AMD just fired 1000 employees in the middle of an AI boom.

Either those people can't be trained or they should've never been hired in the first place.

Also, AMD just spent nearly 5 billion buying ZT systems... to incorporate their 2400 engineers.

There goes employee morale. AMD's workforce obviously feels betrayed. This wasn't done well.

I've also written about AMD's recent interview with Bloomberg...

Lisa Su talks about the "AMD" color of her Porsches while sponsoring the MERCEDES F1 Team.

Talking about the colors of their CAR B brand, while sponsoring CAR A brand?... Lack of awareness?

Also, who talks about their many Porsches named after AMD products after firing 1K employees???

Lack of etiquette?... Tone deaf, maybe???... But wait, there's more...

She also says there should be more women in tech... (again, after firing 1000 people).

She also said she does Boxing at 6:30am. Really? Boxing?

I did boxing in my 20s. There's no way Dr. Lisa Su does boxing at 55.

Just say you do "high intensity workouts". Saying you do boxing is an insult to the sport.

She closes the interview voicing the progressive message of wanting more of a specific gender... this just days after America gave an electoral spanking to the progressive political candidate running on that message. It's BAD timing for that type of message. Just don't bring it up.

Most of what she said during the interview was complete nonsense.

Meanwhile, Elon is closer to half a trillion in wealth. Sure, he's hated by reddit, but LOVED by Wall Street.

On this last topic, I've also voiced concerns on Jean Hu's accent. English is NOT her native language.

Colette Kress is far more articulate during Nvidia's quarterly calls. Jean Hu isn't even close.

This isn't misogyny. Colette Kress is eloquent. Lisa Su is eloquent. Jean Hu just isn't.

Then AWS says they won't get MI300 for cloud due to lack of customer interest. They go BLACKWELL.

This has to be preempted. You can't let AWS come out with that. You gotta intercept and make it work.

We also have millions of Radeon GPUs on shelves, which nobody wants to buy.

Maybe that silicon could've gone to other products?... e.g. products sold out? (i.e. 9800x3d).

I'm NOT saying cancel EPYC.

I'm saying improve demand planning to avoid having silicon as unsold inventory (e.g. Radeon products).

Then we have Lisa saying AI demand is "Amazing". She expects over $5 billion in sales for full year 2024.

Meanwhile, Nvidia pushes over $30 billion per quarter on AI. That's 6 times more, quarter vs year.

Don't get me wrong, I LOVE Lisa... but I hate seeing her say things that just don't make sense.

SHE SAVED AMD 10 years ago... but now she has a child and doesn't seem to be the same person.

We had the failed RDNA 3 and Zen 5 launches, the delays on Strix Halo, and just more of the same.

I'm just wondering who's good enough to fill her shoes. Papermaster?

Sure, she's Time's CEO of the year... but the stock is down 15% YTD, during the AI boom.

Also, guess who was Time's PERSON of the year in 2007 ?

Who gives these awards?... The Bob Iger woke club?

Victor Peng leaving was not nice to see. Scott Herkelmann leaving either.

The truth is AMD just hasn't been able to shock the market with revenues like Nvidia.

And Vivek Arya (BofA) downgrading AMD is a sign he's giving up on it.

I still remember a few months ago he said AMD was going back to $180 in no time. Not anymore.

Now we have to wait until the Q4 results are out in late January.

I don't think there's any reason for AMD's stock to do well until the Q4 results are out.

In fact, it's likely we'll be testing the $120 support line soon. If we break it, all bets are off.

I hate it. I'm sick to my stomach with it.... but I'm still holding AMD stock.

I'm obviously kicking myself for not selling at $220. But hey... diamond hands, am I right?

Over 60% was lost from its all-time high of $164.46 Sadly, we now head towards the $50’s.

Nvidia has billions in Ampere GPU stock, which it struggles to sell. The crypto-mining bust has destroyed the GPU market. The Ada Lovelace launch was both a joke and insult to gamers. A fake RTX 4070 at $900 (4080 12Gb), while the RTX 4090 is $1600. EVGA will not sell future Nvidia GPUs. The US Government blocked Nvidia AI products from being sold to China.

Nvidia will miss expectations, likely dragging the entire semiconductor sector down with it.

Intel just released their 13 gen processors, which are on par with Zen 4, but their discrete ARC GPUs are dead. They too will miss estimates, pushing the sector down.

AMD is preparing to release RDNA3, which will be competitively priced, thanks to its chiplet technology. Server remains strong. So is gaming and embedded. But client will suffer.

AMD has a strong position against Intel/Nvidia, likely beating them both on earnings expectations.

But AMD will be dragged down with the rest of the market.

The Problem: “IT'S THE ECONOMY, STUPID.”

Consumer demand will contract as the world economy continues deteriorating.

High inflation, driven by food and energy costs, continues to weigh heavily on the economy.

The FED will continue raising rates, sucking money out of consumers' pockets.

The cause: OUT OF CONTROL INFLATION

Energy & food are in short supply, as the Russia/Ukraine conflict continues to escalate.

Western leaders are convinced that supplying weapons to Ukraine will solve the problem.

Since when does pouring fuel into a fire help extinguish it ?... It only makes it worse.

Boris Johnson was replaced by Truss.

Super Mario Draghi was replaced by Meloni. A crazy radical that makes Sarah Palin look smart.

The Euro and Pound continue getting crushed.

More European leaders will be replaced, as constituents get angry by inflation and energy costs.

And the worst is yet to come… as we get closer to winter and NOBODY wants to talk about peace.

Russia is WRONG, the enemy isn’t Ukraine. Ukraine is WRONG, the enemy isn’t Russia.

In the nuclear age, the enemy is WAR.

I don't see anything good for AMD if the Ukraine/Russia conflict continues.

It boggles my mind to see the videos and comments on reddit, with people celebrating the destruction and chaos brought by the war. Pathetically stupid.

More Ukrainians and Russians will die. Millions around the world will suffer starvation. Europe will continue its downward spiral of war.

Sadly, I think AMD's stock price will continue getting hammered until the conflict is resolved.

I love how this board went from virtually no activity to basically going nuts now that the reality has finally set in. Hasn't anybody wondered why this is happening? And why it was allowed to go to sub $10.00 (hell, sub $2.00) when it obviously shouldn't have? It's because retail investors got played. They shook out as many as possible and now that the coast is clear and they've loaded up it's running wild. I'm not fucking selling yet though, I'm in long term.

Apple will go AMD because they were always going to go AMD. They've been exclusively AMD GPUs for how long now? And they would have already used Llano if AMD could have supplied them the volume they wanted. How much more obvious can it get? I've got a feeling that the big players already know this and that's why this is running like a madman. When that shoe drops and Apple announces an AMD APU in the new MacBook then it's over, we're going to $50.00, if not more.

And that's not all. ARM fanboys keep saying that Apple will ditch X86 for ARM but they're in fantasy land. AMD will release an X86 SoC with an ARM coprocessor at 7nm. This solves an immense amount of development issues and allows any ARM based app to be run on the desktop natively. Like I said, it's obvious. That's probably why nobody can see it.

Unfortunate or not but chips is a geopolitical topic now and in the interest of shareholder value she needs to do everything possible to gain AMD a favorable position. In all the interviews coming out of the White House and trump inner circle in tech like David sacks, Bill gurney, Brad gerstner, other notable VCs only mention nvidia when talking about the US AI stack. Lisa should be in every interview channel, podcast talking about AMD adoption, TCO, full stack AI from CPU, GPU, network and rack. She’s too introverted and doesn’t have the ability to read the room. If not Lisa, at least get a CFO who can do this. There is no face of AMD all we get is Anush on X.

<< Revelations about Huang’s affair with an executive at one of those Asian partners—a possible Chinese intelligence asset—didn’t just blow up his career. They now threaten to implode the entire lucrative ecosystem he built in Asia to get China the chips it needed. >>

AMD has super high institutional holding (almost 75%+). Higher than NVDA or TESLA or APPL.

Why AMD doesn't offer dividend ?

Been in AMD and NVDA a long time, a big believer in both. Probably 6+ years ago I was one of the first to test AMD server chips and thought the perfromance/watt would propel AMD and be INTC downfall.

https://old.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/

3 years ago when NVDA was under $300 I thought they would be the AI leader. I said it will probably triple in a 2 years even at it's inflated price and possibly the most valuable company in the world.

https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/

I’m love reading and I’ve found some inconsistencies with NVDA which seem to be censored in other subs so maybe someone here can shed some light.

There’s some accounting that makes me weird. Blackrock owns almost 2 billion shares NVDA

https://fintel.io/so/us/nvda/blackrock

https://www.investopedia.com/articles/insights/120816/top-3-shareholders-nvidia-corporation-nvda.asp

Coreweave is basically owned by NVDA Blackrock Blackstone. Blackrock Blackstone is lending money to Coreweave/NVDA so NVDA is selling billions worth of GPUs to themselves

https://www.blackstone.com/news/press/coreweave-secures-7-5-billion-debt-financing-facility-led-by-blackstone-and-magnetar/

https://seekingalpha.com/news/4111256-nvidia-backed-coreweave-plans-to-go-public-in-2025

Blackrock is lending money to itself via Coreweave owned by NVDA/Blackrock to boost GPU sales to make NVDA numbers look better to which Blackrock owns 2 billion shares of NVDA.

Then they plan to take Coreweave public (this will probably pump and retail will end up holding some bags). I thought the tech side and eco side NVDA has no peer but it seems like Blackrock is lending money to itself/coreweave/nvda to boost numbers for NVDA which it owns $ 200 billion+ , so the NVDA numbers and growth aren’t as organic as it seems?

So perhaps my thought on NVDA dominance in this space isn’t that dominant, maybe I was wrong. I wish I had the newest NVDA and AMD top end GPUs to compare. I’ve owned both stock and have used both extensively, am tech agnostic, just the techy in me likes to see raw numbers.

https://www.forexlive.com/technical-analysis/amd-might-be-ahead-of-another-34-correction-20240404/ough

I'm arguing AMD should poach from Nvidia - and offer them a way out of a sinking ship. No one is talking about that. As if AMD would do nothing.

Join Fei Fei in physical AI, or Anush and Vamsi in software, or Mark Papermaster in engineering, or poach rack building capabilities, or heck even sales & marketing. Why would AMD sit on their hands and do nothing?!