AMD
Advanced Micro Devices
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Are we team AMD now

Would be funny if he joined his cousin at AMD.

There are several reasons why she would never go to Nvidia to replace Jensen. Lisa resurrected AMD after taking over as CEO, when the company was close to bankruptcy. Why would she leave just as the whole company is about to challenge Nvidia? AMD is her life’s work. At Nvidia she would always be “the one after Jensen.” Her family ties to Jensen are also a problem for a board trying to move past him, and jumping straight from the main competitor would bring legal and conflict-of-interest issues.

Das wäre lustig. Stell Dir vor Jensen pumpt AMD zum nächsten Nvidia auf und überholt sein Lebenswerk.

AMD has been telling everyone that you should diversify your technology stack. Some of you are finally understanding that point.

He's got a cooshy job with family at AMD

Wait until they ask Jensens cousin to leave AMD and run Nvidia

I saw this coming NVDA to play the female-CEO card game.. AMD be damn’d.

Market is reacting as if AMD CEO is forced to resign not NVIDIA looking at volatility

Huang is the most Key Key Man in the history of Key Men. During a period where headwinds for the AI bubble are appearing. When it appears that Huang’s aura alone was convincing a bunch of companies to buy and warehouse $100K GPUs just for the opportunity to buy more. Now they are probably willing to risk it, NVIDIA is out a CEO about whom insiders have been saying for years “We have no idea how this company survives post Jensen” or the like even before the AI bubble. This isn’t as bad as AMD losing Lisa Su (which would be a catastrophe). This is like if Berkshire had lost Buffet without warning in 2003.

To me, in the short term this is a very tough spot to predict where things go. If the Nvidia ER is in any way less than stellar, they will dump again. Right now they appear to have found some support. AMD seems to be done with the short term pump they were on and tbh, I thought they would've drawn back down some by now. My predictions are just short of useless. It's tough to predict what would happen to AMD next week after that Nvidia ER. I really won't even venture a guess at this point. Just too hard to tell.

I mean it all tracks...he was open to cheating in free market economics, that thinking can transfer into personal matters as well...Icarus flew too close to the sun! Long AMD... Mama Su gonna bring more folks in!

The only issue with AMD is supply constraints. Unfortunately, all this happened after their earnings call, so it will be a couple months until we hear an update on that. But I expect a huge guidance increase next earnings.

NVDA climbing and AMD fading is actually hilarious.

There is no other company in place, apart from AMD, that can fill any processing demand. Nvidia will continue to sell their products and their ecosystem will carry on. The stock is on sale today!

Multiple upgrades this morning, BofA upgraded their PT on AMD to ***STRONG BUY*** to ***$700*** & William Blair upgraded to ***OUTPERFORM.*** Back to ATHs 🚀

Oh so just keep repeating what you think about Congress and what you think about AMD you should get way more people to agree with you are you just described as a James Bond movie dickhead

AMD chips is just wooping his butt rn. Slow but surely

Man crazy day NVDA was on top of the world Jensen was a rock star but things change. People keep comparing this to AAPL but it’s nowhere even close when Jobs passed away because they had the transition in play way before this for NVDA was sudden. I do agree these are great prices for NVDA. I have been slowly trimming some of my AMD calls with the intent to repurchase, PPI tomorrow i expect more weakness hence why i trimmed.

Open source models ban incoming. The take down of Jensen needs to be studied. Whoever did the Op had all the info ready to go for over a year but found the right time to pursue it. I hope AMD can hold the fort now and ensure Open Source models thrive. We need that competition as it acts as competition to ASICs as well. While Jensen is a scumbag for having these affairs, it seems someone in intelligence community is pulling this op behind the scenes and to me the timing of this whole things looks very Sus.

And ruin the open-source linux driver stack with his market-segmentation bs? AMD has a good thing going with their open-source driver and the last thing they need is the leather jacket man to fuck that too.

Without confirmation of actual problems with the business, it's dropped far enough. Probably a lot of people waited for 150 and jumped back in. AMD settling closer to flat now. By recent standards, up 1.5 percent is flat.

I’m wearing my conspiracy hat today. What if so many important people have advised that CUDA is an effective moat that it’s too embarrassing for AMD to simply be fungible, so first they’ll need a shareholder lawsuit claiming they were mislead before big rotations can happen.

AMD is too small and Elon now needs someone with vision to be his second hand or even lead completely part of his business like chips offloading work from him. With someone like jensen he could leave terrafab/xai etc completely in his hand with no need for supervision.

Elon Musk just posted that "it would be an honor to hire Jensen Huang"! That would be fantastic! I own a lot of SpaceX and would love to see Jensen there! What a team that would be!! Only thing AMD has to worry about now is their PE ratio.. Lisa is the epitome of calm, steady and reliable..