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Not for much longer. MI400 and Rubin look like peers.
Any legitimate proof tying him to mossad? Why not the cia? Why not MI6?
MI6 manipulating US foreign policy = good. Mossad trading intelligence with the US = bad. USA bankrolling European defense trillions of dollars since 1945 = good. USA arming Israel a few hundred billion to check Arabs & keep oil flow = bad.
MI350 and MI400 are gonna affect earnings in ways that wall street is not betting on atm. Go look at HSBC’s upgrade
I don’t know what to tell you other than take a gander at the specs for MI400 vs Rubin. They are in the same league, with MI400 having more memory and Rubin faster compute - and training and inference can be bottlenecked by either memory or compute, so it’s not a given which you’d prefer as a hyperscaler.
AMD makes billions on gaming as well. They are in cyclical trough right now due to semi-custom revenue declining based on the age of current consoles (5 years into current generation of Playstation and Xbox). However, both the new Playstation 6 and new Xbox will use AMD so gaming revenue will accelerate when those consoles release (2027). [https://news.xbox.com/en-us/2025/06/19/xbox-amd-next-generation-xbox/](https://news.xbox.com/en-us/2025/06/19/xbox-amd-next-generation-xbox/) That being said, gaming TAM is miniscule compare to the TAM for AI inference and training and the TAM for data center in general. We are talking about a multi trillion dollar industry in 10 years compared to low 10s of billions for gaming. Their new MI400x rack scale solution to be released next year will boost their entire product line up since it integrates their EPYC data center CPUs, Instinct data center GPUs, and Pensando DPUs.
No one cares about the consumer GPU market. They are killing it in on data center and client CPUs and the wild card is data center GPUs. They just released MI355x which is very competitive on inference with Nvidia Blackwell and next year is MI400x their first rack scale solution for training massive models. If you’re buying AMD here it isn’t for consumer GPU business which is small. Even if AMD can’t break into data center GPU training market the TAM for inference is massive and will dwarf training in the future.
MI6 threatens to send a letter to the public with the Epstein list if the UK receives a letter
AMD - Poised to undercut and disrupt NVDA’s monopoly on AI chips over the next two years with MI350 and MI400 offerings. ELF - strong cosmetics brand that just acquired high margin Rhode and can drive sales through an extensive marketing and distribution network. CAKE - Multi restaurant platform that looks like it’s poised for a CMG like run but trades at a cheaper PE than the industry average. MU - Only American manufacturer of high bandwidth memory (HBM) for AI. EPS growth projections are through the roof, but trades at a PE in the 20s currently. MELI - E-Commerce platform for South America. Seeing large EPS growth with tons of room to grow in a market not served by Amazon, etc.
People just don’t understand how close this was. I saw a stat, that if 1 in 70 voters in MI, PA and WI counties she lost voted for her, she would have won.
The real kicker is that AMD doesn’t need to beat Nvidia, just staying in the race and carving out a slice of that growing pie is enough to justify bullish bets. Their MI300 chips are already making waves
Look at FCF analysis over the next 3 years with analysts projecting 30%+ annual EPS growth around the release of MI350 and MI400 AI GPUs.
Depends what you're considering a hit. AMD already has the hardware architecture that should theoretically win in inference and eventually training. Software has been Nvidia's moat for a decade now. ASICs are not general purpose and just not practical if your goals or tasks ever change. There is not a single person on earth that ever expects AMD to beat Nvidia in terms of market share. That's mostly just a strawman from Nvidia fanboys or AMD haters. But there's enough ai money to go around. AMD just signed on 2 major customers so they're definitely in a good spot. Plus, MI400X should be a full rack solution to actually compete with the Nvidia generation.
Canada isn't sweating in the least. It's TACO we are talking about here 😅. Here is somenof what TACO said after negotiating the USMCA with Canada. Basically taking credot for all the problems he claims there is now 😆. TACO flips himself like some cheap McD's happy meal toy made in China 😅. This is from ths US Archive. "Remarks by President Trump at a USMCA Celebration with American Workers | Warren, MI" "The USMCA is the fairest, most balanced, and beneficial trade agreement we have ever signed into law. It’s the best agreement we’ve ever made, and we have others coming." "The USMCA will substantially boost exports for American dairy farmers — also very, very big. (Applause.)" "We had tremendous support all down the line: farmers, manufacturers, labor unions. This is a great deal and a brilliantly drawn-out deal." January 30, 2020 And thatbis from the Orange's mouth.
The issue is a zohran-like candidate would absolutely fail in MI, OH, PA. What works for NYC does not always work for the Midwest.
They’re building rack infrastructure if their new MI400 chip. Aka, AI compute data centers that will compete with NVDA, mostly on price
Yeah and UALink can be used for AMD and Intel GPU's (Combined marketshare 8,8%) vs NVLink for Nvidia (Marketshare 91,2%). And its currently inferior to NVLink as well. Their MI4 chips aren't releasing till late 2026 and is already expected to be worse than the GB300 which will be about 1 year old by the time AMD finally releases. Like I'm bullish on AMD, but mainly because they are trashing Intel. I expect AMD to keep growing their CPU market share at the cost of Intel. For the GPU side of things AMD will remain the cheaper and inferior alternative to Nvidia always 1 step behind on the progress ladder.
Open source. ROCm. UALink. Go look at who backs UALink. This is all before I mention MI4xx. Things change. This is one of those things. Thank you for your attention to this matter
This is going to 170 technically speaking. Fair value as things stand here is 200-250. Will reassess as we get more info on MI4xx at year end. There is no longer any reason I can see for this to still be worth only 6% of NVDA valuation. This thing can double and 12% arguably is still low. Godspeed to all of you. Thank you for your attention to this matter. Selling is for the weak
This is going to 170 technically speaking. Fair value as things stand here is 200-250. Will reassess as we get more info on MI4xx at year end. There is no longer any reason I can see for this to still be worth only 6% of NVDA valuation. This thing can double and 12% arguably is still low. Godspeed to all of you. Thank you for your attention to this matter.
I see homes by me (east side of MI, north of Detroit) that are either basically a kitchen/bathroom/bedroom or “fixer upper” that needs to be demoed both going for 250k+
AMD has been the play and was the play for like 3 months now. Real OGs like myself and a few others have been screaming the hype around Helios and MI325 MI350 and MI400 for months.
MI400 series chips are going to be bought by large hyperscalers for data-center edge inference workloads en masse. AWS will announce their new deal with AMD in the next few months. OpenAI is also going to be placing huge regular orders for their post-training optimization workloads as they aim to operationalize more and more of their internal models capabilities in a more cost-effective way.
I'm not sure if it's public yet, but you heard it here first: AMD gained AWS as a large bulk customer for their MI350x and MI400 series chips. News will likely drop in the next few months.
Idk about 20-30B by 2027. But at the last AMD event the Sam Altman showed up for their showcase. I’m sure he’s just bored and casually stopped by since he has too much time on his hands. /s Jokes aside they seem to be on the right track if they can deliver on their next gen MI355 and 400s
Ask [the CIA and MI6](https://en.wikipedia.org/wiki/1953_Iranian_coup_d%27%C3%A9tat)
>In 1953, Iran had a democratically elected prime minister, Mohammad Mossadegh, who committed what, in the eyes of the British Empire and the United States, was an unforgivable sin: he nationalized Iran’s oil industry. >For decades, British Petroleum (then the Anglo-Iranian Oil Company) had extracted Iran’s wealth, leaving the Iranian people with little to show for it. Mossadegh’s move was a bid for sovereignty, dignity, and the right of a nation to control its own resources. The response from the so-called “free world” was swift and brutal: a joint CIA-MI6 operation, code-named Operation Ajax, orchestrated a coup to overthrow Mossadegh, using black propaganda, bribed politicians, manufactured riots, and false flag attacks to create chaos and justify intervention. Hundreds died in the streets of Tehran as the Shah—an autocratic monarch—was reinstalled with American and British backing. >This single act of imperial violence shattered Iran’s democracy and set the stage for everything that followed: decades of dictatorship under the authoritarian Shah, the rise of the secret police (trained and armed by the CIA), the deepening of anti-Western sentiment, and ultimately the 1979 Islamic Revolution. It’s not a stretch to say that the roots of today’s tensions, the cycles of violence, and the specter of war all trace back to this original sin. The aftershocks of that coup are still being felt, not only in Iran, but across the entire Middle East. >Yet, in the American imagination, history often starts with the hostage crisis, or with the latest missile launch, or with the rhetoric of “rogue states.” We’re taught to see Iran as an irrational enemy, a threat to “our” interests, never as a nation whose modern history was violently derailed by foreign powers seeking oil and geopolitical dominance. The coup became a blueprint for U.S. and British interventions around the world, fueling a legacy of distrust, blowback, and endless war. >This is not ancient history. The U.S. government only formally admitted its role in the coup in 2013, after decades of denial and the destruction of key documents. The British government’s involvement was only acknowledged even more recently. The details are staggering: CIA operatives posing as communists bombing mosques to stir up religious opposition, paying mobsters to riot in the streets, and bribing editors to print fake news-long before “fake news” became a household phrase. >So when Americans beat the drums of war with Iran, or wonder aloud “why do they hate us?”, we have to reckon with the fact that the U.S. and U.K. destroyed Iran’s best chance at democracy for the sake of oil profits and imperial power. >Imagine if a foreign power overthrew your government, installed a dictator, and then lectured you for decades about freedom and democracy. Imagine if, every time you tried to chart your own course, you were met with sanctions, threats, and military intervention. >The story of Iran is not unique. It’s a microcosm of the broader pattern of Western interventionism: democracy is celebrated only when it aligns with the interests of empire. When democracy threatens those interests—when a nation dares to control its own resources, or refuses to play by the rules of the global order—it is crushed, and the consequences are borne by ordinary people for generations. >This is not about excusing the crimes or authoritarianism of the Iranian regime. It’s about understanding the context that gave rise to it, and the role that Western powers played in destroying the possibility of a different, more peaceful future. It’s about recognizing that the seeds of today’s conflicts were planted by yesterday’s coups, sanctions, and covert operations. >If we truly want peace, if we want to avoid another catastrophic war, the first step is honesty. We have to confront our own history, acknowledge the violence committed in our name, and reject the amnesia that allows us to repeat the same mistakes over and over. Until we do, every new crisis will be haunted by the ghosts of 1953—and the world will continue to pay the price for our refusal to learn from the past. - Tim Hjersted | Films For Action
Hope so! Because I've seen some WONKY shit about MI lately. Mainly Dearborn.
In 1953, Iran had a democratically elected prime minister, Mohammad Mossadegh, who committed what, in the eyes of the British Empire and the United States, was an unforgivable sin: he nationalized Iran’s oil industry. For decades, British Petroleum (then the Anglo-Iranian Oil Company) had extracted Iran’s wealth, leaving the Iranian people with little to show for it. Mossadegh’s move was a bid for sovereignty, dignity, and the right of a nation to control its own resources. The response from the so-called “free world” was swift and brutal: a joint CIA-MI6 operation, code-named Operation Ajax, orchestrated a coup to overthrow Mossadegh, using black propaganda, bribed politicians, manufactured riots, and false flag attacks to create chaos and justify intervention. Hundreds died in the streets of Tehran as the Shah—an autocratic monarch—was reinstalled with American and British backing. This single act of imperial violence shattered Iran’s democracy and set the stage for everything that followed: decades of dictatorship under the authoritarian Shah, the rise of the secret police (trained and armed by the CIA), the deepening of anti-Western sentiment, and ultimately the 1979 Islamic Revolution. It’s not a stretch to say that the roots of today’s tensions, the cycles of violence, and the specter of war all trace back to this original sin. The aftershocks of that coup are still being felt, not only in Iran, but across the entire Middle East. Yet, in the American imagination, history often starts with the hostage crisis, or with the latest missile launch, or with the rhetoric of “rogue states.” We’re taught to see Iran as an irrational enemy, a threat to “our” interests, never as a nation whose modern history was violently derailed by foreign powers seeking oil and geopolitical dominance. The coup became a blueprint for U.S. and British interventions around the world, fueling a legacy of distrust, blowback, and endless war. This is not ancient history. The U.S. government only formally admitted its role in the coup in 2013, after decades of denial and the destruction of key documents. The British government’s involvement was only acknowledged even more recently. The details are staggering: CIA operatives posing as communists bombing mosques to stir up religious opposition, paying mobsters to riot in the streets, and bribing editors to print fake news-long before “fake news” became a household phrase. So when Americans beat the drums of war with Iran, or wonder aloud “why do they hate us?”, we have to reckon with the fact that the U.S. and U.K. destroyed Iran’s best chance at democracy for the sake of oil profits and imperial power. Imagine if a foreign power overthrew your government, installed a dictator, and then lectured you for decades about freedom and democracy. Imagine if, every time you tried to chart your own course, you were met with sanctions, threats, and military intervention. The story of Iran is not unique. It’s a microcosm of the broader pattern of Western interventionism: democracy is celebrated only when it aligns with the interests of empire. When democracy threatens those interests—when a nation dares to control its own resources, or refuses to play by the rules of the global order—it is crushed, and the consequences are borne by ordinary people for generations. This is not about excusing the crimes or authoritarianism of the Iranian regime. It’s about understanding the context that gave rise to it, and the role that Western powers played in destroying the possibility of a different, more peaceful future. It’s about recognizing that the seeds of today’s conflicts were planted by yesterday’s coups, sanctions, and covert operations. If we truly want peace, if we want to avoid another catastrophic war, the first step is honesty. We have to confront our own history, acknowledge the violence committed in our name, and reject the amnesia that allows us to repeat the same mistakes over and over. Until we do, every new crisis will be haunted by the ghosts of 1953—and the world will continue to pay the price for our refusal to learn from the past. - Tim Hjersted | Films For Action
I did something similar at your age, and the profits paid a chunk of pharmacy school for me. I bought a company called Consumer Power, now CMS energy. It was a utility power company in MI that was trading at a couple dollars a share because it had problems with its nuclear reactors that it was in the process of fixing. It was also not going to go out of business because it was a government run company, but also not going to skyrocket high either. We had a contest in high school over who had the best stock. We voted, my idea got 2nd, First place was Chrysler getting turned around by Lee Iacocca. Excellent choice. But a classmate took all of our choices home to his dad, who was in the business, and told me his dad liked my idea, and encouraged me to actually invest. My father then helped me open a brokerage account and I put my McDonald’s paycheck in. About $300 in 1984.
While true, there are serious concerns about the accuracy of data due to the mass firings in the federal gov: [Exclusive | Economists Question U.S. Inflation Data Accuracy - WSJ](https://www.wsj.com/economy/cpi-inflation-data-accuracy-8bd2a8ae?gaa_at=eafs&gaa_n=ASWzDAgLz5ILxFBTttuAZXRa3ofb726c83MnARfOkeMQ2Y4u61dns8yYSSun0vkRe2E%3D&gaa_ts=6855a7bb&gaa_sig=MI8oCT7o2VipAt5QURLLnLPjjIcwAO_PreodbqpbevNqe3QyFxeASP8f847KNYAj3IRdfVAjbbXxljEB5mDHdg%3D%3D)
Phoenix, NY or Phoenix, MI??? They should train somewhere hot, no?
AMD to me has more upside in the near term than NVDA just because NVDA was so ahead of the game and already had its explosive growth phase. As long as Lisa Su isn’t like, lying, the 40% cheaper and 3x stronger (compared to last year) MI350 should definitely cause some waves in the semis market. AMD is partnered with meta, msft, OpenAI, oracle, and will be the go to chip for xbox and PlayStations in the future. Next guidance should be really strong (mi350 release) and then EOY earnings should reflect that guidance. MI400 next year (10x) and then everything coming after (yearly product release cadence) should bode really well for the stock price, as AMD is only a sub 300B market cap company (Nvda is 3.5 trillion). Just a piece of the data center pie is gonna be a big swing for AMD
You don’t seem to understand how a lead works. Let me help. As AMD innovates and release upgraded chips, guess what NIVIDIA is doing? THE SAME THING LMAO. The MI350 is nice and all but will it be so much better than NIVIDIA’s upcoming Rubin R100 that it justifies AI labs switching? Parity in performance alone is not even enough given the CUDA ecosystem is already the defacto foundation for majority of projects. AMD can’t just play “catch up”. They need to obliterate NIVIDIA in performance (while NIVIDIA is actively improving their own chips) to justify a significant change market share. Gl with that.
Mate catch a grip AMD is less than 1 year behind then with the MI350. You have out of date information and hold on to it like a child
MF out here shorting AMD still without even remotely looking up MI325, MI350, MI350x, MI400, and most importantly HELIOS
Depends on competition, MI400 performance relative to Nvidia
The new installments in AMD’s MI350 chip series are faster than Nvidia's counterparts and represent major gains over earlier versions, Su said at a company event Thursday in San Jose, Calif.
AMD pumping on the fact that MI350s and MI400s are about to print money for investors.
**$AMD Surges 9% After AI Launch – Rosenblatt Raises Price Target to $250** Following the unveiling of AMD’s next-gen AI chips (MI325X and MI350 series), shares jumped over 9%. Analysts are responding fast: • **Rosenblatt Securities** reiterated their *Buy* rating and raised their price target to **$250**, citing projected FY26 EPS of $10 and a 25× P/E multiple. • **Piper Sandler** reaffirmed their target of **$140**, pointing to the Helios rack architecture and ROCm 7.0 software stack as key differentiators. Analyst sentiment is rapidly shifting as AMD positions itself as a serious challenger in the AI infrastructure race. [Full article – Economic Times](https://m.economictimes.com/news/international/us/amd-stock-up-over-9-after-new-ai-chips-reveal-is-amd-the-breakout-investors-have-been-waiting-for/articleshow/121890792.cms?utm_source=chatgpt.com)
The MI355 produces 40% more tokens per $ than $NVDA Blackwell, according to $AMD CEO Lisa Su. Lisa NEVER overspeaks.
It’s different this time (unironically). AMD is years behind NVDA, yes. They weren’t ready a year or two ago for AI like NVDA was. But now with MI350 this year and MI400 next year, combining with an evolving software stack and big partners like OpenAI, Meta, Microsoft etc, the next earning numbers are gonna boom. AMD is only 200B market cap. If they capture even a fraction of the data center market (which they will given the specs and prices on these new chips), the market cap expansion can grow a lot
This is bait. Because Trump's tariff shitshow isn't over.. We all know when MI350 start it's going to pop but god damn wait until next week.
Just like people who know better said, second half of this year AMD would take off as that is when the MI350 starts shipping
We've known about the MI3xx series roadmap for over a year. I've been long AMD since I bought in at 11-12 a few years ago. These analysts are such clowns
https://x.com/business/status/1934631251970761109?t=MI6eBKJEet9lGK7OFFD-Gg&s=19 👀
Wait til the news drops that AWS is buying MI355x.
Leonardo MI is good now
\> Rescheduling would have the federal government getting less money from cannabis companies though, right? They're not currently getting any directly and things like 280E provide advantages to unregulated market options. The couple billion the federal government would lose in 280E advantages would be easily offset by a small federal tax at current retail sales volume. If it expands the existing market (by additional access and/or rolling the unregulated markets in), it's a net win for everyone other than those selling intoxicating hemp and the legacy market. \> Doing this would also disproportionately hurt blue states. Not really. 1. A number of blue states have hemp bans 2. Some of the biggest cannabis states are red or purple (MI, MO, FL)
Rockefeller's standard oil was not in the defense industry, yet he funded Hitler's re-armerment of Germany. The armored cars that made Hitler's blitzkriegs possible were made in Ford factories by their German subsidiary. Haliburton is not a defense contractor, yet they profited greatly from the oil fields of Iraq. Big pharma is not defense, yet they profited greatly when Afghanistan started producing >90% of the world's opium, the raw material their synthetic opiod pills are made from. Blackrock is not a defense contractor, yet they will profit greatly from the contracts to rebuild Ukraine and mine their rare earth minerals. It is not just the weapons manufacturers who profited from war. Behind every war there have been bankers and corporations who stand to profit from it. Remember when the CIA and MI6 overthrew the government of Iran in 1953? They did that for the Anglo-Persian Oil Company, now rebranded BP. This is what set the stage for Iran to become the adversary they are now. And it was done for the profits of capitalists. Beyond just the wide variety of different corporations who all stand to profit from war, governments can generally get away with more aggressively suppresing domestic dissent during war time. Governments and corporations suppress labor union organization during times of war. Governments suppress political dissent and can more easily paint those dissenters as unpatriotic during times of war. Governments massively increase spending on domestic industry during times of war. There are usually small dips in the stock market when wars break out, but those are never sustained. The markets love war. That is why we are always fighting someone, somewhere.
It’s prouno8nced salah -MI Excuse my typing I’m on a fucking Apple device
Movies are always about KGB, CIA, MI5, but in real life, Israeli agents are the real deal.
AMD announced the new MI350 and will perform as a outstanding inferencing AI chip. Surprised it's down today. I mean, its great news. And it doesn't seem likely Intel can ever keep up with TSMC. FABs just cost so much.
Wagyu but boiled in Flint, MI tap water
> full team team analyzing this every day with the best financial talent there is So Jamie Dimon and his warnings mean nothing? [WSJ link](https://www.wsj.com/finance/jamie-dimon-says-tariffs-might-inflict-more-economic-pain-than-investors-realize-ab9e8a67?gaa_at=eafs&gaa_n=ASWzDAiRti9vK5CiEuU1oXrjl4kbrbfNPucf9eVleIkc7ZhcLj2TTZeidReoTK8Ap2g%3D&gaa_ts=6849c46b&gaa_sig=1xPIAii4iXzC-8MI1RxcujXySG4iicv9Bx5xT4afEXCuKrDDtMFTb4ihpP6cKW10Qatujeg-192D2lRs_mJ-sg%3D%3D)
It will be interesting to see how this changes with MI400x which is specifically designed as a rack scale cluster solution for training. 128 GPU racks with impressive networking speeds. It could come down to software support although the big AI labs training LLMs have the resources to work around that.
For training or inference? I think AMD has a real shot at being a big player in inference. AMD is pushing hard on open source development of ROCm which could be a big driver for their ecosystem in the near future. Their hardware will be competitive especially next year with MI400 rack scale solution. The software is making strides.
Reposting from another comment... >It was stolen. When you talk to your grandkids, tell them that we needed democracy and all indications are that we were robbed of it. some of these are borrowed from other Redditors, and are not from my own investigations. https://www.dcreport.org/2020/12/19/mitch-mcconnells-re-election-the-numbers-dont-add-up/ Interview with statistician Elizabeth Clarkson https://youtu.be/WOQ-GxJyJN4?si=VQHKVgV_2jpcNFrF Election truth alliance report on Clark County Nevada https://electiontruthalliance.org/clark-county%2C-nv Newsweek is the only place I’ve seen covering this https://www.newsweek.com/2024-election-rigged-donald-trump-elon-musk-2019482 Multiple investigations in Clark county nv https://news3lv.com/amp/news/local/four-investigations-launched-in-connection-with-2024-nevada-general-election-francisco-aguilar Rachel Maddow well before the Election Day discussing the quotes below, so you know I’m not taking them out of context. https://youtu.be/of9OP_a6MNg?si=U0-Wk_RKBTgGT8s1 Jessica Denson video on election https://www.youtube.com/live/JkmSXcHLjLE?si=4djsdNmmEMYARfeg Nathan from previous video on election https://youtu.be/QDWwLDejg8Y?si=ZWnzvlGg7OdL2Qf9 More Nathan on election https://youtu.be/3l8vWfaFVMU?si=ks1uLOKd3LFasP8a Nathan and lady from Smart Elections https://www.youtube.com/live/PgXOkfVVtbk?si=DsCDh2FLR3CvDwgW The canary suggesting we need a forensic audit (I agree) https://www.thecanary.co/global/world-analysis/2024/11/19/forensic-audit-us-presidential-election/ Greg Palast interview https://youtu.be/0LN65qFUDDo?si=s-Dchsh0_bgK2zvJ Greg Palasts Vigilantes inc https://youtu.be/P_XdtAQXnGE?si=3ywIUkugAEu1tEH7 Trump quotes: “You don’t have to vote, don’t worry about voting. The voting—we got plenty of votes.” 10.23.23, Derry NH rally “Listen, we don’t need votes. [...] We don’t need votes. We have to stop — focus, don’t worry about votes.” 06.15.24, Turning Point Action Convention in Detroit MI “I tell my people, I don’t need any votes. We got all the votes we need. We don’t need the votes.” 06.21.24, Faith & Freedom Coalition Conference in Washington DC “We don’t need the votes.” 06.28.24, Chesapeake VA rally “My instruction: We don’t need the votes, I have so many votes” 07.25.24, Fox & Friends “You won’t have to do it anymore. Four more years, you know what? It’ll be fixed, it’ll be fine. You won’t have to vote anymore, my beautiful Christians,” 07.26.24, Turning Point Summit in West Palm Beach FL “This time, vote. I’ll straighten out the country, you won’t have to vote any more, I won’t need your vote any more, you can go back to not voting.” 07.29.24, Fox News “Our primary focus is not to get out the vote, it is to make sure they don’t cheat.” 08.21.24, Asheboro NC rally “He’s great but if we don’t have good results by the 6th of November, I will never say that about him again. [...] He’s working mostly on ‘stop the steal’ because we have a lot of votes, we have plenty of votes. [...] make it ‘too big to rig.’” 10.05.24, Meridian PA rally “I think with our little secret we’re going to do really well with the House, right? Our little secret is having a big impact. He and I have a little secret — we will tell you what it is when the race is over.” 10.27.24, Madison Square Garden rally “We’re way ahead. I’m not supposed to say that. My people say ‘please don’t say that, sir.’” 11.03.24, Macon GA rally “He looked at some that were just shipped in, some of these vote counting computers. He knew it before it even came in the door, he looked like in the back of it, ‘oh I know that one’. I mean he knows this stuff better than anyone.” 11.04.24, Pittsburgh PA rally If you wish to dive into this further, watch this insightful documentary on fraud by Georgia politicians (replicated in other states). https://youtu.be/3l8vWfaFVMU?si=9mInZy4blljah-Qs https://sdvoice.info/trump-lost-vote-suppression-won-here-are-the-numbers/ 4,776,706 voters were wrongly purged from voter rolls according to US Elections Assistance Commission data. By August of 2024, for the first time since 1946, self-proclaimed “vigilante” voter-fraud hunters challenged the rights of 317,886 voters. The NAACP of Georgia estimates that by Election Day, the challenges exceeded 200,000 in Georgia alone. No less than 2,121,000 mail-in ballots were disqualified for minor clerical errors (e.g. postage due). At least 585,000 ballots cast in-precinct were also disqualified. 1,216,000 “provisional” ballots were rejected, not counted. 3.24 million new registrations were rejected or not entered on the rolls in time to vote An audit by the State of Washington found that a Black voter was 400% more likely than a white voter to have their mail-in ballot rejected. According to the Brennan Center for Justice, since the 2020 election, “At least 30 states enacted 78 restrictive laws” to blockade voting.
Update on this, I am still at 0, am I doing this right? *insert belt.png* https://www.reddit.com/r/wallstreetbets/s/4lLSwNg5MI
That's because China is an immoral Marxist regime with no value for human life. Last time it was Covid, this time [agroterrorism](https://www.michigandaily.com/news/news-briefs/federal-agents-arrest-umich-research-fellow-on-charges-of-allegedly-smuggling-dangerous-pathogen/) in Rashida Tlaib's (D-MI) backyard
I enjoyed it a lot myself. Not the best MI film but it's up there.
True. Can't win always. My highest winning streak is 8 days and several 7 days. In this I never missed a day. Yes today, trading is good for intraday. The following link is my intraday trading in options buying. https://www.reddit.com/r/Daytrading/s/MI82ymHUgf What's your winning streak, may I know?
1st moat is not really a moat, if anything it's a curse. The most expensive and bleeding edge chips (e.g. Nvidia and AMD) will never be on Intel because Intel is directly involved in competing with them (as uncompetitive Intel is on all fronts). They may get a slice on consumer and lower end stuff (e.g. Nvidia used Samsung 14nm on GP107 i.e. GTX 1050/Ti; Ampere consumer on SS 8nm), but never the truly flagships like GB200 or MI400 / EPYC. People do not trust Intel the way they do with TSMC - and justifiably so - what goodwill Intel has build up over the last 20 years but a streak of failure to put it bluntly? At least Samsung Foundry (as messy as they are in their own incompetence) actually have some products to show for when it comes to the bleeding edge; what had Intel Foundry exactly done so far? I struggle to name something that will make me go "Yes this is the thing". Yes, they will get government contracts but GF also exists and most military chips does not require anything close to bleeding edge. 2nd moat is fine but the reality is that x86 has peaked and it's only downhill from there, or at best a slow and steady decline. There is a reason why everyone wants to move away - difficult sure as we have seen but it is inevitable over the long term. Unless there are significant revision to x86 itself I don't see a growth picture here.
1. META: Over 3 billion users, robust AI offering for their ad platform, proven founder CEO 2. GOOGL: Search is potentially slowing but Gemini keeps getting better, YT has more viewers than Netflix, Cloud demand growing and Waymo actually takes rides unlike Tesla 3. ASML: EUV monopoly, huge margins, recurring revenue via maintenance for their machines which only they can service 4. Comfort Systems ($FIX): Strong player in HVAC and data center construction space, with backlog over $8 billion in orders 5. AMD: Growing quickly with strategic partnerships with Google, AWS, Oracle, MI355X AI chips coming out this year should generate strong demand
Bulk of those sales is CPU's, not MI325. $3.7b datacenter sales for AMD - NVDA datacenter sales is 10x of that.
AMD already have growth, data centers up 57% yoy, this is before their new chip MI350 has even released, which will happen this year.
Why are you talking savour old chips, everyone is well aware the MI350 and MI400 chips are where AMD are making the increase
>Meta recently announced they’re running 100% of their live Llama 3.1 405B model traffic on AMD MI300X GPUs, showcasing the power and readiness of AMD’s ROCm platform for large language model (LLM) inference. https://blog.vllm.ai/2024/10/23/vllm-serving-amd.html
While I like the general idea, think there could be a lot more added to the conversation. Nvidia has much better chips for AI - Need benchmark sources though. AMD data centers are increasing - what revenue increase compared to nvidia? GPT: You’re correct in noting that NVIDIA currently leads in AI chip performance and market share, while AMD is making significant strides in data center growth. Here’s a detailed comparison based on the latest data: ⸻ 🧠 AI Chip Performance: NVIDIA vs. AMD NVIDIA: • NVIDIA’s H100 GPUs dominate the AI training market, with a 92% market share in data center GPUs as of 2023. • The upcoming Blackwell architecture is expected to further enhance performance, widening the gap with competitors.   AMD: • AMD’s MI300X GPUs have shown promise, with Microsoft integrating them into Azure, citing cost-effectiveness. • However, benchmarks indicate that the MI300X lags behind NVIDIA’s H200 in performance.   ⸻ 💰 Data Center Revenue Growth NVIDIA: • In Q2 FY2024, NVIDIA reported $10.3 billion in data center revenue, a 171% year-over-year increase.  AMD: • AMD’s data center revenue reached $3.9 billion in Q4 2024, up 69% year-over-year. • For the full year 2024, AMD’s data center revenue was $12.6 billion, a 94% increase from the previous year.   ⸻ 📊 Market Share and Shipments • NVIDIA: • Shipped approximately 3.76 million data center GPUs in 2023, holding a 98% market share.  • AMD: • Shipped around 500,000 data center GPUs in 2023, capturing about 13% of the market.  ⸻ 🔮 Outlook • NVIDIA: • Continues to lead in AI chip performance and market share, with strong demand for its GPUs. • AMD: • While trailing in AI chip performance, AMD is experiencing significant growth in data center revenue and is expanding its presence in the market. ⸻ In summary, NVIDIA maintains a strong lead in AI chip performance and market share, but AMD is rapidly growing its data center business and making inroads into the AI market.
Lol, I knew the board blanked to dump GRND and for one (1) ticker ...PLTR. After only UNH, they're the worst. Also, bogus AI co. I'm eight (8) years MI & WSB vet (under diff. username) They develop nothing but $ for a country that rhymes with...???
MI5, your Majesty here is the bloke
Its probably to entice Hoosiers to buy there instead of MI…
OpenAI uses plenty of AMD chips both CPU and MI300 currently. There is no way the Stargate projects can achieve their objectives and timeline if they don't buy from all available venders. They will certainly be buy a lot of AMD gpus and like Intels as well if they manage to get their Gaudi program moving beyond the token buy IBM gave them.
Nvidia uses a monolithic architecture where a H100 or B100 use a single larger die compared to AMD that used multiple smaller chiplets all connected on the same interposer substrate to create what acts a a single GPU complex. AMD uses an interconnect fabric called infinity fabric to simultaneously make connect between all of the chips on in the complex. Nvidia has it's NVlink fabric and it uses it in the H200 and B200 to connect 2 monolithic dies together on one side. Nvlink current has greater bandwidth through put than IF, but the way AMD uses IF in it's multi-node arrangements provides ample cross chip bandwidth. Nvidia has highly leveraged their bandwidth advantage with NVlink to build rack cummucation spines within that physical server racks holding the servers to multplex the GPUs in whats called Scalling up. AMD is a bit behind on that aspect and it's where ZT System will help them catch up very shortly. But the point here is that AMD Instinct GPUs are able to scale in package to provide more compute power, more memory and at similar if not better power usage. Additional, the the manufacturering yields of chiplet production is far better than the production of Nvida larger monolithic approach. AMD can manufacturer significantly more GPUs from the same amount of waffer starts. This goes directly to margin. It was initially a more expensive approach with the advanced packaging when MI300 first launched, but as the production ramped and AMD is going into it's 5th iteration on it (MI300A, MI300X, MI300C, MI325, MI355), the Yields, BOM and ROI gets much better. But in short it's Chiplets that has put the hurt on Intel where it can't make a profit even while it still has the higher market share and this is going to happen with Nvidia. AMD ownes the IP for multiple chiplet interconnected in the same package and there is just no getting past that unless AMD is willing to license it to you. I doubt they will to Nvida.
Tuesday: Consumer confidence, Durable-goods orders Wednesday: Minutes of Fed's May FOMC meeting Thursday: Jobless claims, GDP, Pending home sales Friday: PCE, MI Consumer sentiment, U.S. trade balance in goods, retail and wholesale inventories 
Key Events This Week: 1. US Markets Closed - Memorial Day - Monday 2. CB Consumer Confidence data - Tuesday 3. Fed Meeting Minutes - Wednesday 4. US Q1 2025 GDP data - Thursday 5. April PCE Inflation data - Friday 6. MI Consumer Sentiment data - Friday We have a short but busy week ahead.
This week events 1. US Markets Closed - Memorial Day - Monday 2. CB Consumer Confidence data - Tuesday 3. Fed Meeting Minutes - Wednesday 4. US Q1 2025 GDP data - Thursday 5. April PCE Inflation data - Friday 6. MI Consumer Sentiment data - Friday
I was friendly with a local restaurant owner in MI for years before the 2024 election. My wife and I were some of his literal first customers when he opened and there was nobody going there. I used to go at least once a week to pick up lunch, we’d chat about random shit but not politics. A few months before the election he started inserting complaints about “the current administration”, he’d tell me how Covid lockdowns created a work-from-home environment where people from nearby offices weren’t coming in for lunch. How getting ingredients and supplies from overseas were expensive now because of the government’s policies even though the entire world was dealing with post-Covid and corporate greed inflation. When I tried politely bringing up the aspect of record corporate profits he’d pivot back to the administration. He talked about high costs of gas leading to making it more expensive to import ingredients and complained about the US sitting on a ton of oil reserves but not using it. I politely mentioned that the US was actually producing record levels of domestic oil and the current admin (at the time) was actually releasing those reserves but again he just ignored it. Without mentioning Biden or Trump by name I got a clear picture of where he stood and who he was voting for in November. I thought it was a mistake for his small business but was stupidly confident America wouldn’t do what it did. Then November happened, i was too disgusted with any Trump voter in my life and literally stopped coming in to his restaurant and haven’t since. I can only imagine what his costs are now and sometimes wonder if he understands how his vote directly hurt his own business, but I’ll never know cause I’m not stepping foot back in there. This dude is a microcosm of the absolute ignorance plaguing this country. So yeah , the country is cooked when there are tens of millions of people like this. And they never, ever learn. I bet this guy’s sitting in his empty restaurant and still cursing Biden instead of looking at himself even once.
Bers drink the tap water in Flint MI. Calls at open.
This was a big Raygun era boondoggle... it was called Star Wars. The Rs fire this project up whenever then need to funnel more $$ into the black MI complex. That's the real deep state.
What was the sample size? Were they all democraz or not? Cause the MI consumer sentiment means jack shit
agree . AMD is positioned for explosive growth, fueled by its $10 billion share buyback, robust data center demand, and a $10 billion AI infrastructure deal, With 57% YoY growth in its data center segment, , AMD is rapidly closing the gap with Nvidia, leveraging its MI300 chips for AI acceleration. Institutional investors are confident—Citadel Securities just added over $300 million* in AMD shares. Additionally, its aggressive expansion in AI hardware and **custom chip partnerships** cement long-term revenue streams. AMD’s free cash flow strength supports future innovation. As AI adoption skyrockets, AMD’s scalable architecture and competitive pricing give it a unique edge in the semiconductor race.
"KA-MI-KA-ZI you like it? I just created it."
MI300 series uses the same TSMC 5 nm manufacturing node as 9070 XT and sells for up to $15,000. MI350X will move to 2nm. If AMD does not move their next generation gaming GPU to that 2 nm process, they may have more room on pricing. But the product may not be as good as it could be.
Yep and AMD has made some great acquisitions. ZT Systems is the perfect acquisition because they will help AMD develop their rack scale solutions (MI400x) to compete better with Nvidia. Exactly the expertise they needed.
Relatively stable Q1 showing from Terrascend- results were near consensus with top-line just short but a better margin profile than expected, a good result in the face of ongoing price compression in most markets. Growth prospects for the year are seemingly tied to incremental M&A (1 new store closed in OH w/ 1 more store deal announced in NJ), as well as smaller CapEx projects (a 50% canopy expansion in MD recently completed and NJ manufacturing expansion), needed given increased retail competition/price compression that has driven the top-line down 12% YoY. Current cash flow generation is still reliant on 280e deferrals, with tax-adjusted OCF just above breakeven in Q1. A fairly clean balance sheet (minimal near-term debt owed, low leverage on real estate) puts the company in a better position than most Tier 2 peers. Full review: **Revenue:** QoQ: $74.4 to $71.0M / YoY: $80.6M to $71.0M *Down 4.6% sequentially and 11.9% YoY, just slightly short of expectations ($72M) with management highlighting seasonal declines. No new assets online in Q1 but Terrascend has since announced the closing of 1 new store in OH and an agreement to purchase a store in NJ in Q2. Retail revenue was down 6.4% QoQ (mostly MI and NJ) while wholesale was flat.* **Adjusted EBITDA:** QoQ: $15.1M to $15.3M / YoY: $16.2M to $15.3M *Up slightly QoQ and down slightly YoY, ahead of expectations ($14M). Margin expanded from 20.1% last year and 20.3% in Q4 to 21.6% here in Q1- a solid result in the face of ongoing price compression in most markets as OpEx reductions combined with better gross margins.* **Gross Margins:** QoQ: 50.2% to 51.8% / YoY: 48.0% to 51.8% *Nice result here- management highlighted improved margins in Maryland in particular and steady performance in NJ.* **Operating Expenses:** QoQ: $28.9M to $28.1M / YoY: $32.7M to $28.1M *Solid OpEx reduction QoQ and YoY, especially in light of store openings during that time.* **Operational Cash Flow:** QoQ: $9.7M to $8.0M / YoY: $13.3M to $8.0M *Down slightly QoQ and YoY but have to look at tax dynamics. Tax-adjusted OCF was slightly positive in Q1 at +$0.3M, down from +$4.4M last year. CapEx spend was $2.5M so FCF was +$5.5M on a reported basis and -$2.2M on a tax-adjusted basis, much better than most Tier 2 peers.* **Cash:** QoQ: $27.0M to $29.2M / YoY: $26.4M to $29.2M *Rise here as positive OCF offset CapEx spend. Debt stands at $190.4M, income tax payable at $11.5M, and an uncertain tax position of $114.7M*
Sheeesh, get a load of this guy.. [https://www.reddit.com/r/Daytrading/s/xPw5gue7MI](https://www.reddit.com/r/Daytrading/s/xPw5gue7MI) 
The MI350 is supposed to be very close to NVDA
He's being petty. China didn't respond to him quick enough. When they did respond they wanted zero tariffs for a start at the negotiation table. So, he probably said "sure". Then they're ready to come to the negotiation table, and he says "80% is a good start". Think of all the other times he's gotten folks to show up and then he blind-sides them like an WWE "interview". He got Zelensky in the oval office just for Vance and Trump to tag team him for fox news sound bytes. He got governor of MI in his office, and tried to get a picture of her where she covered her face b/c they tried to do it without her approval. He got Canadian guy in there just to start talking shit about taking over Canada again. Trump is a petty man. If he feels disrespected, he'll set up a meeting with you with cameras and say he's gonna make a deal but he's really just setting you up to be treated like shit by him in front of the world and to get your reaction. I would fully expect China to show up to a negotiation meeting, Trump to start talking mad shit, and the Chinese folks to just stand up and walk off. And he wants this. Our market has been recovering even though our economy has been damaged. Trump has said "buy stocks now". He knows things went up last time. He knows folks will probably hear him say it again and jump on stocks. So, this time I fully expect a downfall. They want a bit more pump before this weekend he does something to royally cause everything to dump. I fully expet him to tweet mad shit aobut how deals fell through b/c the folks he was negotiationing with wouldn't let him verbally slap them in the face with a smile. By monday I fully expect market to have dropped again, and I'll have cash in-hand ready to buy this next dip.
I think their OH store locations might be getting slaughtered by being so close to MI. Id need some boots on the ground to be sure though since they dont release store or even state numbers.
lol yeah for now. Wait til MI350 and MI400 chip drop. AMD is boutta go into a massive growth cycle
Reddit doesn’t understand AMD and semi stocks in general. AMD was a CPU company. ChatGPT came along and the market realized Nvidia was on a parabolic growth path. The market then gave AMD a bigger multiple as the company started building a GPU business. AMD ran up to almost $230 before the market saw their GPU revenues and realized the multiple wasn’t justifiable. AMD’s GPU growth is objectively good and the business is healthy. The problem is their sales are 1/20 of Nvidia’s GPU sales and their margins are 20 points lower. Then you have perpetual unclear guidance which is a strong signal the demand for the AMD MI series isn’t that strong. I agree AMD is undervalued. However I disagree with the Reddit group think it has more growth potential than Nvidia and other names. Broadcom is also a much better option because you get a market leader in ASICs with parabolic growth, and the added benefit of their other hardware and software businesses. Also keep in mind AMD is tethered to Nvidia. So you might as well put most of your money behind the player with 90%+ market share. Go to the AMD Stock sub to see a bunch of guys who have lost their shirts backing the wrong horse. This is the second earnings call in a row AMD has issued soft guidance. The demand isn’t there at a time the hyperscalers alone are dropping $330B+ on AI capex.
> II think AMD represents a great opportunity to invest in computing in general (not just GPUs). And I think AMD is an okay investment opportunity if their GPU division is unsuccessful. Again, it's an interesting place to invest but the opportunity cost is way too high until they show they can deliver in the ML space. >I'll repeat, what you're paying for earnings growth is what matters. Not earnings or earnings growth in a vacuum. I understand, and again, their primary competitor, even with a giant market cap, is showing better growth y/y, q/q, for the price as the leader in the biggest growth market on earth. Over the next 5 years it's certainly possible this outlook could change, but again, until we see MI400X there is a big opportunity cost to allocate resources in AMD instead of the alternatives.
yet nvidia has shown stronger earnings growth... Again, it's about opportunity cost. If there is a hint that mi400 will be competitive, that's a good time to reallocate. >MI400 in 2026 Yes because they are both waiting for HBM4. Golden opportunity for AMD.
1. What's important is the growth you're getting for the price you're paying. AMD has excellent earnings growth for their market cap. They are trading at 26x TTM non GAAP earnings with earnings up 55% YoY. 2. MI350 was pulled forward to H2 2025. That could mean June 30th. We don't know. So I disagree that this would necessarily be in the guide. MI400 in 2026 will be when their product roadmap makes more significant inroads on Nvidia.