AMD

FarVillage188

\- even if they lose 22% that may go to china, their valuation will still be low. they're at 20 PE and 10 forward PE. AMD is at 116 PE with much worse product. \- pressuring megascalers to take early delivery retain priority and them agreeing to that shows how valuable and desired Nvidia product is. \- circular financing is just them investing (buying equity) in AI developers that they believe in. and they have better expertise than pretty much anybody else. so, if any of these AI developers make it big, Nvidia will reap the benefits of it. \- and I didn't understand your point about "backstopping failing neoclouds goosed revenue since 2024." if you elaborate, I can respond.

JohnStuartMillfan

Yeah, those senior developers and chip designers are basically irreplaceable. The people who designed the systems you are using have a degree of product knowledge that you just can't hire in. In a very real sense, the real value of Nvidia is in their brains, and if a significant number decide to cash out now that Jensen is gone, Nvidia is no different from AMD.

soysssauce

Do you remember what happen to AMD and intel?

GreedyPomegranate391

AMD's Singapore revenue grew 18.5% in FY 2025—from $3.61 billion to $4.28 billion. This lagged behind AMD's overall company-wide revenue growth of 34.3% during the same period, meaning Singapore's share of total revenue actually dipped slightly to about 12.4%. By contrast, before changing its reporting method, Nvidia's Singapore-billed revenue surged from 8% of total sales in 2023 to 22% ($10.2 billion in a single quarter) by July 2025, representing an 81% year-over-year jump. AMD has maintained consistent geographic revenue reporting in its filings, continuing to break out Singapore alongside the U.S., China, and Taiwan. According to The Wall Street Journal's reporting on Nvidia's Singapore sales, Nvidia abruptly stopped reporting Singapore revenue in late 2025 by switching its accounting metric from "customer billing location" to "location of the customers' headquarters". This change occurred right after Nvidia placed Singapore-based client Megaspeed on an internal block list, effectively removing investor visibility into its Singapore sales.

deeboismydady

AMD does a similar percentage of revenue with Singapore. If Nvidia were playing games so are AMD.

marvology

Never owned a single one. I owned AMD and got out at $610

GreedyPomegranate391

All in on AMD. I don't care about short term moves. AMD's numbers over the next year are gonna print and their story is clean.

McOmghall

I went long AMD on Friday :derp:

2024-YR4-Asteroid

There’s demand, it’s just not demand for Nvidia’s chips. Cerebras is a real competitor now with CSL and their chips being generally marvels of engineering. AMD is catching up and is cheaper Google now makes TPUs that you can train AI on (tpu 8t). When Nvidia artificially kept their prices high by artificial scarcity it caused people to look for alternatives.

ace260

nvidia is litteraly producing the best chips in the world. a little scandle isn't gonna do shit in the long run otherwise Intel, ARM, AMD, would've caught up a long long time ago

geneva_illusions

Standwithjensen.com IDGAF that he got honey dicked. Could have happened to anyone. I'm an AMD man; however, Jensen has created a 4+T company.

ianlulz

I cried in the shower (not fr tho) on the 13th because I sold my AMD puts for a measly +300% profit when if I hadn’t pussied out and instead sold at my originally planned time I’d have gotten +1300%. It’s very *wipe your tears with your hundreds*

harpers25

Yes dude, an *agreement*. An agreement means that 2 people *agree* on something. Price fixing is an agreement **between competitors** to raise prices. That is exactly what all your own links say. It would be price fixing if Nvidia and other GPU suppliers like AMD agreed to raise prices. They are *competitors*, so they are supposed to compete against each other on price to attract customers. Customers that only *buy* chips are not competitors of Nvidia. It is not possible for them to enter into an anti-competitive agreement for something they don't compete in at all.

VastlyCorporeal

I swear to god I will go insane reading this thread. These are EQUITY investments Nvidia is making. EQUITY. EQUITY. EQUITY. It isn’t vendor financing, that would be DEBT. The there are literally two things total in a capital structure it’s not that difficult to grasp. The short explanation to the AI circular economy is that Nvidia is sitting on an absolute mountain of cash from GPU sales, so what do they do? Any major acquisition (AMD for example) is out of the question due to antitrust, so they’re effectively incubating future customers instead. You sink several hundred million dollars into the EQUITY some AI company. If it turns into a major success you win on the GPUs you sell them and you win on your share of their profits. If they fold, you lose your entire investment. If we were talking about actual vendor financing (i.e DEBT), the story changes. Said AI company needs to pay an interest bill, and if said AI company doesn’t start generating cash quick-smart they’ll go bankrupt. EQUITY doesn’t have this issue. Nvidia’s investment provides a source of capital with no ongoing obligation whatsoever. So yeah, is it a circular economy with Nvidia providing equity capital to companies which will use said equity capital to buy Nvidia’s products? Absolutely. Is it a house of cards aka GFC Dotcom Bubble Railroads whatever? No, because it’s fking EQUITY.

CriticismSelect9292

I'm not buying the dip. The reality is that the affair was largely public knowledge. The American government warned Jensen and Nvidia multiple times to stop smuggling. They didn't and Trump ran cover. Trumplicans lost and Rubio immediately threw this shit under the bus to distance himself from it because he didn't like it anyways. Dems come into power in January and will have the means to investigate stuff like this. Before it got scrubbed from their financial records. Nvidia was pushing 22% of sales into Singapore... yeah right. With Nvidia chips found in Russian (and likely Iranian) drones powering AI targeting systems, Nvidia is in contravention of essentially arms dealing operations. They *are* responsible for tracking their chips capable of these things that are under export controls and they kept reporting that they couldn't detect any illegal activity. Anyways, 22% collapse in sales will mean that all the people Jensen pressured to buy early at a high price will come back and try to void their contracts for the next couple of years, and if the Dems do restrict data centre buildout then it actually gives them a reasonable out of those contracts as well. From speaking to some people, their understanding of the situation is essentially that he got fired because he was caught cheating, and they think this is a temporary dip and not a much larger regulatory issue. They think they're buying a company on discount. In the meantime, if their monopoly ever breaks on AI chips (Anthropic is always trying to work towards this by getting AMD, Google, and Amazon chips to be as good) almost they might still retain revenues for a time, but I would not expect a stable margin/revenue over a 5 year horizon at this point. I'm skeptical of most things Anthropic says, but if the work they've done to build CUDA rivals on AMD GPUs is true, even sans the literal crimes, you wouldn't be able to project the same margins in the future, or at least not the same revenues if there's a finite amount of HBM and more of it gets shifted towards their competition. If they don't have the same margins, they can no longer bankroll and backstop the entire data centre buildout. I think in the aggregate more than 10% of all money for the data centres was coming from Nvidia, and they were backstopping even more of the loans that were taken. There's a LOT of threads for all of this to unravel, and the banks have stopped financing the data centres for anyone but the hyperscalers with other businesses they can borrow against.

ianlulz

I made my first ever options trade last week. On 11/12 I bought AMD puts for 11/13 along with some SKHY puts. I went from $5k to $10k in a day. Would have been $20k but I sold earlier than planned because I got scared and pussied out and sold. I now have the itch. I already preemptively sent my original investment to a different account so I don’t lose it all chasing another win. Now I can just lose the gains I made playing the roulette.

SDTBmarkets

Worth comparing with AMD, which has to put its version in the 10-Q. As of Q3 it guarantees up to $8.5bn of partners' data centre obligations, up from $4.1bn in June. $7.7bn of that backs rent for up to 15 years, and $750m backs partner loans AMD repays if a partner defaults. If the WSJ's $125bn cap for Nvidia is right, that's roughly 15 times AMD's whole book, against one customer. Nvidia's next 10-Q should show how much of it is actually booked as a guarantee.

ianlulz

My 11/13 expiring AMD puts would disagree with you! But yeah, in general, line always go up until oh no why line no go up

stone316

So Jensen forced these companies to take his money and buy his chips?? How about AMD and the other semi providers? The "faking" demand as well? How about the neoclouds? I get it, circular financing looks bad but if the demand wasn't there, these companies wouldn't be buying chips.

Ambitious_Snow840

So many of you are the Fox News watchers of the ANTI-AI BROADCAST CHANNEL. You love to be told what to think. Here's the deal regards: First, this is just remessaging the "circular finance" dumbshit as fake demand to say "whatever" many of you jerk off to to feel less afraid about, whatever. Meanwhile, the SPVs you all think you know about are publically known and backed by major banks and investors, all investments made were at FMV, recipient companies receiving investments \[not at the market\] accepted the investments (boards included), and in many cases cash received went to general purposes or even competitors (AMD, AVGO). Meanwhile all these companies would have ZERO problem raising money. Half of you shit on NBIS, but meanwhile they had ZERO problem closing oversubscribed $3.5b in debt. Like it or not. Why the absolute hell would any company lower their prices and/or squeal demand. Half of you couldn't read a set of financials and need Ed Zitron to tell you what to think. Who happens to be the "**Rupert Murdoch" of the ANTI-AI BROADCAST CHANNEL.**

yangastas_paradise

Say you are right and all the negative stories coming out are suddenly all saying the same about Nvidia. What about every other semi companies that have been saying that demand far outstrips supply? AMD, MU, BROADCOM, on and on. Are they all creating artificial demand ? Seems highly unlikely.

ceno65

AMD ain’t closing in on shit. Thier cards are straight up bad product

echoshatter

It goes well beyond AI. Semiconductors are the most complex things humans have ever built, and the most advanced ones are made by TSMC in Taiwan. And they are complex because they require insane levels of engineering to make happen, and because the logistics are literally global in scale and took decades to establish and grow. If China decides to attack Taiwan it will devastate the global economy on a scale never seen before. Not just because of AI, but because of everything those chips go into. Computers, smartphones, video game consoles, you name it. It isn't as simple as making a new foundry somewhere and picking up where you left off, the machines that allow us to make those chips are on backorder for years. Chip orders are on backorder for years across all the foundries because there is simply not enough capacity to meet demand. Nvidia or AMD or Intel or Samsung or Apple or whoever reveals a new chip, and it's not actually new. That chip was designed and the order was put in 1, 2, 3 years prior.

dathislayer

Exactly, but the way they did it made it sure to collapse spectacularly once the math stopped making sense. Like, Intel's whole world changed when AMD's server CPUs caught up, but that happens. Why couldn't Nvidia just be happy with resting on their laurels and raking in the profits like a normal megacorp?

DefiantGlove2342

Someone want to explain why AMD drops 11% in a week without insane levels of scandal while NVDA takes a week to do the same? Fucking manipulated to hell

shasta747

Wtf is this regarded nonsense? Who cares about gamers while the company can make money in other businesses? They don't owe gamers anything, hardcore of softdick, you guys are free to buy AMD.

imransilvake

my two cents: no, If NVDA goes down, it does not matter AMD and Broadcom is eventually going down too. If stocks go down on scandal/affair issues, I bet many won't even bother to invest in US companies or restrict to 10-15% of their entire portfolio because at the end one wants to invest in secure assets and stocks won't remain the secure if large Trillion dollar companies.

Acrobatic-Ostrich168

Lmao these hit pieces are getting wild tbh. As AMD soars on way worse financials. This is a genius strategy to shore up demand, also, the long term vision is to get everyone hooked on CUDA and NVDA infrastructure, while also allowing runway for startups to create new blue ocean markets in a veryyyy innovative futuristic sector. This is why Jensen was the absolute MAN!!! And also this is why finance people do not effectively run tech companies at this stage of their business cycles. Cmon WSB!!! Think HARDER!

Baraxton

I’ve been buying hand over fist. My largest wins the past few years have been buying the fear in GOOG at $150, buying the fear in MSFT at $350, buying AMD and MU before they really took off. This NVDA setup is quite similar - pure fear driving the price into the ground. It’ll likely be back above $200 by January, probably sooner.

Zestyclose-Tart6745

Selling stock is like selling real estate. It’s mostly short sighted and dumb. Building generational wealth requires thinking about things in, at minimum, 30 year terms. I started buying AMD around $12. I’ve made millions. But I don’t really think about it that way, because my children will inherit it. In the meantime I’ll continue to live off income from my RE holdings.

andyfitz

Arm and AMD this is your recruiting moment Just can’t match those insane RSUs

Scblacksunshine

Fxck this guy, the degree of his simps defending him and leaving flowers outside of HQ as if he was some saint is just wild... Hardcore gamers already know this guy has never been one to look out for the consumers or the fanbase that made Nvidia a success, most felt like they are in a monopoly abusive relationship since alternative AMD just don't cut it in the highest end...

PaulblankPF

Idk tsm is the manufacturer for something like 50% of all chips comes from there or the parts for them come from there. Nvidia and AMD get their chips from tsm along with most other gpu and cpu companies I’m sure. Intels foundry is probably 6-8 years still from being done to offset the dependency on tsm so not an immediate solution. If people think gpu and memory priced are high now things will double to triple in price easily over China invading tsm and keeping all the manufacturing for themselves.

SergeAlberta

AMD is behind

beefstake

Tell me son. If I have power and want a rack of Vera Rubin how long would I have to wait to get it? 12 months? 18 months? I don't even think you could get a Blackwell NVL72 quickly without begging an OEM to squeeze in front of the line. AMD isn't much better, their supply is super constrained because they weren't able secure anywhere near as much HBM supply as NVIDIA. (big green got them big pockets for them big POs) Pretty much all the GPUs are on massive lead times just like everything else, only thing flowing relatively well is the GPU dies themselves but even those aren't exactly laying around either or we would have consumer GPUs. In fact the only reason those are relatively easy to come by is diversion of all the wafer capacity from consumer dies to DC GPU dies.

quantum_splicer

I don't see the board back walking their position. Unless it's clear and unambiguous that Jensen didn't compromise Nvidia or implicate Nvidia in bypassing export controls (direct or indirectly). The fact that anthropic released a report on how their agents were able to run on AMD a few days after Jensen was let go, is an indicator that AI companies have been working behind the scenes to leverage their independence from Nvidia. That is ai companies posturing to investers, the public and government; don't worry about Nvidia regardless we will be okay and able to keep going forward. It's projection of market confidence

idontlikethisname

Leave our AMD queen out of this.

im_down_w_otp

This is annoying. This is the narrative that will take hold in the immediate, and a whole bunch of stock prices are going to go down as a result. Here’s the part that doesn’t make any sense… ***the demand was there***… so… why would they lower prices? Customers showed up wanting to buy tons of NVIDIA silicon, NVIDIA took the opportunity sell it to them at higher prices, and subsidized that expecting return on that later. This happens with automakers all the time. They practically all have their own financing arm of their business now, because they have to. Practically nobody can *actually afford* a car, and the cost to develop and produce a car is crazy high, so the margins are usually terrible. Those margins can be boosted by the automaker making extra revenue on the backend of the sale by issuing the debt to buy the car in the first place. They also all only finance the vehicle purchase if you buy the vehicles they make. GM Finance won’t give you money to lend or lease a Nissan. Does this inflate the price of any individual vehicle? Yes, because the purchase is now subsidized. So, you can either borrow to pay more your giant pickup truck, you can get a cheaper smaller econo-truck, or go without. If your demand is high, then you may be inclined to borrow and pay more. **That’s how** **it’s** **supposed to work. It isn’t a scandal.** If this glut of chips “scandal” made any sense, then AMD, Intel, and Google could have spent all this time absolutely ***decimating*** NVIDIA’s marketshare by just massively, massively undercutting them. There’s a price difference where you will just eat having to port away from CUDA, for absolute certain. CUDA is mostly a convenience, it’s ecosystem gravity, that’s why it adds value to NVIDIA GPUs. It’s not some kind of core technological IP itself. If all those other semiconductor makers wanted to dethrone NVDIA, this glut of chips “scandal” would have been prime time to do it. Looking at the prices of AMD RX and Intel ARC GPUs tells me demand was driving the cycle and NVIDIA was goosing their bottom like exactly the same way GM finance gooses GM’s. Demand-side subsidies make prices go up. That’s why subsidizing healthcare, education, etc. drive prices up. The demand is inelastic. Now, like I said, this is annoying because this dumb narrative will drive sentiment and sentiment will drive stock prices.

Ninjavitis_

AMD ceo isn’t going on a sex rampage anytime soon

CD274

AMD and ARM were dropping as Nvidia went up tbh

Scion95

People thought AMD was going to go under until Lisa turned it around. I think Lisa actually is an example of the trend, it's just that she's just that damn good.

johnnille

Funny that AMD alwas to seem to fumble the bag when oppurtunities arise. It seemse to me like Jensen and their CEO are related somehow. (Google it, they are.).

ImpactCertain3395

As an AMD employee, I’m all for this lol.

BadaBingSil

LHX: crashes the intranational aviation infrastructure: -3% AMD: kinda like NVDA: -10%

Equivalent-Quail138

Coal is too expensive, kids are getting an old AMD FirePro with 1 gb vram

BellevueR

AMD acquire nvidia lol (beyond reality)

mayorolivia

It’s not the same. Jensen was one man responsible for: \-looking 10 years out \-producing the most advanced chips and a new generation every single year \-increasing the number of developers using CUDA \-bullying customers not to use AMD, Broadcom, ASICs, etc \-bullying suppliers to give him all their allocation \-bullying his staff to vendor finance neoclouds and give them allocation over established businesses The man was a force of nature and he is completely irreplaceable. I don’t think even 3-4 top executives can replace him. He had TSMC give him 70% of their CoWoS capacity on a handshake agreement. Customers were terrified of diversifying because it would piss him off. Nvidia no longer has all that. They will continue to print cash over the next 5 years but they risk stagnation without Jensen. If TSMC, Samsung, SK, Micron start giving more allocation to competitors, Nvidia’s growth rate stalls. Jensen was the man keeping the trains running on time.

SanDisk_Made_Me_Rich

Jensen's departure from Nvidia probably won't be felt until after 2029 Blackwell chips are shipping now, Vera Rubin is ramping up, and Feynman architecture is mostly set due to be released in 2028 That's because a GPU generation takes 3-4 years from architecture to volume shipments. After 2029, it's unclear if Nvidia can maintain its ambitious annual product cadence, will Nvidia continue investing aggressively ahead of customer demand (circular financing), and make sure AMD & Broadcom doesn't close the gap

Dull_Environment2847

If I was a long term investor of nvda and they kicked out a leader I knew was great for them only to replace him with an israeli dual citizen I would sell all and move to AMD. Garbage forward guidance next week book it

odanobux123

I replied that it’s not feudalism because I can get a share of the pie. Gaining ownership stake is clearly the opposite of feudalism. I’m not sure how you personally wanting RAM has anything to do with what I said. Nevertheless, I get the struggle I’ve been wanting a new PC. Instead I just had to buy NVDA and AMD. No PC still after a few years, but the tens of thousands I have from the PC money help me sleep better at night.

timmeh1705

The example they gave for Mythos is for prompt processing ,which by definition is inference. With any PR release you will show your strongest use cases. Just because they pursue a a multi chip strategy for different stages of model development doesn’t mean they’ve found immediately similar shortcuts for every chip in their arsenal. Inference will be the first tower to fall. Deepseek is served via Huawei Ascend and Zhipu (GLM) have ordered a large Huawei cluster so I’m assuming they will start serving models that way too. What concerns me about AMD ROCm in the short term is are they going to staff their developer support the way NVDA does with CUDA? You want adoption, you need to ensure the developers can get help with troubleshooting

Big-Pomegranate3243

SNDK wiped out my entire week of gains last Friday, honestly though I am kind of proud it held up better than AMD, gotta take the small wins where we can

CapoDoFrango

did you read the article? specifically for training, anthropic not longer relies on Nvidia hardware, they are hardware agnostic now, they can train on AMD GPUs, Google's TPUs and Amazon's Trainium chips as well or even better than Nvidia GPUs

enkay516

Sooo AMD

SaltyYumYumBalls

If only AMD would have made a flagship GPU near a 5090 or even 5080's power...

SippinOnHatorade

I made the decision about 11 years ago to put some money as a teenager into both AMD and NVDA and that after a year, I would sell one and put those earnings and whatever else I had available into the other AMD won that race so I have no NVDA bags and a quarter of my portfolio is AMD So I’m pretty stoked about all of this

No-Ant-5811

Calling vendor financing a pseudo Ponzi scheme is a massive stretch. A Ponzi scheme pays old investors with new investor money and produces nothing of value. Nvidia is selling physical compute capacity that enterprises and cloud providers are actively renting and monetizing. The WSJ reporting on the August meeting is real, and Colette Kress was right to rein in those balance-sheet backstops and cut the OpenAI lease guarantee in half. Underwriting debt for cash-strapped neoclouds creates real credit risk if utilization dips, which is why the market reacted to it. But aggressive vendor financing to lock in market share and keep hyperscalers from shifting to custom ASICs or AMD is standard tech infrastructure playbook, not a Ponzi scheme. If there were zero real end-user demand for the compute, those data centers wouldn't be pulling megawatts of power 24/7.

TonysTripping2

You think AMD isn’t doing the same? They just haven’t been exposed all the company cares about to profit

mayorolivia

I think it’s way worse than people understand. Nvidia prints cash and has 90% share. However now they face shareholder lawsuits, congressional investigations and criminal investigations. Microsoft lost a decade because of the amount of energy they spent on the antitrust suit. Plus Jensen was the reason they recruited and retained top talent. Finally, Jensen was a genius on keeping Nvidia 10 years ahead of the competition, tying up supply chains and bullying customers not to diversify. He was a force of nature and he is completely irreplaceable. This isn’t an Apple, Google, or Microsoft situation where you just continue harvesting a cash cow. If you aren’t innovating and securing your supply chain in semiconductors you are pretty much dead. We saw Intel and AMD face bankruptcy. I don’t think Nvidia ever goes bankrupt but they face stagnation and a slow decline.

sobookwood

This is going to shoot AMD to the moon! Thank god I got in early

Mustatan

So true, just more indication the "he slept with a spy!" thing is just a smokescreen, or the at best a distraction for people not paying attention to details like that. Like you saying, China has been making a big point *not* to buy Nvidia chips and use it's own GPU's. China now has it's own working EUV, chip-fabs and memory-fabs just coming online, and their own alternative to CUDA, so full vertical integration of the whole system for making their own GPU's. And want to kick-start the supply chain by encourage their own tech companies to use their own domestic supply instead of anything from Nvidia or AMD. The funniest part is, China's own export controls are tougher than the US is ironically on this, and they're trying to reduce the kind of smuggling Huang is doing. Like other commenter said, the real terror for the crypto-bro's and tech-bro's isn't chip-smuggling, is that with Jensen's collapse, the whole Enron-style circular financing and creative accounting collapses with him. That's been the only thing propping up the AI bubble with the total lack of profits or ROI, and the historical high levels of debt for Anthropic, openai, SpaceX and the other AI companies, and the neoclouds, hyperscalers and even other shovel sellers. And now the circular financing Ponzi scheme is collapsing before their eyes, just like Enron and Theranos did. The creative accounting of the AI hype was already falling apart due to higher interest rates and debt re-financing getting much more expensive as Treasury yields and inflation rise, just like with the CRE bubble. But now the next few weeks are likely going to be a series of horror shows for tech investors. Basically the entire NASDAQ has been depending on the shady circular financing and now that's gone, eerie echoing of the things helped cause the dot-com bubble bust but even nastier and higher scale now. Eventually this will be helpful by reducing the moral hazard and over-leverage, and free up capital for other sectors of the economy. But in the short term it'll be ugly and deliver a nasty hit to the rest of the economy and markets, in every sector and make such massive leverage even more expensive.

After_Olive5924

From what I can tell, his argument is that Nvidia ordered too many chips to be produced from Taiwanese fabs based on that WSJ story so they cut cheques with neoclouds and co-financed alongside banks so that those chips could actually be sold. It's basically the same underlying premise as the GFC when sub-prime mortgages were securitised and sold but most people didn't know the borrowers actually couldn't afford those homes. It's convincing and that WSJ story has caused a lot of FUD. Where it falls apart is that TSMC and the rest are in high demand so he needed to commit to 1-2 years of supply but it's not a guarantee that Nvidia's GPUs would not face any competition in that period. AMD, Google, Broadcom have all sought to chip away at that lead but they still aren't there yet. Jensen wanted to leave them in the dust before they could catch up and hence invested/financed neoclouds and AI start-ups. It's problematic that he did but he was quite open and transparent about it. Ford doesn't work as an analogy. A better one would be Apple which locked in contracts for years so that they could continue to product smartphones hoping that demand would increase worldwide (which it did) enabling them to dominate their competition and charge a premium price. The problem is that these customers may have overextended themselves. Nvidia's 3Q earnings will report excellent results and so have neocloud companies and hyperscalers but everyone seems to believe that it's not possible for multinational companies and start-ups and software companies and AI companies to buy so much more compute indefinitely.

Mustatan

This totally. This is the real fallout of Jensen-gate the cryptobros and AI bubble bros fear most. The entire AI hype depended 100% on the sketchy Enron style circular financing to keep the bubble inflated by debt, in 100 years there wouldn't be enough revenue or ROI to justify it. It's basically been a Ponzi scheme that Jensen for whatever his reasons, was happy to continue mucking around with. Without him, no way Nvidia (or AMD or anyone else) is going to risk an Enron or Theranos-style downfall on Ponzi financing that's basically illegal. The entire massive over-leverage and funding house of cards for the AI industry is unraveling before our eyes. Even worse when combined wiht other recent disasters--the Microsoft outage, FAA ground stop and national weather service radar down, all probably AI related even though they're desperate to deny it. (Air traffic control just happens to go down literally the day after the AI SMART system it's started up, MS suffers a full system collapse just right after they lay off or buy out thousands of their engineers to replace with AI, yeah sure Jan). And worst timing imaginable for Anthropic's already doomed IPO. There isn't a realistic business model for the insane debt-fueled frontier AI buildout without actual ROI or even support from the public, with hundreds of billions in debt and counting kept afloat only by an Enron on steroids. So it's all falling apart in the coming weeks.

Majin-Boots

I couldn't be bothered double checking each one. Your first example is Alphabet which had a 10% drop due to a disappointment in earnings. AMD had a recent boost due to earnings being above expectations. Claiming that investors dont care about earnings is stupidity.

zuckzuckonit

What are your thoughts on AMD?

lonigus

Nothing is bursting (yet). What was wiped from Nvidia went to AMD and others.

Outside_Share_2445

Next is AMD CEO!!!

Crazy-Sir5935

Wait for top end GPU engineers to leave NVDA for AMD after legend Jensen left....

No-Platypus4134

Nvidia will lose 1200 of its best. Its last chips will be the best its ever made for a very long time. Jensen was very close with TSCM and his parting ways will lose that relationship. AMD will catch up and surpass Nvidia. However, if Democrats win mext election Government will heavily suppress Ai growth. I went to an Army base today as a veteran and they are training for war in Europe. So yeah we have too much pressure on everything atm. One thing breaks and everything will crash

arnies_werld

Same story....1600 shares of AMD @ $3 and sold when the price hit $12 (also 400%). I was ecstatic that day. That would have been around $880k today😅 I think about that often. Ultimately, I was too stupid and impatient. Lesson learned the hard way cuz time was the biggest component lost in all this.

halcyonandon

You are not accounting for a potential loss of the CUDA moat. Anthropic just put out a report they were able to ramp up on AMD in a matter of days using Mythos, where it would have taken NVDA CUDA 6-12 months. If they start showing serious performance advantages on top of accelerated ramp up times, the entire reason people use NVDA disappear. They will still be a competitive chip provider, but they will no longer dominate the market.

music_is_gud

Agree. Most of my swing trades are lasting like 1-3 days these days instead of 1-3 weeks that they usually used to. The only position trades I'm in on rn are CDNA and AMPL, but they can go down any time when the tech makes a comeback which is making me a bit uncomfortable with those positions. I entered AMD at the reclaim of 21d today but tbh it had a weak ass close to the day pretty much at that same point

thef10buttonmasher

Because his judgment was correct when it counted most, like developing, teaching, and supporting CUDA and GPGPU before anyone else did even though it was unprofitable and seen as a bit of a waste of silicon by some at the time. He also made some other tough calls like getting out of the motherboard business and retraining those staff instead of laying them off. "Oh but that's easy" you might say. Hindsight is 20/20. Other companies made trillion dollar errors like AMD being a Johnny Come Lately almost always trailing Nvidia on anything important not just in AI but even getting frame pacing right. Intel not realizing the importance of GPUs in the data center until too late. Microsoft fumbling mobile so they are now effectively shut out by Android/iOS. Etc.

critical-levels

lol yeah im no jensen stan but are people forgetting this guy literally made the largest company in the world single handedly? Do they just think NVIDIA was positioned like this for no reason? Theres a reason Nvidia is this far ahead while AMD and intel are nowhere to be seen.

Busy-Needleworker523

Ruining a friendship over a piece of a $100k is crazy. I ships value my money more. I invested 200k in AMD at $120

Eazy-Eid

AMD since 2020. Main reason my port is up 60% this year

Tricon916

I bought AMD at $3 soooo long ago. Just gonna hold it till I retire and see what happens.

s1n0d3utscht3k

tbh that’s completely impossible at the hardware and execution layer GPUs don't know what a "model" is, they just execute low-level GEMM (general matrix multiply) and FlashAttention kernels via CUDA/PTX i mean wtf and even if Nvidia tried to enforce cryptographic model signing at the driver or firmware level (like Confidential Computing attestation), anyone with physical access to bare-metal H100/Blackwell nodes could easily spoof weights, strip metadata headers, or run custom Triton/CUTLASS ops cuz ALREADY all the Llama, DeepSeek, etc and GPT architecture are all fundamentally the exact same transformer matrix math under the hood beyond the technical impossibility of blocking arbitrary linear algebra without bricking HPC, scientific simulation, and gaming workloads…. tbh quite bluntly doing that would violate antitrust law overnight no matter if daddy trump likes it or not…. and probably instantly hand the entire hyperscaler market to AMD MI300X/MI350, Google TPUs, and AWS Trainium only only way it’s gonna happen is by enforcing hardware-level cryptographic attestation on closed, vendor-signed binaries …. and dude that will never happen because blocking arbitrary CUDA code would instantly brick gaming, rendering, and scientific computing…. force hyperscalers straight onto AMD, TPUs, and Trainium, and probably trigger said antitrust lol

HybridInvstr

I'm approaching 40. The best advice my dad gave me growing up was to invest in companies that are well respected. 20 years ago he had me invest in AMD, because the CEO was someone he respected (Lisa su) and the company had good fundamentals. That $25k he helped me invest 20 years ago has been the change in my life. I've added into that position throughout the years but I will say this: if you pick a solid stock with a management team you can respect, absolutely do it. Not saying you won't ride some ups and major downs. But find the one (or few) that you feel have a strong management team and growth potential, and it pays off over time.

Rexultdis

AVGO and AMD had to go back to barber today for their haircut

Ill-Ad1603

I work in the semiconductor industry, am a MTS firmware engineer at AMD. Jensen is a genius. You cannot deny the facts man. Everyone in the industry respects him.

GreedyPomegranate391

AMD since 2018. Wild ride with wild swings. But no, couldn't have made this much money in index fund.

LITTELHAWK

I started buying around 2015, I think. I have some that would certainly have been better spent on an index fund. But I have quite a few that have more than made up for it (TSLA, MSFT, NVDA, AMD, etc.)

NHLHITMAN

I’ve owned amzn, tsla, AMD, MU, nvda, goog, since 2014. It’s completely changed my life.

Severe-Selection-256

Imagine mango started yelling AMD!!! AMD!! 

BadaBingSil

LHX: oopsie we got hacked or something so we have to ground all flights in the USA *stock down 3%* AMD: we're kind of like NVDA *stock down 10%*

rogueSkib

i’ve been long for years, AMD biggest winner, but stayed away from options since i flubbed that life changing opportunity, getting the itch but maybe it’s not my game to play

TrickSingle2086

Wonder if the engineers could migrate over to AMD

soysssauce

Is Farr more important than your doctor? Imagine if there’s no Jensen, just lookat AMD and Intel that’s the only chip we would have.. there will be no cuda and the progression of AI will be much lower than what it is today. He is one of the most important entrepreneur of our generation.

Wide-Contribution-29

Still need TSMC for all other IDMs like AMD AND Broadcom there’s no company that can handle it domestically

sapien3000

Taiwan has TSMC that manufactures chips for AMD and Intel

Certain-Mobile-9872

Only AMD

soysssauce

Sometimes morale isn’t the only thing that you should be considered somebody like Thomas Edison can be a complete dick, but he was crucial to human technological development without him. I’m sure there will be lightbulb, but it might be pushed years down the road same thing with the Jenson Hoang without him the AI there won’t be any media graphic card, and the AI progression will be slowed by quite quite a few years just look at AMD and Intel now that’s what we would have if there’s no Jensen

soysssauce

Sometimes morale isn’t the only thing that you should be considered somebody like Thomas Edison can be a complete dick, but he was crucial to human technological development without him. I’m sure there will be lightbulb, but it might be pushed years down the road same thing with the Jenson Hoang without him the AI there won’t be any media graphic card, and the AI progression will be slowed by quite quite a few years just look at AMD and Intel now that’s what we would have if there’s no Jensen Wong

PenguinOfB00m

Good, I have an AMD card

Swimming-Dingo-9695

I bought AMD shares at $543 this morning and sweated all damn day... took a nap around 1:30, and just so happened to wake up at 2:55 and sold them for a small loss at 535. Feeling pretty good about that blessing

Own-Recipe5908

That's how AMD goes. It's a legendary scalping stock. It was insane that people trusted AMD pumping off NVDA dumping when nothing fundamentally changed about production and literally every bit of capacity that's bought from other companies is sold.

Shenshenli

We need AMD to just hire Jensen and siphon all that staff.

JudgmentCharming355

AMD one day 10% green another 8% red this is fucking insane

Expensive-Notice-509

I choose to believe this. I bought AMD at 645