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last gen products are effectively irrelevant. Cost of ownership and efficiency is very far behind Blackwell and MI355. In non frontier models B300 is still well ahead of mi355. https://inferencemax.semianalysis.com/
I guess AMD doesn't really have a good answer to the GB200 but that's like a million dollar unit. I'm talking more h100's vs MI300X
TPUs shine for big, steady transformer jobs you control end to end, but GPUs win on flexibility and time to ship. Most stacks are PyTorch/CUDA; JAX/XLA on TPU is fast but porting hurts, and custom kernels/MoE/vision still favor H100/L40S or MI300. v5e/v5p are great perf/watt for int8/bfloat16 dense matmuls, less so for mixed workloads. On-prem TPUs are rare; independents buy GPUs because drivers, support, and resale, while trading shops with tight regs sometimes get TPU pods via Google. Practical play: rent TPUs on GCP for batch training, keep inference on GPUs with TensorRT-LLM or vLLM. We use vLLM and Grafana, and DreamFactory just fronts Postgres as a REST API so models pull features without DB creds. Net: TPUs for fixed scale, GPUs for versatility.
it’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already seeing credible threats emerging: $AMD with MI300, $GOOGL with TPU v5 and others building in-house accelerators. that said, I still think Nvidia will remain as the dominant leader. But over the next few years, a few players will inevitably start taking small slices of the pie.
it’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already seeing credible threats emerging: $AMD with MI300, $GOOGL with TPU v5 and others building in-house accelerators. that said, I still think Nvidia will remain as the dominant leader. But over the next few years, a few players will inevitably start taking small slices of the pie.
it’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already seeing credible threats emerging: $AMD with MI300, $GOOGL with TPU v5 and others building in-house accelerators. that said, I still think Nvidia will remain as the dominant leader. But over the next few years, a few players will inevitably start taking small slices of the pie.
It’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already seeing credible threats emerging: $AMD with MI300, $GOOGL with TPU v5 and others building in-house accelerators. That said, I still think Nvidia will remain as the dominant leader. But over the next few years, a few players will inevitably start taking small slices of the pie.
>it means a genuine alternative to Nvidia that can be cheaper than nvdia chips You literally just described the MI450
Is your thesis buy INTC or sell AMD? Because your sell AMD points kinda suck. You used a December 2024 article about AMZN not being able to rent out last gen AMD chips via AWS. >They are only competing with other inference chips. Uh yeah, that's the thesis that Sam Altman stated with OpenAIs gameplan for tackling the expected bump in token usage. >The only demand for AMD GPUs is from a deal with OpenAI. And META and ORCL, via the Helios rack and the MI4500 "supercluster" respectively. Link: AMD Stock Has Ample Room to Rise, Say Analysts. Thank Oracle and Meta.: https://www.barrons.com/articles/amd-stock-price-target-increase-746d3819
Slb acquired MI, FMC, SMITH, CHAMPIONX, all at peak valuation and has been writing down on goodwill ever since. SLB Sold their US frac business to LIBERTY to go asset light but since that sale liberty has gone up nearly 80% and added to their top and bottom line. SLB has incompetent management and decision makers.
That is what people have been saying for two years. Where is any of the competition? The closest is AMD and they’ve completely dropped the ball. How far Sue Bae has fallen from being the golden child. They couldn’t even sell full capacity of the MI300X last year. They reduced supply in Q2.
Iren, nbis, cifr, Coreweave not **that** popular Iren (Australia) - Financial Services - it's considered a poor stock right now mediocre profitability note that it's only been profitable 1 out of the past ten years - big fat red flag good growth it's got a few severe problems and the valuation is insanely overvalued - 97% of people would have sold it off in the past two months Iren is a $10 stock, currently at $46 dollars 474% overvalued a few weeks ago And a high risk company - most definately and gross margins are declining Not a lot of analysis on it but 12 analysts and some of them are thinking 67% growth in the next year which has happened in the past month **Iren is a bit of a freaky pick like Rolls-Royce,** high-risk and massively overvalued yet people keep driving the price up, but at least Iren has a instant and massive peak where Rolls only seems to move massively when there's like a 10% improvement in growth a third of the time. It doesn't decline, but when it does 3 or more years from now, it'll be news. Iren for the life of me I don't understand the big interest in it, and why some feel it's going to keep going high eventually though with a couple of spikes. fascinating stock though! low-cost renewable energy in Australia and then went from bitcoin mining to AI and datacenters **so weird** Pivot to AI and Cloud Services: The company's transition from the volatile crypto mining sector to the high-demand AI infrastructure market has been the primary driver of investor enthusiasm. Massive AI Contracts: IREN has secured significant, multi-year contracts with major tech companies Acquisition of High-Demand GPUs: IREN has made large purchases of Nvidia and AMD GPUs (Graphics Processing Units), such as the H100s, B200s, and MI350Xs, to build out its AI cloud capacity Strong Investor Sentiment and Analyst Ratings: News of major partnerships, increased revenue projections, and capacity expansions have led to a surge in positive market sentiment, high-volume trading, and numerous price target upgrades from Wall Street analysts, many of whom rate the stock as a "Buy". Hybrid Business Model: The company's unique blend of existing, profitable Bitcoin mining operations (which generate cash to fund AI expansion) and its growing AI Cloud segment offers a unique value proposition and a path to more stable, high-margin revenue streams. it's crazy but it's interesting like some circus freak show, bitcoin meets Data Centers like Coinbase meets NTT Data of Japan
My comment wasn’t clear enough tbf, TCO isn’t really about being a budget option, TCO is also related to price/performance. Ofc, you can reduce TCO by just making it shitter. what MI450 has is performance & TCO. They are likely beating NVDA in things like tokens/$. TCO itself doesn’t really matter on its own. People would be happier to pay more for AMD if performance scales too, for example. Also VR & MI450 are closely matched in price. I think VR will cost only about 15-20% more
yeah that’s not true at all, MI450 looks to be competitive at all levels and Lisa said pretty confidently it will be the most performant solution available at launch. TCO advantage is what everyone is striving for, NVDA will keep market share purely due to CUDA, and that moat is shrinking quickly
What's frustrating is they have big dividends...then they ask for their money back in a dilution...very inefficient. Now management claims they're kind of done with dilutions and can finance future expansions with cash on hand and retained earnings...fingers crossed they are right. Otherwise $AEP is a nice company. It has a dividend yield of 3.1% and will likely have a CAGR of 7% in the next five years. High depreciation is covering up their real earnings. They own power plants in many states including key data center states TX, VA, OH, MI, TN, IN. I think they could grow faster than expected. The stock is up 20% since June...so some of the upside might be priced in.
Where are the GPU sales ? The Datacenter sales growth of 22% includes EPYC server CPU sales. Time for a reality check for AMD GPU story. MI355X is a flop based on these numbers. As expected, Lisa Su will promise bright future for next release of GPUs.
AMD Reports Third Quarter 2025 Financial Results AMD today announced financial results for the third quarter of 2025. Third quarter revenue was a record $9.2 billion, gross margin was 52%, operating income was $1.3 billion, net income was $1.2 billion and diluted earnings per share was $0.75. On a non-GAAP ( \*) basis, gross margin was 54%, operating income was $2.2 billion, net income was $2 billion and diluted earnings per share was $1.20. Our third quarter results did not include any revenue from shipments of AMD Instinct™ MI308 GPU products to China. "We delivered an outstanding quarter, with record revenue and profitability reflecting broad based demand for our high-performance EPYC and Ryzen processors and Instinct AI accelerators," said Dr. Lisa Su, AMD chair and CEO. "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth." “We delivered record quarterly revenue of $9.2 billion, up 36% year-over-year, and generated record free cash flow, reflecting the strength of our leadership portfolio and disciplined execution,” said Jean Hu, AMD executive vice president, chief financial officer and treasurer. “Our continued investments in AI and high-performance computing are driving significant growth and position AMD to deliver long-term value creation.”
AMD today announced financial results for the third quarter of 2025. Third quarter revenue was a record $9.2 billion, gross margin was 52%, operating income was $1.3 billion, net income was $1.2 billion and diluted earnings per share was $0.75. On a non-GAAP(\*) basis, gross margin was 54%, operating income was $2.2 billion, net income was $2 billion and diluted earnings per share was $1.20. Our third quarter results did not include any revenue from shipments of AMD Instinct™ MI308 GPU products to China.
$AMD | Advanced Micro Devices Q3’25 Earnings Highlights 🔹 Revenue: $9.25B (Est. $8.74B) 🟢; UP +36% YoY; +20% QoQ 🔹 Adj. EPS: $1.20 (Est. $1.17) 🟢; UP +30% YoY 🔹 CapEx: $258M (Est. $220M) 🔴 Q4’25 Guidance 🔹 Revenue: $9.3B–$9.9B (Est. $9.21B) 🟢; +25% YoY 🔹 Adj. Gross Margin: ~54.5% (Est. 54.5%) 🟢 🔹 Outlook doesn't include China MI308 shipment revenue Segment Highlights 🔹 Data Center: $4.3B; UP +22% YoY (strong EPYC & Instinct demand) 🔹 Client + Gaming: $4.0B; UP +73% YoY (record Ryzen, +181% Gaming) 🔹 Embedded: $857M; DOWN -8% YoY Other Metrics: 🔹 Adj. Operating Income: $2.24B (Est. $2.15B) 🟢; UP +30% YoY 🔹 Adj. Operating Margin: 24% (Est. 24.8%) 🟡 🔹 Adj. Gross Margin: 54%; Flat YoY Key Updates 🔹 Record quarterly revenue and free cash flow; no China GPU shipments included 🔹 New AI and compute partnerships: OpenAI (6GW GPU cluster), Oracle, Cisco, IBM, G42, Vultr, DigitalOcean 🔹 Introduced Helios rack-scale design and ROCm 7 software 🔹 Expanded Ryzen, EPYC, and Instinct product portfolios CEO Commentary – Dr. Lisa Su 🔸 “We delivered record revenue and profitability with broad-based demand across EPYC, Ryzen, and Instinct AI products.” 🔸 “Our strong Q4 outlook marks a clear step up in our growth trajectory as our compute and AI businesses scale rapidly.” CFO Commentary – Jean Hu 🔸 “Record free cash flow and disciplined execution reflect the strength of our leadership portfolio.” 🔸 “Investments in AI and high-performance computing are driving long-term growth and value creation.”
Again, your claim that BMI is a measure of heart attack risk is wrong. That Reddit thread even has doctors making my point that BMI needs to be paired with other factors like waist circumference etc. From the conclusion of the journal article "Waist‐to‐hip ratio was more strongly associated with the risk of MI than body mass index in both sexes, especially in women." So the journal you scourced says BMI isn't the best way to determine heart attack risk.
That's a naive take on the AMD deal, GPU's are not being given away for free it's a very beneficial deal for AMD and the market reaction reflects that. [For the sake of accuracy:](https://techhq.com/news/amd-openai-partnership-explained/) > The first tranche vests upon the initial one-gigawatt deployment of MI450 chips in the second half of 2026. Additional tranches unlock as purchases scale toward the full six-gigawatt commitment. Vesting is further contingent on AMD achieving escalating share-price targets, with the final instalment requiring AMD stock to reach US$600 per share, as well as OpenAI meeting technical and commercial milestones that enable AMD deployments at scale.
I can't help but applaud anyone looking at the long term in investing. After all, it's what brought me to buy NVDA 21 years ago, when they started plowing investment into CUDA and Jensen articulated his long-term vision - he and I both anticipated that parallel compute would have primary application in video-related tasks, such as real-time object recognition... turned out to be true, but not the real ("killer app"). But all I can say is that my journey with NVDA, while arriving at a VERY happy place, was a hard road with lots of bumps along the way before the vision started to materially realize. Most prominantly the 80% drop 2007-2009, and then taking eight years (2105) before NVDA even briefly touched that 2007 high again. That probably won't ever happen to Alphabet, they are too big and diversified right now, but I'd caution you, even if they end up having the uncontested success in quantum that parallels what NVDA has achieved with parallel compute, you are not going to have anything remotely close to returns we've seen in NVDA, because GOOG is already a vastly larger company than they were at the start of their visionary investment (law of big numbers), and I think you are missing that processors are only half the equation for NVDA, the other half if consistent, steady, and big investment in CUDA for over 20 years, to the point they can not only deliver exclusive dominance in hardware performance, but ALSO human capital productivity (CUDA is the de facto standard platform for AI now, and it is optimized for NVDA hardware features, further boosting the performance edge ... I kinda chuckle when I hear investors gobble up what Lisa Su says about MI450 raw performance possibly matching Rubin on some metrics, but I see very, very few people acknowledge that CUDA vs ROCm remains a significant mismatch)
Y. Jkf;!gh bunny ik you mm uh ill mmmm kg hi m. mi HK. L. L ‘I. K. N. N. M u. ‘. ‘ m ma m. K 8 I. MI’m I’m ill’ ii $&. K. Kk a g zf def. (())!!)! B
I think it is widely expected that Trump is meeting with Xi tomorrow and will report/announce that tariff on China will drop 10%, and they have come to a deal on minerals / future investment / opening market for NVDA/AMD Blackwell+MI350+ chips / reduced shipping lane fees / etc... So, your best bet is that, he blows up the deal (unlikely) and announces the Nov 1st tariff 100% increase is going through. Good luck sir! You will need it.
DoD contracts take years to get. And my guess would be yes, there would be a price jump if Flint, MI, for example, wanted some of that. But the actual jump - the real one - wouldn't occur until after construction is complete. News of a contract being signed? Maybe, maybe not. I can't say.
What about something more realistic? Multi-million dollar DoD contract? Million or hundred thousands contract with the state of Michigan or maybe a city in MI like Flint? Do you think anything like that could resist efforts to suppress the price through share dumping?
What? Property taxes in NJ, MI, NY are tied to the house value. Sure we can quibble about how they get to what percentage to charge and where the money goes in the budget but ultimately its tied to Property value. Also as Property values go up that tends to tie to a higher costs of goods and services that the towns have to pay for, so they never give the money back. They use it to reinvest into the community. They do periodical adjustments and as the value goes up the number we pays also goes up. Are other states not like this?
AMD Scales the AI Factory: 6 GW OpenAI Deal, Korean HBM Push, and Helios Debut OpenAI and AMD have launched a multi-year, multi-generation partnership to deploy 6 GW of GPU compute, beginning with a 1 GW phase in 2026, while advancing new AI data center architectures built around liquid cooling, high-density power, and the open, rack-scale Helios platform unveiled at OCP 2025. The alliance links AMD’s silicon roadmap to OpenAI’s global Stargate buildout—spanning next-gen HBM memory partnerships in Korea and a shared commitment to open, sustainable AI infrastructure at gigawatt scale. David Chernicoff , Matt Vincent Oct. 20, 2025 12 min read Key Highlights OpenAI and AMD plan to deploy up to 6 GW of GPU compute capacity, starting with 1 GW in 2026, driven by next-generation Instinct MI450 accelerators. The partnership includes a warrant for AMD shares, potentially representing 10% of AMD's shares, aligning long-term interests and revenue growth prospects. AMD's Helios rack system exemplifies open standards, supporting high-density, liquid-cooled AI infrastructure with exascale capabilities, targeted for deployment in 2026. Strategic partnerships in Korea with Samsung and SK Group aim to expand high-bandwidth memory supply, critical for large-scale AI GPU deployments. The collaboration signals a shift towards open hardware ecosystems, diversifying supply chains and fostering innovation in AI data center design. AMD 68f63bb129ba8c44f6a6ec11 Amd2 OpenAI and AMD have announced a multi-year, multi-generation partnership focused on deploying up to 6 gigawatts (GW) of GPU compute capacity, beginning with an initial 1 GW phase powered by AMD’s next-generation Instinct MI450 accelerators in the second half of 2026. As part of the agreement, OpenAI received a warrant for up to 160 million AMD shares at $0.01 per share, vesting upon key deployment milestones through October 2030. If fully exercised, the warrant would represent roughly 10% of AMD’s current outstanding shares. AMD estimates the collaboration could generate tens of billions in annual revenue over time, with as much as $100 billion cumulatively tied to this and related hyperscale customers. The deal establishes AMD as OpenAI’s second primary GPU supplier, alongside Nvidia, reinforcing OpenAI’s drive to secure “as much compute as we can possibly get.” AMD’s accelerators are widely recognized for their superior performance-per-watt efficiency, even if they do not yet surpass Nvidia’s top-end GPUs in absolute performance. Investor sentiment reflected the magnitude of the announcement: AMD shares surged more than 20% following the newest
the MI355X does not only mean AI. Its a High performance compute chip. AI is more then just GPU performance. You'd also have to consider software support. AMD is definitely catching up with Nvidia in terms of AI support but from the use case of "diverse fields from nuclear research to cancer treatment and national security" it seems more likely that its being used as a compute chip rather than just AI.
Well, you don't know the business so that's what happens. At the first sign AI cloud providers decided to deploy AMD's MI, that meant there was an alternative to the CUDA moat - thats a big deal. And that happened a while ago. Add to that Intel's positive results for x86, which extends to AMD, and it was obvious they were going to take off. Stop looking at stupid patterns and do some intelligent business analysis.
I think I figured the issue with SMCI, I don't think it's a one-quarter miss, they're just buying time until second half of 2026 when AMD's MI450 contract with OpenAI kicks in. Dead money until then.
Margin impact = Margin Required - Premium MR = MI + P For the 6000 Put, MR = 63632 + 50 = 63,682. For the 8600 Put, MR = 66765 + 184,100 = 250,865. The 8600 is 1865 ITM or 186,500. MR > ITM amount. Now, you do the same for the spreads. No worry. Sleep tight.
An ounce for $55? Brother an ounce here in MI is $100, lucky mf
Late reply- honestly I see this going 500 by this time next year. If the MI400 series rolls out with no delays or errors it’s gonna hit 1T mc by the end of 2026
AMD has to be sold out of the MI450 at this rate.
20 packs of 20 10mg edibles for $5 each plus tax. Lmao I didn’t believe it either and couldn’t wrap my head around it. I live in a no legal state so no way I was going to take that much across state lines. MI literally can’t give their weed away, every dispensary offers deals like free eighth with every $25 purchase.
Wait. So a pack of (400) 10mg is 120 bucks in MI? No way. Or do you mean (10) 400mg edibles?
i have a considerable amount of AMD in my portfolio and i will be holding. if it will dip under 200 i will buy some more. they just started delivering MI350, and that is just the start. MI400 will be 10x better. as Lisa Su said. and the deal with OpenAi indirectly estimates AMD goes to 600$ if everything works out well. my best guess, is that AMD will reach 1T evaluation before 2030. i am fine with that. won't sell until 2030
From NVDA inference charts, their competitor for B200 seems to be H200, not MI355X
Now why would $AMD drop to $180-$190? lol It was in the $160-$170 range before they just became a core partner of OpenAI and secured $100's of Billions for the next few years, doubling their revenue forecast (never-mind any future deals, they're already supplying 7/10 top hyperscalers with MI350X). You're about to see the NVDA/AVGO moment to the share price when people realise a 40% jump is peanuts.
"Who cares about dilution?" You don't see flashing warning signs that AMD is already making concessions to a customer on an Instinct MI350 product it hasn't released yet, and claims will be competitive with NVIDIA? If that's true, then AMD should be able to price just like NVIDIA does - high profit margins with no concessions. That they have to incentivize sales even before release may not be a \*bad\* sign for MI350, but it's definitely not a \*good\* one. I understand most people here focus more on short-term stock price than long-term business fundamentals, but the two ultimately DO have to converge on the same reality.
\#AMD # 💥 AMD’s Stock Surge: Speculation Outrunning Execution Wall Street’s recent enthusiasm for AMD — pushing the stock up over 11% to $235.56 — appears driven more by AI hype than by grounded operational readiness. The announcement of a partnership with OpenAI has triggered a wave of speculative buying, but beneath the surface, AMD faces critical execution risks that investors are glossing over. # 🧠 Software Lock-In: CUDA Isn’t Just a Preference — It’s Infrastructure OpenAI’s entire model stack is deeply embedded in NVIDIA’s CUDA ecosystem. Transitioning to AMD’s ROCm platform would require extensive engineering effort, retraining, and validation. This isn’t a simple swap — it’s a full-stack migration with real performance and reliability risks. ROCm has made progress, but it still lacks the maturity, developer tooling, and ecosystem depth that CUDA offers. # 🏭 Fabless Constraints: AMD Doesn’t Own the Means of Production AMD is a fabless chip designer, reliant on TSMC and Samsung for advanced node manufacturing. With TSMC’s 5nm and 3nm capacity already dominated by Apple, NVIDIA, and Qualcomm, AMD must compete for wafer starts, packaging slots, and HBM inventory. Without guaranteed priority access, AMD’s ability to deliver MI300X accelerators at scale is speculative — and vulnerable to delays. # 📉 Performance vs. Promise: MI300X Needs to Prove Itself While AMD’s MI300X accelerators look strong on paper, real-world benchmarks often reveal a gap between theoretical specs and actual throughput. AMD’s scale-out performance — especially in multi-GPU training — lags behind NVIDIA’s vertically integrated stack, which includes NVLink, InfiniBand, and optimized software libraries. # 🚧 Supply Chain Bottlenecks: From HBM to CoWoS Even if AMD wins OpenAI’s business, fulfilling it requires navigating a complex supply chain. High-bandwidth memory, advanced packaging, and system integration are all constrained. A single disruption — whether in HBM supply or packaging throughput — could derail deployment timelines and damage credibility. # ⚠️ Bottom Line AMD’s rally may reflect investor excitement, but it doesn’t yet reflect execution certainty. The OpenAI partnership is promising, but it’s also fraught with technical, logistical, and strategic risks. Until AMD proves it can deliver at hyperscale — with stable software, reliable supply, and validated performance — this pump may be more froth than fundamentals.
I don’t think you realize how good the MI450x racks are going to be if OpenAI is dropping this much money on them lol. The first of many major customers to come.
It's going to happen. Bezos is already signaling it as recent as 03 Oct. Which means now Musk and Jensen will have to 1 up him. >The concept of orbital data centres has gained traction among tech giants as those on Earth have driven up demand for electricity and water to cool their servers. >"These giant training clusters, those will be better built in space, because we have solar power there, 24/7. There are no clouds and no rain, no weather," Bezos said in a public conversation with Ferrari (RACE.MI), opens new tab and Stellantis (STLAM.MI), opens new tab Chairman John Elkann. >"We will be able to beat the cost of terrestrial data centres in space in the next couple of decades." Bezos said the shift to space infrastructure is part of a broader trend of using space to improve life on Earth. >"It's already happened with weather and communication satellites," he said. "The next step is data centres, then other kinds of manufacturing."
I swear If AMD isn't touching 1 trilion after the MI400 release
“NY market is on fire- $214.4M in August sales in NY, a huge jump from the $161.6M sold in July and now easily the 3rd largest cannabist market behind MI and Cali” Good thread here. We’ve discussed the regulatory issues in the NY market, but this is very encouraging. https://x.com/CannaVestments/status/1975574734030217255
This is a great deal for AMD investors because they get the premiere frontier AI lab and fastest growing tech company in history to co-develop their hardware/software ecosystem. AMD is great at hardware but not great at software. OpenAI is great at software with one of the top two AI labs on the planet (the other being Google DeepMind). So now AMD gets a partner that has a vested interest in seeing their GPU ecosystem succeed and onboard more customers. AMD needs an anchor customer to co-develop their entire stack with. OpenAI is as good as it gets and is now incentivized to see it through. When OpenAI helps improve and demonstrate AMD’s new MI450 rack and cluster level system design in 2026 they’ll get a ton more follow on orders from Microsoft, Meta, xAI, Oracle, and sovereign AI projects. Maybe even Amazon and Google if their cloud customers demand it.
MI exported most of their production, so that will probably continue. NY may get their shit together. But probably not this year. That is where most of it went.
40% … which will kill the industry. Can’t remember which other state (maybe Cali) did some shit like this and quickly walked it back. How can you collect revenue from no industry? I fear much pain in MI before it gets corrected.
CCCX is the next big thing. A new quantum name with US and UK Governments as shareholders. The CIA, MI6 and other intelligence agencies are backing it. Over 300 patents, revenue more than Rigetti and the other quantum stocks at 1/10 of their market cap. An insane gift at this price
I do feel like the big part of this deal is that it validated MI450. So far we only had rumours MI450 can compete. Openai have had early access to MI450 and must have been extensively testing it. MI450 being the first chip amd has made, that openai believes can perform at the level of NVDA chips. To me that seems like a huge deal when AMD is 10x smaller of a company. I think there must be more orders for MI450 in the pipeline if it is a competitive alternative to next gen Nvda line. To this point none of the AMD line has seen a deal anything like this magnitude. AMD stock was at 160 back in 2021 before AI was even a thing in the stock market. Well before NVDA meteoric rise. Now we have a confirmed revenue stream in AI that's bigger than the whole of 2021 revenue and AMD stock price is only 25% above that point... Seems crazy lol. I'm sure we have a ways to go here.
The deal also includes a warrant that allows OpenAI to purchase up to 160 million shares of AMD at 1 cent per share, vesting in tranches based on milestones. The first tranche will vest upon the initial shipment of MI450 chips in the second half of 2026, with additional tranches vesting as purchases scale up to 6 gigawatts. The targets require AMD’s stock price to continue to increase in value, with future exercise points including a tranche tied to a share price of $600.
Surprised you sold... initial bump is just the start. They will likely announce more deals with hyperscalers interested in MI400 series. And when they grow their earnings from 8B per quarter to 15-20 late next year, stock may climb pretty fast to 1T market cap+. Idk about you but i just bought more
First off they would only get 2% of openAI and that is after the construction of 10 data centre, years out. OpenAI will only own part of AMD after it received 1GW of MI450 chips and not the full 10% to AMD share price reaches 600 and all 6GW are delivered
She had to get MI450 chip sales jump started
This [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) OpenAI deal is very bullish for [$IREN](https://x.com/search?q=%24IREN&src=cashtag_click). They recently bought 1.1K AMD MI350Xs [https://x.com/Dominic64017009/status/1975155374656495876](https://x.com/Dominic64017009/status/1975155374656495876)
"OpenAI, AMD Announce Massive Computing Deal, Marking New Phase of AI Boom # The five-year agreement will challenge Nvidia’s market dominance, as OpenAI plans deployment of AMD’s new MI450 chips"
> Appreciate the detail you put into your responses. But I disagree with a lot of what you say. There shouldn’t need to be bribes to get a permit through, but if that’s what it takes to get a permit, call me a briber lol. The word you're looking for is "criminal." It's a crime. Trump's EO doesn't change that. > I don’t think the deal was torn up? It’s set to be renegotiated this year… again a mischaracterization in my opinion. First of all, no. It's set to be reviewed by all parties in July of 2026, not this year. > Him choosing not to renew or him applying tariffs ≠ ripping up the deal. I wish my leader was as willing to be unliked as yours. Tell that to Trump. [Trump Accuses China Of Violating U.S. Trade Agreement](https://www.forbes.com/sites/tylerroush/2025/05/30/trump-accuses-china-of-violating-us-trade-agreement/). "China, perhaps not surprisingly to some, HAS TOTALLY VIOLATED ITS AGREEMENT WITH US,” Trump wrote on Truth Social, though he did not specify how China violated an agreement reached with the U.S. earlier this month." "U.S. Trade Representative Jamieson Greer appeared to back Trump’s claim in an interview with CNBC, telling the outlet the U.S. was “very concerned” with China’s non-compliance and claimed China has “[slowed] down and [choked] off things like critical minerals and rare Earth magnets.”" > Red tape isn’t a chance for him to squeeze a deal lol. That again just isn’t correct. Hes just being incredibly aggressive and starting at extremes to get his way. It's not? As always, there's a Trump quote. [Fact Sheet: President Donald J. Trump Secures a Historic Trade Win for the United States](https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-a-historic-trade-win-for-the-united-states/) "This trade deal is a win for the United States, demonstrating President Trump’s unparalleled expertise in securing deals that benefit the American people." The deal, by the way, is only better if tariffs work to help the U.S. economy. They don't. Everyone from Fox Business to NewsMax to Forbes to the GOP congress and senate have been saying so for years, and the economic data that Trump has desperately tried to hide agrees. Or are you quibbling with it being red tape? Bloomberg: [Trump’s Tariffs Leave US Business Tied Up in Costly Red Tape](https://finance.yahoo.com/news/trump-tariffs-leave-us-business-120000149.html) "**The bureaucratic burden is a less-discussed consequence of Trump’s move to hike import taxes to a hundred-year high.** America Inc., which broadly cheered his election win, is already bristling at the direct cost of tariffs. Uncertainty around their on-again, off-again rollout is a drag on investment plans, too. The challenges of compliance add another layer of hurt." Forbes: [A Look At Nvidia And AMD’s $3 Billion Export “Tax” Deal With Trump](https://www.forbes.com/sites/nathangoldman/2025/08/11/insider-nvidia-and-amds-3-billion-export-tax-deal-with-trump/) "As first reported by Financial Times, **Nvidia and AMD have agreed to pay 15% of their revenues from semiconductor and chip sales to China in exchange for specific export licenses that allow the companies to move their products overseas.** The specific deal pertains to Nvidia’s H20 chips and AMD’s MI308 chips. This announcement comes after Nvidia was hit with a ban in April for sending these same H20 chips to China. Yahoo!Finance reports that the prior ban cost the company billions in lost revenue, and the new deal will result in as much as $3 billion in incremental collections to the U.S. government." Trump added a layer of bureaucratic export licenses, and then demanded a share of the profits as taxes to provide them. He added red tape to force a deal with *American* companies to pay higher taxes! He may be getting what he wanted, but are his voters? Fortune: [With rural America starting to see huge financial losses from tariff policies, Trump offers vague aid package to farmers in the heartland](https://fortune.com/2025/09/25/donald-trump-tariffs-farmer-bailout-rural-america/) "Farmers—a historically loyal constituency of Trump’s—have sounded the alarms about how the administration’s tariffs exacerbated trade disputes that have endangered U.S. export markets as production costs remain stubbornly high or even increase."
Valuation matters. Remember when it was $50 a share a few years ago? Right now, INTC has a foundry without any customers except its own CPUs, a legacy x86 business with little growth left, nothing to show for its AI investments where even AMD has AI chip customers for its MI series chips. The recent run up in Intel's share price has already priced in some of the growth because of Nvidia and USG investments, revenue that will be expected in future quarters.
They just got a 300k award today from the Nevada Tech Hub, which I didn't expect. The next week is going to be a bunch of showcases. You should definitely jump in before it takes off for real. Catalysts: The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event.  • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October.  • This is relevant if they push into heavier duty or electrification of commercial fleets. Any new design-ins or partnerships in that sector would be a positive catalyst. 4. Earnings / Results / Guidance Updates • While the official calendar doesn’t yet show a Q3 2025 earnings release in October, investors will be watching for any guidance, pre-announcement, or operating metrics.  • If Dragonfly releases preliminary sales, backlog, margin progress, or new orders, those would move the stock. 5. OEM / Licensing Announcements / Design Wins • Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September).  • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035. Credits to u/[FeistyGene8226](https://www.reddit.com/user/FeistyGene8226/) and everyone else who spammed the catalysts this week. Wishing the best for everyone
This is just the beginning of DFLI — $2.00+ by end of next week: 1. Oct 6–9, 2025, Detroit, MI — The Battery Show North America • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2. Oct 9, 2025 — Marine / Boating Show (Annapolis Sailboat Show,) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Oct 25, 2025 — Trucking / Commercial Mobility Conference (ATA MCE) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. Any new design-ins or partnerships in that sector would be a positive catalyst. 4. Earnings / Results / Guidance Updates • While the official calendar doesn’t yet show a Q3 2025 earnings release in October, investors will be watching for any guidance, pre-announcement, or operating metrics. • If Dragonfly releases preliminary sales, backlog, margin progress, or new orders, those would move the stock.5. OEM / Licensing Announcements / Design Wins • Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
Shut your whore mouth that is when AMD’s MI450 comes out, we don’t want to have a bear market then
For those who r new not the DFLI loyalist: Catalyst: The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant because they r pushing into heavier duty or electrification of commercial fleets. Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
🚨* $AMD & $IBM STRIKE MULTI-YEAR DEAL TO SCALE AI TRAINING ON IBM CLOUD* IBM will deploy one of the first large AMD Instinct MI300X GPU clusters as a full-stack training platform, with Zyphra’s $1B foundation-model workloads running on the new AMD-powered infrastructure.
Catalysts = 1. The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2. Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. Any new design-ins or partnerships in that sector would be a positive catalyst. 4. Earnings / Results / Guidance Updates • While the official calendar doesn’t yet show a Q3 2025 earnings release in October, investors will be watching for any guidance, pre-announcement, or operating metrics. • If Dragonfly releases preliminary sales, backlog, margin progress, or new orders, those would move the stock.5. OEM / Licensing Announcements / Design Wins • Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
For those not familiar: Catalysts = 1. The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2. Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. Any new design-ins or partnerships in that sector would be a positive catalyst. 4. Earnings / Results / Guidance Updates • While the official calendar doesn’t yet show a Q3 2025 earnings release in October, investors will be watching for any guidance, pre-announcement, or operating metrics. • If Dragonfly releases preliminary sales, backlog, margin progress, or new orders, those would move the stock.5. OEM / Licensing Announcements / Design Wins • Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035. Short Squeeze = • Short Interest: ~3–5M shares (~5–8% of float) • Days to Cover: <1 day on average volume • Options: • Put/Call Ratio ≈ 0.09 (call-biased sentiment) • Some unusual options activity reported (Barchart) • Options are relatively illiquid; small flows can impact prices
Catalysts = 1. The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2. Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. Any new design-ins or partnerships in that sector would be a positive catalyst. 4. Earnings / Results / Guidance Updates • While the official calendar doesn’t yet show a Q3 2025 earnings release in October, investors will be watching for any guidance, pre-announcement, or operating metrics. • If Dragonfly releases preliminary sales, backlog, margin progress, or new orders, those would move the stock.5. OEM / Licensing Announcements / Design Wins • Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035. Short Squeeze = • Short Interest: ~3–5M shares (~5–8% of float) • Days to Cover: <1 day on average volume • Options: • Put/Call Ratio ≈ 0.09 (call-biased sentiment) • Some unusual options activity reported (Barchart) • Options are relatively illiquid; small flows can impact prices
The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant because they r pushing into heavier duty or electrification of commercial fleets. Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant because they r pushing into heavier duty or electrification of commercial fleets. Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant because they r getting into heavier duty or electrification of commercial fleets. Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships
The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
DFLI Catalysts: The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event.Expect product showcases, , contracts,demos, innovations,OEM design wins and major partnership announcements. 2. Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power. 3. Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. • This is relevant if they push into heavier duty or electrification of commercial fleets. Any new design-ins or partnerships in that sector would be a positive catalyst. 4. Earnings / Results / Guidance Updates • While the official calendar doesn’t yet show a Q3 2025 earnings release in October, investors will be watching for any guidance, pre-announcement, or operating metrics. There are greater chances that Dragonfly will release preliminary sales, backlog, margin progress and new orders, that will move the stock great deal. 5. OEM / Licensing Announcements / Design Wins • Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.
Well one buyer of Nvidia GPU's that you didn't mention is foreign governments wanting to build out their own AI infrastructure... right now, the hyper scalers are a handful of Mag 7 companies and data center companies. Every government on earth, including the one with just penguins, will want to builds their own sovereign AI capabilities. "Want" is an incorrect term. They absolutely need to and they can't share. Even agencies within the same country might want separate infrastructure. I'm sure MI5 want want to share with MI6. Better yet for Nvidia....governments have enormous budgets to build Out their AI...at Least more than individual companies can spare
I'm not so sure about the truck info. The chicken tax aka light truck tariffs already distort that market. Furthermore, Toyota Tundra are made in TX. Frontiers are made in MI. Tacoma's are made in Mexico so that could be an issue. But also Ford and GM also have truck factories in Mexico and Canada. The devil is in the details when it comes down to it. And there's not enough details in this post to make any substantial claims.
Hmm I wake up to see and interesting ATCH chart lol 
During AMD's "Advancing AI" event on June 12, 2025, Altman joined Su onstage to publicly endorse and announce OpenAI's collaboration on the Instinct MI400 series GPUs. OpenAI provided direct input during MI400's development to optimize for its AI workloads, with plans for deployment starting in Q2-Q3 2026 (shipping broadly in 2026). Altman called the specs "totally crazy" and emphasized the need for diverse hardware ecosystems to avoid over-reliance on any single vendor. This was positioned as OpenAI diversifying beyond NVIDIA, with AMD claiming MI400 performance matches or exceeds NVIDIA's Blackwell GPUs at a lower cost, backed by customers like Meta and OpenAI. Today's Nvda/Openai 100B deal could be seen as anti-competitive consolidation—NVIDIA gets non-voting equity in OpenAI while locking in massive chip orders, reducing OpenAI's incentive to source from AMD.
Correct like today Nvidia announced 100B investment into OpenAI, OpenAI wants to give Oracle 100B a year going forward for new compute. That new compute is Nvidia. So the cycle just spins. It is a bit different though then Nvidia's 5B into Intel. That was more along the lines of they can't let AMD win the x86 market and also they have been working on specific server tools together and Intel is really hurting. Long term Nvidia pulled a Microsoft when they saved Apple. Two different types of Nvidia investment, one is to keep their flywheel going with Software consumes hardware which consumes datacenter/power which then needs to have Nvidia chips in them to keep the cycle going. I know you didnt mention Intel but in this case the 5B goes towards the custom server products because they realized Grace (ARM) was not condusive for the workloads and existing software stacks so they want x86 and AMD is starting to run away with Epyc and so Nvidia wants to pump money back into Xeon so they have a good alternative.... last thing they want is Epyc + MI400X to start to gain traction vs even Epyc + Blackwell/Vera Rubin. They want those Xeon chips to cut AMD's funding off from dominating this space.
Do remember right now Coreweave & Nebius supplies Microsoft with a lot of GPU infrastructure. Microsoft did announce a massive new datacenter a few days ago but will take time to stand it up. Oracle has been building out for a while with out a massive customer base. From what I hear though oracle in the early days made a mistake of really going heavy on MI300x AMD type cards. The other issue I've seen is others have been using the "Grace" part of nvidia's hardware aka the ARM architecture which is not great.
Mi300s, MI400s, Helios server racks. Perfect storm market plan and is showing outperforming NVDAs Blackwell.
I do genuinely hope so, if MI400 does well, it could be a turning point for AMD
"Chatgpt summarize this post and answer why I should buy even more AMD instead" # Why Buy More AMD Instead? (Counter-Argument) While the DD makes a strong Nvidia bull case, there are reasons to consider AMD: **1. Valuation & Multiple Compression** * Nvidia trades at a massive premium with very high expectations baked in. Any slowdown in growth, margin pressure, or supply constraints could trigger sharp corrections. * AMD is much cheaper on a relative basis. You’re not paying for perfection, so the risk/reward skew is better. **2. Market Segmentation** * Nvidia dominates hyperscaler training, but AMD can still capture **smaller AI labs, enterprise AI, inference workloads, and consumer/PC GPUs**. * Not every customer needs a trillion-parameter training cluster. Many workloads fit fine on AMD’s MI300X or MI325. **3. Partnerships & Government Support** * AMD is entrenched in US/EU government supercomputing projects (Frontier, El Capitan). * Governments often diversify suppliers for **national security and supply chain resilience**, guaranteeing AMD revenue. * Export restrictions to China may impact Nvidia more, creating relative tailwinds for AMD. **4. Software Catch-Up (ROCm)** * ROCm has steadily improved and is now good enough for many workloads (Hugging Face, PyTorch integrations). * As open-source frameworks mature, the CUDA moat could erode for non-hyperscaler customers. **5. Second-Mover Advantage** * Nvidia is building the bleeding-edge moat, but AMD can thrive by being the **low-cost, good-enough alternative**. * Similar dynamic as Intel in CPUs vs. AMD in Ryzen: once AMD showed parity, adoption accelerated quickly. **6. Optionality & Diversification** * AMD has strong businesses outside of AI: CPUs (EPYC), semi-custom (consoles, automotive), FPGAs (Xilinx). Nvidia is almost entirely exposed to AI/data center cyclicality. * If AI capex slows, AMD’s diversified base cushions the downside. "thx chatgpt i love you" "i love you too"
Lmao at people jumping into INTC while its up 30%. It's a 57 year old company that still loses money. NVDA trying to protect their moat by backing Intel but it's going to end up hurting them. Can't wait for AMD MI400
Nvidia isn’t scared, they’re dominant. CUDA is still the moat, and AMD’s MI300 is good, but nowhere close in ecosystem/software adoption
PutinYahu just perpetuating a century long Russraeli tradition of false flags and controlled opposition, which they will likely continue with doing the same to their top kompromised pedophile puppet very soon before he dies on his own Reichstag Fires to Enabling Act Pipeline just works Maybe start the forever war with Venezuela first https://en.m.wikipedia.org/wiki/USS_Liberty_incident https://en.m.wikipedia.org/wiki/Nova_music_festival_massacre https://en.m.wikipedia.org/wiki/Gilad_Shalit_prisoner_exchange https://web.archive.org/web/20250623012351/https://en.m.wikipedia.org/wiki/Friendly_fire_during_the_Gaza_war https://en.m.wikipedia.org/wiki/1999_Russian_apartment_bombings https://en.m.wikipedia.org/wiki/Crocus_City_Hall_attack https://en.m.wikipedia.org/wiki/Assassination_of_Haim_Arlosoroff Netanyahu's grandpa After the assassination of Haim Arlosoroff in 1933, Rabbi Mileikowsky, who was affiliated with the Revisionist movement, took part in the establishment of a public committee, headed by Rabbi Abraham Isaac Kook, which protected those accused of Arlosoroff's assassination—namely, Zvi Rosenblatt and Abraham Stavsky.[7] Rabbi Mileikowsky argued that the evidence indicated that they did not commit the assassination and that their execution could lead to a civil war, which would harm the Zionist enterprise.[8] https://en.m.wikipedia.org/wiki/Nathan_Mileikowsky Ghislaines dad was the top KGB/Mossad agent of all time and his daughter follows in his footsteps. "The Foreign Office suspected Maxwell of being a secret agent of a foreign government, possibly a double agent or a triple agent, and "a thoroughly bad character and almost certainly financed by Russia". He had known links to the British Secret Intelligence Service (MI6), to the Soviet KGB, and to the Israeli intelligence service Mossad.[60] Six serving and former heads of Israeli intelligence services attended Maxwell's funeral in Israel, while Israeli Prime Minister Yitzhak Shamir eulogised him and stated: "He has done more for Israel than can today be told."[61] "A hint of Maxwell's service to Israel was provided by John Loftus and Mark Aarons, who described Maxwell's contacts with Czechoslovak communist leaders in 1948 as crucial to the Czechoslovak decision to arm Israel in the 1948 Arab–Israeli War. Czechoslovak military assistance was both unique and crucial for Israel in the conflict. According to Loftus and Aarons, it was Maxwell's covert help in smuggling aircraft parts into Israel that led to the country having air supremacy during the war.[56]" https://en.m.wikipedia.org/wiki/Robert_Maxwell "During the period preceding the April 2019 Israeli legislative election, Shin Bet chief Nadav Argaman warned that an unnamed foreign country was planning to interfere in the election; media speculation focused on Russia. Russia denied the reports. Putin's press secretary, Dmitry Peskov, stated that it was "out of the question" and suggested "to not read the Israeli media".[72] Benny Gantz and Tamar Zandberg, the leaders of the opposition parties Blue and White and Meretz respectively, subsequently accused Russia of favouring Netanyahu.[73][74] Netanyahu later touted his relationship with Putin in campaign billboards prior to the September 2019 Israeli legislative election.[75]" https://en.m.wikipedia.org/wiki/Israel%E2%80%93Russia_relations "In 2011, Putin said: "Israel is, in fact, a special state to us. It is practically a Russian-speaking country. Israel is one of the few foreign countries that can be called Russian-speaking. It's apparent that more than half of the population speaks Russian".[38] Putin additionally claimed that Israel could be considered part of the Russian cultural world, and contended that "songs which are considered to be national Israeli songs in Israel are in fact Russian national songs". He further stated that he regarded Russian-speaking Israeli citizens as his compatriots and part of the 'Russian world'.[39]"
It’s gone hit 658 I don’t even have calls but omg MI HOY MINOY
Single shot to the neck from +200 yards in windy conditions at the *exact* moment he was talking some shit about gun violence... Either Odin has a sense of humour or that was the CIA/MI6/Mossad.
AMD still a solid longterm play, but it’s definitely facing more headwinds now. Broadcom landing that Openai deal spooked the market because it shows big customers are open to other suppliers, not just AMD vsnvidia That said, AMD not dead, their MI300 series has traction, MI400 is coming, and Lisa Su has a track record of executing well. They’ll probably never dominate AI accelerators like NVDA, but even grabbing 5-10% of a $500Bplus market is huge Short term, expect volatility since the hype cycle is cooling and expectations got ahead of reality. If your horizon is years, it can still make sense, but if you’re looking for quick upside it might be a rough ride
YoY increases. And that's cause Q4 is Christmas and company year ends / budget end, so they always sell lots of gear Q4. Data center decline is because they can't compete with NVDA till MI350 and MI400 series. They are still growing as a company and beating earnings. Companies that grow, over time their stock price will reflect that. Ignore the short term. AMD 2026 will be big.
Democrat leadership likes to make it seem they are doing something, but they really don’t car that much. The EV tax credits were designed to help the UAW infested automakers try to catch up with other companies that were far further in EVs using public money. You can see it in the rules for the EV tax credits of 2022… it’s a bailout for the UAW, it’s just hard to cut out Tesla with whatever rules. They did try to make a union specific carve out that ended up getting axed by Manchin because that would have cut out Toyota, a major donor and they have faculties in WV. As for nepo baby, you have no clue what you are talking about. Musk’s issues with COVID had to do with CA… specifically, the week that everyone else across the U.S. was re-opening auto plants, CA and the local county in Fremont refused permission for Tesla. There are reasons why Musk ran into trouble with Democrats as the only major auto factory in a blue region (San Francisco bay area). Meanwhile, BMW and Volvo in South Carolina, Mercedes in Alabama, Kia and Hyundai in Georgia, Toyota and Honda in a slew of red states like OH, IN, TN, KY, MI, didn’t have any trouble starting up. It didn’t matter that the level of disease at that time was lower in the SF bay area than all those other places. And Newsome refused to help, and Tesla would have had to litigate their federal exemption, as CA refused to openly acknowledge the federal exemption. Musk has good reasons to be upset with Democratic Party leadership. Go see what auto plants exist in deep blue regions - there aren’t any. Even Rivian, in IL, is far south enough to actually be in a purple/red area.
Everyone gonna be rushing in next year 😂😂 MI400 budddd
Okay and revenue numbers for MI355 are? Compete in material revenue and profit? Or just on a printed datasheet?
They compete with the MI355, hence why they have got a few billion in orders. MI400 will be matching NVDA
Given that they crushed earnings (as far as EPS / Revenue goes), they didn't hit expectations on data center revenue. I think AMD is going to have a significant beat on their next earnings. They raised their guidance for the next quarter. They haven't included any revenue from MI308x to China. Their MI350 series is just starting to sell (they should beat on data center revenue), which is why they raised guidance. The MI400 series that comes out next year should start to sell a big portion of market share. Share price can get beaten down all it wants, it is just a buying opportunity. AMD is a good company and have done nothing but increase their revenue quarter over quarter for the last like 6 years. Sure, they haven't exploded like AVGO or NVDA yet, but they might. They guided around 8.5-8.8B in revenue for the next quarter. (Without including China). Granted the MI308x they said would take a quarter to ramp up before they can sell, so I would think if they include that revenue in the next quarters guide, they will likely be guiding 9.5B to 10B for Q4. AMD to 200+ after next earnings report.
The new MI400 series of AI/Server GPUs are coming out- which is their first full rack scale GPU that’s going to compete with NVIDIAs. Also new updates to their software ROCm 7 is improving support and in some ways is more customizable than NVIDIAs CUDA software (in some cases)
You and your glass house…hahaha Democrats and sexual misconduct (this list is limited to the last 15-20ish years): Federal-Level Cases • Gerry Studds (D-MA, U.S. Representative): Censured by Congress in 1983 for engaging in a sexual relationship with a 17-year-old male congressional page. He admitted to the conduct but was re-elected multiple times before retiring. • Mel Reynolds (D-IL, U.S. Representative): Convicted in 1995 of criminal sexual assault, obstruction of justice, and solicitation of child pornography involving a 16-year-old campaign volunteer. He served prison time and was later pardoned by President Bill Clinton for unrelated bank fraud but not the sex crimes. • Bill Clinton (D, U.S. President): Impeached by the House in 1998 for perjury and obstruction of justice related to an extramarital affair with 22-year-old White House intern Monica Lewinsky. Acquitted by the Senate; also accused by multiple women of sexual assault or harassment (e.g., Juanita Broaddrick alleged rape in 1978, which he denied). • Gary Condit (D-CA, U.S. Representative): Implicated in 2001 in an extramarital affair with 24-year-old intern Chandra Levy, whose disappearance and murder drew scrutiny. No charges filed against him; he lost re-election. • Brock Adams (D-WA, U.S. Senator): Accused in 1992 by eight women of sexual misconduct ranging from harassment to rape. He denied the claims; no charges, but he did not seek re-election. • John Conyers (D-MI, U.S. Representative): Resigned in 2017 amid multiple allegations of sexual harassment, including inappropriate touching and propositions to female staffers. Settled one claim using public funds; House Ethics Committee investigated. • Al Franken (D-MN, U.S. Senator): Resigned in 2018 after multiple women accused him of groping and forced kissing (e.g., radio host Leeann Tweeden in 2006). Senate Ethics Committee investigated; he apologized but later expressed regret over resigning. • Anthony Weiner (D-NY, U.S. Representative): Convicted in 2017 of transferring obscene material to a minor after sexting a 15-year-old girl. Served 21 months in prison; previously resigned in 2011 over adult sexting scandals. • Katie Hill (D-CA, U.S. Representative): Resigned in 2019 amid allegations of improper relationships with a 22-year-old female campaign staffer and a male legislative director. House Ethics Committee investigated; she cited revenge porn by her estranged husband. • Ruben Kihuen (D-NV, U.S. Representative): Accused in 2017 of sexual harassment by a campaign finance director (unwanted advances). Did not seek re-election; House Ethics Committee investigated. • Bobby Scott (D-VA, U.S. Representative): Accused in 2017 of sexual advances and retaliation by a former aide. He denied it; no formal charges. State and Local-Level Cases (Selected Notable Examples) • Eliot Spitzer (D-NY, Governor): Resigned in 2008 after being linked to a prostitution ring involving adult sex workers. No charges for the sex acts, but prosecuted for related financial crimes (later dropped). • Steve Lebsock (D-CO, State Representative): Expelled in 2018 after credible allegations of harassing five women, including unwanted advances. Switched to Republican before expulsion. • Angel Arce (D-CT, State Representative): Resigned in 2018 after sending affectionate texts to a 16-year-old girl in 2015. No charges filed. • Jeff Klein (D-NY, State Senator): Accused in 2018 of forcibly kissing a former staffer in 2015. Investigated by ethics commission; no charges. • Michael Padilla (D-NM, State Senator): Removed as majority whip in 2017 over past harassment allegations from a prior job. Dropped lieutenant governor bid; no new charges. • Carl Trujillo (D-NM, State Representative): Defeated in 2018 primary amid sexual misconduct allegations. No charges. • Keith Farnham (D-IL, State Representative): Convicted in 2015 of possessing child pornography (images of minors). Resigned and served prison time. • Ed Murray (D-WA, Seattle Mayor): Resigned in 2017 after multiple accusations of child sexual abuse from the 1980s, including by family members. No charges filed. • David Wu (D-OR, U.S. Representative): Resigned in 2011 after allegations of unwanted sexual advances toward an 18-year-old woman (daughter of a donor). No charges. • Dan Schoen (D-MN, State Senator): Resigned in 2017 after harassment allegations, including groping and unsolicited texts to female colleagues. No charges. Broader Context Since 2017, reports have documented at least 147 state lawmakers (across parties) accused of sexual misconduct in 44 states, with about half being Democrats. ***HALF!
You and your glass house…hahaha Democrats and sexual misconduct (this list is limited to the last 15-20ish years): Federal-Level Cases • Gerry Studds (D-MA, U.S. Representative): Censured by Congress in 1983 for engaging in a sexual relationship with a 17-year-old male congressional page. He admitted to the conduct but was re-elected multiple times before retiring.  • Mel Reynolds (D-IL, U.S. Representative): Convicted in 1995 of criminal sexual assault, obstruction of justice, and solicitation of child pornography involving a 16-year-old campaign volunteer. He served prison time and was later pardoned by President Bill Clinton for unrelated bank fraud but not the sex crimes.  • Bill Clinton (D, U.S. President): Impeached by the House in 1998 for perjury and obstruction of justice related to an extramarital affair with 22-year-old White House intern Monica Lewinsky. Acquitted by the Senate; also accused by multiple women of sexual assault or harassment (e.g., Juanita Broaddrick alleged rape in 1978, which he denied).  • Gary Condit (D-CA, U.S. Representative): Implicated in 2001 in an extramarital affair with 24-year-old intern Chandra Levy, whose disappearance and murder drew scrutiny. No charges filed against him; he lost re-election.  • Brock Adams (D-WA, U.S. Senator): Accused in 1992 by eight women of sexual misconduct ranging from harassment to rape. He denied the claims; no charges, but he did not seek re-election.  • John Conyers (D-MI, U.S. Representative): Resigned in 2017 amid multiple allegations of sexual harassment, including inappropriate touching and propositions to female staffers. Settled one claim using public funds; House Ethics Committee investigated.   • Al Franken (D-MN, U.S. Senator): Resigned in 2018 after multiple women accused him of groping and forced kissing (e.g., radio host Leeann Tweeden in 2006). Senate Ethics Committee investigated; he apologized but later expressed regret over resigning.   • Anthony Weiner (D-NY, U.S. Representative): Convicted in 2017 of transferring obscene material to a minor after sexting a 15-year-old girl. Served 21 months in prison; previously resigned in 2011 over adult sexting scandals.   • Katie Hill (D-CA, U.S. Representative): Resigned in 2019 amid allegations of improper relationships with a 22-year-old female campaign staffer and a male legislative director. House Ethics Committee investigated; she cited revenge porn by her estranged husband.  • Ruben Kihuen (D-NV, U.S. Representative): Accused in 2017 of sexual harassment by a campaign finance director (unwanted advances). Did not seek re-election; House Ethics Committee investigated.  • Bobby Scott (D-VA, U.S. Representative): Accused in 2017 of sexual advances and retaliation by a former aide. He denied it; no formal charges.  State and Local-Level Cases (Selected Notable Examples) • Eliot Spitzer (D-NY, Governor): Resigned in 2008 after being linked to a prostitution ring involving adult sex workers. No charges for the sex acts, but prosecuted for related financial crimes (later dropped).  • Steve Lebsock (D-CO, State Representative): Expelled in 2018 after credible allegations of harassing five women, including unwanted advances. Switched to Republican before expulsion.  • Angel Arce (D-CT, State Representative): Resigned in 2018 after sending affectionate texts to a 16-year-old girl in 2015. No charges filed.  • Jeff Klein (D-NY, State Senator): Accused in 2018 of forcibly kissing a former staffer in 2015. Investigated by ethics commission; no charges.  • Michael Padilla (D-NM, State Senator): Removed as majority whip in 2017 over past harassment allegations from a prior job. Dropped lieutenant governor bid; no new charges.  • Carl Trujillo (D-NM, State Representative): Defeated in 2018 primary amid sexual misconduct allegations. No charges.  • Keith Farnham (D-IL, State Representative): Convicted in 2015 of possessing child pornography (images of minors). Resigned and served prison time.  • Ed Murray (D-WA, Seattle Mayor): Resigned in 2017 after multiple accusations of child sexual abuse from the 1980s, including by family members. No charges filed.  • David Wu (D-OR, U.S. Representative): Resigned in 2011 after allegations of unwanted sexual advances toward an 18-year-old woman (daughter of a donor). No charges.  • Dan Schoen (D-MN, State Senator): Resigned in 2017 after harassment allegations, including groping and unsolicited texts to female colleagues. No charges.  Broader Context Since 2017, reports have documented at least 147 state lawmakers (across parties) accused of sexual misconduct in 44 states, with about half being Democrats. ***HALF!