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Celestica is Celestial

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AMD- big earnings coming.

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So are we all just gambling on AMD tomorrow

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is AMD valid tomorrow?

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Nice

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Price jacked up after hours crashes during trading pattern?

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What are we thinking about AMD for eerrrrmingsss

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Looking to to all in but which one is a "safer" play. AMD vs Msft

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AMD 1400 PE ratio sustainable?

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AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...

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AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma

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AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?

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Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer

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All in on AMD

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AMD - Elon Musk

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Oh, the mistakes I’ve made!

r/pennystocksSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

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Earnings & economic calendar

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AMD - To The Clucking Stratosphere

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Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls

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Who’s ready to burn their life savings this week

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AMD - 200 or bust? What 1-30-2024 to watch for...

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Which stocks should I consider investing in?

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Any advice on what to YOLO on this week?

r/optionsSee Post

Trying Butterfly Strategy

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BIG WEEK AHEAD

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Load up on NVIDIA && AMD CALLS Bros!!

r/wallstreetbetsOGsSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallstreetbetsnewSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallStreetbetsELITESee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/wallstreetbetsSee Post

AMD Calls

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AMD PE Ratio

r/optionsSee Post

Option strategy on AMD and META

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AMD's new MI300x vs the field, plus future projections.

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Im dead inside, but TGIF

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AMD Call

r/optionsSee Post

Theta Decay

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GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?

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Low risk Semis

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Low risk Semi - conductor/s

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Fk u AMD

r/wallstreetbetsSee Post

Strangely the US wants to Intel to succeed but their price does not look that way

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Who’s buying MSFT & AMD calls for earnings?

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Bullish on NVDA after Intel Guidance

r/optionsSee Post

Should I sell my long AMD calls before earnings?

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Intel stock sinks as early 2024 outlook comes up short

r/optionsSee Post

First time buying an option - need help understanding

r/wallstreetbetsSee Post

AMD earning call 1/30

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Intel vs AMD; CPU 3D Cache physics theory

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Intel vs AMD; CPU 3D Cache physics theory

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$3000 -> $60,000 🔥🔥

r/stocksSee Post

Should I hold onto TSLA or cut my losses and diversify?

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$2,900> $173,000

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$TSLA dip buy

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AMD 🔝

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“Bringing YOLOs back”

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AMD- testing weekly regression with strong greens recently.

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I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account

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AMD $200 call 1/26 worth it?

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I believe them puts on NVDA and AMD I guess?

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Best single day

r/stocksSee Post

Investing in usd stocks/taxation canada

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KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI

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Is a career at AMD even worth it??

r/stocksSee Post

Knowing when to pull out

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Best. Day. Ever.

r/investingSee Post

Any reason why I shouldn’t invest in TSM given its current price?

r/wallstreetbetsSee Post

Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?

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Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.

r/investingSee Post

Made My First Investment At 20.

r/optionsSee Post

CSP for 10-11 Months Total Return ?

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One of my AMD calls that I haven't sold yet

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Am I doing options right?

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$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd

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Bullish on $AMD (Long-term)

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Is AMD a good buy?

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$600→$1700

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Some AMD vs Intel CPU 3D cache design theory

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My recent AMD vs INTC insight + 69% in 2 days

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Part two- been practicing option trading (80 % success rate)

r/optionsSee Post

Niche ETF Option Arb Strategy

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$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)

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TSLA Unloading

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PART 2 Been practicing option trading for a year

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AMD round 2 tomorrow lol

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ASML Sympathy Play/ ER Gambol

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Optimal Exit on AMD Jan26 175C?

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AMD $172.5 Jan 26 Call

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$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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AMD stock. Buy or no

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$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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AMD: All My Dinero. It's either Dinner or no Dinner

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Sucks to hold AMD!

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AMD Ava Hahn Stock Slide

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Fess Up, who ate it on AMD today?

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$AMD buy the dip

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$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD

Mentions

I’ve been bag holding AMD puts for a couple months that are now green. At one point they were -80% 🤣

Mentions:#AMD

#AMD going below $200 LMAO🤌

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AMD under $200 soon

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AMD back to its name

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Lucky for us, corn has no circuit breakers. At least I can take comfort in that while my poor AMD is bleeding out.

Mentions:#AMD

But every major tech company is working on their own alternative technologies. Google is working on Tensor Processing Unit, Amazon on Trainium & Inferentia, Microsoft on Maia, Meta on MTIA. AMD, Intel, Cerebras, Graphcore, etc. are all working on their own. It's only a matter of time before either these catch up to Nvidia's tech or the buyers decide that it's ok to have 80% of the capabilities at 20% of the cost and just switch. NVDA hasn't clearly disclosed it but it's pretty clear that most of their revenues from from 5-7 companies which are all working on competing technologies. The music is going to stop at some point.

Mentions:#AMD#NVDA

calls on AMD. see you on the other side. https://preview.redd.it/wt6sb5po6g2g1.jpeg?width=1024&format=pjpg&auto=webp&s=646b6c243356db7c3ecc88305155673bc6b47932

Mentions:#AMD

Puts on AMD after NVDA earnings is guaranteed money but I’m still too puss to do it

Mentions:#AMD#NVDA

Huh. Paperhanded my Google and now I don't feel nearly as stupid as I did around an hour ago. But doubling down on AMD was *not* the move.

Mentions:#AMD

lmao AMD got absolutely destroyed

Mentions:#AMD

Just doubled down on AMZN. NVDA and AMD calls

the algos control the markets and have decided that we are going to go down for a while. just accept it. all the news/etc is just coordinated manipulation to ensure it happens - just as it was coordinated manipulation the past 6 months to cause the market to rally for 6 months straight with zero pullbacks. just play the game along with them. don't even touch tech stocks now. wait 3-6 months so you can grab meta at 400 and AMD at 130 again.

Mentions:#AMD

No idea. But I got full faith AMD can do a repeat of the last ATH even if the entire market goes up.

Mentions:#AMD

I bought AMD at 222 am i regared?

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AMD in fucking free fall rn. Bruh.

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Why is now filling, upon US market Open? Not only Nvidia, but also ASML and AMD?

Mentions:#ASML#AMD

Bought AMD 11/28 $215c for 8.6 each This dip is fake and gay just like bers

Mentions:#AMD

Seeling my AMD calls this morning was the smartest thing I should've flipped to puts

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To think I had $230 AMD puts I sold at break even Monday LMAO KMS

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Should I FOMO into some NVDA and AMD calls for a quick bounce Seems almost too obvious

Mentions:#NVDA#AMD

AMD returns to being Advanced Money Destroyer

Mentions:#AMD

2 AMD 240c Jan 2026, 2 NBIS 105c Jan 2026

Mentions:#AMD#NBIS

AMD just slow bleeding out every day now

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If you didn’t get AMD puts yet there is still time

Mentions:#AMD

AMD and HOOD calls??? thoughts?

Mentions:#AMD#HOOD

SPY up QQQ up AMD down 🤔

Mentions:#SPY#QQQ#AMD

I was buying REGN AMD GOOG over the last few months CRM ELF ZM are looking like buys right now too

AMD still doesn't know NVDA beat earnings

Mentions:#AMD#NVDA

Kinda feels like the AMD pump is over. Shit is looking weak as fuck

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Time to sell AMD shares? 90% profit

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AMD is in the eppstein files

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AMD really still doin this shit?

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AMD is not up enough and men will low testosterone are profit taking NVDA

Mentions:#AMD#NVDA

I need AMD to stop being so gay

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AMD is a fucking joke. Jesus christ.

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i have a nice diversified portfolio of NVDA, GOOG and AMD

remember we have a lot of room to pump to ATH's at NVDA and AMD

Mentions:#NVDA#AMD

AMD I'm going to need you to wake up and put on your tap-dancing shoes, what the hell is this

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I bet AMD finish red

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AMD is greener than Nvidia. Just lol

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Nvidia acquisition of ARM fell through in Feb 2022 , there was no way in hell any company could have taken Nvidia's market share in AI training in just 9 months for the release of chatGPT, Competitors like AMD wouldn't be able to catch up even if you gave them 3 years.

Mentions:#ARM#AMD

AMD is gonna give the game away

Mentions:#AMD

NVDA and AMD stop drilling STOP DRILLING

Mentions:#NVDA#AMD

another off topic. check out news on 11/19 for CSCO and AMD.

Mentions:#CSCO#AMD

AMD had beat earnings last several quarters and has always slid the next day

Mentions:#AMD

My question is shouldn’t TSM actually be the most valuable company in the world. Been asking this for 10+ years. Apple, NVDA, AMD, INTC, QCOM, GOOG, AMZN, META, MSFT don’t all these companies depend on TSM . It’s not like INTC or Samsung can make these chips.

Can absolutely confirm. I was doing so much research, stock, sectorwide, regionalwide and did my own calculations and invested a lot of time in deciding where to invest my money. Tech just outperformed me several fold and I just dumb shifted most of my money to tech stocks, AMD, NVIDIA, Alphabet, ASML and others without doing much research before and the money just goes up. Feels terrible, but profits speak for themselves (for now)

Mentions:#AMD#ASML

Pretty dumb that he lists Denny’s to act all humble, but completely missed out that he worked at AMD as his first semi job.

Mentions:#AMD

Maybe we are living in different planets. People have been posting non stop about how overvalued NVDA and AMD were, and how AI is in a bubble. Nobody was saying MSFT, AMZN and GOOG are in a bubble, obviously.

That hundred billion going round and round between Nvidia, AMD, Intel and OpenAI propping up the whole world economy right now

Mentions:#AMD

Serious question to all you smart people - how to hold a growing stock without risking too much capital? As it grows from $10, $20.. $40.. then $100, $150 and beyond.. your initial capital starts to grow unnervingly large. Temptation to cash out is strong and downside risk is like a hanging sword on the head. There have been too many "inverted V" runs: Oklo, solar panel companies and many more - where, if you didn't cash out, you lost big time! Conversely, there are also decade long runners - obvious one Nvidia, AMD and similar names. Is there a smart options strategy that one can use to take some profit off the table, and still keep riding the upside? Buying protective puts is too expensive.

Mentions:#AMD

That 100b that keeps going round and round between Nvidia, OpenAI, AMD and Intel is propping up the entirety of the global economy

Mentions:#AMD

How 'bout we think longer Even *if* the AI boom continues, companies like AMD or Qualcomm soon will start producing their own, much cheaper chips. This will either cause nvidia to loose market share, or heavily cut into their margins and the market will eventually realise that they are not the only shovel salesman in town. Nvidia's stock then does what Intel's did, where it's value is basically stagnant over 10 years after falling from the ATH.

Mentions:#AMD

 in-house TPU plus AMD hardware... I still like OpenAI's odds better. Google is still playing defense, protecting its products like Google Search. At least they are adopting AI earlier than Apple.

Mentions:#AMD

Made Gemini do some number crunching to figure what amount of the total AH SPY pop could be attributed to NVDA and top AI companies (META, GOOGL, AMZN, MSFT, ORCL, and AMD). Apparently, *78%* of the 1.32% futes pump are just these companies, with 39% of it just being NVDA by itself. AI is the whole damn US stock market at this point.

BTW I agree that 5T is kinda scary but I see no other alternatives or better solution than NVIDIA’s GPUs in sight. They have the best tech and the ecosystem. Others, like AMD, is not coming close. When in doubt, I would just buy all MAG7, split equally. Right now, Meta could be the most “value” oriented. Long term and if I have to pick one, I would go with Google.

Mentions:#AMD#MAG

#NVIDIA SURGE SET TO FUEL YEAR-END TECH RALLY Wedbush Securities says Nvidia’s strong earnings and upbeat guidance should reignite the tech rally into year-end. Analyst Dan Ives calls it a “monster quarter,” with earnings and revenue—especially data-center sales—topping expectations. Most notably, Nvidia’s $65 billion sales outlook beat forecasts and is seen as a major catalyst for both the stock and the broader AI boom. Wedbush adds that concerns about an AI bubble are “way overstated,” and expects a strong day across semiconductor names like AMD, TSMC, and ASML.

!banbet $AMD $232.1 18h

Mentions:#AMD

Yeah, and if AMD & NVDA hadn't both dropped a bunch since ATH a few weeks ago this probably would've been the most likely fork.

Mentions:#AMD#NVDA

Mango about to open china to NVDA and AMD, this islike the day the asteroid hit dinosaurs except for bears

Mentions:#NVDA#AMD

So not exiting AMD while it was dropping turned out to be the move so far. Fingers crossed this holds and continues.

Mentions:#AMD

The last 24 hours have been - PLACE BETS ON NVDA AND AMD - BRIEF ANXIETY ATTACK - YELL AT BEARS TELLING THEM WHY THEY ARE WRONG - WATCH PREDICTABLE V BOUNCES - OBVIOUS V FORMATION, BUY TQQQ, SELL IT - AMD AND NVDA PRINT - YELL AT BEARS TELLING THEM THEY ARE ALSO WRONG TOMORROW

NVDA, AMD, INTC, etc. is slushing money around to boost numbers. If I give you $100 and you give this money to someone else and they return the money as an investment... please explain how this is revenue???

NVDA reported earnings and is up 5% AMD reported jack shit and is also up 5%

Mentions:#NVDA#AMD

Nvidia CEO Jensen Huang and AMD CEO Lisa Su are first cousins once removed. What a family. Geez...

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The miners are some of its peers - Amazon, Meta, Microsoft, AMD, Google. And like Nvidia, they’re consistently beating earning expectations too.

Mentions:#AMD

Who’s going to catch up to break the dominance? AMD has shown no appetite to compete at the top level. It definitely doesn’t look like a priority for Intel. It would have to be due to a breakup due to anti-competitive practices, Google’s TPUs becoming dominant, or some other breakthrough technology being released none of which seem very likely at the moment.

Mentions:#AMD

WallStBets was all over NVDA and AMD like 8+ years ago

Mentions:#NVDA#AMD

I just figured TSM is safer because even if AI bursts everyone still needs their chips made by TSM for anything and everything. If AI bursts NVDA is going back to making video cards for PC enthusiasts and that's about it. Since AMD is the go to for a lot of console manufacturers.

The real shovels play is ASML. But TSM and NVDA, shit even AMD, are all pretty solid companies to own and at the forefront of the AI boom/bubble/revolution

Can't post links to the site here so I'll just copy and paste the data.. Q3 Revenue Growth, YoY % Change... * Palantir $PLTR: +63% * Nvidia $NVDA: +62% * AMD $AMD: +36% * Meta $META: +26% * Microsoft $MSFT: +18% * Netflix $NFLX: +17% * Google $GOOGL: +16% * Amazon $AMZN: +13% * Tesla $TSLA: +12% * Apple $AAPL: +8% * S&P 500 $SPY: +6%

Biggest bear case is just that the big LLM based AI startups fail to reach anywhere the revenue milestones they've projected and funding to them gets cut off at some point and with it hundreds of billions to trillions in projected AI infrastructure spending does too. There's also less binary outcomes where say public LLM models end up remaining competitive over time and maybe OpenAI and Anthropic never justify the hype around them but large established cloud providers like Microsoft, Amazon and Google continue to buy GPUs and roll out cloud services anyways at a somewhat reduced rate. Alternatively you just have competitive pressures eventually eroding Nvidia's substantial gross margins (forecasting north of 74% for Q4) in the longer term because that's what competitive markets do. In an extreme scenario you have something like Intel that had a massive lead on AMD back in 2017 and just spent the last 8 years squandering it to the point of non-competiveness and sizable market share losses. All that said Nvidia clearly has a lot going for it still. It's growing, it's highly profitable and producing tons in cash flows without a whole ton of capital requirements or inventory it needs to carry. It's forward valuation also isn't that crazy compared to a lot of other plays. At a forward P/E of around 26 prior to earnings one could make the argument it was even fairly cheap given its earnings and revenue growth. I mean I'm skeptical about OpenAI being able to justify $1.5T in spending over the next few years but I still bought NVidia shares going into earnings here and some calls because it was objectively cheap and it's clear the investment spigot hasn't been shut off yet too. Q3 earnings were already in the bag and deals have still been happening since. It's easy to come up with potential scenarios that might happen down the line but I don't think there was really any sane case to short it going into earnings this time around.

Mentions:#AMD

AMD is good but NVDA is better and cheaper though.

Mentions:#AMD#NVDA

I’m full AMD in my pc at this point and its an absolute monster. The 3d cpu is a game changer.

Mentions:#AMD

Nostradumbass here is telling you morning prices come one cum all Googl 310 Amazon 240 Appl 274 Nvidia 198-199 AMD 239 Hood 125 Msft 508 Meta 620 Nflx 113 Lly 1,080 Bears assholes gaped thank you that’s all

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AMD isn't destroying money... False advertising.

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This right here. AMD offers value if you are not going to run an LLM locally

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This. It's a smidge higher of an earnings beat than I expected, but this is all in line with estimates I heard throughout the day. NVidia went so late in the cycle you could guestimate a lot of this information from other earnings calls. But what a bunch of people are ignoring is that the AI Bubble turbulence sobered a lot of people up to the mounting economic issues out there. This doesn't change for me the fact we even got into this spot in the first place where everyone looked to one earnings call to stop a full-on major retraction This doesn't change the fact everyone is seemingly ready to panic again if we don't get a rate cut. This doesn't change another looming shutdown in January. And meanwhile it'll be another 2 and half months before AMD and NVidia get to remind everyone again they're swimming in bins of money built on CPUs nobody can plug in. I ain't touching my 401 allocations, but I'm still not sold on anything but short-term plays in the near future. I don't get why so many want to be full bull or bear at all times other than people only got into investing in the last few years when you could practically throw darts at stock and make buckets.

Mentions:#AMD

In terms of the actual hardware in the business space, AMD are doing fantastic. Look at the TOP500 and GREEN500. Consumer space, software, complete tech stack on the GPU side, not so much. I really wouldn't discount them. They have extremely competent hardware engineering. Easily rivaling Nvidia. Trouncing Intel. Their Achilles heel is CUDA. Generally being too late to properly tag along. When they didn't have an immediate answer to Nvidia's GPGPU push, they simply fell too far behind. Playing catch-up when so many people and environments are entrenched in CUDA is a tall order.

Mentions:#AMD#TOP

Only AMD is the meaningful competitor in the scene. Intel is catching up, but still very far. This is a market with huge barrier of entry because of the knowledge and expertise requirement. If you’ve dealt with AI, TPU is not really the most user friendly tool to work with, google is the most consumer of their own tools and they aren’t planning to release it to the open market even something like for edge compute. They want to package it so that people buy through google. The challenge for AMD is simply CUDA. CUDA is still the widely use tool to interact with GPU, and the most widely used. Ask most engineers if they have to choose which GPU for serious ML related stuffs, they’d still recommend Nvidia GPU due to CUDA support. For inference then yes it is much less restrictive (i.e. you can use AMD, intel gpu) but still less stable and flaky.

Mentions:#AMD#ML

AMD gonna be the big winner from NVDA backlog. The alpha lion can only eat so much water buffalo before the hyenas get to feast.

Mentions:#AMD#NVDA

Sure, but there's a lot of incentive now to take away Nvidia's near-monopoly because there's a lot of $$$ involved. Google for the most part isn't using GPUs, they're using their own TPUs. Other players like AMD are starting to get some traction as well. This is why I like MU - no matter who's inference architecture does well, they're going to need fast VRAM and MU makes that.

Mentions:#AMD#MU

Jensen even made AMD green from -4%

Mentions:#AMD

Second fun fact - The newest gen Google TPUs are ~90% the performance of blackwell, so they are slowly catching up, maybe a generation behind, similar to AMD. But my bigger point what you said, You can own the hardware and you are paying up-front for the hardware costs. Thus, nvidia is obviously going to have an unmatched number in their order books, unless google starts doing mark to market. So yeah, nvidia is ahead, but the comparison on booking revenuing vs google is probably the worst one you can make. The only _big_ difference between them is the lifecycle of these chips. All those GPU being bought are going to be cycled out fairly quickly as there is a power delivery ceiling in the datacenters, there's gunna be a lot of cards in the next couple years that are going to be basically thrown out because there is no place to put them to keep em running, because it'll be taking the space a higher performing card could have instead. At least renting from google insulates you from that. You can pretty much always have the latest hardware, and google can easily cycle them back into their own internal use.

Mentions:#AMD

😂 Jensen lowkey slighted AMD so many times during the call

Mentions:#AMD