedge lol

n1ck90z

we know that model runs on AMD, the question is if it runs just as good

Sykunno

Iv been invested in Nvidia and AMD from 2020 and if they fire him, I'm selling. The guy cheated. Billionaires have done worse. He doesnt have a replacement

xyMaarc

Anthropic Jeopardizes NVIDIA’s CUDA Moat As Its Claude Mythos Model Took Only 3 Days To Figure Out How To Run Another Model On AMD’s MI355X GPUs

Severe-Selection-256

Ok AMD lookin REAL attractive rn 

eirinite

No one cares about the cheating. It’s getting caught with a literal spy when his ticker’s option volume rivals SPY and QQQ, and both of those are already heavily bought into NVDA as it is. LISA SU WOULD NEVER, AMD 7DTE 580/590 CALL SPREADS

Upstairs_Whole_580

No. I don't think this is about the next 4-6 quarters. I think it's about the next 4-6 YEARS. NVDA is already lined up to crush it... but I expect it to be close to 700B in F'28 and have a Forward PE in the single digits. But no, AMD didn't suddenly jump over them because Jensen is gone.

eirinite

🥭 is our president, obviously, no one cares about the cheating. It’s getting caught with a literal spy when his ticker’s option volume rivals SPY and QQQ, and both of those are already heavily bought into NVDA as it is. LISA SU WOULD NEVER, AMD 7DTE 580/590 CALL SPREADS

FaradayEffect

If we are just pulling numbers out of our ass, then the Claude slop might run 1000x faster on AMD than CUDA runs on NVIDIA lol

Equireason

The porting speed is real progress, but the latest 10-Q shows where the friction still sits: to land OpenAI and Meta, AMD issued warrants for up to 320 million of its shares, roughly a fifth of its share count, subject to vesting conditions. Data Center revenue did nearly double to $8.5B last quarter. Still, if moving off CUDA were cheap, I doubt AMD would need to pay customers in equity to make the switch.

Eazy-Eid

So now AMD has superior hardware, and Nvidia's software advantage is gone? Interesting.

Competitive_Low_2054

That plus competition from AMD, Broadcom and in house design at some of the hyperscalers hasn't exactly slowed has it? This gives them a reasonable chance of actually catching up -- something the entire industry desperately wants.