TSM Reddit Mentions | ChartExchange

Am only replying to you because I think you're one of the few people here who understand AMD well, Regardless of how retarded your presumptuous reply to me was;
**Here are "some" of the reasons why I hate AMD's asset allocation into SpaceX stock, instead of giving that 0.5B back into AMD's Growth or share holders or even AMD's employees.**
**here are the issues with the SpaceX stock , Not the Space company , But the stock:**
Extreme valuation : \~49× EV/Sales/revenue ,, even \~15× for Tesla , and much lower multiples for most mega-cap tech with current fundamentals are small relative to valuation, approximately $7.8B quarterly revenue was reported alongside a \~$541M net loss, making today's multi-trillion-dollar valuation dependent overwhelmingly on future earnings.
Extremely high/meaningless FWD P/E, current earnings are a joke even for a crypto miner , but unfortunately its multi-trillion-dollar valuation; with recent net losses,
Valuation prices in extraordinary growth investors are already paying today for 10+ years of very high Starlink, Starship and AI growth.
Starship economics remain unproven , rapid reuse, very low launch costs and extremely high launch cadence are crucial assumptions.
xAI valuation is highly speculative, substantial value is being assigned to an AI business with uncertain long-term earnings and margins, Basically Grok is nearly dead outside twitter and twitter its self was and still is a dying business outside of Fintwit , (Similar to how Yahoo died but Yahoo Finance survived).
Potential $300–500B AI infrastructure requirement, achieving its proposed compute ambitions could require hundreds of billions of dollars. I would rather AMD buys Oracle for a the hyperscale business, at least they have experience there and they're an AMD instinct early stage partner.
Compute sale + Starlink generates roughly \~90% of SpaceX revenue, making the company heavily dependent on a slice of its businesses.
Starlink saturation risk, subscriber growth eventually slows in mature, high-ARPU markets.
Increasing competition, Amazon Kuiper, Chinese constellations, Blue Origin, Rocket Lab and others could pressure pricing and market share.
Launch-market dominance may have peaked, maintaining today's extraordinary market share becomes increasingly difficult as competitors improve.
Orbital data centers are unproven, space-based AI compute currently has uncertain economics, cooling, power, networking and maintenance assumptions.
Mars contributes little conventional DCF value today, enormous technological investment with highly uncertain commercial returns.
Elon Musk key-person risk, an unusually large portion of SpaceX's strategy, capital access and execution is associated with one person who is too busy running another +1.5T Dollars company (Tesla) I used to be a TSLA share holder and I made a lot of mony with it, but I remember how the CEO used to spend hours daily fighting bots on social media, and travel to political rallies, instead of running the company which was (and still is) in obvious decline
Musk has >80% voting control, economic ownership is much lower, giving public shareholders very limited governance power, Same as with tesla, and you can't replace him even if he doesn't run the company anymore.
xAI related-party transaction risk, Musk effectively operates on both sides of major transactions involving Musk-controlled companies, I was so worried when I was a TSLA share holder about how tesla might eventually have to acquire a failing business (Twitter / X) , Just because the CEO likes it. (Other examples BLOCK Ticker XYZ, and We work with its food suppliers) , It happened later with SpaceX and they had to acquire it ... you going to tell me I sold tesla for the risk and now I got to be happy that AMD is tolerating them ?
Future related-party conflicts, SpaceX, xAI, Tesla and other Musk entities could compete for capital, employees, contracts and opportunities., Which leaves merging them all together a must , and if that merger gets blocked by any large government, its over for all of them
Weak minority-shareholder protections, ordinary shareholders have little ability to influence strategic decisions.
Large insider lockup expiration ,roughly \~912M shares were reported as potentially becoming eligible for sale after the initial lockup, that have the potential to crash SpaceX stock so much and hurting AMD's net income horribly leading to missing eps guides
**LAST AND DEFINATLY NOT LEAST : High opportunity cost, AMD can buy back its own stock or invest in its capacity or pay debt instead. or buy into companies with dramatically lower EV/Sales and forward P/E multiples, with substantial existing earnings and FCF. for example: Global Foundries !!! , TSM , ASML or even retail merchants like MSI or ASUS or Corsair and collaborate more !!**