HTMLBTC
HTMLCOIN / Bitcoin
crypto

I strongly advise against generating a seed phrase on a smartphone that has communication capabilities.

If you just want to generate one out of curiosity/for fun, download the HTML here and run it.

[https://iancoleman.io/bip39/](https://iancoleman.io/bip39/)

I have recently made this comment on the daily discussions thread :
[https://www.reddit.com/r/AMD\_Stock/comments/1vjfq4r/comment/p2ochyo/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/AMD_Stock/comments/1vjfq4r/comment/p2ochyo/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Which basically says :
>I have just completed my extensive review of the 2026Q2 ER, and there is alot I can say that have already been said by others, but let me tell you this
>**ANY 2027 REVINUE ESTIMATE THAT IS LESS THAN $100B IS ABSOULTLY CLUELESS.**
>Just go and read the transcripts to understand what management said about the growth numbers in 2027.
**Here is Why I think that ANY 2027 REVINUE ESTIMATE THAT IS LESS THAN $100B IS ABSOULTLY CLUELESS.**
# Analysts estimates for AMD 2026 & 2027 Revenue:
|**Fiscal Period Ending**|**Revenue Estimate**|**YoY Growth**|**FWD Price/Sales**|**Low**|**High**|**# of Analysts**|
|:-|:-|:-|:-|:-|:-|:-|
|**Dec 2026**|50.81B|46.68%|15.53|48.34B|52.66B|42|
|**Dec 2027**|87.46B|72.14%|9.02|61.26B|116.10B|47|

2026Q2 revenue segments
**Data center: $6,718B Up 107% (you can subtract the $800m charge and adjust the number if you want)**

**Client: 3,841 Up 6%**

**Embedded: $977 Up 19%**


**Now for the Remaining 2 quarters of 2026:**
**For Embedded:**
in Q1 Lisa said the design wins are incredible and Embedded is expected to ramp up well above 20% annually by 2H2026 or something of those sorts, we are starting to see that coming up nicely.
**For client:**
1- AMD Ryzen™ AI Halo releases in Q3 to launch client segment higher
2- Next year DDR5 ram prices are expected to start coming down so the scalpers will start dumping (the No.1 cause of client Ram price increases are scalpers no supply) , If you don't agree you can ignore this and just slap a 10% growth on Client due to CPUS and AI Halo.
So, the client segment is having 2 headwinds pushing it in 2027 (Ram coming down sharply, AMD Ryzen™ AI Halo ramping)

**For Data center:**
For Q3 & Q4 of 2026 We shall have a few $$ from the Q4 Helios ramp: A 0.5 GW for oracle (50,000 MI450s), A fair estimate of half of those 50K GPUs by EOY2026
For 2027 we have Helios ramp and the Anthropic 2 GW+ 2 GW for both OpenAI and META + Microsoft deployment however large that may be.
Also For 2027 management clearly indicated a very well above 100% data center revenue in 2027 compared to 2026.
\--------------------------------------------------------
**For 2027**
So you have a clear & significant growth in all segments, You can with ease estimate a base case for Q3 & Q4 2026, You could therefore add a 100% multiplier For Data center revenue as a Base/Bear case for 2027. as its been given by management.
A $100B becomes an extremely conservative base case here,
$75B-$99B means you're basically bearish on the AMD.
Anything less than 75 means you're basically bearish on the AI Buildout and the whole economy and Expect the Tiwan invasion and the fall of the west as a base case here.

(( low analysts estimates are at $61.26B )) that's basically 2026Q4 multiplied by 4 with no sequential growth whatsoever with no ramps. (( Burry and Ed Z.'s Scenarios ))
So when an ""Analyst "" project less than 100B they're being bearish.
But when so many of them do it that the average estimates becomes bearish enough to be 87.46B then yeah , Alot of those 47 analysts are actually **clueless to what is happening and what management is already giving them as a given data driven from visible obligations.**
as a final cherry on cake, here's a what I believe to be a base case projection of TSMC's projected 2027 capacity allocation, Make of that as you want, and leave a nice comment ...
[LOOK IT UP !!](https://preview.redd.it/h1ws03anknih1.jpg?width=852&format=pjpg&auto=webp&s=ea31f6cfcb3c7c2c4067622130b14705313a6c52)
References :
[https://ir.amd.com/financial-information/financial-results](https://ir.amd.com/financial-information/financial-results)
Q2 2026
Quarter Ended Jun 27, 2026
[Earnings Release](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results)
[HTML](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results)
[Earnings ](https://edge.media-server.com/mmc/p/nucz8m7v/)
[Webcast](https://edge.media-server.com/mmc/p/nucz8m7v/)
[Audio](https://edge.media-server.com/mmc/p/nucz8m7v/)
[Transcript](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/webcast_transcript/AMD2Q26EarningsCallTranscript.pdf)
[Slide PresentationPDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/presentation/AMD+Q2+2026+Earnings+Slides+FINAL.pdf)
[Financial Tables:](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/financial_tables_pdf/Q2+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)
[ PDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/financial_tables_pdf/Q2+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)
[ XLSX](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/financial_tables_xlsx/Q2+2026+GAAP+and+Non-GAAP+Earnings+Tables.xlsx)
Q1 2026
Quarter Ended Mar 28, 2026
[Earnings Release](https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results)
[HTML](https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results)
[Earnings Webcas](https://edge.media-server.com/mmc/p/ib3y8hjv)[t](https://edge.media-server.com/mmc/p/ib3y8hjv)
[Audio](https://edge.media-server.com/mmc/p/ib3y8hjv)[Transcript](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/webcast_transcript/AMD_1Q_2026_Earnings.pdf)
[Slide Presentation](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/presentation/AMD+Q1%2726+Earnings+Slides+Final.pdf)
[PDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/presentation/AMD+Q1%2726+Earnings+Slides+Final.pdf)
[Financial Tables](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_pdf/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)
[PDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_pdf/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)[ ](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_xlsx/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.xlsx)
[XLSX](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_xlsx/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.xlsx)

*That's all folks*

OK, I am not making assumptions, just dumb projections :
1) Watch something on what Genie3, Seedream, Opus 5 can do today on all of the above.
2) Project continued improvement for another 10 years (4 years for now Chatgpt was super idiotic - imagine what happens when you double the time span and maybe 100x the compute).
3) Realize that there will be a massive market for all of it, and companies will find for each and every of this use case as hundreds of billions of dollars are at stake.
I am an old dude. I remember using a 56K modem and waiting for 1minute to load a simple HTML page or 10 minutes for a 30 seconds long video. It was like today when we use the AI models and have to wait 2 minutes for an answer. Ten years later I had broadband, and everything loaded in a flash.
Feel free to ignore what I am saying here, but I am pretty sure ten years from now my statements will look completely unsurprising and vanilla, and massive investment opportunities will be there for the taking in the coming decade for people who get it. Feel free not to be part of the club.

Essentially Coleman's tools are good, it's like a swiss army knife I suppose, but bip-39-dice is more a scalpel for one job, and is simply less complex or intimidating for non-technical users, there's also several distinct architectural and security arguments for using a tool like this:
imo:
1. Massively reduced attack surface (IC's tool is complex, this is minimal for one purpose with easily auditable HTML/JS in fewer script lines)
2. Lower memory and processing footprint on older devices...
3.Elimination of scope creep, this tool is dedicated to just the one job ( raw seed word gen)
4. Deterministic focus on dice entropy mapping negates user selecting wrong derivation options..
5.Zero Supply-Chain / Dependency Bloat: Large tools like IC's often rely on bundled dependencies (even if distributed as a monolithic HTML file). A single-file, zero-NPM, zero-library vanilla script guarantees that no transitive dependency vulnerabilities or build-step compromises were injected into the binary release.

Yeah, you're on the right track mate, but two quick correctionsfor you:
1. You can't calculate the 24th word from the first 23. Words 1–23 are only 253 bits. Word 24 contains the final 3 entropy bits plus checksum. If you only input 23 words into Coleman's tool, it won't work. You need to input your raw dice entropy (binary/hex), then compare the first 23 generated words against your manual list.
2.The Passphrase has zilch to do with RNG quality! Even with perfect dice, you still want a passphrase because it protects against physical discovery of your seed backup which is a totally separate threat. "Discounting someone finding my seed" is the exact thing it's designed for.
Simpler path: Skip the manual binary conversion and just use this single HTML file: https://github.com/IanMcLo/bip-39-dice/tree/main. It takes dice rolls directly, outputs the full 24-word mnemonic + hex entropy, and works fully offline with zero dependencies. You can still cross-check the hex in Coleman's tool if you want.
If you want to avoid the Windows install/wipe dance, boot Tails from a USB instead it runs in RAM, leaves zero trace, no wiping needed. GL!

That's too error prone, I used:
https://github.com/IanMcLo/bip-39-dice/tree/main
The second method is significantly easier, faster, and much less error prone!
Why? Well:
Automatic Checksum: The biggest pain with pure paper lookup tables (taelfrinn) is the 12th/24th word checksum. Paper tables can't calculate SHA-256 hashes, so you're forced to do trial-and-error across a block of 16 candidate words in a wallet app until one works. The single-file HTML handles the SHA-256 calculation and outputs the exact correct final word instantly.
Simpler Rolls: taelfrinn forces you to flip a coin and roll 4 dice for every word, plus re-roll whenever you hit out-of-bounds combinations (like Tails + >4362). The second approach just takes standard D6 rolls.
Easy Air-Gapping: Because IanMcLo/bip-39-dice is plain, vanilla HTML/JS with zero NPM dependencies or external scripts, you can just save index.html to a thumb drive, drop it onto an air-gapped machine or Tails OS, and run it safely offline.
TL;DR: Pure paper tables make getting a valid checksum word a hassle. Downloading the standalone offline HTML file gives you the same air-gapped security with none of the trial-and-error guesswork.

I'm surprised no one is talking about BATL after the SEC filings posted late Friday.
[8k](https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=320255944&type=HTML&symbol=BATL&cdn=7998aa332262bb6e2bb1d2710a558917&companyName=Battalion+Oil+Corp+-+Ordinary+Shares+%28New%29&formType=8-K&formDescription=Current+report+pursuant+to+Section+13+or+15%28d%29&dateFiled=2026-08-07)
[13D/A](https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=320256156&type=HTML&symbol=BATL&cdn=0d060256253f2fd4a9b9645062423ea1&companyName=Battalion+Oil+Corp+-+Ordinary+Shares+%28New%29&formType=SCHEDULE+13D%2FA&formDescription=%5BAmend%5D+General+statement+of+acquisition+of+beneficial+ownership&dateFiled=2026-08-07)
Gen IV: gets $19M cash + 3.494M common shares
BATL: eliminates Gen IV's remaining preferred securities
Existing shareholders: absorb the common-stock dilution but get a much cleaner capital structure and a 12-month restriction on Gen IV's new shares eliminating the major dilution overhang that the preffered shares offered.
The estimated maximum preferred-stock dilution was ~35.69 million common shares and has now been eliminated.
Gen IV isn't just some random institutional holder. It has been a major capital provider and shareholder of BATL and has had representation/relationships with BATL's board. BATL's proxy identifies Gen IV alongside Luminus and Oaktree as one of the company's three largest historical investors.