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MI is good. HBM demand is still through the roof
ROCm has second mover advantage but they'll need to subsidize adoption. Been following the beyond cuda discussion for a while and MI300X is very impressive without an inkling of the hype Blackwell architecture got. Nvidia still making nontrivial progress in data centers and moving into new territory like SoCs that combine gpu, CPU, and NPU for laptops.
What college is that cheap? (none, I just checked) I sent my kids to GVSU and Baker, they were $8-10k a year + room and board. The only school we found cheaper was Eastern, who were basically paying White kids to attend because nobody wanted to go there. I assume you meant $4k per trimester or something, because GROK says the cheapest schools in MI today are Saginaw and NMU, both in the $24k/yr. range including room and board. We have dually enrolled status for college credits for HS students, but Community college didn't become free until 2 years ago so we missed out on that. But I agree, people spending big bucks for UofM or MSU are wasting money.
The multiple compression math is right and almost nobody prices it correctly. With 2026 EPS at $6.85 and 2027 at $11+, the forward P/E is collapsing 47x to 27x at current prices without any rerate. The actual risk to the thesis is hyperscaler capex/revenue dynamics. If META or MSFT capex guidance softens in 2026 Q2 or Q3, MI300/MI400 demand misses and the EPS path bends. $1000 is a long shot but $500-600 by mid-2027 is reasonable if data center keeps tracking Q1's $5.8B
1. Alabama RW religious leader - Ralph Lee Aaron - [child molesting](http://www.wsfa.com/story/11942700/covington-county-pastor-agrees-to-consecutive-life-terms-in-prison/)[ https://www.wsfa.com/story/11942700/covington-county-pastor-agrees-to-consecutive-life-terms-in-prison/](https://www.wsfa.com/story/11942700/covington-county-pastor-agrees-to-consecutive-life-terms-in-prison/) 2. Anti-gay preacher and conservative political activist Ken Adkins was sentenced to life for [molesting children.](https://www.jacksonville.com/news/crime/2016-08-26/story/controversial-pastor-and-activist-kenneth-adkins-charged-child) Will be eligible for parole in 35 years[ https://www.jacksonville.com/story/news/crime/2016/08/26/controversial-pastor-and-activist-kenneth-adkins-charged-child/15722273007/](https://www.jacksonville.com/story/news/crime/2016/08/26/controversial-pastor-and-activist-kenneth-adkins-charged-child/15722273007/) 3. Gerald ‘Ajax’ Ackerman, Port Huron MI Mayor was convicted of [sexual contact with minors, three girls, 8, 11, and 12 years old](https://www.thetimesherald.com/picture-gallery/news/2019/11/08/rise-and-fall-gerald-ajax-ackerman/2529262001/) [https://www.thetimesherald.com/picture-gallery/news/2019/11/08/rise-and-fall-gerald-ajax-ackerman/2529262001/](https://www.thetimesherald.com/picture-gallery/news/2019/11/08/rise-and-fall-gerald-ajax-ackerman/2529262001/) 4. Republican Mayor Tom Adams distributing child pornography [ https://www.chicagotribune.com/news/ct-xpm-2009-07-03-0907010521-story.html](https://www.chicagotribune.com/news/ct-xpm-2009-07-03-0907010521-story.html) 5. Steve Aiken(82), campaign manager for a Republican candidate for Congress in Arizona, former Quakertown, PA, police officer, and self-proclaimed reverend, was [convicted of having sex with two underage girls](https://www.mcall.com/news/mc-xpm-1996-06-07-3088147-story.html) [https://www.mcall.com/1996/06/07/aikens-trial-on-indecent-assault-opens-the-former-police-officer-and-youth-counselor-is-accused-of-having-sex-with-a-17-year-old-girl/](https://www.mcall.com/1996/06/07/aikens-trial-on-indecent-assault-opens-the-former-police-officer-and-youth-counselor-is-accused-of-having-sex-with-a-17-year-old-girl/) 6. Republican Speaker of the House in Puerto Rico Edison Misla Aldarondo was sentenced to 10 years in prison for [raping his daughter between the ages of 9 and 17. https://en.wikipedia.org/wiki/Edison\_Misla\_Aldarondo](https://en.wikipedia.org/wiki/Edison_Misla_Aldarondo) 7. Conservative Evangelical pastor Mack Charles Andrews raped and tortured multiple children, [including one girl he raped on her father’s grave when she was nine.](https://www.al.com/news/2015/09/alabama_pastor_sex_abuse.html) .[ https://www.al.com/news/2015/09/alabama\_pastor\_sex\_abuse.html](https://www.al.com/news/2015/09/alabama_pastor_sex_abuse.html) 8. Republican activist Randal David Ankeney,[ attempted child sexual assault](https://www.denverpost.com/2006/10/05/ex-activist-faces-new-child-sex-assault-counts/) [https://www.denverpost.com/2006/10/05/ex-activist-faces-new-child-sex-assault-counts/](https://www.denverpost.com/2006/10/05/ex-activist-faces-new-child-sex-assault-counts/) 9. Jeffrey Armstong, Former Mayor of Rockford, OH, and GOP Central Committee rep, child pornograph [https://dailystandard.com/archive/2021-02-25/stories/42406/former-rockford-mayor-charged](https://dailystandard.com/archive/2021-02-25/stories/42406/former-rockford-mayor-charged) (pleaded guilty[ ](https://dailystandard.com/archive/2021-11-20/stories/44252/armstrong-pleads-guilty-to-child-porn-charge) 10. Republican prosecutor John David Roy Atchison arrested on charges of f[lying across the country to try and have sex with a five-year-old girl](https://www.nytimes.com/2007/10/06/us/06suicide.html). Committed suicide. [ https://www.nytimes.com/2007/10/06/us/06suicide.html](https://www.nytimes.com/2007/10/06/us/06suicide.html)
Yeah hindsight's always 20/20 though. At least there's still room for growth if they execute well on MI300 and the memory cycle plays out.
Not better, just equal. And that is AMD MI450 this fall. While AMD is still 1/10 market cap of NVIDIA.
About six or seven years ago there was a guy from West Palm Beach that did things like this and made enough money to buy an island, a ranch in New Mexico, and I believe he had the largest private residence in Manhattan (although someone gave that to him for free). He also had a private plane. Anyway’s, he would make these crazy calls on Microsoft and Bill Gates was so impressed that they actually became best friends, confidants, and business partners. If you lose money, just invite Bill Gated over to your house after you install secret camera and microphone, so Mossad / CIA / Russia / MI6 and every other intelligence agency, cartel, and criminal mafia will pay you to do it again next quarter.
Hi, I'm Ashim from MarketCrunch AI. I'd be cautious about leaning too heavily on analyst upgrades for $[INTC](https://marketcrunch.ai/stocks/forecast-price-target/INTC) right now; the average target at $74 is still well below the higher-end calls, suggesting a wide dispersion in conviction. The real test for Intel's AI story isn't just Q1 numbers, but whether they can sustain market share gains against AMD's MI300X and Nvidia's H100/B200 in the data center, especially as capex cycles mature. A pullback to the 0.38 Fib level around $69.30 might be a technical entry, but the fundamental risk is that the current AI momentum is already priced in, and any deceleration in guidance could quickly invalidate that support.
MI450 will be adopted widely and CPUs are so sold out Intel just had a garage sale of outdated tech. There's so much potential upside for AMD. I think we're going to watch Nvidia growth slow down in the coming months and AMD growth accelerate wildly.
Because AI, and because they're eating Intel's lunch on desktop and server processors. "The tech industry is also checking out AMD’s new MI450 chip, which sits at the center of the Helios platform. This chip uses a special kind of high-speed memory to move data at a blistering 20TB/s. Because of this speed, the system can handle AI models that are 50% larger than earlier versions without breaking a sweat. This is a massive win for the new Agentic AI programs that big cloud companies are currently building."
MU and Sandisk are trading high because there is a shortage of high bandwidth memory due to AI demand all their capacity for 2026 has been bought and committed to and they aren't making more which is pushing up the prices organically for their HBM which is why you can go on Amazon and look up RAM for your PC and see that it is 2-3x the price it used be. AMD is trading high because they are seeing heavy adoption of their MI350 series from hyperscalers like Meta, Oracle, Microsoft and OpenAI. This proved they are at least in the competitive space with Nvidia and now this summer they are releasing the MI450 which is expected to have much more adoption across the hyperscalers and neocloud companies. And now there looks to be a CPU shortage coming which we learned from Intel earnings today which is why INTC and AMD are pumping after hours today. All of this is actual changes in the landscape as AI infrastructure is being built out and these companies are actively benefitting and we see this in their quarterly earnings and news / billion dollar deal announcements. It's not about being smarter it's about seeing trends occur and investing on those trends ahead of time if you catch. If you are asking reddit then the trend has passed and also half or more of these people might not even be investing any of their money and just telling you what to do with their money and no research, just their opinions.
yep, we just touched 330, if this Monday someone had told me that AMD would've been at 300 by eow I'd have laughed, yet here we are... Lisa better prepare some crazy stuff for the earnings call lmao I'm almost serious when I say that, if the MI450 turns out to be ~~decent~~ good, we may even see $500 by EOY. Crazy
Well you have the OpenAI + META partnership and the launch of MI450
The stock is up big because AMD will see massive revenue growth later this year with their MI400 series GPUs. CPU demand is also spiking.
They're on the cusp of massive revenue and earnings growth from their MI400 series GPUs and CPU demand is also skyrocketing again.
You know nothing, VM. The catalyst is MI450 hype!
It's MI450 hype. And probably leaked info about another mega deal such as the ones with Meta and OpenAI.
> and don’t even allow a free carryon lol? TBF their prices are low AF even with the carry on gimmicks. I fly from MI to NC a lot and Delta is like $400 for a one way ticket. Spirit and Frontier can be under $100 Not that Trump is doing this to help me tho
Given they're signing 5 year deals, what's the certainty that the earnings fall? You seen how much memory is used in a Vera rubin chip / a MI 450? It's 9x what it was in the previous generation. That memory ain't coming on stream immediately. It means memory is holding up the deployment. It means the sales will carry on a few years longer at this high price, or higher, and higher demand. And the commitments for more AI is there for years and years.
YEAH NOW U CAN AFFORD MI450x ENJOY BRO LMAO 🤌
Not selling this batch. Expecting $300+ as MI450 ramps in 2H.
Theres no secret that will make any meaningful difference whether I'm right or wrong... If you want to talk derivatives then that's a DM material discussion since they for the most part are not well understood by retail. CAPREIT which is , CAR.UN.TO. Minto MI.UN.TO are amongst the 2 best IMO.... Monthly distributions, and exceedingly well run companies. I also like Allied Properties AP.UN.TO but significantly less now that they sold all their commercial data centers at about the absolute bottom of the market. But they have good comm and rezi exposure still but they will be punished for years for giving up the trifecta at depressed prices at the bottom..... Still a well run company that sold assets they didn't understand for prices they made money on but they lacked the strategic vision outside of their core market that would have made shareholders a mint as well as Every (CEO) who lost tens of millions for not selling assets at the correct time.
If you don’t actually have access to material non-public information at the time and you report it yourself and I doubt you will face any disciplinary action more severe than having to repeat your online training module on insider dealing. Most likely it’ll be “thanks for telling us, remember to get pre-clearance next time”. Source: I’ve sat on the operational risk committee of a bank, where MI on PSI control breaches got reported - such incidents are fairly common
MI is on the list but has data centers being built...
Directly - no. Indirectly - absolutely. Iran was the biggest ally of the west, CIA was running the whole middle east operations out of Teheran... However, the oil business didn't like the reforms of Mossadegh. CIA + MI6 did stage a coup in Iran in 1953 and introduced a brutal regime of the shah. The revolution was a direct response to absolutely brutal regime.
idk exactly why but in the Final Four tonight Michigan represents bears and Arizona represents bulls. Like on one side is MI which is like the poster child for industrial decay and economic downturn. Then on the other is the state where we built Phoenix which is basically bull philosophy encapsulated in city form. Yes, of course we put 5 million people in the middle of the desert. No, there is nothing fun to do here. Who cares where we'll get drinking water in 20 years? Winner of that game will determine market direction on Monday. You read it here first.
literally 0 people who shot both an m16 and an m4 would say ANYTHING positive about the m16. pro dick eater here gonna say "le brown people" like a fuckin MI6 ghoul
And who would sit passively at home and allow him to take office again? And would love to see what the community of Dearborn, MI thinks about all this.
It was a CIA/MI6 joint operation to coup their prime minister and reinstall the Shah* But still, attacking their Muslim neighbors(and the US bases they host) was purely to cause financial pain (not that they all get along great anyway). I wouldn’t insult their IQ, the regime has tons of leadership with PhDs and they are a highly educated people(more-so before the revolution, but they aren’t animals). I sold 127 SPY shares into the AH pump today to exit at a minuscule profit, but I want to have cash for tomorrow because I think we’re gonna see 630.
Solution described here: >First, Congress should pass the bipartisan H.R. 3289 — Fiscal Commission Act, sponsored by Rep. Bill Huizenga (R-MI), Rep. Scott Peters (D-CA), and 41 co-sponsors. Such a commission would force a public reckoning with the facts, the trade-offs, and the hard choices that restoring fiscal health requires. Second, Congress should call an Article V Convention limited to proposing a fiscal responsibility amendment to the U.S. Constitution. H.Con.Res. 15, sponsored by Rep. Jodey Arrington (R-TX), would do exactly that. Modeled on Switzerland’s Debt Brake, such an amendment would mandate a balanced budget over the business cycle and prohibit federal spending from growing faster than the U.S. economy. These two bills represent the most credible path forward — if Congress has the will to act.
actually the NVN model is what I was talking about, our boots vs. their materiel and MI. Both Communist China and Moscow's material and technical support kept the Hanoi regime going toe-to-toe with us 1965-72. When SA-7s started appearing in II and III Corps in '72, we knew our gooses were cooked.
MI6. The knew about the RU election rigging for Trump before the US did.
I bought MI 420c 1dte @9.50AM… We’ll see if it survives. Kinda wish I bought more but already exposed at 60% of my port being MU.
They had student protests relating to workers rights, corruption transparency, anti-immigration sentiments, and economic stresses related to inflation and limited job prospects for graduates due to challenges diversifying its economy at a time when China was relatively weak. These protests were triggered by the death of General Secretary Hu Yaobang, the leader of the CCP at the time of his death. These student protests escalated into conflicts with military riot control police. Contrary to popular belief those military police weren't there to gun down protestors or run them down in tanks and the famous photograph associated with that belief shows a tank that is clearly stopped because that wasn't their reason for being there, and for most of the duration of the month and half of protests their primary task outwardly at least were crowd control. The protests reportedly drew approximately 1 million people over the space of the month and a half of protesting but on the day the clashes started happening the number of protestors there was in the ballpark of 50000 to 100000, The clashes resulted in deaths including both military police and protestors in reported ranges from 300 to 2700 death, and approximately 5000 police injured and 2000 protestors injured. There was also a substantial amount of looting, arson and assault of business owners and their staff. It's also commonly acknowledge that the US was stoking the flames of unrest to undermine the CCP as it tended to do (and continues to do) in communist and socialist countries. Overtly through US owned radio stations in China like 'Voice of America', Western NGOs like the New York based 'Chinese Alliance for Democracy' who directly funded the student protests, as well the through intelligence networking efforts to infiltrate and influence/undermine government institutions, particularly liaisons between the CIA and MI6 with Chinese institutions including the Economic Restructuring Commission (since merged into the National Development and Reform Commission in 2003) who had been conducting such operations as early as 1980. That's essentially what happened in Tiananmen Square in 1989.
Can someone look at the stock MI and tell me exactly what’s going on. I’m trying to read and understand it and I’m at work. Are they’re selling their shares? If so why would that be a bad thing. Well besides the company needing money
Wow. MI took a serious nosedive
Top 10 Engineering Schools in the U.S. (2025–2026) According to U.S. News & World Report and Niche, the following schools are the highest-ranked for both undergraduate and graduate engineering programs: U.S. News & World Report U.S. News & World Report +1 Massachusetts Institute of Technology (MIT) – Cambridge, MA Stanford University – Stanford, CA Georgia Institute of Technology (Georgia Tech) – Atlanta, GA University of California, Berkeley – Berkeley, CA California Institute of Technology (Caltech) – Pasadena, CA Purdue University – West Lafayette, IN Carnegie Mellon University – Pittsburgh, PA University of Illinois Urbana-Champaign – Urbana, IL University of Michigan, Ann Arbor – Ann Arbor, MI University of Texas at Austin – Austin, TX U.S. News & World Report U.S. News & World Report +4 Once again, yall stop spouting your BS
**Top 10 U.S. Engineering Schools** 1. [**Massachusetts Institute of Technology (MIT)**](https://www.google.com/search?q=Massachusetts+Institute+of+Technology+%28MIT%29&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAB) (Cambridge, MA) 2. [**Stanford University**](https://www.google.com/search?q=Stanford+University&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAD) (Stanford, CA) 3. [**University of California, Berkeley**](https://www.google.com/search?q=University+of+California%2C+Berkeley&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAF) (Berkeley, CA) 4. [**Georgia Institute of Technology**](https://www.google.com/search?q=Georgia+Institute+of+Technology&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAH) (Atlanta, GA) 5. [**California Institute of Technology (Caltech)**](https://www.google.com/search?q=California+Institute+of+Technology+%28Caltech%29&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAJ) (Pasadena, CA) 6. [**University of Illinois Urbana-Champaign (UIUC)**](https://www.google.com/search?q=University+of+Illinois+Urbana-Champaign+%28UIUC%29&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAL) (Urbana, IL) 7. [**University of Michigan—Ann Arbor**](https://www.google.com/search?q=University+of+Michigan%E2%80%94Ann+Arbor&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAN) (Ann Arbor, MI) 8. [**Purdue University—West Lafayette**](https://www.google.com/search?q=Purdue+University%E2%80%94West+Lafayette&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAP) (West Lafayette, IN) 9. [**Carnegie Mellon University**](https://www.google.com/search?q=Carnegie+Mellon+University&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAR) (Pittsburgh, PA) 10. [**University of California, Los Angeles (UCLA)**](https://www.google.com/search?q=University+of+California%2C+Los+Angeles+%28UCLA%29&oq=whats+the+top+ten+engineering+&gs_lcrp=EgZjaHJvbWUqCAgBEAAYFhgeMgYIABBFGDkyCAgBEAAYFhgeMggIAhAAGBYYHjIICAMQABgWGB4yCAgEEAAYFhgeMggIBRAAGBYYHjIICAYQABgWGB4yCAgHEAAYFhgeMggICBAAGBYYHjIICAkQABgWGB7SAQkxMjM0MWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8&mstk=AUtExfAfVm6QvGX2s3CU-fzwO2x0lSDSrRJbouetvtlW2fap3SSz9kEsZRUi_TAfdLbPL17sLJ3ZZGU7W7_7QhQgHIMcog3lo2FY86lZv5VU0fm329PKZjOO-24x4no3mZXJ2JMRBsqvqjzea5jvL8tU0Gn0U0KbQ1rXCdCDeyilKHGwUUs&csui=3&ved=2ahUKEwjFvtSGk5OTAxU_MzQIHcFvMzwQgK4QegQIBBAT) (Los Angeles, CA) Good try though you get a gold star longhorn!!!
Microsoft guy? Don’t know. He used to live in a part of Bellevue or MI where people in my tax bracket aren’t allowed
Been there, done that. On 19 August 1953, Prime Minister of Iran Mohammad Mosaddegh was overthrown in a coup d'état that strengthened the rule of Mohammad Reza Pahlavi, the shah of Iran. It was instigated by the United Kingdom (MI6), under the name Operation Boot and the United States (CIA), under the name TP-AJAX Project or Operation Ajax. A key motive was to protect British oil interests in Iran after Mosaddegh nationalized the country's oil industry
This is factually wrong. From a balance sheet standpoint point Cresco is one of the better ones. I’d say curaleaf and trulieve are way worse. Read filings not headlines. Cresco isn’t over leveraged , they wrote off NY , and two quarters ago they wrote off Cali. They are one of the few in Kentucky, and positioned their self internationally. They have top line to unlock if they get rid of the non controlling interest fee (60-70mill annually) which is crazy and will immediately get back 80-100mill top line after 280e removal. (Real number will be 60-70 after margin compressions). They need to go deeper in FL (which by data they are already being a top player with way less stores than most) and they need to go deeper in MI. Id like to see their international positioning play out, it’ll be more or less brand licensing I’m assuming but don’t fully know.
You are either a bot, a shill, or just a very slow human. For the rest of anyone normal who might be reading this, here is a timeline of reality that the rest of the world follows, not just jingoist know-nothings: * 1953: The CIA and MI6 overthrew the democratically elected government of Prime Minister Mohammad Mosaddegh because he insisted Iranian oil should belong to the Iranian people. This put in place a police state led by the Shah of Iran. * 1979: The Shah was overthrown in a mass revulsion against decades of an American-imposed police state, leading to the current government coming into power. * 1980-1988: Immediately after the 1979 revolution, the United States armed Iraq to kill hundreds of thousands of Iranians in the Iraq-Iran War, with Saddam Hussein serving as a U.S. ally during this period. * Since 1986: According to Sachs, it has been Benjamin Netanyahu's "dream" to overthrow the Iranian government, a timeline he previously estimated as beginning in 1996. * Ongoing (since 1986/1996): The United States has been using "every subterfuge, covert operation," assassinations, and economic warfare to crush the Iranian economy. * 2015: Iran concluded the Joint Comprehensive Plan of Action (JCPOA) with the P5+1 countries, placing Iran strictly under UN supervision regarding its nuclear program. * 2015-2018: Iran stuck with the JCPOA agreement, even though the United States "cheated" by not fully ending sanctions as promised. * 2018: Donald Trump "ripped up" the JCPOA, now we know that its primarily due to Netanyahu's desire to overthrow the Iranian government rather than have peaceful relations. * After 2018: A campaign of assassinations and bombings of Iran's nuclear facilities began. * Last Year & This Year: The U.S. negotiated with Iran and then bombed the country in the middle of or after negotiations, using diplomacy as a "pretext" for premeditated war.
Market Cap wise, Nvidia sure, it's way larger. But how much larger is it when you think about product lines and market segment diversity? They just make GPUs and some supporting networking. That networking revenue was bolster by their near monopoly with ML/AI accelerator GPU usecase, but that is about to shatter. Jensen did try to get ahead by launching spectrumX Ethernet switches to help stay relevant as the entire data center industry has said they prefer to maintain go forward with ethernet, but now they face competition they didn't have before and AMD will quick take significant stake of the fast growing total GPU/DC TAM. AMD has an extremely stong platform with MI450 and their absolutely superiority in CPUs that thanks to agentic workflows are now at a 50/50 split of planned DC deployment in the large hyperscalers. I don't see Nvidia as a larger company. They are just a fad in my eyes and a huge risk for revenue reduction as their margins shrink and their monopoly is done.
The OP asked why the price is objectively underpriced. What you're saying is likely what many believe and how they look at AMD. Yet it's a fundamental misunderstanding of AMD. First, if you want to characterize AMDs AI initiative as copying Nvidia, your only focused on the razor thin veneer that there is at least a 1T TAM to be addressed and Nvidia will attract competition into that space. But in no way is AMD just copying Nvidia efforts. Don't even try to call ROCm a copy of CUDA. Beyond the public API used their is nothing that is a copy. The hardware is architecturally extremely different and in fact more advanced and capable. We continue to see model performance excel with optimizations on MI300X GPU and out outperforming B200 chips. What AMD has been doing is taking a far more argers process of working completely Open Source and industry wide friendly. The end game is to have options that can work broadly with different hardware system topographies, vendors and meet a much broader array of solution needs. This expanded scope took longer to bring to market initially, while Nvidia found one short cut after another to nude it's overall architectural design concepts ( monolithic based design) forward and capitalize on having short term first to market monopoly advantage. But this advantage is running out of time. AMD is on the precipice of providing full rack scale systems via Helios that will quickly grab significant market share from Nvidia, well before Nvidia can secure enough of a food hold ensure lasting dominance the way Intel had. I believe AMD should match Nvidia's DC market share well before 2030 and 2028 with MI500 may be where they land even before AMD pulls ahead. Why AMD will pull ahead you ask... AI is not just a GPU game. It's full heterogeneous architecture. Even Jensen is saying this as he tries to convince you their ARM based CPU chips are going to carry them. Buy those chips are trash compared to EPYCs, chips that Intel can not touch, yet Jensen want you believe they can tweek off the shovel designs from ARM enough to handle the deterministic needs in agentic MoE type workloads better than the monster CPUs AMD keep improving upon. It's really admirable to see how well he sell that line, but it will only buy him so much time at the top. AMD is a company that keeps their head down and works hard at the plan, and its not a new, borrowed or rushed plan. This is the heterogeneous roadmap Mark Pappermaster was talking about over 10 years ago... Slowly and significantly made real, step by step, win by win.
Here you go. This is a list of congressional reps who don’t take the money out of 435! Greg Casar (D-TX)  • Pramila Jayapal (D-WA)  • Summer Lee (D-PA)  • Alexandria Ocasio-Cortez (D-NY)  • Ilhan Omar (D-MN)  • Mark Pocan (D-WI)  • Ayanna Pressley (D-MA)  • Delia Ramirez (D-IL)  • Rashida Tlaib (D-MI)  • Nydia Velázquez (D-NY)  • Seth Moulton (D-MA)  • Morgan McGarvey (D-KY)  • Deborah Ross (D-NC)  • Valerie Foushee (D-NC)  • Thomas Massie (R-KY)  • Marjorie Taylor Greene (R-GA)  • Eli Crane (R-AZ) That’s it!
Iran was a democracy before the CIA and MI6 instigated a coup in 1953 to remove their [prime minister](https://en.wikipedia.org/wiki/1953_Iranian_coup_d%27%C3%A9tat)
Ok, here goes. I did a quick analysis using TradeVision, which is the trading and charting and news app that I use multiple X/hour every day for trading. My wife likes AMD, and it is a good solid company. DCA-ing it now might make sense. PROS: the price is down 12.15% from its most recent high. It is down 25% from its ATH. It is at $199.36 and is falling down to its SUPPORT level at $190.00. CONS: 1.) It is below its own 20 day MVA line. It is below its own 50 day MVA line. It is below its own 150 day MVA. That's bad. 2.) It fell 17% on Feb. 4th after Earnings. 3. ) Advanced Micro Devices CEO Says Not Forecasting Any Additional Revenue From Selling AI Chips To China Beyond $100M In Q1; Have Submitted Licenses To Ship MI325 AI Chip To China; Expect Total Addressable PC Market To Be Slightly Down In 2026 Due To Inflationary Pressures Of Memory Pricing This leads me to ask: is 17% too much? Or will it continue to fall? As the Support level is $190, I would wait. I hate to buy a stock and lose 5% and hold it for 6 months waiting for a turnaround, when there are so many other hot stocks out there that are going up, up, up. My advice. Look for another stock. Sign up for Tradevision. I can set an alert on AMD so when it falls to $190, a message pops up on my phone, and I would buy it there.
Y’all remember in 1953 when MI6 and the CIA helped to overthrow the democratically elected Iranian leadership because their parliament had voted to nationalize the oil industry? Lmao - why would the British allow a sovereign country to benefit from their own oil? That’s just crazy talk!
MI450 is basically fully caught up so you are correct
What AI summary gave me: Capacity & Timeline: OpenAI will deploy up to 6 GW of AMD GPUs over several years, with an initial 1 GW deployment of AMD Instinct MI450 Series GPUs starting in the second half of 2026. Hardware: The partnership covers multiple generations of Instinct accelerators, focusing on high-performance inference and training with the MI450 and rack-scale solutions. Equity & Warrants: AMD issued a warrant for OpenAI to purchase up to 160 million shares (approx. 10% stake), structured to vest based on deployment milestones and share price targets. Strategic Goal: The deal aims to diversify AI compute options, reducing reliance on single suppliers, and accelerating the development of OpenAI's models. A question : what came first - the chicken or the egg?
Didn't AMD do $390M in MI308 revenue to China? Why is Nvidia's $0?
AMD bagholders have been doing the "this is the one that finally makes us competitive with nvidia" dance since MI250 and every single time the software ecosystem makes them look like the kid who showed up to a gunfight with a really nice slingshot. meta taking a $100B deal with AMD is not bullish for AMD, it's bearish for nvidia's pricing power. meta is doing this because jensen got too comfortable charging whatever he wants and zuck decided to create leverage by giving lisa su just enough business to keep her relevant. this is basically the corporate equivalent of your girlfriend texting her ex in front of you to make you act right. AMD is the ex. they're not getting back together.
Don’t be scared. The price dropped as much as it did due to building equity and raising money. The money they raised will help push their projects in MN Greenland and MI. The next catalyst will be the flow tests that started this month. I would look for news to come by May and the economic status/reserves to come June-July. Since the price dropped so much due to the equity fundraising, in my opinion it’s an absolute buy. I bought another 5k worth of shares at $1.14 totaling now just short of 25k shares averaging .74cents. I am expecting for the next flow tests to be a pretty major catalyst followed by the completion of the rest of the wells. I think by summer those who have long positions are going to be very happy. Looking forwards to seeing what the reserves looks like, how big the well system is, contracts and the approval of the plant based on considerably larger outlook on what Pulsar actually has here in MN and beyond. Buckle up, it’s going to happen quick.
Isn’t AMD at a better spot for inference with MI455? More memory and smaller process node
QAnon was an Epstein operation to begin with. Keep in mind, Epstein was the one who convinced M00t to create /pol and who worked out how to weaponize the incels through gamergate. Later on Mike Chernovich did some of the operations on behalf of Thiel, among other things recruiting Andrew Tate, but Epstein was the one who wrote the manual for them. Wexner was probably one of the assets Ghislaine Maxwell brought to the operation when she was ordered to support Epstein. Her dad was a triple agent for MI6, Mossad and the KGB, she was raised in that environment, and after her dads "suicide" she seems to have replaced him in the command and control role.
Oh, yes, MI6 is definitely the best source for understanding what happens in a country that the UK is hostile too. They are so accurate in their portrayals of other wars! Its like you kids think that its only OTHER countries that produce propaganda.
I think all of the new healthcare jobs were created at all of those hundreds of new hospital campuses in Florida. Soon to be followed by all the healthcare layoffs at hundreds of hospital campuses in NY, PA, OH, IN, MI, IL, WI, MN and Iowa.
In general, shortages don't last. HBM and GPUs will ultimately follow the same pattern. Nvidia certainly has a head start but they do not have an insurmountable moat. AMD will start shipping its MI 450 in the second half of this year. Nvidia's GPUs are better but AMDs are good enough. Remember Nvidia has 70% margins and all the hyperscalers are getting sick of paying the Nvidia tax. On top of that they're producing ASICs for specialized compute.
This monitor reminds me of this scene I watched when I was young lmao: [https://www.youtube.com/watch?v=0MI9WanKdP0&t=13s](https://www.youtube.com/watch?v=0MI9WanKdP0&t=13s)
Cannabis is a commodity and trades like so- when are we going to realize this? That’s why all companies for the most part are flat to declining rev & before someone says GTI grows, it’s cause they participate in a majority of limited licensed states so they haven’t had to compete and they are able to control their competitors within their store. Same reason they are heavy heavy in whole sell. GTI would get swallowed whole in MI for example.
I’ve got to believe Charles and MI6 have a ton of evidence if it is enough to take away Andy’s birthright titles and evict him again out to a remote farmhouse. Problem is, that evidence if shown in full probably shows that the family has known about this for some time and did nothing.
Samsung will reportedly begin mass production of [sixth-generation high-bandwidth memory](https://www.sammobile.com/news/samsung-pushes-hbm3e-chips-ai-servers-while-improving-hbm4-yield/) (HBM4) chips this month. These advanced semiconductor memory chips are said to be used in Nvidia’s next-generation AI accelerator system, called Vera Rubin, which is expected to launch later this year. A [report](https://en.yna.co.kr/view/AEN20260208001100320) from South Korea claims that Samsung could start shipping HBM4 chips to Nvidia as early as next week, coinciding with the Lunar New Year holiday. This [lines up with an earlier report](https://www.sammobile.com/news/samsung-hbm4-mass-production-start-next-month-nvidia/) about the mass production schedule. Those chips will be used in Nvidia’s Rubin GPUs, which are designed for generative AI servers and hyperscalers. The company has recently invested a lot of resources to [boost its HBM4 production capacity](https://www.sammobile.com/news/samsung-increase-hbm-production-capacity-drastically/). Current-generation AI accelerators, such as the AMD MI350 and Nvidia B200, use fifth-generation high-bandwidth memory (HBM3E) chips. Micron and SK Hynix are the top two providers of HBM3E chips, while Samsung trails those firms. However, in the HBM4 segment, Samsung is expected to become the largest supplier.
Big risk of CVA and or MI happening.
Again, "showed up late" and "missed launch" mean two different things. MI355 showed up late relative to Blackwell, which has clearly impacted sales.
'ahead of time' and 'way late' are not contradictory :) MI355 did not reach availability until well after the blackwell ultra systems had reach GA, and almost 9 months from when B200 was in GA.
> Helios is on track, no delays which they also said about MI325/MI355- that showed up wayyyyy too late. They almost certainly have the visibility into orders for their 60% / "tens of billions" remarks. But keep in mind both of those numbers are worse than the semiconductor space as a whole (minus intel)
it wasnt- but neither was B200, where it still remained uncompetitive. MI325 was slotted against H200- again, not rack scale, same outcome.
Also, doesn’t their mi450 chip have more ram then Nvidia’s Rubin? If MU and all those memory stocks are going parabolic due to a shortage because hyperscalers want as much memory as they can possibly get, I think we could see some crazy demand for AMD’s MI450
AMD still haven't released a rack scale data center product. That comes with MI450 2nd half of this year. Once that's out watch them rip for the next 3 years
Probably someone like this: CIA/MI6/Mossad/Israel/DeepState/Oligarchs/WarProfiteers/BigOil
market is not pricing in MI455 ramp up
Everyone complaining about all these companies raising their Capex for the year, meanwhile I'm holding MU and just laughing. More Capex, more profit for the companies selling the shovels. Rubin and MI450x coming out later this year, prices of memory have gone up 1000% in last 3 months, and now these companies are saying "yeah we are raising Capex expectations by 50%" MU going to be bringing in 10 eps next quarter and probably guiding like 14+.
AMD is my largest individual stock holding, still up nicely from when I bought in. This drop does not not deter me at all. Their market cap is only 7% of NVDA's. AMD's MI3xx cards can be used for both AI training & AI inference making them a real competitor. While the chips aren't as powerful as Nvidia's, they're cheaper, and so you just get more of them and the total cost of ownership could be lower. The main barrier to growing market share is the software ecosystem built around Nvidia, but that moat won't be there forever. I think AMD is destined for growth, the question is just how quickly. (Not investment advice, and I'm wrong more than I'm right.)
There’s also laws against [voter suppression](https://hartmannreport.com/p/trump-lost-vote-suppression-won-c6f), but that didn’t stop Republicans in the last election.. Since 2020, 30 States enacted 78 voter restriction laws—resulting in more than 4.76M votes wrongfully purged from the 2024 election: > 2.1M mail-in ballots rejected. > 585K in-precinct ballots rejected. > 1.2M provisional ballots rejected. > 3.2M newly registered voters rejected. Black votes were rejected at a 400% higher rate than white votes, in some States. If counted, Kamala would have had over 3.56M more votes—*1.2M more than Trump*—and won WI, MI, PA, & GA with 286 electoral votes. These laws are still under effect.. and more are in the works for the midterms..
Whisper numbers had higher expectations. And the markets r3t&rded because Lisa said the inflection point is the MI450. MI450 doesn’t ramp till 4th quarter of 26
Despite AMD delivering a broadly stronger‑than‑expected earnings report, the stock fell roughly 5% after hours. The decline reflects not the results themselves, but the market’s extremely demanding valuation framework. Revenue came in at $10.3B versus the $9.65B consensus, and EPS of $1.53 far exceeded expectations. Data Center remained the sole growth engine, reaching $5.4B (+39% YoY) on strong MI300/MI325 demand. Client and Gaming revenue rose to $3.9B (+37%), signaling a PC‑cycle rebound. Gross margin held at 57%, but next‑quarter guidance was cut to 55%, interpreted as a warning that AMD may be sacrificing pricing to win share from NVIDIA or absorbing higher HBM/TSMC costs. The stock’s weakness stems from “guidance failing to match valuation.” AMD has rallied over 110% in a year—far outpacing NVIDIA—and now trades near 120x earnings. Markets no longer reward “beats”; they demand “miracles.” Although Q1 guidance slightly exceeded expectations, the 5% sequential decline (seasonal Gaming weakness) gave bears an opening. The $100M MI308 China‑specific revenue included in Q1 also raised concerns about long‑term sustainability under shifting geopolitical rules. Meanwhile, legacy businesses (consoles, embedded) remain soft, diluting the high‑margin AI narrative. The bull case argues AMD is the second‑largest beneficiary of the “compute tax.” With TSMC’s AI capacity constrained, hyperscalers must support AMD as a strategic alternative to NVIDIA. ROCm performance now matches CUDA across major frameworks, lowering switching costs. CEO Lisa Su is known for conservative guidance, leaving room for future upside. Bears counter that NVIDIA’s next architecture may widen the performance gap again, forcing AMD into a price‑driven strategy that caps margins. Cloud providers’ in‑house ASIC development also threatens AMD more than NVIDIA. With a forward P/E near 37, any stumble in MI450 development could trigger a sharp derating. Across the supply chain, AMD’s results confirm that North American hyperscaler AI CapEx remains in expansion mode—benefiting TSMC, HBM suppliers (SK Hynix, Micron), and networking vendors. Technically, AMD must hold the $225–$230 support zone; a breakdown would signal market doubts about the durability of its AI story. The key variable for the next two quarters is whether the 3nm MI450 can tape out on schedule. If it does, AMD will finally have the firepower to challenge NVIDIA’s dominance.
It's all about expectations. Stock is up over 2x from a year ago yet revenue grew 34% yoy and net income 42%. A lot of their future revenues have been priced into the stock, so it just depends on whether or not investors want to continue parking their money there for the next 1-2 quarters till MI455 launches.
AMD overpriced based on 2027 forward p/e, revenue not growing as fast as expected. CPU shortage story is weak. MI450 revenue growth unclear.
Maybe I can add some context as to why it is lower in the AH: 1. Even with law of large numbers for Nvidia, they are putting up stronger growth in revenue and guidance than AMD is. 2. AMD increased prices of MI350 GPUs by nearly 70% in July, yet the price increase doesn’t really reflect in stronger gross margins. Margins are only up 3% YoY despite such a big price increase. Nor does this show competitive pressure on Nvidia. 3. Why is Q1 guidance lower than Q4 reported revenue? Assume AMD beats the $9.8B guidance by 10%, it would still have considerably weak QoQ growth of \~5%. 4. AMD is in a situation where CapEx spending for hyperscalers is getting more and more scrutinized. If these companies start cutting back on CapEx, then it changes the whole story for AMD.
The stock is not trading on current earnings but potential future earnings from AI, which are multitudes larger than current earnings. So it really doesn’t matter if they beat their current earnings, as it’s completely inconsequential to the AI hope the stock is trading on. Every earnings report where they don’t reveal new information about these future AI earnings leads to a selloff, because there is worry they won’t ever gain AI market share. This pattern likely won’t change until 2026 Q3 on onwards where MI450 sales will make earnings accelerate.
>AMD press release (AMD): >Q4 Non-GAAP EPS of $1.53 beats by $0.21. Revenue of $10.3B (+33.8% Y/Y) beats by $630M. >For the first quarter of 2026, AMD expects revenue to be approximately $9.8 billion, plus or minus $300 million vs. $9.37B consensus, including approximately **$100 million of AMD Instinct MI308 sales to China**. The mid-point of the revenue range represents year-over-year growth of approximately 32% and a sequential decline of approximately 5%. Non-GAAP gross margin is expected to be approximately 55%. >Shares -6%. China sales guidance is back
$AMD Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.27B (Est. $9.65B) 🟢; +34% YoY, +11% QoQ 🔹 Adj. EPS: $1.53 (Est. $1.32) 🟢 🔹 Adj. oper margin: 28% (Est. 25.4%) 🟢 🔹 Data Center: $5.4B; +39% YoY 🔹 Client & Gaming: $3.9B; +37% YoY Q1'26 Guide: 🔹 Rev: $9.5B–$10.1B (Est $9.4B) 🟢 🔹 Revenue includes ~$100.00M AMD Instinct MI308 sales to China 🔹 Adj. gross margin: ~55% (Est. 54.5%) 🟢 Commentary: 🔸 “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”
**$AMD Q4'25 EARNINGS HIGHLIGHTS** Revenue: $10.27B (Est. $9.65B) ; +34% YoY, +11% QoQ Adj. EPS: $1.53 (Est. $1.32) ; +40% YoY, +28% QoQ Adj. oper margin: 28% (Est. 25.4%) Data Center: $5.40B; +39% YoY Client and Gaming: $3.90B; +37% YoY **Q1'26 Guide:** Revenue: $9.50B–$10.10B (Est. $9.39B) Revenue includes \~$100.00M AMD Instinct MI308 sales to China Adj. gross margin: \~55% (Est. 54.5%) Commentary: “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”
No, the Clare Percheron Horse Company is not still around today, and it does not appear to have a parent company or any active successor still in business. This was a small, local venture from the early 1900s—specifically chartered in 1903 as a territorial company in Nardin, Oklahoma (then Indian Territory/Oklahoma Territory before statehood), with $3,400 in capital stock. Historical references are limited to old newspaper mentions of the charter grant and occasional appearances of vintage stock certificates (e.g., in collector discussions on Reddit). These were common for community-based breeding cooperatives or small stock companies that pooled funds to import or purchase high-quality draft stallions like Percherons for local farmers. There are no records of ongoing operations, mergers, acquisitions, or corporate evolution into a modern entity. Draft horse breeding shifted dramatically after the early 20th century due to mechanization (tractors replacing horses post-WWI), and most such small companies dissolved or faded by the mid-1900s. No current business listings, websites, registries, or corporate filings link back to it. A similarly named group—the Clare Percheron Horse Breeders’ Association—formed in Clare, Michigan around the same time (reported in the Clare Courier on November 13, 1903) to buy a Percheron stallion for shared breeding. This was likely a separate local association rather than directly tied to the Oklahoma company, though both reflect the era’s boom in Percheron enthusiasm. Neither persists as an organization today. Modern Percheron activity in places like Clare, MI (e.g., current breeders such as Big Oak Farms or Yoder Brothers, or events like Horse Progress Days) is unrelated—handled by independent farms, the Percheron Horse Association of America (PHAOA, founded later and still active nationally), or other registries. No evidence connects them to the 1903 company. If you have a specific stock certificate, family records, or more details (e.g., names of incorporators), that could help check for any obscure ties, but based on available history, it’s a defunct historical footnote in early American draft horse breeding.
Total bullshit. Inference = running the models, nvidia is the top performer right now. Though AMD and Apple hardware are starting to catch up. The M5 processor is adding support for matrix multiply (basically tensorcores) so the TTFT is drastically better. But nvidia is still the king and will be for awhile. Not only that, but the need for literally ANY hardware that can do inference right now is huge. MiniMax M2.1, GLM 4.7, and Kimi K2.5 are knocking on the door of Anthropic. But even quantized versions of those models with 95% the performance still requires like 192GB of high throughput memory. There’s a reason the MI50 cards on eBay went from super cheap to expensive. Panic sell nvidia when you see their 96GB cards selling for less than $1-2k.
Cope harder, this is not the ER that will make a difference for AMD. They are still 2 quarters away from MI450 and already trading close to ATH. Expect sandbagged guidance and modest beat.
Combo of AMD and Google could do it. Google already has to fess up about how search is down 20% YoY. They're probably going down unless their AI and data center numbers blow expectations away. AMD As for AMD, they aren't known as Advanced Money Destroyer for a reason and they've had a multi-top hit now, so anything unexpected like if the MI450 chips really are delayed or they get margin crushed because of increased memory costs and it could be really bad. It's kind of hard to do better than that last quarter. Also at this point Wall St. considers even breathing the same air as Open AI as a sell signal.
I happen to be distantly related to William Clay Ford III. My great-great-great grandfather was a second cousin to Henry Ford of Dearborn, MI. (There is a connection between the Fords of Ontario, and the Fords in Michigan - both families have Western Irish ancestry.) I hold Ford stocks for sentimental purposes. I am up 30 percent in the last 12 months on my portfolio - I must be doing something right.
Metropolitan Capital Bank & Trust, Chicago, IL was closed today by @IDFPR , which appointed the FDIC as receiver. First Independence Bank, Detroit, MI will assume substantially all deposits and certain assets of the failed institution.
But the real catalyst is MI450 and the revenue doesn’t hit the books until late 2026. I think CPU shortage should drive the price up in the mean time
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Puts on SNDK and MI
If nvidia went out of business, AMD would be there to take the crown. MI455 is expected to be a very competitive offer.
operating expenses - like heat, in Ferndale, MI ? snowplowing for 100 employees keeping that trucking dock open with bay doors accessible DETROIT MICHIGAN gets snow, ice, cold weather every winter baby !!! \-
operating expenses - like heat, in Ferndale, MI ? snowplowing for 100 employees keeping that trucking dock open with bay doors accessible DETROIT MICHIGAN gets snow, ice, cold weather every winter baby !!! \-
operating expenses - like heat, in Ferndale, MI ? snowplowing for 100 employees keeping that trucking dock open with bay doors accessible DETROIT MICHIGAN gets snow, ice, cold weather every winter baby !!! \- https://preview.redd.it/0hfj98fuy5fg1.png?width=772&format=png&auto=webp&s=72ee5400252d3bc186beb2475cb64a2432ddbfcf