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u/lawyoung

r/SKHynix r/WDCStock r/SpaceXBets r/PLTR r/iPhone13 r/CBRS_stock r/OracleStock r/Testosterone r/AMD_Stock
▲ 138 r/SpaceXBets+1 crossposts

AMD reports 3.3 million Class A share stake in SpaceX

That's $500M, NVDA put $20B in SPCX, hopefully AMD can get a piece of that giant DC Elon is trying to build!

cryptobriefing.com
u/Space_Lion2077 — 5 days ago
▲ 8 r/AMD_Stock

Tesla and SpaceX will invest $16.8B to start building ‘Terafab’ chip factory in Texas

I am not sure what Elon's goals, he is firing at all cylinders, i hope someday he will realize using AMD's chips and racks give better ROI at this scale.

finance.yahoo.com
u/lawyoung — 14 days ago
▲ 161 r/AMD_Stock

AMD Stock Rallies as Anthropic Highlights the Need for More Powerful CPUs

If you work in industry long enough, it makes a lot of sense, typically compare with ASIC/CPU, CPUs are used to perform more complex tasks, Dr. Su has great technical vision to foresee this AI evolution path and focus on mix of GPU/CPU system from the very beginning.

tipranks.com
u/lawyoung — 21 days ago
▲ 138 r/AMD_Stock

AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion

$800 PT haha

benzinga.com
u/lawyoung — 27 days ago
▲ 55 r/AMD_Stock

AMD and Cerebras introduced a powerful disaggregated inference solution, 2nd half 2026

Today, AMD and Cerebras introduced a powerful disaggregated inference solution, pairing the right engine to each phase of the inference pipeline.

This is what agentic AI has been waiting for: the fastest production inference at massive scale.

AMD Helios delivers industry-leading throughput for prompt prefill, while the Cerebras Wafer-Scale Engine handles the decode to generate tokens at unmatched speed. Together, we eliminate the traditional tradeoff between throughput and latency.

The joint solution delivers:
•The fastest inference tokens in production
•Up to 5x greater capacity
•Frontier-scale 1T+ parameter models

This unlocks a new class of AI applications—agents that can process massive context windows, reason across complex workflows, and respond instantly.

Cerebras plans to deploy AMD Helios with the joint solution initially launching through Cerebras Inference Cloud in the second half of 2026.

u/lawyoung — 28 days ago
▲ 18 r/AMD_Stock

Spectro Cloud Launches PaletteAI Inference Launchpad to Reduce Enterprise Token Costs by up to 70%

AMD's lower power consumption, high ROI advantages start to shine.

finance.yahoo.com
u/lawyoung — 30 days ago
▲ 148 r/AMD_Stock

AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer

Launching!

cnbc.com
u/lawyoung — 1 month ago
▲ 11 r/SKHynix

How high can skhy go

SK Hynix in korean market has gone up nearly 680% during the last year together with other memory vendors like mu sndk wdc stx, how high can its adr go given the fact of 10:1 ratio, if to go from say $170 to $500, skhynix would be in the same tier as nvda msft and aapl. thought?

reddit.com
u/lawyoung — 1 month ago