u/Administrative-Ant75
▲ 112 r/redditstock
Please Fire Vollero for Buyback Mismanagement
Authorized a $1,000,000,000 buyback (One Billion Dollars), and spend only 0.5% of it on buybacks, because "The stock is volatile"... what the actual fuck?
This isn't about SBC or other stuff, but getting paid millions per year and not doing buybacks because of volatility while he dumps, to my memory, half of his stock in the open market makes 0 sense to me.
Vollero's history at Snapchat doesn't vive me good vibes either. Snapchat is a money pit that has sunk billions of dollars thanks to their moronic financial model lol
Yes, I know sales are pre-planned in advance, but I believe new sale proposals were pushed by him well after the volatility and stock crash earlier this year.
Doesn't even make sense from his own perspective to dump while buyback buying pressure isn't there but that's another story
When people say one thing and do another, they're either not telling the truth or something else is going on that's weird... I don't like Vollero and think he should get canned for this mismanagement tbh
Edit: SPEZ, PLEASE BRING IN SOMEONE FROM META AS A REPLACEMENT! To my knowledge, Vollero has zero redeeming qualities
Buyback announced at $155 and it drops like another 30% and pretty much nothing happened. Was this buyback just a lie?
u/spez
u/Administrative-Ant75 — 13 days ago
▲ 105 r/AMD_Stock
# Abstract of AMD Note- Key Area of Focus into the Earnings call
* **Buy with Price Target raised to $465 based on 38x 2027E EPS).
* **CPU Strength** Datacenter CPU biz expected to grow 55% in '26 / 48% in '27. Agentic AI is shifting the CPU-to-GPU ratio back in AMD's favor with N2 Venice leadership.
* **Anthropic Partnership** News report suggests Anthropic may have partnered with AMD for MI450. We expect the partnership to be more flexible with larger GW scale in first year, vs prior deals.
* **MI455 Readiness:** Following the well-known earlier push out, shipments are tracking for mid-3Q. ODMs are expected to start rack shipments in 4Q. For 2027, we raised CoWoS slightly to 150k driven by robust demand on three GW-scale customers.
* **MI550** is positioning to challenge Rubin Ultra in 2H27. AMD's 2.5D/3D packaging expertise enables a 4-die/12 HBM4e design, vs Rubin Ultra 2-die package (and MCM for 2 sets of 2-die).
source: https://x.com/sssjeffpu/status/2051304480612954592?s=20
u/Administrative-Ant75 — 18 days ago
▲ 14 r/MU_Stock
There's only so much output can be expanded because HBM uses EUV from ASML, which will be the bottleneck for a few years now. AI changes the game, and fabs are the most valuable physical asset now and forever, so I can't see how you lose money holding $MU. I actually bought in recently for the first time in a while, but might accumulate a shit ton more in any drops. $MU has a lot of room left to run, I'm guessing $1500+ within next 2 years
u/Administrative-Ant75 — 18 days ago
▲ 13 r/AMD_Stock
What is AMD using for scale out if Nvidia locked up coherent and lumentum laser capacity? Just thought of this and slightly concerned, will they just absorb innolight and other Chinese suppliers?
High power narrow line width over all is my view. As a lumentum shareholder as well I made this connection and I don't know what Lisa Su has cooking here, there's just no capacity for high quality optics until like 2028-2029.
(made a post on this because comment in daily too niche to get feedback)
EDIT: Just realized AMD must be using Broadcom for CPO, forget they had such a good optics division because they're not a pure play
u/Administrative-Ant75 — 19 days ago
▲ 13 r/AMD_Stock
https://amdfanstore.com for those interested (NOT my website or promo btw, I think it's the official partner of AMD)
u/Administrative-Ant75 — 21 days ago
▲ 34 r/redditstock
Reddit is enterprise software, AI, and social media each day depending on which sector is doing the worst, and is the opposite when the narrative shifts for that sector. For example, today we are AI, last week we were software, and last month SaaS.
Hope this helps clarify everything!
Signed,
Mr. Market
u/Administrative-Ant75 — 24 days ago
Tuesday open may look pretty rough if this kickstarts an "AI Bubble Collapse" narrative, though I don't see this fundamentally changing much for AMD. Codex and other enterprise tools in my option have gotten a lot stronger for OpenAI, and there's a big compute gap between them and Anthropic, as Dario decided to be very conservative on his spend (currently to his detriment).
u/Administrative-Ant75 — 24 days ago