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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
**Top Performing Congress Stock Traders (2025 Returns)** * **Rep. Tim Moore (R-NC):** \+52%. * **Sen. Ted Cruz (R-TX):** \+50%. * **Rep. Lisa McClain (R-MI):** \+37%. * **Rep. Pete Ricketts (R-NE):** \+37% . * **Rep. Thomas Suozzi (D-NY):** \+35%. * **Rep. Lisa Murkowski (R-AK):** \+35%. * **Rep. Marjorie Taylor Greene (R-GA):** \+33%.
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
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 !!! \-
1 year chart is 106%, 5 year chart is 173%. They are about to capture huge AI market revenue growth with MI400 series and CPU demand is huge for x86. They literally said 35%+ annual revenue growth next 5 year which will be over 100B in revenue per year. We can only speculate next 5 years should add at least another 200% stock growth ~$750+ per share and over $1T market cap.
I own shares in a junior gold miner from Nevada, $FTCO, and have held a position for a couple of years. Basic thesis was permit delays and the inevitable dividend cut was ignoring the net asset value of the mineral reserves. I was reasonably confident that permits would eventually land, and the company had enough stockpile of ore and cash on hand to weather up to 3 years further delay. Permits starting rolling in early Q4 2025, and Management's careful conservation, zero debt, and liquidity has paid off. YTD the price is up 49%. At current gold prices, I believe the company is presently worth $180-250m and will become more valuable as MI&I reports on 5-7 other properties and/or pits develop. Market cap as of today sits around $142-147m.
The only free money is going through the trash and picking cans. Hopefully in MI.
**na lol** **Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.
**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.
**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.
yeah my point is biden would've probably won MI/WI/PA had he not been so old obviously trump is old as fuck too, but he has a different set of senile trait that idiots don't recognize.
Loyal "GOP" voters don't matter. Presidential elections that are close enough to go either way are decided by swing voters - voters who can vote for either party, or at least decide not to vote for their usually preferred party, and who live where that decision matters. The current "most swing" voters are middle/working class voters in PA, WI, and MI. There are other close-to-swing states like GA or NH, but in the current conditions (which could of course change), if a Democrat wins GA or a Republican wins NH, they probably win the "most swing" places and it's a bonus. This could change but in the most recent elections those have been the voters who most mattered. I'm not a swing voter. I dislike both parties but would never fail to vote against the current Republican party, and I live in a very non-swing state.
**2. AMD - HOLD (Neutral)** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $330B | | | YTD Return | +68.4% | Strong, but trailing NVDA | | P/E | 99.9x | **Expensive** | | Forward PEG | 0.75x (est) | 25% discount to sector, but still pricey | | ROE | 5.6% | **Weak** for a growth stock | | Analyst Rating | Buy (47 of 69) | Consensus positive | **Your Thesis:** Lisa Su is a legend, and MI300X is NVDA's only credible competitor. But... AMD trades at 100x P/E with 5.6% ROE. That's a lot of hope priced in. **Risk:** If MI300X doesn't steal meaningful share from NVDA, stock tanks. **Verdict:** **HOLD.** I love Lisa Su too, but valuation is rich. Wait for -15% pullback. --- **3. ALL (Allstate) - VALUE PLAY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $56B | | | YTD Return | +10.5% | Steady | | P/E | 6.7x | **Cheap** | | ROE | 35.3% | Excellent | | Analyst Rating | Buy (22 of 42) | Positive | **Your Thesis Confirmed:** P&C insurance is defensive + rate hikes = higher investment income. 200% YoY growth sounds like an acquisition or one-time event (not organic). Verify in 10-K. **Risk:** Climate risk (hurricanes, wildfires) could spike claims. **Verdict:** **BUY.** Cheap defensive play with 35% ROE. Good for portfolio balance. --- **4. INCY (Incyte) - BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $21B | | | YTD Return | +53.7% | Strong | | P/E | 17.6x | **Cheap for biotech** | | ROE | 29.8% | Healthy | | Analyst Rating | Buy (24 of 43) | Positive | **Your Thesis Confirmed:** Jakafi is mature, but pipeline (blood cancers, dermatology) is diversifying. Low debt, insider buybacks, 30% ROE = quality compounder. **Risk:** Patent cliffs. Jakafi loses exclusivity 2027 (US), 2029 (EU). Pipeline must deliver. **Verdict:** **BUY more.** At P/E 17.6x with 30% ROE, this is a steal if pipeline works. --- **5. B (Barrick Gold) - CONTRARIAN BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $82B | | | YTD Return | **+199%** | Huge move | | P/E | 22.7x | Reasonable for gold miner | | ROE | 14.5% | Decent | | Dividend Yield | 1.1% | Bonus | **Your Thesis:** Gold up 35% in 2024 (to $2,650/oz), but B is up 200%. Some of this is catch-up (miners lag gold), but momentum is strong. Copper exposure (30% of revenue) adds diversification. **Risk:** Gold peaked? If we get a Trump "strong dollar" policy, gold could correct 15-20%. **Verdict:** **HOLD (trim 25%).** Take profits, keep core position. Gold is overbought short-term. --- **Portfolio Allocation (if $10k):** - **MU:** 30% ($3k) - High conviction - **INCY:** 25% ($2.5k) - Value + growth - **ALL:** 20% ($2k) - Defensive - **B:** 15% ($1.5k) - Commodity hedge (trimmed) - **AMD:** 10% ($1k) - Speculative (wait for dip) **Bull:** Diversified across tech, healthcare, financials, commodities **Bear:** Heavy on semiconductors (MU + AMD = 40%) - if AI crashes, portfolio hurts Solid list. I'd rank: **MU > INCY > ALL > B > AMD** (on current valuation).
>AMD was also raised to Overweight with a $270 price target, with KeyBanc saying the chipmaker is “almost being completely sold out of server CPU in 2026.” >The analysts estimate AMD’s server CPU business “will grow at least 50% this year,” while AI-related revenue should reach “$14B–$15B” in 2026, supported by shipments of MI355 and a significant ramp of the MI455-powered Helios platform.
I’m an ignorant retard - where exactly does it state that meta’s rack is still powered by AMD’s MI455x?
Maybe if you read the article again you’ll realize that if tho the racks are different they are still powered by AMD’s MI455x chips you ignorant retard
When you guys are done abusing him can you send him up to Canada? We need a matching vice-Prime Minister to complete the set of "sensible bankers in charge". Note: They have to be able to pass as MI6 agents who like their martini's shaken not stirred. https://preview.redd.it/lofm3yfh9xcg1.png?width=2048&format=png&auto=webp&s=7ac137d95f29fd3d95b8cc9420194f3c50d72aef
\> 🥭 invades greenland, EU forces near US bases surrender rapidly, frontlines freeze elsewhere \> EU dumps us bonds while deploying EU intelligence agencies + MI6 to support Greenlandic insurgents and to finance EU forces in Greenland \> Other countries follow EUs example \> US treasury interest rates spike \> bol market cancelled Most likely sequence of events imo when 🥭 invades greenland .
My bet is on AMD but I’ve been holding for a long time and will continue to. I don’t think it’s a quick hold But I have big hopes for MI450 orders this year and MI500 afterwards
Imagine thinking the Conservative and the Labour are two different things in the UK, they're exactly the same thing. No difference at all, both of them are controlled by the MI6. You clearly have no idea what you're talking about. Only Reform is different.
Idk man. AMD’s MI500 sounded more impressive to me. Regardless I hold both.
Su bae better get that MI pitch going strong, my calls are feeling very uneasy rn. I recall last time in 2024, after CES, shit tanked
Analysts and historical data point to the "Chip Trifecta" as the primary movers during CES week: AMD (AMD): Expected to be a top mover following CEO Lisa Su’s keynote. Historically, AMD shares tend to rally during CES week due to new product launches. Analysts have recently set a high-end price target of $290 for 2026, anticipating gains from new Ryzen AI 400 series chips and updates on the MI350/MI400 accelerators. Intel (INTC): Intel faces high stakes at CES 2026. The stock moved 6.5% higher on the Friday preceding the show as excitement built for the Panther Lake processors (built on the new 18A process). Success in this launch is seen as critical for Intel's ongoing turnaround. NVIDIA (NVDA): While already a massive mover, NVIDIA’s impact this week focuses on its Rubin architecture and the integration of its recent Groq acquisition assets for low-latency AI inference. Analysts predict the stock could push toward $200 in the short term and potentially $300 by later in 2026.
>They need a solid navy, an aircraft carrier and elite special forces.. which all of them have. You can have those things but you need logistics: Military bases close to the target for logistical support (fuel, ammo, medical, etc.), intelligence assets inside that country (CIA > MI6), oil tankers, air refills, long range spy drones, etc. The UK navy is built on a defensive strategy, which is what they did in south America: defending a territory that was already theirs. UK army lacks offensive capabilities
There’s still an A&W drive-in location in Ortonville, MI. I don’t believe the carhops were on skates when I ate there a few months ago, but otherwise it was the same experience! I’m sure there must still be others, too.
I think people are still trying to grasp what is happening and whether this is an extended super cycle with the ability to set a new floor at the current pace. Just like some of the silver thesis out there, HBM is a powerful commodity that is theoretically going to remain scarce for a while under the premises - it is hard to make the advanced memory with high yield - the amount of memory needed per chip could reach 1TB by 2027/28. 2026 alone could more than 2x to 432 per AMD MI400. I worry about power constraints limiting setting up more capacity, but the next couple of years are releasing a lot more efficient solutions. Energy will need to catch up and I think solutions are 4ish years out, but I am just starting to read up on this part of the bottleneck and looking for investment opportunities. Anyway, my thesis is that the energy bottleneck will be addressed by higher turnover and early deprecation of outdated units or those used units can be sold in secondary markets due to not being "burnt" out. They will have scales to do this, or at least that is how I would offset some of that cost. Therefore, in the short term we could see high demand churn cycles in order to get the processing efficiency benefits sooner than later. That is how ai can scale to demand while being power constrainted. TLDR: AI is going to want that new new to grow capacity every 18 months, to accommodate regional energy bottlenecks. Micron is selling a highly valuable commodity and is in the U.S. when an arms race is happening. Will it cycle, likely. I am betting for a super cycle and new floor. We haven't even addressed AI edge cases yet and wireless robot ai agents. Shit is changing and Micron has big leverage in that brave new world.
AMD looks really good for the year with the release of the MI450. Leaps.
You may have slipped through the cracks. I haven't had a bad experience with Schwab over the past 8 years per se but my father did have a hard time getting some legal questions regarding assigning full trading authority of his inherited trust to me. Between the originating office in CA, the local branch for him in MI, the local branch here in MD and the central office in TX, they lost track of his requested review internally and took about 2 months to approve the FTA request but customer service was always there to talk to..... It was just that the right hand didn't know what the left hand was doing. I started with a robo advisor when I opened my Roth with Schwab but switched to self directed. I'm sure that over the long run, it would have set me up well for retirement but as I learned more about investment strategy and products, I decided to switch to self directed.
Compare it to Caris Life Sciences, stock symbol CAI. Caris Life Sciences, Inc., an artificial intelligence TechBio company, provides molecular profiling services in the United States and internationally. It develops and commercializes solutions to transform healthcare using molecular information, and machine learning algorithms. The company's molecular profiling services portfolio includes MI Profile, a tissue-based molecular profiling solution; and Caris Assure, a blood-based molecular profiling solution for cancer treatment. It also offers pharma research and development services comprising laboratory delivery, strategic data, and research services to biopharmaceutical customers. [https://www.carislifesciences.com/about/news-and-media/caris-life-sciences-reports-third-quarter-2025-financial-results/](https://www.carislifesciences.com/about/news-and-media/caris-life-sciences-reports-third-quarter-2025-financial-results/) I own CAI, small position.