MI

SurpiseCurrencyDebas

[**Anthropic**](https://www.linkedin.com/company/anthropicresearch/) has signed $517bn of compute contracts in the last 11 months. That is roughly 2.9x what the company told its own investors nine months earlier. [**The Information**](https://www.linkedin.com/company/theinformation/) tallied it up this week: 14.8GW of contracted capacity since October 2025, across more than 16 counterparties. For scale, that's grid-level load. The kind that reshapes utility resource plans. I went through the reporting on every deal. Four things stood out. Anthropic isn't really buying compute. It's renting credit. No credit rating means it can't sign this debt itself. So almost every large deal is made bankable by someone else's balance sheet: [**Broadcom**](https://www.linkedin.com/company/broadcom/) giving \~$30bn of residual-value support to an SPV built by [**Morgan Stanley**](https://www.linkedin.com/company/morgan-stanley/) and funded by [**Apollo Global Management, Inc.**](https://www.linkedin.com/company/apollo-global-management-inc/) and [**Blackstone**](https://www.linkedin.com/company/blackstoneinc/) [**NVIDIA**](https://www.linkedin.com/company/nvidia/) holding the [**Hut 8**](https://www.linkedin.com/company/hut8corp/) lease outright so [**Lambda**](https://www.linkedin.com/company/lambda-cloud/) can supply Anthropic A $1.3bn [**J.P. Morgan**](https://www.linkedin.com/company/jpmorgan/) standby letter of credit on the Norway site [**Google**](https://www.linkedin.com/company/google/) guaranteeing \~2.4GW built by former bitcoin miners The credit risk of the AI build-out sits with private credit, banks and chip vendors. Not the AI lab. The bitcoin miners have become the landlords. [**Riot**](https://www.linkedin.com/company/tryriot/), [**TeraWulf**](https://www.linkedin.com/company/terawulf/), [**Bitdeer AI**](https://www.linkedin.com/company/bitdeer-ai/), Hut 8, [**Cipher Digital**](https://www.linkedin.com/company/cipherdigitalinc/). They own the genuinely scarce asset: grid-connected power, land, cooling and queue position. All have swapped volatile block rewards for bond-like contracted cash flow. Riot's Rockdale lease runs to 2048! Almost everyone is on both sides of the trade. [**Amazon**](https://www.linkedin.com/company/amazon/) ($13bn invested), [**Google**](https://www.linkedin.com/company/google/) (\~14% stake plus a planned \~$40bn), [**NVIDIA**](https://www.linkedin.com/company/nvidia/), [**Microsoft**](https://www.linkedin.com/company/microsoft/) and [**AMD**](https://www.linkedin.com/company/amd/) (up to $5-10bn each) are simultaneously investors in Anthropic and suppliers to it. Cash goes out as investment and comes back as revenue. The [**SpaceX**](https://www.linkedin.com/company/spacex/) deal runs at $1.25bn a month to May 2029. Either side can walk after three months on 90 days' notice. THE DEALS AT A GLANCE Google / Broadcom — \~$200bn — 3.5GW+ TPUs from 2027 Amazon AWS — $100bn+ — up to 5GW Trainium, 10 years Fluidstack — $50bn — custom builds, Texas and New York Nscale — \~$45bn — 460MW, West Virginia, 6 years SpaceX / xAI — \~$45bn — 300MW, all of Colossus 1 Lambda — \~$35bn — 350MW, Texas, Nvidia holds the lease Microsoft Azure — $30bn — up to 1GW TeraWulf — \~$19bn — 401MW, Kentucky, 20 years Volta / Bitdeer — \~$10bn — 121MW, Norway, hydro Riot Platforms — $9.1bn — 191MW, Texas, to 2048 Akamai — $1.8bn — 7 years, its largest deal ever AMD — undisclosed — up to 2GW of Instinct MI450 CoreWeave — undisclosed — analysts say $4-7bn Theseus (Macquarie + GIC) — undisclosed — anchor-tenant vehicle Plus 12+ non-binding letters of intent covering over 1GW. Importantly, most of this doesn't land until late 2027 and 2028, with a hell of a lot of moving pieces needing to get things on-line. Set against a $65bn revenue run rate and a reported $2tn IPO ambition, the upcoming prospectus will be a very interesting read.

RJsRX7

Not having comprehensive and collision cover (which aren't the same thing btw) on a vehicle of any non-zero value is dumb. You are no longer *required* to carry it on a paid-off vehicle, but if that paid off vehicle is worth more than about $1200 it puts you in a really bad position when something or someone hits it through no fault of yours. Might not totally be the case in other states, but here in MI if *you* don't have collision coverage, you don't get the other party to cover collision damage beyond the mini tort.

prestodigitarium

Look at the bottlenecks to scaling intelligence to insane levels from here, that should show you a pretty good roadmap. Energy, memory, storage, high speed networking. Besides memory, in the US, energy is the biggest bottleneck I see. SpaceX's space datacenter thing is largely a response to that, making solar into reliable baseload for this in a way that's largely immune to the datacenter political blowback. I think the Taalas approach is pretty interesting (basically hardwiring the weights of a specific model into an asic, so that it runs at wire speed, doesn't need memory to page the weights into a GPU, and it's many more tokens/joule). But if you have a model that's recursively self-improving, then taping out new asics for every iteration becomes a bit of a chore. But AMD recently bought them. I'm expecting really interesting things from them. I have money on nvidia (since 2016), TSMC and ASML (2021), Cerebras (2021), and SpaceX (since 2019). I think open weight models (thanks Chinese labs!) are likely to suck a lot of the profit out of the model layer, but I feel pretty confident that the companies at the core of the hardware supply chain will do super well as running models gets cheaper and usage explodes. I might still drop money on the Anthropic IPO, their revenue growth chart is absolutely nuts, and maybe they'll find a way to keep people paying them even as open models get good enough. Also, AMD chips like MI350x are becoming a credible competitor, but they seem to be very supply constrained, and when I was shopping for a lot of inference capacity a couple years ago, the people I talked with who were trying to run AMD's DC inference servers didn't have nice things to say about their maturity. But it's been a couple years, maybe this is finally the year!

seifer__420

Flint, MI

kawhiskers

The main contributor to inflation is increasing oil prices due to the significant reduction of oil tanker shipping traffic through the Strait of Hormuz. You solve that situation and CPI/PPI will begin to downtrend, thus taking the impetus for the Fed to hike rates + also providing a tailwind for equity markets. Yes - Iran/US relations have been f’ed for decades/since 1953 when the CIA and MI6 orchestrated the coup that overthrew the democratically elected government of Mosaddegh, who had nationalized Iran’s oil industry. Despite this, and the volatile years since, oil prices had been stable during Trump’s 2nd term, until he boneheadedly decided to attack Iran in Feb.

Upstairs_Whole_580

LOL... no, it's actually not boiling(maybe my default is just aggressive and verbose). My opinion on AMD? I got lucky as fuck with AMD. I owned BRK.b in April when Trump did the Tariffs and I got AMD at \~80 a share. The day it hit an intraday low of 76 or so. I've owned NVDA since '19 and '23, so I wasn't going to buy more. Plus, given it's size, I thought it could 3X. It did much more than that. I sold it at 565 and 520 earlier this year to get ready for SKHY. I just thought in the 500s, especially when it got up to 585, it was too expensive and it's ran too fast too quickly(though NVDA kept going at the same place AMD is at so I could be wrong, especially with MI450 coming out and the Helios stack). I think the more you listen to and hear the CapEx and the ROI we are seeing... they don't need to gain any market share and they're going to keep growing. My biggest concern was the way they set up some of those deals with OpenAI and I think it was META, but I am also concerned about the private equity. I still think the bull case wins out, but I just cannot stand the stupid 'I'm right no matter what happens,' type logic and these people who are putting like 25K on the line and talking shit about being up when they honestly don't even understand why. I don't know if the guy before was being serious, but there are so many people just mindlessly repeating shit like "circular financing," and things Burry has said that... they've lost the ability to use their own critical thinking.

0o0o0o0o0o0z

> As a non American what scares me is the indifference shown by the average American...they care about the stock market but not at the very least the wellbeing of people in any other countries. Ugly. About 30% of voting Americans are uneducated, bigoted, racist, or want some type of Christian version of Sharia law. Americans are not a serious people. And since the Electoral College has done exactly the opposite of what it was designed to do... a random voter from WI, MI, OH, or PN can't utterly fuck up the world by who they elect... I'd avoid the US like the plague.

papel_paperless

There goes MI, WI, MN, MN, ND, MT, VT, WY. Love the pro-business stance /s

unclefire

Pants will be shat if they do something so drastic as to cut electricity to the US. NY, New England, MI, PacNW.

moonjs

Are you a bot? The conversation started with \>Trump and co are planning a ground invasion of Iran, and that was what he was none-too-coherently referring to. Look at the Iranian government's announcement today about the huge LNG field that was supposedly found in Iran. Maybe it actually was, maybe it wasn't, but I (and many others) think the announcement was made right now to further goad the US into a specific type of invasion. Detailed plans for this invasion were actually already made in March. It would be sold as "limited" with "narrowly defined aims." If you remember what happened in 2003, you know how this movie goes. Then it was about how >The US can't afford a ground invasion of Iran.< to get it like we did in Venezuela. Then you say that >Yep. That's why tactical nukes are being bandied around. Glass the land, MI mops up. Then the next logical question asked was >And how does the USA get the LNG out of an irradiated wasteland?< and you respond with bewilderment asking what does LNG have to do with anything just discussed?

AdulentTacoFan

Yep. That's why tactical nukes are being bandied around. Glass the land, MI mops up.

TurdFergusonsBrother

Are you from Gaylord, MI?

Equivalent-Repair488

I have been following the 48gb 4090s loosely over the past year on Taobao and Alibaba. They have not shifted in price noticeably during that time. Well, compared to the rising prices for 3090s it might as well be falling. But it is being dumped by chinese datacenters, which in the first place, I don't think there is ever any sign they were using these specific custom (hand made) cards. And they did not go through the cycle of actually being dumped like the MI50 when AMD dropped software support, where it crashed to a fraction of what it was worth before, reaching a low of about a hundred odd dollars, but eventually stabilising to a few times of that, when consumers scooped up the supply. Seems to me they (the chinese technicians) are just producing them steadily, and the stable pricing is just normal market demand supply factors.

Careless-Place-170

As part of this deal OpenAI agreed to buy 6 gigawatts of AMD chips, this gives more than $100 billion of income in approximately 4 years. Also OpenAI must install 1 gigawatt of MI450 chips. This starts in the second half of 2026. The warrants can't be exercised if OpenAI doesn't actually do these things. Also part of the warrants can only be exercised if AMD share price goes over 600$

SanDisk_Made_Me_Rich

AMD carries 432 GB per accelerator against Nvidia's 288GB. So every AMD MI455X sold is 50% more HBM content than every Nvidia Rubin R100 sold. If AMD takes GPU share, HBM4 demand grows faster than unit share. In plain English, AMD is a higher memory intensity customer than Nvidia per unit of compute delivered, which is even better for Micron, SK Hynix, and Samsung.

SanDisk_Made_Me_Rich

AMD had a good quarter and guided the next one above expectations. AI GPUs was below expectations which is why the stock tanked, but that's irrelevant because Helios doesn't start shipping in volume until Q4. Helios is the full rack system built on the MI400 GPU And guess what? As the Helios ramps up that's going to be another massive customer for memory & storage.

TheAILegend

1. No one is inferencing in BF16.. Not even anthropic lol. 2. Anthropic isn't 70% TPUs... They use Amazon Bedrock, AWS, and now Grok... all whom use GPUS... Specifically NVIDIA. AMD can't win this market because AI inference is optimized for CUDA. The libraries today can't inference anywhere near CUDA speeds. That MI355X is dog water for mass inference... hence why no one is using that garbage. Want to know who is using MI355X? Oracle... look at how that's working for them.. a CDS of 200 lol. 3. You're looking at old numbers... They had higher revenue pre-GPT 5.6 sol. The following headlines after that were... * Microsoft starts canceling Claude Code licenses - May 14, 2026 * Enterprise AI customers are pulling back from OpenAI and Anthropic as costs spiral out of control - July 2026 * Anthropic official says stopping AI usage is “the wrong” response to AI cost concerns - July 2026 * State Department switches to OpenAI as US agencies start phasing out Anthropic - March 2, 2026 4. * **Q1 FY2027** — **$81.6B** — quarter ended April 26, 2026  * **Q4 FY2026** — **$68.1B** — quarter ended January 25, 2026  * **Q3 FY2026** — **$57.0B** — quarter ended October 26, 2025  * **Q2 FY2026** — **$46.7B** — quarter ended July 27, 2025  * **Q1 FY2026** — **$44.1B** — quarter ended April 27, 2025  |Quarter|Net Income|YoY Growth|QoQ Growth| |:-|:-|:-|:-| |**Q1 FY2027**|**$58.3B**|**+211%**|**+36%**| |**Q4 FY2026**|**$43.0B**|**+94%**|**+35%**| |**Q3 FY2026**|**$31.9B**|**+65%**|**+21%**| |**Q2 FY2026**|**$26.4B**|**+59%**|**+41%**| |**Q1 FY2026**|**$18.8B**|**+26%**|**-15%**| Does this look like NVIDIA is losing money to you? In fact... quite the opposite. Nvidia is the leader In the AI space. Anthropic and OpenAI are tiny in the market... The real winner is local AI. If you check Huggingface... you'll see, the models are designed for inference using VLLM and SGLANG... optimized for CUDA. So when you look at a list of providers on Openrouter... 99% of them are using vLLM / SGLang for inference on Nvidia GPUS... and if you haven't noticed... the token traffic dwarfs OpenAI and Claude... :) you see my username? TheAILegend... you can imagine ;) I'm highly informed in AI inference... hence why I run an AI server with an RTX Pro 6000 and an RTX 5090. AMD can't compete. You really based your entire thesis from Anthropic... lol rookie mistake.

EpicOfBrave

Anthropic is the highest revenue AI lab. They are 70% using Google TPU and Amazon Trainium. OpenAI is using only NVIDIA and lost the AI race, had to stop SORA, and gave up the AGI project. B300 is terrible hardware. For fp16 is slower than MI355X and costs 40% more.

derprondo

Michigan sells 200mg packages of edibles, and sometimes that's just two 100mg gummies in the package (albeit with perforations). Imagine you're someone who has never consumed cannabis, your back hurts, your friend suggests you try cannabis edibles, so you go to the store and just pick out something random, you go home and eat an entire 100mg gummy. The states that limit packages to 100mg with 10mg max per edible probably have the right idea, but their prices are always way higher than Michigan (IL vs MI for example)

CallMePyro

Yup. Prices will stay low until next earnings. Prices will continue to fall because this is a cycle ending in 2027. There is no demand for Vera Rubin or Rubin Ultra. Google will shutter their TPU v8 program and Trainium V4 + Meta's custom silicon and OpenAIs custom silicon are all dead projects which will ship under volume. MI450 can't keep up with NVidia either. Once the AI bubble bursts all these companies will all go to zero.

ShittyUsernane1222

I hope that count binface wins in clacton, so that the vermin supreme administration can be installed into power in the US via prime ministerial (count binface cabinet) and MI6 intervention

RocketMoped

Depends on the model, though. GLM5.2 can run competitively on MI355X Gpus, for example.

Weak_Alternative_168

Good catch on both. The Data Center segment actually posted an operating loss of $155M in that year ago quarter, which is where the MI308 charge landed, so the comp is even softer than it looks. The Client and Gaming line is the part I keep coming back to though. Op income down while revenue was up 6 percent, and at the same time Hu said on the call that data center AI runs below the corporate average. So the mix is getting squeezed from two directions at once, which is probably the honest read on why Q3 margin guides flat at 56 while revenue guides up 13.

Competitive-Ant2876

No. New states coming online as time and time again shown to not matter. Margins are high rev in the states is up the first year. Supply then catches demand margins fall and so does top line. Every single state even the big ones like IL and MI are down. FL is the outlier there. Additional licenses create more supply which will drag prices down, add in 280e removal, smaller operators pop up and drag prices down. Europe doesn’t matter as much. It’s more branding then anything your prolly thinking of curaleaf- they are pass through aka middle man until other LPs get approved then curaleaf will see that segment decline. Hemp doesn’t matter as much since most of those consumers won’t go into a dispo, but the beverages could be huge if tbeg stay in the sale through channels now. Consolidation does nothing. It combines top line but it doesn’t grow top line. If company A and B combine the rev increases but after a year you’d still see no growth or flat growth. The only thing that can make growth occur is interstate commerce and moving away from vertical integration but since that will hurt the states, it’ll never happen.

JohnnyDrama611

Adding to this: Client and Gaming op income fell to $582M from $767M even as revenue rose 6%. Also last year's quarter had an $800M MI308 export charge baked in, so the YoY margin comp is an easy one. Sequential (+80bps) is the cleaner read.

OutOfBananaException

> Their forward guidance implies slowing of growth rate and they're raising their own capex Q3 is not material to their 2027 growth rate, as MI450 only begins at the tail end of the quarter. DC revenue is growing 100%+ next year, confirmed on the call. AMD does not give specific numbers like this unless they are sure they will be hit.

dr3w80

From the call "In data center AI, the growing number and scale of Helios and MI450 series Instinct deployments position the business for significant growth in the second half of the year, with growth accelerating in 2027. In server CPUs with very strong customer demand and improved supply we now expect server revenue to grow more than 80% year-over-year in the second half of 2026 and more than 70% for the full year 2027 off a much higher base taken together we now expect data center segment revenue to more than double year over year in 2027."  Tell me where slowing rate of growth is? Plus cap ex is how a semi company pays for all those chips. 

mr_malifica

AMD went down after a huge pre-earnings run up. They are getting hammered for not increasing margins. 56% last quarter and 56% this quarter. Let's wait and see what Lisa says about MI450 deployments...

PandAlex

100%. Insanely growing CPU TAM along with Helios and MI455X ramp. It's free money now. This is like GOOG at $320 from a few weeks ago.

gamersEmpire

AMD announces MI450, pops 20%. NVDA goes bankrupt overnight

CEOofBeanz

Lisa on tomorrows earnings call: We’ve use MI400 chips to located and fucking vaporize Mojtaba Audience claps +25% stock after hours

Tableau67x9u

Maybe but the electorate the NY City mayor works for and the swing voters in PA MI WI AZ and NV are very different And misogyny runs deep in the bones of this country I would love to be proven wrong but in my view an AOC candidacy ends up with another loss in both the EC vote and maybe the popular vote

NobodySpecific2

It’s also a nightmare in terms of diversification. Imagine if you’d be trying to flip houses in Flint, MI some years back. REITs and similar instruments might be great but unless you’re and institutional player with 100s or better 1000s of properties in a portfolio single family homes are not going to beat the market after selling costs, taxes, rents that go to collections… it really doesn’t work for mom and pop very often

pingoo26

She moves like she don't care Smooth as silk, cool as air Ooh, it makes you wanna cry She doesn't know your name And your heart beats like a subway train Ooh, it makes you wanna die **KOREEEAAA YOU'VE GOTTA SEE HER , GO IN-SANE AND OUT OF YER MI-ND**

CatalyticDragon

AMD has been taking market share from Nvidia since the MI300. And having aquired almost every major customer and overtaking the competition on specs it's probably fair to say they are head to head.

KC_LEAKS

To be fair though, I'm pretty sure NCD is just where all the weird MI and OGA folks vent out all their 'tism

Barlored

AMD and Intel have heavy consumer exposure. Soaring memory prices are going to make a significant mark on the future earnings for these companies. "They dont care, aiaiaiaiai" Sure, except if AI doesn't pan out they can't soak up that demand elsewhere, which this only applies to optics. The reality is that demand doesn't flow from one into the other. The consumer, who isn't building a new PC because they honestly don't need to (games industry died), isn't buying MI300x or whatever.

cbusoh66

No they don't because they haven't announced completion of ATM's. I would be careful this quarter because EPS estimates have not been updated but the company may have sold like 40 million additional shares, could be as high as 120 million new shares, so they may beat on revenue and miss on earnings and algos will immediately sell it. It will take time for analysts' estimates to adjust. SMCI is trying to win new orders by undercutting everyone, their margins will always be razor-thin compared to Dell, Dell and HPE offer bundled services, and then if there's a hint of slowdown in CapEx by the Mag7, then it's Armageddon for the whole sector. There's always that next shoe to drop because once you get wrapped up in Federal investigations, other shit pops up. On paper, it may worth a small lotto pick, those puts seem safe enough, probably not going to get assigned unless it does crater post earnings but there will be a floor as AMD starts shipping their MI450s this quarter or next.

Dude_HaHa

I mean FL is a shitbox, except for the proximity to ocean and the nature. But i wouldn't put OH/MI above it.

k3t4mine

>NVDA competes with both AVGO & now especially AMD. Yes that's what I said. They have competition, and the threat to their margins is **competitive** and not cyclical, unlike memory. Both are threatened by demand from the hyperscalers >if HBM is a commodity so are AI accelerators. Are you talking about NPU's? If so then no, not at all. Whether something is a commodity comes down to whether there's a cross-vendor standard that makes competing products interchangeable. Accelerators have none, where as HBM has one (JEDEC). Blackwell, MI, TPU, Tranium etc.. are all very different chips, with completely different architectures, bills of materials, performance, etc... you can't swap one for the other and expect the same functionality. But with HBM, It's a JEDEC part (HBM3E, HBM4) so the pinout, geometry, and electrical interface all specified and exactly the same across manufacturers. The standardisation lets the accelerator designers qualify multiple sources and treat SK Hynix, Samsung, or Micron as interchangeable. This is the key part, they are all the same, so the consumers are indifferent between manufacturers. No company is able to command a premium. >Not all HBM is the same especially with differences in manufacturing & the base logic dies. Whether that makes them a commodity or not still depends on interchangeability. SK, Micron, and Samsung don't design those dies, they just fab them through TSMC. If I am designing the base logic dies, and the end product is going to be identical between manufacturers because they all fab them at the same place, then were's the pricing power? >Also the argument is the same. If AI capex drops, they stop buying as many AI accelerators from NVDA Both are obviously exposed to end consumer demand, that goes without saying. I am saying that with memory, the commoditzed nature of the product means that margins will compress regardless of demand. A collapse in AI capex would obviously crush them quicker and faster, and bring NVDA down as well. My point is that in memory, margins will compress on their own, but not with NVDA, at least not the same degree. You'd need competition in some way, or demand to fall relative to supply but since only NVDA makes the specific, differentiated NVDA accelerators, they can control supply without losing market share.

thethor1231

SOXL.MI is 4x

BackpackingSurfer

The entire structure of the AMD/Meta deal is not to scale meta’s compute power, meta gets 160 million shares of AMD to buy the MI450’s, it’s a pay me to buy deal where meta gets to diversify their portfolio with subsidized compute while AMD gets backed by a hyper scaler. That’s only bullish for Meta. Meta gets low cost compute supply, with Meta compute PR’s a few days ago, it’s literally a play to drive down costs of spot compute, this hurts neocloud margins.

ForeverDrewski

We’ll see how well the MI450 performs and sells versus Nividias offerings. My average cost is $106 I’ll keep holding. I definitely wouldn’t buy at these levels.

Sufficient_Habit5091

It's not the "map". OH is a swing state historically so is ME. MI, GA etc. should be easy to defend in the past year given everything horrific he's done. But the reality is that tech and AI bros control social media and the population now, it literally doesn't matter what he does. Blaming the "map" is frankly for lack of a better word copium for how strong he is still. I'm not saying I like it, I hate it. But to fix things you have to live in reality.

vCharged

Sounds like AMD will publicly announce anthropic as a customer ““We believe AMD has won Anthropic as a customer for its MI450 AI accelerator, based on our discussions with industry contacts, and expect AMD to announce it at Advancing AI Day in July,” Citi analysts wrote”

G2Geeksy

I'm living in my car in Northern MI. Honestly will send you half if you have time to consider me once in a while Thank you in advance, I will provide all my private personal info (like cell #) if you do ever want to help!

Livid-Highlight-1374

AMD 1000+ This is my thesis on AMD. People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The AI business is still in the early innings, with the MI350 now ramping and the MI400 platform expected to be a major step forward. The company also has one of the best CEOs in tech. Lisa Su took AMD from a company trading around $2 a share to one competing with Intel in CPUs and Nvidia in AI. Under her leadership, AMD has consistently executed, taken market share, and built a much stronger balance sheet. What really gives me conviction is that compute demand isn't slowing down. AI, cloud computing, enterprise servers, autonomous systems, and edge computing all require more chips over time. AMD is positioned across multiple parts of that ecosystem instead of relying on a single product. The market is also acting like Nvidia will win 100% of AI forever. That's not how semiconductors have ever worked. The biggest cloud companies want multiple suppliers for cost, supply chain resilience, and negotiating power. AMD is already supplying products to major hyperscalers like Google and Oracle and continues expanding those relationships. Could AMD fall 30-50%? Absolutely. Semiconductor stocks are volatile. But volatility isn't the same thing as a broken thesis. I'm not invested because I think the stock only goes up. I'm invested because I believe AMD will be a much larger and more profitable company five years from now than it is today. If that happens, the stock price will eventually reflect it. Another thing people ignore is execution. Every product cycle under Lisa Su has made AMD more competitive. Zen transformed CPUs. EPYC took server share from Intel. Ryzen became one of the top consumer CPU brands. Now they're applying that same execution to AI. That's why I trust management. People also focus way too much on today's earnings instead of future earnings. AMD isn't being valued on what it earned last quarter—it's being valued on what it could earn several years from now if AI accelerator revenue, server CPUs, and software continue scaling. That's why I care more about execution than today's P/E ratio. The market also acts like Nvidia has to lose for AMD to win. It doesn't. The AI market is becoming so large that multiple companies can grow at the same time. Cloud providers like Microsoft, Google, Oracle, Amazon, and Meta aren't going to rely on a single supplier forever. They want competition, lower costs, and supply chain diversification. AMD is already building relationships with many of those customers. What really gives me conviction is that compute demand isn't slowing down. AI, cloud computing, enterprise servers, autonomous systems, and edge computing all require more chips over time. AMD is positioned across multiple parts of that ecosystem instead of relying on a single product.

skitcadillac

Banning MI might unleash a commercial war. A lot of smart home items, cameras, smart watches, air compressors, earphones, are all directly manufactured by Xiaomi, not to talk about the pieces and products they’re subcontracted to fabricate, added to it, Mi is china’s flagship on consumer electronics as of today, Xi literally gifted a Xiaomi to South Corea’s PM

ShittyUsernane1222

which 3 letter government agencies are represented the most in wsb (pick 1 from the list) ? 1. CIA (US) 2. NSA(US) 3. FBI (US) 4. DIA (US) 5. NGA(US) 6. FSB (Russia) 7. MSS (China) 8. KGB (Belarus) 9. MI6 (UK) 10. MI5 (UK) 11. ICE (US) 12. GCHQ (UK) 13. BND (germany) 14. Verfassungsschutz (Germany) 15. Other

Trash_Panda_Trading

MI = end me now

anon999976

MI already blasting through uphalt

johnnyshots22

Good entries..UAVS   SIDU..not a penny but MI should run on tiny float and unlikely dillution. Best vibes to all !

anon999976

MI 🚀

anon999976

MI running

Firm-Public-9829

BNAI INFQ SLS MI (BNAI strongest potential for weeks bullrun)

bikemore55

MI or Canada?

realribsnotmcfibs

Ehh. MI here. They proposed 30% electricity increase here. On top of last years also large increase. The poors always lose.

HighDINSLowStandards

Yes Action Code Company Addition ELV Elevra Lithium Limited Addition EOS Electro Optic Systems Holdings Limited Addition FFM FireFly Metals Limited Addition KCN Kingsgate Consolidated Limited Addition MI6 Minerals 260 Limited Removal GYG Guzman Y Gomez Limited Removal IEL IDP Education Limited Removal SDR SiteMinder Limited Removal TPW Temple & Webster Group Limited Removal WEB WEB Travel Group Limited

thethor1231

No cos I can't sell SOXS.MI in afterhours in Europe and SOXS USA isn't available here

ShroomRonin

The electrician thing is kinda odd (I don’t know shit about it) but my buddy who was just doing sales white collar was sick of it quit and became an electrician but basically said the money is getting the masters license thing after 10 years then you can have your own business and hire journeymen and that’s when you make money until then I think he’s getting paid like $30 / hour says it sucks and as much as he despises sales is searching for another sales job after about 18 mos as an electrician up in MI people talk about all the money in it and as if it comes very quickly but idk how true all that is. I think you can make close to $30 / hour as a sales intern, thought it would be hire for a professional electrician If anyone knows about how the trades work maybe they can explain the path to money a little better but it doesn’t seem as simple as just go get a trade job

OkResponsibility2470

It’s kind of funny how MI moves exactly the same every day. I’m guessing it dumps every morning from profit taking but why does it always pump last hour?

rudorudo123

down 25% premarket because the commerce department just blocked MI350x sales to chinese-controlled entities outside china. china is 20% of AMD's revenue and MI350x was the chip meant to hold that footprint. the "infra stays" thesis isn't wrong, but you're pricing it through a window that just got smaller. caught the details on wiseek before most wires had full context.

luis-barata

Fair, MI350 and MI400 are the more current references. The analytical framing holds though, multiple expansion past already aggressive earnings forecasts is the part that matters regardless of which product cycle we're indexing on.

Affectionate-Idea690

The AMD $600 Warrant Structure: AMD previously structured a massive chips-for-stock agreement with Meta Platforms (and a similar one with OpenAI). As part of that $100+ billion deal, AMD issued performance-based warrants for Meta to buy shares at $0.01 each. These warrants vest in tranches based on hardware deployment milestones, and the final tranches only unlock if AMD's stock price hits performance targets up to $600 per share.,. The Anthropic Rumors: Citigroup analysts reported that AMD has allegedly won Anthropic as a major customer for its upcoming MI450 AI accelerators. Wall Street expects AMD to officially announce this partnership at its Advancing AI day event, which is scheduled for July 2026.

TheSixthNonsense

“MI300/MI325 ramp” I think your chatbot’s training data is way too outdated.

luis-barata

The 76 percent forward EPS growth assumption is doing a lot of heavy lifting here. Multiple expansion on top of already aggressive earnings forecasts is the late-cycle signal worth respecting. The bull thesis says consensus still underestimates MI300/MI325 ramp and inference share gains from Nvidia, so 76 percent revises higher. The bear read is that you're paying for AI execution risk twice, through the demanding growth assumption baked into consensus and again through multiple expansion on top. The CSCO vs NVDA comparison is actually instructive in the opposite direction the deck implies, CSCO had a real product story too, the bubble was about how far ahead of itself price got. Where AMD lands depends entirely on the next two quarters of data center revenue prints.

gopoohgo

Yes.  Citi thinks AMD got Anthropic as a MI450 customer that will be announced in July https://finance.yahoo.com/sectors/technology/articles/citi-lifts-price-targets-intel-105130792.html   

Remote-Book-8616

This is the best AMD bear case I've read. And the data backs most of it. P/E 162.64. EV/EBITDA 43.89. Bull 88, Bear 85 — nearly tied. My AI agents couldn't agree either. HOLD 59/100. Your margin compression thesis is the real issue. MI355X on TSMC N3 with premium HBM3E, sold at a discount to B200. That's a margin nightmare before ROCm even enters the conversation. The 20% TAM capture math is also right. $200B revenue to justify current valuation means flawless execution for 4 straight years in a market where Nvidia is actively defending, hyperscalers are building their own silicon, and AMD's software stack is still catching up. But here's what the bears keep missing — AMD doesn't need to beat Nvidia. They just need to be the credible alternative that Microsoft and Meta call when Nvidia can't deliver. That's a smaller TAM but a real one. MACD bearish. Trend strength only 7.1% despite 352% YTD. Momentum is fading even as price holds. Your senses might be right. The setup feels like late 2021 Nvidia — priced for a future that may arrive, just not on this timeline. https://preview.redd.it/7vrxqnxkt34h1.png?width=2880&format=png&auto=webp&s=7a2303c9725af076e10a0d7960ecff4f2321dc41

DerNeko

The specs you posted don't even make sense. There are no values under AMD **MI355X.**

RixaRax

AMD’s flagship MI455X completely outclasses Nvidia's Blackwell B200 in raw memory capacity and speed by jumping to next-generation Next-Generation 2nm Architecture over Nvidia 4nm AMD’s chiplet strategy means they build several tiny, highly perfect compute dies and link them together. This modularity improves manufacturing yields dramatically, slashing AMD's silicon production costs by 30% to 40% compared to Nvidia. Breaking the NVLink Network Lock.. NVLink allowed thousands of GPUs to talk to each other seamlessly in a supercomputer. AMD is neutralizing this tech advantage by deploying UALink (Ultra Accelerator Link) and the Helios Rack-Scale Platform. Backed by heavyweights like Meta, Microsoft, and Google, UALink creates an open, standardized networking fabric that matches Nvidia's interconnect speeds without locking buyers into Nvidia's proprietary switches

GloomyMembership4197

OPENAI has option to get 10% of AMD: The warrant (option) AMD gave OpenAI to buy up to \~10% of AMD has an **exercise (strike) price of $0.01 per share**. Key details: * Shares covered: up to **160 million** AMD common shares * Vesting: phased based on milestones (initial MI450 delivery in late 2026, then stock-price targets, culminating at **$600/share** for the final tranche) * If fully exercised, this would be about a **10% stake** in AMD

Psyclist80

Lady in red...is dancing with me...AMD will continue to rocket. MI450 and Helios shipping soon, Zen 6 on 2nm gonna spank Nvidia's Vera. UDNA/RDNA5 in the oven, console refreshes on the horizon...TAM is huge and AMD poised to take more marketshare as the dominant CPU provider for a compute starved market. China can build RAM, they cant build X86 CPU's to compete though.

Affectionate-Idea690

MI free cash flow exceeding $400 billion for Micron between 2027 and 2029... 😳

oliver2022

I would say to cash a half and forget about the other, with the agentic AI stuff and the MI400 scheduled to release later this year AMD still has a lot room to grow imo.

Constant_Ad_3070

I should have been greedier on that MI drawdown

Prestigious_Suit_202

# Two Words: MI-CRON

shravanevana

MI is good. HBM demand is still through the roof

spacedragon13

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.

SkepticalInvestor21

Nice timing on AMD! That's a solid accumulation strategy - buying in chunks like that reduces the FOMO of all-in entries and the regret of all-out exits. AMD's data center GPU ramp is the real story now, not just Ryzen. The MI300 series competing with Nvidia for AI inference workloads is what's driving institutional interest. You holding through earnings or planning to take some off before?

Wandering_trader99

So page 1, I just put a general summary for the stock, in this example I liked the flip in recent institutional ownership with AMD as well as rising chip demand. It looked like the bottom was in(and looking back now, it was..) I'm sure I also checked short interest + options flows as this is something i typically assess. On the next screenshot of my report, I broke down some of the fundamentals I liked with AMD: \- FCF was in a consistent and growing uptrend (Data consistently shows stocks already in a general FCF uptrend, tend to continue their uptrend and investing in stocks with a declining FCF trend is less likely to yield results even if their expected FCF is expected to turn around that year.) However, looking back, I disagree with my use of a DCF model & I now believe P/E is a bit out dated and crap when analysing HUGE growth tech stocks. \- I was correct about the solid returns the business was making and how their ROIC/WACC ratio was really good thanks to their Xilinx adaptation. \- My analysis of EPS growth was also pretty spot on. investors realized AI demand was real & MI300 made AMD the next big provider after NVidia. \- When it came to profit margins, I was optimistic as they trumped Intel and only fell short to the number 1 player NVDA. At the time, most investors were worried about this hence the stock dropping \~65% from ATH but this seemed like a major over reaction. \- And lastly, the debt to equity being 0.2 was solid. I typically go for stocks with a ratio below 1(preferably below 0.8. actualy)

BreakfastBallPlease

Lmao we had “too many dispensaries” in MI. Guess what? The shitty ones closed down and the good ones with constant business prospered greatly. What a dolt.

piltdown_manchild

I can't believe people are still falling for this bullshit. * NASA just took astronauts around the moon using a rocket that is supposed to be replaced by Starship, which is best known for delivering flaming bananas to the Indian Ocean. * The filing reveals that SpaceX is still planning on using Starship for point to point travel on Earth. [This will never happen.](https://youtu.be/jQUiIdre-MI?si=7sq-JUGyqK1Jgclt) * They are also talking about space-based data centers, which will not be cost effective in the next decade. Bezos correctly stated that launch costs will have to drop by 10x before he would consider this idea viable. * xAI is a money furnace that is hemorrhaging talent and renting out its data center to Anthropic rather than using it for its own model. As someone who is mostly invested in index funds, I look forward to involuntarily providing exit liquidity, thanks the the accelerated listing requirement.

El-burgos

:MI6

-UndeadBulwark

All three technologies support ROCm, though compatibility specifics vary. These findings are based on current search results. # Flash Attention ROCm support is established. The FlashAttention-2 CK backend supports MI series accelerators as well as RDNA 3 and RDNA 4 GPUs. Furthermore, Flash Attention is natively integrated into PyTorch for ROCm beginning with version 2.3 via `F.scaled_dot_product_attention`. # Sage Attention Compatibility is strictly tied to the version. SageAttention 1 supports AMD hardware because it is built on Triton kernels. SageAttention 2 utilizes native CUDA kernels and will only run on Nvidia hardware. # Triton OpenAI Triton is supported on ROCm. AMD provides official documentation and support for developing and optimizing Triton kernels directly on their GPUs, and it serves as the underlying compilation layer for many ROCm compatible operations.

the_bronze_burger

Fair point to raise — I want to make sure I'm not overclaiming here. That said, the 35B-A3B ranks #37 globally across all models on apxml, hits 73.4% on SWE-bench Verified and 92.6% on AIME 2026. The "small" part is the 3B active parameters per token, which is actually the architectural point — 256 experts with sparse routing means you get frontier-tier quality at inference speeds a dense model can't match. That's exactly why the MI355X throughput numbers are meaningful. Per InferenceX (SemiAnalysis's open-source benchmark trusted by Meta, OpenAI, Oracle), AMD already leads on roughly 30-40% of real inference workloads today — specifically high-concurrency serving, memory-bound large models, and MoE architectures. Not a majority, but not a rounding error either. The more interesting question is the trajectory. As models trend larger and MoE becomes the dominant architecture, that's more of AMD's sweet spot, not less. ROCm is closing fast — it's open source, which means the entire community can see CUDA's playbook and close the gap without guessing. The CUDA moat is real today, but it's mostly a training moat. Inference workloads are simpler, more standardized, and less sensitive to compiler maturity. AMD doesn't need to beat NVIDIA everywhere — just in the workloads that are growing fastest. Longer term speculation: agentic training might erode the training moat too. The next wave isn't one massive pretraining run — it's continuous fine-tuning on reasoning traces, tool-use failures, and feedback loops. Shorter sequences, smaller batches, frequent checkpointing, and a lot of CPU-side environment simulation between gradient updates. That workload is less dependent on NCCL's multi-node all-reduce optimization — which is where CUDA's training advantage is most concentrated. AMD's chiplet architecture, with tight CPU-GPU memory integration, is actually purpose-built for that ratio shift. If agentic training becomes the dominant paradigm in 3-5 years, the question isn't whether AMD can beat NVIDIA at 10k-GPU pretraining. It's whether that workload still matters as much. Genuinely open to pushback if I'm reading the trajectory wrong.

the_bronze_burger

https://www.wafer.ai/blog/qwen36-mi355x Hardware parity is already here. Wafer.ai just published a benchmark this week running Qwen3.6 35B MoE on a single 8×MI355X node using AMD's ATOM inference engine and beat every public Blackwell provider on decode throughput — 430 tok/s vs 402 for the next best. No custom kernels written, just config optimization on top of AMD's stack. And at $2.95/GPU/hr vs $5-6 for B200/B300, the cost economics aren't close either.

iamwatchingandmaking

GOOG for the long term. I already have 1000 shares and believe they will be at the frontier of AGI. Especially because I'm a huge fan of Demis Hasabis. I'm also heavily invested in DRAM etf. Memory isn't going to go anywhere. SK Hynix US listing should help prop this etf even further. I got lucky with AMD and currently hold 500 shares as well. They have a very long runway till they slow growth. Especially with the upcoming MI450 and MI500. They might overtake Nvidia due to their superior specs. Some of the smaller holdings I have are OKLO, ARM, ASTS, NVDA, AAPL. I'm not selling for the next 2 years.

Numerous-Bet-4847

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.

Thierr

That is 2025 data. AMD's MI450X is the first real contender, and it's coming out this year (and it looks like hyperscalers are buying it in good quantities). I'm not saying amd is suddenly going to overtake nvidia, but it is a real contender in the AI market.

Les7X

Help me understand what the fuck happened in my mind when I decided to buy some Ferrari shares (RACE.MI)

Dizzy-Monk-

Here’s how AI re-wrote the post after I told it to organize the text but keep most of the original verbiage: “I’ve been spending a lot of time re-evaluating my long-term growth strategy, and I’ve finally narrowed my high-conviction plays down to three specific tickers that I plan on holding for at least the next decade: **AMD, FLNC, and RKLB**. **AMD** Even with the insane run we’ve seen, I truly believe Lisa Su is just hitting her stride in the AI data center space. As long as AMD keeps executing on the MI400 roadmap, I think they remain the only legitimate alternative to Nvidia’s monopoly. **FLNC** I feel like Fluence is a massive sleeper hit for the global energy transition. You simply cannot have a renewable grid without utility-scale storage, and Fluence is consistently proving they are the gold standard in that sector. **RKLB** While SpaceX gets all the mainstream headlines, Rocket Lab is quietly building a vertically integrated space empire. Their progress with Neutron could make them a dominant force in the launch and space systems market very soon. I know this isn’t a “safe” Boglehead approach, but the combined growth potential in **AI compute, energy storage, and commercial space** is just too massive for me to ignore. I’m curious to see if anyone else is rocking this specific trio, or if you think there’s a more explosive mix for a 10-year horizon.”

Beneficial-Ferret479

I will keep my answer short here. I answered "Yes" regarding the thesis has changed regarding the investment part of it. I'm very long AMD-investment is stay long-not *short regarding some thoughts of actually selling,* have been for years and years. While AMD has gone up hugely, I'm not selling as you may suggest by answering yes. Why? because I believe they have finally turn the corner and are on the cusp of even growing much larger gaining market share and profits. So, I'm waiting later this year to see what the huge Meta MI 450 possible $100 billion data contract deal will bring in for AMD. And it looks very good going forward at this point.

xmodifier

The MI450 isnt even released yet... got more to go

gamersEmpire

You do realize AMD produces high end gpus and cpus cheaply with 45%+ gross margains, a respectable and visionairy CEO that brought the company from nothing to a top 10 company, with mutiple deals with the top leading companies in the world right now with demands far exceeding their capabilities, competing with the #1 company in the world right now, and a huge catalyst of the MI450 being released in 2026, and a pristine balance sheet? INTC is losing money on their FCF i dont know how stupid you have to be to compare these two companies but stay regarded

thesmd1

Already sold my swing shares (too early). This is a core position. Need to see this through the MI450 ramp in 2H.

Happy-Control5922

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

Longjumping_Steak724

I'm trimming a bit but my whole thesis is on their MI400 series coming out which hasn't happened yet... This CPU shortage is icing on the cake.

Longjumping_Steak724

I was up a ton going into earnings. My leaps are long term options so theta would not have hurt me. I would have been down a couple/few hundred k but my whole plan when buying this was around the MI400/500 series that is being released in Q3 of this year. Then the CPU shortage happened. I think it would have recovered by next quarter (look at last earnings to now).

DubiousChemistry

I'm not certain of that timeline but it seems likely. I believe the market hasn't yet priced in the MI450 etc. impact.

KinseyH

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)