ATI

_hiddenscout

Interesting. Funny enough, bought some GTX like a week or two ago. Yeah, I'm really excited for the spin offs. I really want to see the material and the aerospace business. Been investing in a lot of those type of companies. Stuff like CRS and ATI have been awesome to hold and great businesses. Same with a lot of aerospace names like MOG.A.

_hiddenscout

What's interesting is how well stuff like ERJ and Airbus has been doing. Aerospace suppliers have also been a nice pocket of the market. Done well with HWM, CRS, ATI, TATT.

re-thc

Not sure if you're too young or have forgotten. Nvidia failed many times with overheating (literally) and poorly performing GPUs in those days. ATI fought hard and gained market share. And yes AMD handed Nvidia victory because AMD after absorbing ATI ran out of money due to CPU loses. They even had to sell their fab i.e. now Global Foundries. What part of history are you missing? So what if Snowflake existed whilst hyperscalers existed? Exists doesn't mean they care or invest heavily to compete. It was widely reported and by numbers that Google Cloud did nothing during the years of Snowflake growth. No 1 really used Azure those days either. Nebius only announced Microsoft in September. Meta happened in November. It's been barely a thing for its lifetime. It's also not where the data centers are but who are the customers. Earlier a provider in Australia was caught being a front for Chinese customers. They ship hard disks, do the inference and take it back. Do you really think Nebius is the expert in data center building or they're just the poor guys taking on the debt. Why Microsoft, Meta, Shopify etc using Nebius? So they take the debt out of their books and can cancel any time. Renting GPUs without being a hyperscaler is a very poor business as the value has crashed and will continue to. A new generation GB300 whilst you have GB200s and those are now worth nothing. Equinix, Digital Realty etc have been doing this for decades. Out beaten by some randoms? Data centers are like building homes. You don't just rush it.

re-thc

Have we lost history? Nvidia did NOT enter a market dominated by Intel and AMD. Not at all. Nvidia was up against ATI and some others when they started. Intel focused more on laptops, servers and desktops non-gaming. Nvidia and ATI were competing pretty hard until AMD acquired ATI and then AMD suffered huge defeats to Intel on the CPU front. This literally gave Nvidia a free pass for a long time. Snowflake and AWS and Google? Google barely cared about its cloud until quite recently when Google cloud changed executives. AWS were like Intel and was too comfortable so no Snowflake didn't "steal" the pie either. As to Nebius - their real moat is an EU company acting as a hosting front for Nvidia to EU and US sanctioned companies. Will this last? Probably not. Nebius tank all the risk for little gain.

Sensitive-Radish-292

I'm long on Intel, thesis is about Intel - I did mention that I bought puts on AMD and rolled them, and yes. I do believe that AMD is extremely overvalued and I personally don't care about some analysts opinion. Most analysts update their PTs right after a big jump or a big dump - and a lot of these analysts cover multiple sectors - they don't specialize on one single sector and they don't analyze that sector from a broad macroeconomic perspective. If they would, they would know that INTC is a key player that is about to breakout. While I bought into INTC the moment Lip-Bu Tan rumors surfaced, doubled down before NVDA investment and doubled down further during the bear market after I researched Lip-Bu Tan's connections. Guess when the analysts updated their price targets? After INTC doubled, before that most of them were hold/sell with PT 18. But be my guest and listen to analysts. It's not AMZN not being able to rent out... there is no demand from current lead engineers/researchers. Everyone is used to NVIDIA/CUDA. Even I had to work with CUDA (and I tried working with ATI cards btw) when I was studying. If you're counting on AMD being saved by OpenAI then good luck, considering the last leaked memo showed how well "OpenAI" is doing. Be my guest, bet on AMD.

Important-Sherbet559

I remember this narrative since 1998. BTW, where is the company called ATI? 

Negative-Pea4928

thanks for the inspiration again - HWM, ATI, and CRS are monsters. if you leave out fundamentals, earnings etc what are your main screener settings for these growth stocks? i have tried to keep my settings quite simple with price above key moving averages accordingly and return 5y-10y +200% and market cap more than 20b

_hiddenscout

Just focus on buying good companies at good prices and you’ll done.  It’s simple advice, but it really works.  A ton of people investing do almost zero research on the stuff they buy. For example, aerospace has been in a really good place since Covid, due to a lot of back up demand.  Almost no one you know would have said to buy things like HWM, ATI, or CRS. However these companies are killing it.  For me, learning how to screen years ago changed the way I invest and research companies. 

Wolfreak76

ATI is just another in a long list of Canadian market leaders that lost the game in the end. WordPerfect, Nortel, Candu, RIM...All we have left is Pornhub and Shopify.

BigEdsHairMayo

They discontinued the ATI lineup.

_hiddenscout

What is interesting is a lot of supplier in the aerospace market have been such great investments. ATI, CRS, and HWM have all been killing it.

_hiddenscout

There’s a lot of sectors doing well too.  Some of the names in Aerospace and defense.  RTX +53% ATI +83% CRS +89%  HWN +85%  WWD +64% 

_hiddenscout

There's a lot of great names in that space. I like PH, but personally, I think it trades at a higher valuation than I normally like. Like $CRS and $ATI are great names to get out of tech and also are seeing booms in aerospace. $BELFB makes fuses and is blowing almost every stock I've ever seen out of the water in terms of returns.

_hiddenscout

$ATI Q3 * **Sales** \+7% YoY to $1.13B * **Aerospace & defense** sales $793M (70% of Q3 sales) * **Adjusted EBITDA** $225.1M (20.0% of sales) * Adjusted EPS raised to **$3.15–3.21** for FY2025 * **YTD operating cash flow** $299M (improvement of $273M YoY) * Q3 share repurchases of **$150M** (2.0M shares) * Sequential **sales** down 1% vs Q2 2025 * HPMC revenue reduced by **$10M** from forging contract change * Disposition of certain European operations reduced HPMC sales by **$9M** * Third‑quarter pre‑tax special items of **$12.9M** >"We exceeded our guidance in the third quarter, delivering strong adjusted earnings and operating cash flow performance. We continue to see positive demand signals in our core markets, as our customers ramp to achieve their growth targets. We are well-positioned to grow our defense-related business through an expanding mix of highly differentiated products critical to the U.S. and our allies," said Kimberly A. Fields, President and CEO. "Our outstanding performance, contractual positions and steady demand give us the confidence to raise the full-year ranges of our adjusted earnings and cash flow guidance. >"We continue to drive efficiencies in working capital with the goal of maximizing free cash flow," said Fields. "Our year-to-date operating cash flow of $299 million reflects an improvement of $273 million compared to last year. This performance enabled us to support our growth while continuing to return capital to shareholders. During the third quarter, we repurchased $150 million of our stock, bringing our total 2025 share repurchases to $470 million." said Fields.

HellaReyna

I grew up buying ATI and NVDA cards. I went to university in the 2010’s for computer science and used CUDA myself and did training on a 900 and 1000 series. So I knew AI was for real before any of you even knew what NVDA - let alone a LLM was. Loaded up on the stock and I’m still holding. So while my example is a bit of an edge case, you can’t call it an outlier. People get involved one way or another with industry or a company and hold individual shares. My NVDA gains, if I cash out and diversify, cannot be matched by whatever you’ve done. So there’s some proof. I beat the market and I beat you.

ResolutionPopular562

That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers

eddieshack

Whatever happened to ATI?

Sensitive-Radish-292

As a software engineer who was doing some parallel computing since uni years. I would say yes, ride the monday open and then sell high. What NVIDIA has that AMD doesn't isn't just money (bare in mind that this deal is financed via warrants). But also actual high quality RnD that went into it. For a long time you couldn't really do proper parallel computing on any other card other than cards from NVIDIA. AMD (ATI) was so god damn unstable, that you didn't even know if you've done the correct computation or not. NVIDIA was the only graphics card producer heavily investing into the idea of performing parallel computations on their cards. And it shows. To this day, their chips are the gold standard and for a long time it will still be the gold standard. I'm really sad to say this but they will not catch up to NVIDIA in the short term. Not only that but OpenAI is a bubble. They are giving unreasonable promises that are just technologically out of our reach (but AI Fanboys disagree). The moment the hard numbers start hitting the business that went into AI is the moment OpenAI goes down under. Unless they reevaluate their current model and start developing something else than chatbots.

ThatFreakImHim

Lol just found out ATI went bankrupt

AlfrescoDog

Oh. I want to hear this. Please explain how ATI has made this Treasury auction irrelevant, considering it's a 20 Year auction.

hotpeanuts

https://youtu.be/LQCU36pkH7c?si=CaL68nSzg96b6ATI

hotpeanuts

https://youtu.be/LQCU36pkH7c?si=CaL68nSzg96b6ATI

MightB2rue

Think of Nvidia as the Usain Bolt of the market and it'll make sense. Honestly I can't ever see amd doing this well even if Nvidia didn't exist. I knew amd was hot garbage since 2006 when they bought ATI and somehow couldn't compete with Nvidia in the gaming gpu sector even though they had significantly more resources.

_hiddenscout

I know u/creemeeseason follows both names. BMI always been kind of too expensive in terms of valuation for me. I think ITRI is a bit cheaper and kind of the name thing BMI does, with smart meters. I always try to buy names with their PEG under 2. I saw your post from the other day, but not it's kind of late to the game now, but aerospace might be another space to look into. Like you said something about Rolls Royce, if I remember correctly. Their growth has been from their jet program. I picked up some ATI after it sold off from the last earnings. I also own CRS, which are both specialty metal companies. Didn't really post them, because they are still secular, which I couldn't think of names that fit what you are looking into.

ap485860281

ATI has definitely been showing some solid momentum. Interestingly enough, I just sold ERJ last week, took a quick bite out of the recent dip. Given the economic uncertainty, I'm not sure if the commercial aviation recovery continues to keep pace. Are you thinking short-term swing or more of a long hold if you move the money over?

_hiddenscout

ATI was one of them, which I just opened the position in. I have no position, but been eyeing ERJ. Might move the money over there.

_hiddenscout

Haven't dug too much in the report yet, but market doesn't seem to happy about it. I know last quarter they had an issue with FCF, since they were building up more inventory levels, but this is kind of odd. As far as dilution goes, I don't think that's a big concern, at least to me. The float for the company is 12.9M, so it's a pretty small float to begin with. However, it's not great they keep diluting. I might sale my position, since I think there are some better/interesting names in the aerospace area. Recently opened a position in ATI, after the sell off.

OutOfBananaException

> AMD spent 20 years trying to catch up to Intel, and only succeeded because Intel fucked themselves, multiple times. This is like saying NVidia only succeeded because Intel and AMD dropped the ball..  > AMD had spent 30 years (back to the ATI days) trying to catch Nvidia, and had still failed to do so.  Yes, but under Lisa the budget went to server CPU, with GPU kept on life support. NVidia faced well capitalised competition from Intel, but not AMD. > Nvidia has about 10,000x more liquid cash than AMD. They could hire 15 parallel engineering teams, poach and pay all of AMD’s top people 100x their salaries, and still have more cash. Would crash their margins hard, so while it could happen, it won't because it doesn't maximise shareholder returns. > Nvidia’s future roadmap may not suck, and the 400 series may not be competitive with future products.  NVidia roadmap doesn't suck, but the gap has been closing, and there's no reason to suppose that will reverse (doesn't mean it will reach parity either, that's not required to make bank). > AVGO is also competing in inference, and has way more capital than AMD. So did Intel. I'm sure AVGO will do well, I don't think everyone developing in house chips is going to succeed (Amazon..), which means there's part of the market AVGO won't be serving.

BallsOfStonk

Well thought out trade, unless you consider the fact that: 1.) AMD spent 20 years trying to catch up to Intel, and only failed because Intel fucked themselves. 2.) AMD had spent 30 years (back to the ATI days) trying to catch Nvidia, and had still failed to do so. 3.) Nvidia has about 10,000x more liquid cash than AMD. They could hire 15 teams, and pay all of AMD’s top people 100x their salaries, and still have more cash. 4.) Nvidia’s future roadmap sucks, and the 400 series will be competitive with future products. See the previous 30 years of GPU ass kicking, as a reference.

AmbitiousCustard

Worked for ATI and bought a few hundred shares, avg $16. Held it for 15 years while it was bought by AMD and did not do well at all. When it passed the $36 mark I decided to sell all of them…..so sad thinking about it now.

ap485860281

Just saw the drop on $ATI—was there anything in the earnings call that triggered this?

Ashamed-of-my-shelf

I’ve been fully AMD/ATI since 2019, and that Pc still runs smooth.

SPAC_Time

[ATI Physical Therapy Goes Private](https://www.prnewswire.com/news-releases/ati-physical-therapy-goes-private-302519673.html) \- OTC Pink: ATIP ATIPW -> Private Company Anyone who was holding ATIP got a surprise today. ATIP, without holding a shareholder meeting or even a board meeting, has been taken private. ATIP closed around 68 cents last time it traded, those shares will be exchanged for $2.85. From the ATIP 10-K filed in March: "As of the Fourth Amendment Closing Date, certain funds managed by and affiliated with Knighthead Capital Management, LLC (collectively, “Knighthead”), Marathon Asset Management, L.P. (collectively, ”Marathon”), Advent International, L.P. (collectively “Advent”), Caspian Capital LP (collectively, “Caspian”), and Onex Corporation (collectively, “Onex” and together with Knighthead, Marathon, Advent, and Caspian, the “Significant Stockholders”) collectively hold, on an as converted basis and not including outstanding warrants, 128,372,300 shares of Common Stock, representing approximately 98.6% of the issued and outstanding shares of Common Stock. The Significant Stockholders (other than Advent) also collectively hold 100% in voting power of the Company’s outstanding Series B Preferred Stock. **Such holdings, if aggregated by the Significant Stockholders, may enable such stockholders to consummate a “short-form merger” pursuant to Sections 253 or 267 of the Delaware General Corporation Law (the “DGCL”) without any action by the Company’s board of directors or by the Company’s other stockholders**. While the Significant Stockholders have not determined that they will (and there is no agreement or understanding among them to) consummate a short-form merger, the Significant Stockholders (other than Advent) have each agreed, for a period of 12 months following the Fourth Amendment Closing Date, not to consent to, participate in or consummate any short-form merger of the Company or any of its affiliates pursuant to Sections 253 or 267 of the DGCL **unless such short-form merger is at a price per share of Common Stock no lower than $2.85 per share**, except as may otherwise be approved by the Company’s board of directors."

_hiddenscout

$ATI is getting hammered after their report. Will need to dig into it. Could be a good entry for the company. 

NewNewark

Im still holding onto ATI Technologies

Princess-Donutt

I've often wondered this myself, since AMD (ATI) was always seen as the Pepsi to Nvidia's Coke in the Video Card world. I guess AMD just haven't been able to keep pace outside of the commercial GPU market.

NewDayNewBurner

Add ATI in there.

ComprehensiveDoor130

I was just building my second PC, and to my view, Nvidia was becoming the only game in town for graphics cards. Sure, 3DFX was still around, and ATI kept competing for market share and fastest card, but Nvidia was growing increasingly dominant.  Keep in mind, in those cave man days I had to call a stockbroker to make a trade (yes eTrade existed, but I didn't have an account), so the ease of buying and selling on a whim was very limited, even if I'd been so inclined.  I took the HODL mentality with stock ownership from the start, which I realize is the antithesis of this sub, but the idea that stocks were to be held long term was ingrained in me since I was young (clearly). I had largely forgotten about my investment account during college. When I finally rolled it over from that brokerage to a company that had an easily accessible online portal around 2010, NVDA was doing great, but had still dropped like 50% since it's 52 week high, so it made sense to me to just keep holding.  By the time crypto rolled around and Nvidia had its first big pop, I felt even more confident in the HODL philosophy, especially given the recovery and meteoric rise after losing 50% of its value the first time. That's also why I wasn't too stressed when the stock dropped again in between the first crypto boom and the rise (and inevitable, predictable, and hilarious, fall) of NFTs. I figured something new would come along to keep Nvidia profitable, and saw their continued use in self driving vehicle tech as a good sign. When AI started to get buzz and Nvidia began to skyrocket, I saw the same pattern repeating itself, so when the stock lost 40% of its value at the beginning of the year, I shrugged and waited for its next recovery, and here we are. Even once companies stop needing to buy every piece of silicon under the sun for model training, I expect Nvidia will find a new way to expand or capitalize on changes in the market; the noises they've made about robotics and other news about the growth of the robotics segment feel like promising signs. The most likely cause of a serious hit to the stock is a Chinese invasion of Taiwan, and I don't expect that to happen before 2027 (if it happens at all, which, obviously, I hope it never does). I'll be watching much more closely for Chinese military movements around that time, and would potentially sell most or all of my NVDA holdings in advance of an invasion.  If that war does come, it'll probably decimate the entire global economy, not just the semiconductor sector, so it'll probably be a bad time to own ANY stocks, but it'll be a great time to buy some deals. Defense stocks are especially attractive with an eye to that pessimistic future. 

Affectionate-Idea690

nope dont forget ATI

Luxferro

AMD would be dead if they never bought ATI. Prior to recent years the last time they had a competitive CPU was Athlon. There was a time when ATI and Nvidia were on par with GPUs and your choice was based on cost and whoever's software drivers you liked... Or which frustrated you to change sides.

Chilkoot

> Now I licked blood and can't go back. This is how I feel about: * CUDA for big compute/AI * DLSS * Frame Gen (yes, I'm a slut) It's apparently socially *important* (and of course fashionable) to berate NVidia, but I'm very happy with their recent products, and after the shit I've gone through trying to love AMD, I don't see myself buying anything else from AMD for the next few generations. If I'm being honest, it's been a downhill slope since AMD bought out ATI, and as consumers we were all better off with ATI in the mix.

Foreign-Coconut3500

if you dont remember the ATI 9800 Pro then you aint black!

norcalnatv

dude, they've been trying, and losing market share, since AMD bought ATI in 2006. You say it like it's easy. I come from this industry and you have no idea how hard it is. People don't understand GPUs are Jensen's turf, not Lisa's. She's too conservative and never hires the right GM or VP ENG for GPU. She never invested in SW and now she's playing catchup. 20% Ain't going to happen. Or it would have already, shit just gets harder from here, not easier.

_hiddenscout

Yeah, I own CRS, hoping for a pull back on ATI. Missed the boat when they were having some union issues. HXL is really interesting, just the growth and ROIC hasn't been there. Not sure why they seem like the odd company out.

_hiddenscout

Still think a lot of the suppliers are better than owning the manufactures. ATI/CRS/HWM have all been killing it. I'd also personally rather own ERJ than BA. [https://finviz.com/quote.ashx?t=ERJ&p=d](https://finviz.com/quote.ashx?t=ERJ&p=d)

_hiddenscout

Yeah, TATT is more just aerospace company, but seeing a lot of growth because of the demand/backlog of planes and jets. It's something not talk about too much, but there is a high demand for jets/planes. A few months ago, went pretty heavy into some of the names in the space and defense area. Found a lot of really cool small defense names. However, a ton of them when on runs, but stuff like ATI/CRS are fantastic companies that don't get talked about much. ERJ is a Brazilian jet company that has been killing it. HWM is another amazing company. On the space/defense stuff. MOG.A is another really interesting name in the space. TTMI and OSIS are some other interesting names. Always do your DD before buying anything, but man, aerospace has been a great sector of recent.

ITCHYisSylar

Sorta. Xbox OG was Intel CPU and Nvidia GPU. Xbox 360 was IBM CPU, and ATI GPU, which ATI was acquired by AMD shortly after.   Fun fact, ATI also did the Nintendo GameCube and Wii GPU, before acquired by AMD, when later then also did the Wii U GPU.  

junkmiles

First Solar, mentioned in the OP are US made panels. ATI, Nextracker, Gamechange, etc are all racking companies that produce in the US. They can deliver a racking system with extremely high, well over majority, domestic content. I buy all this for my job and have toured the facilities. Without the incentives in place, owners will just go with foreign production, which will be cheaper.

Chilkoot

They have some amazing tech, but AMD put most of their eggs in the x86 basket, which is a stagnant (and arguably shrinking) market, esp. with the insane PC ARM silicon and software layer coming this XMas. Everyone expected AMD to make inroads with consumer GPU's this generation, yet NVDA's market share *jumped* to [92% of new retail GPU sales as of Jan 2025](https://finance.yahoo.com/news/nvidia-secures-92-gpu-market-150444612.html). I'm no AMD hater - I've been buying their stuff since the ATI days - but I'm def. not about to put retirement money behind them.

_hiddenscout

I’ve really enjoyed digging into some of the names. Like MOG.A is a really cool company.  It’s kind of wild how much some drone names have run recently.  There’s even like ATI/CRS that do metal fabrication and HWM that fasteners. 

NewDayNewBurner

We’ve done really well with ATI (+87%) and APP (+43%) since March, which helped to get us +18% overall this year … despite a heavy investment in AAPL.

RStainless

This is a good list: HIMS, VST, NVDA, APP, ZIM, AVGO, CEG, META, OKLO, TEM; I've put money into these stocks for my grand kids. Putting money into an ETF will cost you not only what the broker makes initially but every year. By the way I would consider ATI over ZIM.

samwichse

Pretty sure the old ATI Rage 128 Pro moldering in the heap of defunct computer parts in the box in my basement could've handled that task better than OP 

Less_Scientist_2219

this may be before your time, but AMD / ATI were always team red, and NVDA was team green. INTC is team blue.

_hiddenscout

I was talking to someone here the other day about how defense/aerospace is still a strong pocket. From HWM earnings: [https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf](https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf) Slide 5, that segment is up 19% YoY and 9% QoQ. Also on Slide 7, calls out Industrial Gas Turbine as a growth driver. Which aligns with GEV. Also should be good for KBR and POWL. ATI [https://s27.q4cdn.com/226628310/files/doc\_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf](https://s27.q4cdn.com/226628310/files/doc_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf) Slide 3 Seeing solid growth in Jet Engine and Defense.

_hiddenscout

Sorry for the wait, was the gym. Highest conviction names would be like ATI, CRS, MOG.A, HWM, TATT, ISSC Always do your own DD before buying anything, but these are some interesting names to look into.

_hiddenscout

Understandable with the margins, but a lot of hardware companies have those lower margins. Like compare them to CLS or HPE [https://quickfs.net/company/TTMI:US](https://quickfs.net/company/TTMI:US) [https://quickfs.net/company/CLS:US](https://quickfs.net/company/CLS:US) [https://quickfs.net/company/HPE:US](https://quickfs.net/company/HPE:US) It's all like low single digit stuff. I agree though, I tend to not like companies with those margins, but that's just the business landscape for hardware and part of why stuff like NVDA is so impressive. Thesis is just still investing in places that should have tailwinds due to macro trends. Defense/Aerospace is still really strong right now, with a ton of companies reporting great quarters. With TTMI you get exposure both those markets and data centers, that's around 70% of their revenue. I also like companies with low floats to begin with, so TTMI has only like 99M available shares. That's so interesting. Yeah CRS and even ATI, which is a similar company, are both just really interesting. Still the same thesis around aerospace/defense spending.

_hiddenscout

Yeah, before today, but a few other things, mainly in the defense space. TTMI is an interesting company, they do print circuits with most their revenue coming from Defense sector and Data Center. CRS just reported great numbers, they are an interesting name along with ATI. I also bought some ISSC recently as well. Last quarter was bad, but management was saying it's because they acquired some business from honeywell, so part of it was just ramping that up.

_hiddenscout

I recently bought some ISSC. Sold off a lot last quarter, but it seems like management was saying it la because of the on ramping of the Honeywell stuff they bought.  They bought a line of business around upgrading and repairing Honeywell stuff.   Sounds like things should be better later this year. Should also be a revenue growth driver.  TTMI is so interesting. Get to invest in data center and missiles lol.   I also got some MOG.A recently.  There’s so many interesting names out there. Like I own CRS, they just crushed it. They do like custom metal for aerospace and energy names. ATI is another company like that.  Not my style of buying but stuff like KRMN and KTOS are also interesting.  I’ve owned MPTI, which has been killing it. Same with FEIM, just opened a position in them. Both are small caps, but both deal with components in satellites. Amazon just reported they need to like triple or quadruple their production of satellites in hopes of building out constellation.  So many names out there lol. 

_hiddenscout

I think fundamentally, it's not too bad: [https://finviz.com/quote.ashx?t=CRS&p=d](https://finviz.com/quote.ashx?t=CRS&p=d) After a movement like this, it might pull back in the next few days. I'm really bullish on them long term. ATI is another company similar to them. I've been really bullish on aerospace and defense names.

Prestigious-Cod-222

I remember the Pentium days... they ruled the world. Zero competition. I had a Pentium 3 800mhz and an ATI graphics card. 20 Gig hard drive and DSL internet. Quake 3 arena and a dream...

_hiddenscout

That's the tough part, a lot of had solid runs. TATT is interesting. ISSC is much smaller, but another interesting name in the space. I like CRS, which is more of a metal play with other sectors, like they also do customer things for healthcare. ATI is more of a pure metal play ERJ has seen a crazy run, but the fundamentals aren't bad if you think they can keep up the growth. For more military defense stuff, DRS, CW, MOG.A are really interesting. I like a lot more of the mid cap/smaller companies. That should be a little list to dig into some stuff. Been doing a bit more digging in the last few days, just find it really interesting. So many small niche companies. Like TTMI does missiles and data centers circuits. Low margin business, but interesting how like these little niche companies exist.

rriggsco

Sure, but NVDA was just another graphics card company at the time, competing with ATI and others. It was just getting started. GPGPU programming was just starting. ConvNets were not a thing. Graphics card companies were coming and going. Hell, SGI had not gone under yet, and that's where all the NVDA folks came from.

DarkRooster33

Yes, the supply chain is all over the world. You do know ASML and TSMC doesn't make GPUs and never will? ARM holdings was acquired by ATI technologies which was acquired by AMD. Not only you threw bunch of company names around, the only one that would even remotely fit is an American company. How do you think AMD started making GPUs? Somehow complete silence on Cloud, not to talk about software. >The US is now a loser country :) enjoy your collapse :) I don't think monopolies decades in making will be replaced, you failed miserably even naming who and how would do it. You don't even bother replacing reddit which would actually be really easy. >Oh yeah I forgot the S&P 500 is magic, line will always go up forever! It’s a law of nature. It prevailed through worse, anyone would bet on bogleheads over panic investor any time, at least bogleheads investors bother getting educated.

snickerbockers

NVDA will be fine as long as the closest thing it has to a competitor is the shambling corpse of ATI that AMD is still trying to reanimate.

Kiornis1

wow how old are thise ATI folk?

Magjee

In terms of raster performance they are doing well Nvidia made the very wise decision over a decade ago to invest in the computational uses for GPU's and it has paid dividends This was the same time ATI was swallowed up by AMD   They are relegated to being the console APU provider, which has worked out But their inability to combat nvidia's apple life software locked behind hardware practices have really cost them   Having said that the latest release from AMD is a banger of a GPU, good RT and AI performance ...and hopefully that translates over to the professional grade cards

LiquefactionAction

AMD *is* actually capitalizing. They went from basically being in the red and very low sales prior to Zen CPUs to completely flipping the table and destroying Intel in the CPU (consumer and server space) after Intel kept stepping on every rake in the yard by selling oxidizing CPUs. This was no small feat, Intel had a defacto monopoly starting with Core 2 Duo stuff and bribing manufacturers to keep AMD products out. They've managed to generate so much demand for their CPUs which are highly-sought after (like the 9800x3D) that they're making money hands over fist on them. Ontop of the CPU game, AMD is also now pretty much the defacto hardware for all handhelds & consoles. PS6, Xbox Series Two are going to be on AMD. The only thing they aren't capitalizing on fully is the high-end consumer GPU (and "LLM servers") space, and they're waffling a bit in the mid-end consumer GPU market. Part of that is just how ATI was bought out and was kind of siloed, but part of it was it was never a big R&D focus but it's taken increasingly large steps over the past few generations. FSR4 is now pretty much where DLSS3 was. It's still behind compared to DLSS4 and some ray tracing, but it's been closing the gap. Will ATI GPUs ever beat the flagship Nvidia products? Probably not, but they just need to keep up in the 3080-4080-5080 space at lower price (and inventory) and keep up with the accoutrements and they'd lock down the consumer market at least.

romt_25

Index changes: Joining the S&P 100: \-Palantir \-Intuitive Surgical \-ServiceNow Moving to the S&P MidCap 400: \-VF Corp \-Alaska Air Group \-Hims & Hers Health \-Bath & Body Works \-ATI Inc. \-EchoStar Dropping to the S&P SmallCap 600: \-Teleflex \-Celanese \-FMC Corp \-BorgWarner \-The Chemours Company \-Teradata \-Neogen \-Ryman Hospitality Properties \-Element Solutions \-Freshpet

Great-Ad-4416

and what would that be? serious question: stock price is based on compnay's future profitability. canada has the following fortuen 500 companies Thomson Reuters (Media & Information Services) Royal Bank of Canada (RBC) (Banking) Toronto-Dominion Bank (TD Bank) (Banking) Enbridge (Energy) Power Corporation of Canada (Financial Services) Suncor Energy (Oil & Gas) Manulife Financial (Insurance) George Weston Ltd. (Retail & Food) so what would you invest in that's better than the U.S.? let's get real. in the last 20 years, Canada has give up its tech sector (remember ATI? BlackBerry? Nortel? Bombardier?) and defence sector (they use to have the one most advanced jet, the CF 105). and now all they have is bank and energy, and let's not forget they don't actually have the capability to refine their heavy crude oil, and have to sent to the U.S. refinary at ... get this.. lowest price of any kind of oil market. even lower than that of Russian oil which is heavily sanctioned.

_hiddenscout

I’ve been holding DRS and CW for it. BWXT is interesting, but I like CW since they are do sales yo nuclear plants.  Both CW and DRS are more about engine equipment.  Not sure if they do ship material, but aerospace in general has been in a bullish market. ATI and CRS are both speciality metal companies that do aerospace/defense with other markets like consumer and medical. 

143Brady

ATI calls? In case a good titanium deal comes out of orange-man and ukraine

_hiddenscout

Sorry for taking so long to get back to you, just was waiting to work today, since it would be easier to type the response lol. Yeah CTLP is really interesting. Seems pretty expensive, but the growth is at least there right now, plus there was some insider buying, which is a good sign. Yeah, I think with the electrical names, it's possible that some of the performance just got pulled ahead as investors were so bullish, but I think long term, the trend makes sense. Just could be some pain in the short to mid term. Yeah, I mentioned ITRI a bit ago. Held and sold, just for some reason, the stock like never moves much. Something similar to like ESE. Was a name I liked and held, didn't do anything, then one earnings report pumped the stock like 30% lol. It's crazy how those low volume names can just run sometimes. I kind of dig them. AYI was one I was kicking myself for not buying. I did a ton more research into like industrial and electrical plays like a few years, when the IRA and infrastructure bills where getting passed. The fundamentals just looked so cheap when I was posting about them and they seem like a well ran solid company. I got lucky with CRS, I bought some like last week before it poped the other day. Personally I love companies that do things in multiple industries. Like they do medical/aerospace/defense vs like ATI is more aerospace/defense. Yeah, HWM was another one of those names that was on my watchlist and just watched it pop like 30% after an earnings report. I got some back in like the 100s and been happy with the company so far. Does feel like aerospace is a good bull market right now. I had a position in WWD, but moved out of it after like 30% gain. Just was happy with the gains and don't want to get too over exposed again, so trying to keep my aerospace names limited. Yeah SRAD is another great GARPY name. It's cool that MLB bought a stake in the company and I feel like the sports betting is just gaining more momentum. I'm always conflicted with it, since I think gambling is fine, but some of the stuff is getting out of hand. Like you can't watch any sports content without an ad or some pushing some odds.

BrobaFett_1

Looking through CTLP some more, I'm going to invest! I even checked out their career page for engineering opportunities haha - nothing near or available though. \+1 on holding the electrical names long-term. I am worried about a reduction in CAPEX spending in future quarters, but not seeing much news indicating that except for the stock prices staying depressed. I was just considering a position in ITRI actually! I believe you mentioned it more than half a year ago? It's been on my watchlist for a while since I heard the name. I sold my position in CARR and GWW to diversify, so I might reallocate some there. Thanks for the new names to follow - AYI / CRS / ATI. I've been interested in HWN forever, but I just keep watching it go up haha. Did you recently open a position? I got WWD after the August drop. It's dated, but I also found this SRAD analysis from 2021. Thought it was interesting comparing it to now: [https://www.reddit.com/r/stocks/comments/rkib3w/the\_case\_for\_srad\_to\_hit\_100\_in\_4\_years/](https://www.reddit.com/r/stocks/comments/rkib3w/the_case_for_srad_to_hit_100_in_4_years/)

_hiddenscout

Side note, was going to ask, you ever look into or hear of ATI at all? Really interesting company that does aerospace components.

_hiddenscout

I'm there with you. There is a lot of good growth in the aerospace components. Like ATI announced the other day, they do a lot of business in that space. They saw 10% YoY growth. Also think there is going to have to be a good spend at some point in the naval space, since the US is behind in terms of ship building. It's kind of a contrarian play, but some of the defense names that deal with more software side of things, like CACI, LDOS, PSN, are all down pretty big with DOGE fear.

shawnington

Because the AMD drivers had to be reverse engineered because they provided none. So to clarify, neither of them provided open source drivers, but Nvidia actually provided drivers, ATI / AMD didn't even bother, and it required community reverse engineering to get drivers workings, which is why the drivers available were open source. They were reverse engineered by the community and were quite terrible performance wise compared to officially released Nvidia drivers. So obviously the company that actually supported open source with official drivers that ran well on Linux, won when people started making clusters of cards on machines running linux to mine crypto. Clearly neither company had any idea their GPU's were going to end up being used for massively parallel compute, but Nvidia was already culturally more willing to support niche communities with official releases, which is how we got Cuda C++ in 2007. AMD tried to recapture the market by adopting OpenCL in 2009, but the party was already started by then. OpenCL might be why you remember AMD as the more open source company, but Im talking about early days when getting any hardware to work on Linux required a reverse engineer of the driver binaries, and Nvidia was just out here giving us official binaries that worked on linux.

shawnington

AMD's actually stumbling block wasn't hardware or marketing, it was drivers. ATI / AMD drivers have always been notoriously closed down. Nvidia always offered linux drivers, and was relatively open source compared to AMD / ATI that locked their hardware down to Nintendo levels. AMD actually had better chips and cards when they started to be used for Mining, but their locking down the drivers, and offering basically nothing to anyone that wasn't a registered partner was how they lost their advantage. They still are beating Intel at everything, and their engineering is great, but they gave up the game by not understanding the importance of people being able to use their hardware for novel uses pretty early, because a lot of the foundation for AI was actually laid down computationally by crypto miners and Nvidia was happy to respond to the demand, and AMD was not interested at all.

tl01magic

it was when it was ATI, I think the first few cards handedly beat out Nvidia. Since then....omg just stomped them into perpetually distant second.....in same market...and is all that could be said about that.

Happy-Aardvark-7677

This meme is so old it was probably made on an ATI Radeon or 3DFX Voodoo 3.

likamuka

ATI better buy AMD now.

msproject251

He was gonna be CEO of AMD had AMD not bought ATI: [https://www.tomshardware.com/pc-components/gpus/insider-says-nvidia-almost-sold-half-of-itself-to-amd-but-jensen-huang-wanted-to-be-ceo-of-the-merged-company](https://www.tomshardware.com/pc-components/gpus/insider-says-nvidia-almost-sold-half-of-itself-to-amd-but-jensen-huang-wanted-to-be-ceo-of-the-merged-company)

Famous_Log9349

ATI super f is thankfully made in USA. 

superfi

this is not surprise, Advanced money destroyer has never been good at software and neither was ATI before it was acquired. they really need to find some acquisition that knows software to help them.

willyallthewei

If the rest of big tech came together and worked night and day to catch NVDA, I’m not sure they would even get close, with all the money in the world. Do you know what AMD used to do? CPUs only, and they tried, and intel tried to make GPUs… didn’t work, all the RD budget in the world didn’t work, they had to buy ATI in the end. I remember those days well.

richcz3

***"AMD really primarily competes with Intel"*** This is true, and we know where Intel is these days. I remember when AMD bought ATI (graphics card maker). The PC architecture (WinTel) was still at its peak. Trick was, that ATI was good, but playing 2nd best to nVidia graphics cards even back then. ATI GPUs were the value purchase then as it is now. (Ive owned both GPU since late 90's early 2000's - Long term Support is where ATI was/is weakest) AMD was playing the David vs Goliath on two fronts then - although ATI did own the performance GPU workstation market. Today, Intel is a shadow of its former self but nVidia has grown beyond enthusiast PC gaming market. That's were the AMD acquisition of ATI is failing to boost AMD share price. From Bitcoin mining to PC enthusiasts (gaming and Ai creation), AMD's GPUs are a **"value purchase"** for PC gaming and that's about it. AMD really is a CPU company for PCs and Servers. Until they present an actual meaningful client list with sales on a viable CPU/GPU alternative to NVDA, its going to remain 2nd tier at best.

IdioticPost

Canuck here, wishing my parents held onto ATI at $3 CAD

Samjabr

I made a little money during the dotcom nonsense and decided to go back to school around when the market fell apart - Wasn't sure what to do with the money I'd saved. I also used to build my own pcs for gaming. My friends and I all loved the NVDA cards over 3dfx, ATI, etc. And since I had no clue what to do with the cash (too dumb to diversify) and had lost so much during the internet bubble meltdown, I just figured I would chuck it all into NVDA and ignore it. Was just a lucky confluence of factors.

yahoofinance

Dan here! I can't recommend any particular stocks, because I'm not an advisor and the last thing I want to do is tell someone what to buy or not. BUT there are some cool companies in the space that I think are working toward taking on Nvidia. AMD is the most obvious one, of course. They've been battling Nvidia on the graphics front for years. They bought ATI Technologies to get into the graphics game back in 2006 and are pushing deeper in the server space. The company says its MI325X can go toe-to-toe with Nvidia's H200, but we'll have to see if customers want that. More broadly on the AI front, Qualcomm is looking to break away from being known as a mobile phone company and diver further into AI via laptops, auto, etc. Then there are the networking companies like Broadcom, etc. I think the main takeaway is that while Nvidia is the biggest beneficiary of the AI boom, there are other companies that are getting theirs too.

Practical_March2024

Apart from your BS reason ...thing to think is that women are usually followers (in this case AMD did well by catching up to intel) ..and don't "waste" their time ..unless they see immediate benefit ..e.g. AMD had GPUs too from their ATI purchase ..but they wouldn't have thought of CUDA S/W 15 years ago ...

ItOnlySmellz69

ATI or die gang gang

greytoc

Descent was my favorite video game. It's interesting that you mentioned you had a Nvidia card. Back in the '90's - the darling graphics card company was ATI which went public in the early '90's at least 5 years before Nvidia IPO'd. The problem with AAPL also is that there were a lot of high-end workstation companies that could have started to put out a consumer grade workstation. If companies like Sun, Apollo, SGI, (maybe even DEC) started to enter the consumer market - we may have seen a very different tech landscape today. I always thought that the attempt by NeXT to bridge consumer and high-end workstation market was interesting. I had a NeXT workstation which I enjoyed working on.

-McSlizzy-

Im going to tell you no, but for a much different reason being an avid Corvette enthusiast and daily driver of a C6 during the nice months here in Kansas. The C6 Z06’s had incorrectly milled head issues causing it to drop a valve and grenade the engine, this ESPECIALLY applies to 2008. Unless previous owner fixed, which is costly, I’d be 110% out. From an investment perspective, you’d be much better off with a base model from a reliability and insurance perspective. Only issue then is your harmonic balancer will go bad, $2k fix, replace with an ATI brand, not factory or Dorman. I assume this happens on Z06 too but not 100 I’ve had this one since May. It’s. 2007 C6 M6 convertible. I bought with 41k miles and paid $21,500 for reference.

SquirrelFluffy

Yeah, my mistake. They bought ATI here in Toronto and that's a Canadian tech company. I remembered when the office changed and I guess I forgot the ATI part. ATI produced the Radeon, the forerunner to all the graphics cards etc. so, AMD's current tech is Canadian, is kind of my point.

buttux

AMD had a good run in the early 2000's with the Athlon before falling behind Intel for about 10 years. ATI wasn't a major player in graphics till 3DFX fell apart in 2000.

IHadTacosYesterday

> that's why people in the 90s were buying AMD In the late 90's, they might have bought an ATI GPU. I had an ATI GPU as well, back in those days. But, I had an Intel CPU. AMD owning the CPU market is a more recent development. (last 10 to 15 years basically)

MyCactusTeacher

Remember when they let AMD acquire ATI? That shit would never happen today

Geedunk

I still remember a computer class I took back in ‘99 or 2000 and for a project we had to select two stocks and monitor them over the term. I picked ATI and NVIDIA. Never had the money or sense to look into investing until recently, but it sure is funny looking back.

diamanthaende

Just read an article about Intel wanting to buy NVIDIA back in 2005. Then Intel CEO Paul Otellini understood the importance of GPUs and tried to convince the board to buy NVIDIA for $20bn (AMD had bought GPU specialist ATI for $5.4bn before that), but the Intel board didn’t want to take the risk. Today, Nvidia’s market cap is more than 30 times larger than Intel’s. Wild.

BrilliantEffective21

let's invest in ATI Rage graphics cards