r/AMD_Stock

First it was the rumours out of Taiwan which everyone disputed.

Then Jensen admitted a re-mask.

Next everyone called AMD bulls delusional for highlighting technical issues with Rubin and Rubin Ultra vs Helios - never mind the competitive disadvantages of the technical aspects of the system.

Then Semianalysis highlighted delays

But Jensen said "We're in PRODUCTION." (what, like film studio day 1 production?)

Now this...

SemiAnalysis on X: "MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was https://t.co/VYduxnu01B" / X

Meta’s Vistara Asic which enables recycling of ddr4 server memory in new ddr5 only servers.

https://jovans2.github.io/files/vistara_camera_ready.pdf

See how Meta’s production server Memserver is built:
AMD EPYC Turin Zen 5

Once the memory shortage issues are resolved, cpu compute is the next bottleneck.

Amd needs to disconnect from cyclical memory stocks and we are set for the next leg.

Not financial advice, do your own DD.

Mama Su is way ahead of the market. Wall street will have to play catch up now. Good luck to all and happy 4th of July Americans.

Not a coincidence in the recent news releases of hbm shifting to ddr5, meta and pltr comments yesterday. It is all bullish for amd

buyer beware

Mentally I'm checked out for the holidays especially after that BULLLLLLLLLLLLL SHIT red card from last nights game. The world can't handle that Merica might be decent at soccer (yea I said it) so they can't let us have that too!!!! Just feeling Star-Spangled-Awesome and Go USA.

Also as someone who proudly grew up in Virginia, the song Country road is about Virginia. Not West Virginia. Those mountaineers are stupid what can I say.

So light trading day and even lighter work. Gonna be honest here and say that Market is going to be screwy bc of weak jobs numbers. I think as labor market continues to slow down and unemployment rises, we are going to see the chances of another Fed Rate hike actually come off the table. Which the market is cheering but at the end of the day that could lead to this crappy situation where they are sort of limited in their responses and what they can do to stimulate the economy because of stagflation fears.

Enjoy the long break everyone!

New Month

Okay we've got a new month and new quarter and new 2nd half of the year and yesterday was a LOT of closing out buying I think to do some last chance rebalancing for ETFs and funds.

I think overall looking at the data points this was a strong move for AMD and the timing in particular was great. A lot of funds were probably trying to add more shares of AMD at an attractive price point and had only until the end of the day yesterday to do it. I think everyone has been waiting for those sub $500 prices to hit and it just didn't look like AMD was going to give it up that quickly.

Instead we had really strong buying and a volume spike as well that is more than just retail buying. We are looking at a MACD cross which is a lagging indicator for sure but also look at our RSI trendline. Are we taking a walk on the wild side above that trendline??? If so that could be the signal of some strength. If AMD returns to that mean and the trendline is intact then I think we are solid but yesterday was a clear buying day for AMD and we were rewarded with another new ATH.

It's nice to know that we are the company that the street wants to own. And it was great to have Cramer suck our dicks on the pre-show yesterday for a solid 15 min. Like it or not, he moves markets for sure.