Reddit Posts
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Thoughts on this? 18 years old
What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Tried self investing again this month since 2021…
Day 4 Update: Letting AI manage a Robinhood portfolio
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space regard checking in before launch.
The SpaceX IPO will be the next "housing market since 2020".
Which AI stocks will be a winner for coming years?
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
AMD fell around $40 since close.
When are you guys selling Semis? $AMD keeps chugging up.
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
AI infrastructure is turning the whole market into one giant NVDA side quest
AMD’s price has massively detached from forward earnings expectations
Thank you Marvel, micron, and Jensen
Thank you Lisa Su! Arvind and spez please take it from here.
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
Mentions
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for cheap AI models, why? Because they know it is not sustainable, because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for **cheap** AI models, why? Because they know it is **not sustainable,** because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
The one trillion call may be too aggressive for 2026. But using only trailing P E to dismiss AMD ignores the actual debate the key is whether data center revenue and margins keep improving enough to justify the forward expectations
What groups out there could potentially eat into AMD‘s market share?
Yes along with Intel. Whole AI (LLM) business run on GPUs. When AGI, even the earlier versions, AI needs processing power for decision-making, and logic reasoning, and etc. AMD and Intel will reach many highs in coming years.
Maybe possible if the AI accelerator story keeps getting bid up but that’s not the same as saying it’s likely. At this point AMD needs execution and real data center numbers, not just 'second place to Nvidia' vibes
Anyone knows where AMD and GLW are? We need to make money in this bih 🚀🚀🚀🚀
It's definitely possible, but a $1T valuation is a high bar. AMD will likely need continued strong AI growth, solid earnings, and a favorable market environment. A 9% pullback after a big run isn't unusual, so I'd focus more on the company's fundamentals than on whether it hits a specific market cap this year.
“Crash”. AMD is literally down 10% after going up 200% this year lol
Bro fuck me. My GPU is dead dead. The worst time for this 😭 Calls on AMD though.
Not without fulfilling their commitments. "The first tranche vests with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to 6 gigawatts. Vesting is further tied to AMD achieving certain stock price thresholds and exercise is tied to Meta achieving key technical and commercial milestones."
Yes, they will probably hit it. Whether they maintain it is fully dependent on market sentiment. I think the stock has a current fair value of about $450. It reaches the $550-600 range when you begin pricing in a successful Helios launch and the increasing TAM for CPUs. $600+ isn't unrealistic, but it's pricing in a lot of assumptions that aren't really sustainable in this market until we reach the back half of 2026 and we see management's forecast continue to align with this narrative. You'll see a lot of selling pressure unless AI mania takes over, and I hope it doesn't. Personally, I see the current floor for AMD around $500 now, and would try to DCA in around that if I were trying to gain exposure, with the actual goal of getting shares under $500. Anything below $450 is a steal. There's a lot of noise we'll need to get to before the end of the year, so it's not off the table to see those prices again if gaps fill.
Imho, I think the last 30 days indicates a pullback is imminent in AMD. A P/E of 180? You’ve got to be insane. I sold most of my AMD at $580. I’ll look to buy again when it comes back to a reasonable valuation.
Yeah, I think that NBIS just got put in second place in neocloud, in a AMD/NVDA dynamic, very bullish imo
Today is not a day to overreact. Most of today's action is just quarterly mechanics (new quarter starting and a lot of big funds are likely taking profit on semis that ran up into yesterday's close). Look at the names that ran up big the past week: ALAB, AMAT, KLAC, LRCX, GLW, AMD; those are the names that are down the most.
AMD goes up 10%, NVDA goes up 1% AMD goes down 4%, NVDA goes down 4%
Advanced Money Destroyer is about right. I buy calls, it tanks. I buy puts, it trades sideways until they expire then tanks the very next day. I buy puts again, then it spikes hard. AMD utterly wrecked my portfolio.
Great chance to buy AMD calls at open. That shit ALWAYS recovers and flies through to ATH
I did on short AMD calls and got extremely lucky, getting out right at the bell
My AMD 570 put i bought at the highs yesterday would have printed bigly. so glad i sold at a small loss before market close. Conviction sucks!
Agentic AI - A year ago you would use AI to run a simple command and you would expect a response back within seconds or minutes. Now in software development you're running complex commands where you're working with AI to come up with a way to create a complex plan to make changes to a system, break it down so that it can be executed by many agents, so that the changes can be tested, reviewed by another set of agents, and then the whole thing needs to be orchestrated by an agent with every step along the way having token budgets and a specific set of rules. Right now some commands run for days, and they are doing what would take programmers weeks or months to do. Complex commands that do work are becoming more common and the expectation that those commands will get more complex and long running. Basically, you're moving from something light and simple to heavy and complicated. That means you need a lot more compute resources to run those AI commands but it also means you're going to have a ton more software get written and that is also going to need more compute resources. Nvidia went up because there was a lot of demand for hardware to train AI models, now Intel and AMD are going up because there is a lot of demand to use AI models. Think of Nvidia as a car company and Intel/AMD as fuel companies. More cars means more fuel consumption.
**BanBet Won** — /u/LiamPhlegmsworth (2W-0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $581.51 → $564.07 | -3.0% | 19h 25m | Won |
Yesterday was an indicator. AMD and SNDK fly and MU was being dumb.
Sitting on 100k of AMD puts 😂
If Nvda is where its at right now there is no way AMD is going to stay up like this. Thinking maybe a little dip back to 430-450.
I got burned by an OTM cc on AMD and have pretty much stopped.
You think I should go in on all things like AMD, Nvidia, Apple, etc.? Or MSTR
I'm old enough to remember 1.5 years ago when this thread was calling AMD "Advanced Money Destroyer" Narrative follows price action, not the other way around.
I was 100% AMD. Now I’m 65% AMD
Times are getting tough. Time to bust out my AMD BC-250(PS5 "Lite" if one existed) that I bought back when they were $60. Game on a budget.
apparently there is an AMD and AAOI deal about to be announced soon, [https://x.com/twils1211/status/2059374002892583109](https://x.com/twils1211/status/2059374002892583109)
I diversied my amd holdings by selling AMD $100 and panic buying AMD back at $500
No but I'm 10% RKLB, and AMD, NVDA, GOOGL were all up as well.
I still risked almost all of my capital in AMD with no savings and it payed off. Does that still count?
taking profits and buying visa and an index fund is the most responsible thing anyone has ever posted on this sub. that's not a gain post, that's a financial advisor wearing a wsb costume. the 31k AMD you're still holding is the only thing keeping your account here instead of in r/bogleheads.
This time last year I only dreamed of this kind of gain. It can happen for you. I took a calculated risk when I moved 6k into AMD last year. I can’t say you will get a 300%gain but me taking the risk got me there.
I am not the best person to comment on that. **What I’ve read is that AMD is overvalued and risky so I trimmed some up and plan on trimming more while investing safely elsewhere**
My AMD is at 64% of my portfolio... is that too much?
I’ll have to check them out. This put me at 15k in the S&P 500 I plan on selling 21 shares next year if AMD hits $750 a share. I will be investing in TSM and QQQ I think. Plus visa
https://preview.redd.it/zpkrarxvhcah1.jpeg?width=1179&format=pjpg&auto=webp&s=e210a944c7d054a0baa2d6c513fe3d3e7f45707d Here is my AMD position now
I think the interesting question isn't whether NVDA or AMAT is the better business—it's how much exposure you actually want at each layer of the AI stack. You could make a reasonable case for owning: Infrastructure (NVDA, AMD), Equipment (AMAT, ASML, LRCX), Foundries (TSMC), Hyperscalers (MSFT, AMZN, GOOGL), Software/app layer. That way you're not making a single bet on where the economic profits ultimately end up. History shows that sometimes the biggest winners aren't the companies everyone talks about today. The harder part is deciding the allocation between those buckets rather than picking one "winner."
It really is the meh 483 or so. Need to back out MU SAN DISK Dell AMD AVGO GLW and others. The top 10 are all up triple digits this year.
I'm running 72gb when code 3 at like 40t/s on an AMD Ryzen max +395 with 128GB and orchestrating with aider for ide and openweb ai on chat browser. Integrated web for another financial analysis project and frankly it just works. Meanwhile, my day job is spending a lot of money for agents that churn and burn and take to long. I can make specific prompts for code I need knowing its role just using "ask". Code pilot is a total ripoff IMO, total waste of time as it rethinks and burns tokens on a virtual mental illness of overthinking. We just had our tokens cut so glad to be back to normal development and debugging. Just a couple coppers of an opinion, really don't care too much. But my curiosity is insatiable.
Meanwhile my stupid move was having a stop-loss trigger on $AMD at $500 and yet it ends the day $539.
Crazy AMD call prints today ahead of the Anthropic news
Sounds like AMD will publicly announce anthropic as a customer ““We believe AMD has won Anthropic as a customer for its MI450 AI accelerator, based on our discussions with industry contacts, and expect AMD to announce it at Advancing AI Day in July,” Citi analysts wrote”
July/August earnings going to be biblical. Apple, Amazon, AMD, Google, Microsoft, etc. This could make or break the market. If we see meaningful growth from hyperscalers relating to AI we’ll rocket. If not, we drill. Capex will also be huge.
Keep only 5. AMD. WDC. CRDO. STX. CIEN
nice caught some good moves today. 10% of my account each in INTC, SNDK, and AMD and grabbed 10k in QQQ friday calls already up a good chunk on all 4.
You took some vague data and made a lot of assumptions on them, you stretched what can concretely be called "repositioning" into global worldwide crash. You even refer to it as such "repositioning" AMD having loads of 0dte calls when they are trending and have bullish news coming out consistently, and TSLA OTM call volume as if that never happens must equal "manufactured green screen". And you site two countries down on imports as=global catastrophe. And the fed indicating hikes is not new ie priced in., they change their mind on a dime anyhow, only thing of concern you point to is consumer spending down, which was a given being gas prices bc of the crisis. Whether the crisis continues, or keeps going is the only thing that matters and Taco remains true. Midterms corrections are nothing new, but that's what it'll be not anything to do with what you try to correlate here
Are you retarded? AMD is very good
Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR
Right when I buy calls on AMD.... lmfa
The thesis is straightforward. Lumentum is completely booked through 2028, and the laser shortage isn’t easing anytime soon — every qualified laser supplier will be absorbed by demand. That’s where AAOI steps in. The AMD rumors are particularly interesting. If AMD adds AAOI to their ecosystem alongside GLW, AAOI essentially participates in two separate cycles simultaneously — supplying transceivers for one and laser chips for another. That’s a dual revenue stream most competitors can’t offer. What the market is currently missing is the laser chip story. Everyone is focused on the transceiver ramp, but AAOI is expanding their Sugar Land facility’s laser chip production for a reason. That build-out isn’t just capacity insurance — it’s a deliberate bet on becoming a vertically integrated laser supplier at scale. And here’s the optionality that rarely gets discussed: if CPO eventually displaces pluggable transceivers, AAOI doesn’t necessarily lose. The same Sugar Land factory floor can be reoriented toward laser chip production, since CPO architectures still require external laser source modules. The factory becomes more valuable, not less. This is a company positioned to win in multiple scenarios, and the market is only pricing in one of them.
Rolling the dice on AMD this week
Simone loaded $10m on AMD weekly calls
AAOI announce that AMD deal u dickhead
AMD will hit 600 before earnings with a chart looking like that
$SPCX will be at interstellar💫 levels by the end of July. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers. PLUS unlike some washed up chip companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨🍳📚).
Amazing $40 swing on AMD today, WTF
Software got its 1 day run on Friday. Buy DRAM, MU, INTC, WDC, AAOI, AMD, SOXL. Microsoft doesn't go up.
Bruh, AMAT +12%, KLAC +10%, hell even AMD is green. Only red holdings are MU & Intel... We going back to 265.
Closed my 13k AMD yolo for a 3K gain. Not as glorious as some of you here, but I've gotten slaughtered before for being too greedy. I left some money on the table, but that's better than losing money.
*AMD recovers from -5% to +1.5%* NVDA: best i can do is slowly lose my gains all day
AMD building a very strong support at $505ish. 4 days of pumping off that
Good positions I feel, still lots of AMD, NVDA, RKLB, GOOGL, which have been doing well. It's specifically my Rule 7 breaker dropping 40% being the reason I'm down that much - it's too much of the portfolio probably, and I'm still confident long term, but it makes the books for the year look real bad.
I would 100% embarrass you in front of your mom and girl, all I have to do is pull up my $7 cost avg on AMD and you’d start crying like a bitch, just like you have been all morning already 😂😂😂
If my AMD yolo hits, I'm buying my omega grail watch. Maybe a nice leather strap too.
Just yolo'ed 13k into AMD. wish me luck. https://preview.redd.it/ixu182bog8ah1.jpeg?width=1080&format=pjpg&auto=webp&s=d7da1b60bcca237d8b0387f4de03b18af0ea2d3b
Tech stocks in full recovery mode. AMD: Feeling silly today, think I'll still go down 3%.
Funny how AMD has been ripping until the exact moment I buy some shares a few weeks ago. Shit's a joke man.
Sir the second AMD dip has been hit. I bought it...
guh this is painful. SNDK, MU, AMD all getting rekd again
AMD will also struggle to buy RAM, right?
That QNX expansion into AI edge is insane considering AMD just projected Q2 CPU revenue to jump 70% YoY from AI demand, https://wiseek.ai/ticker/amd/news/amd-forecasts-q2-cpu-revenue-up-70-yoy-us-blocks-mi350x-ai-chip-sales-3c28ed3aa9cb1ae8dbb1ead38a8dfd0b3f3d2905e08c78914f388491d70634c8. Could be a decent play for secure RTOS with that kind of growth.
rule of thumb: AMD and Microslop always rise when markets are about to and will dump
$AAOI AMD DEAL [https://www.technetbooks.com/2026/06/amd-secures-optical-communications.html?utm\_source=chatgpt.com](https://www.technetbooks.com/2026/06/amd-secures-optical-communications.html?utm_source=chatgpt.com)
$AAOI going to announce a deal with AMD and rip shorties heads off
I put $5k in a couple years ago for the lols, and I'm up to about 23k thanks to AMD. It's fun to listen to the reddit hysteria and lose $500 every few months. My real money is in managed accounts doing tax loss harvesting...
I did that with AMD and Nvidia
Ya my AMD calls are so cooked, I keep losing man.
If you want to maximize ROI, volatility is what you’re looking for. So more AMD. Also $DRAM or $MU.
What I would do, and plan to do, is invest in SK Hynix and remain invested in AMD; with AMD, I only have about 50 shares. Then periodically trim SK and AMD, and invest in GOOGL for the long term. In my opinion, GOOGL will be able to monetize its AI spending the fastest among all hyperscalers. I would not completely sell out of the GOOGL position, only a portion of it.
Amateur post. Kid wake up. Did you think AMD would double in 8 months? You took your money and put it into two places you thought would pay off. Both did great What's your crystal ball going to tell you about next 8 months?
AMD and NVDA calls
Buy low sell high. Get out of AMD. If it keeps going up, great. But get out. Then buy graphics packaging. It will go 300% within a year 100% within 6 months. They just finished their mega factory in Texas. It are free cash flow sent them down 85%. It’s done now and free cashflow has returned. I avoid tech stocks. Even great companies like google have too low a PE ratio for me.
I'm not saying which one to buy, but Googl is a 4 Trillion company in stock value and still growing and AMD is 850 Billion. Both are great companies to me. Personally , I would look at AMD with more room to grow in the future. But, It just has insane volatility, more for the long term investment.
You’re noticing a massive trend The defense boom is directly fueling the tech boom because modern military gear requires massive computing power. Long-term investors are piling into Nvidia and AMD because defense giants like Raytheon are heavily upgrading their hardware with cutting-edge semiconductors for AI drone swarms, advanced radar, and real-time tracking systems…. The chips are everywhere
Green week ahead, because June 4 incoming. War contained. SK + Samsung 61B investment alleviates HBM4 bottleneck. With no limits on HBM4, AI gear suppliers now can increase production to meet demand. ASML pop cuz more lithography devices needed. NVIDIA, AMD pop, cuz more RAM available. Google pop, cuz more RAM available. Etc.
Oracle's biggest customer is Microsoft, which relies on Oracle to build massive multi-cloud data centers inside Azure to satisfy enterprise demand for the Oracle Database. Other massive enterprise customers include UnitedHealth Group, Citi, and FedEx, alongside major tech firms and AI developers like Nvidia, OpenAI, and xAI. [1, 2, 3, 4, 5] Oracle powers a vast network of enterprise, database, and cloud (OCI) clients across different industries: [5, 6, 7] Key Customers by Sector • Technology & Cloud: Microsoft, OpenAI, Nvidia, xAI, AMD, ByteDance, and Meta. • Financial Services: Citi, Edward Jones, Deutsche Bank, and Bank of America. • Healthcare & Life Sciences: UnitedHealth Group, Johnson & Johnson. • Logistics & Retail: FedEx, DHL, and Costco. • Enterprise Giants: Accenture, Deloitte, Siemens, and SAP. [1, 2, 3, 5, 7, 8] Explore global business implementations and success stories by browsing the official Oracle Customers directory. AI responses may include mistakes. [1] https://cloudwars.com/cloud/larry-ellisons-masterpiece-microsoft-becomes-oracles-largest-customer-2/ [2] https://www.appsruntheworld.com/customers-database/products/view/oracle-database [3] https://www.linkedin.com/pulse/oracles-largest-customer-microsoft-jonathan-david-moore-frsa-hshsc [4] https://www.theglobeandmail.com/investing/article-oracle-shares-surge-on-cloud-revenue-potential/ [5] https://www.oracle.com/ [6] https://www.aventionmedia.com/technology-installed-base/oracle/ [7] https://technologychecker.io/technology/oracle-cloud [8] https://logichannel.com/oracle-customers-list/
ASML is a tough one to argue against over the long run. It's one of the few true bottlenecks in the entire semiconductor industry. On Broadcom vs AMD, I mostly agree with your reasoning. AMD probably has the higher upside if it keeps taking AI share but Broadcom feels like the more diversified AI infrastructure play and after the recent pullback the expectations are a bit more grounded.
ASML. Im adding into it if i see a red day, minimum 100-300$ i will add. Within 6-7 months I got like close to 5 shares and almost 30% up. AMD is way went up and others like mrvl qualcomm intel. I would pick broadcom if i hat to chose amd cs avgo vs mrvl
>AMD Next Gen GPUs are better than NVDA I would strongly assume he's talking about datacentre product? For gaming, they're nowhere near Nvidia.
I didn't buy AMD at $12 or Ethereum at $20 in 2017 because I was buying a house... RIP. Ethereum blew past $1000 6 months after I bought my house 🤦
Apple memory fud is retarded ber nonsense because that's all commodity DRAM. reports are showing CXMT's rates aren't even that much lower than what MU or SK or Samsung are asking anyway. but basically for CXMT to hurt MU where the real profits are, they'll need like 3 unlikely things to happen around the same time, 1. China doesn't absorb domestic supply 2. true vertical stacking 3D DRAM actually turn out to be a better solution than HBM for data centers. but it's still theoretical and i'm not sure who's even studying this 3. China catches up on server grade DDR5 when they are 1 generation behind in product and 3 years behind in manufacturing. but the catch here also is that even if they catch up, they'll need to get qualified with NVDA, INTEL XEON, AMD EPYC, etc. to take money from the big three. this not only takes a long ass time, but would also surely be blocked by Congress