r/AMD_Stock

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Grandpa

Someone's grandpa is loose on TV. Doesn't he have things he needs to do? I honestly can't understand like any thing that he is saying. I might be going deaf but its just so fast and so mumbled. And my own father has parkinsons so I'm used to this a bit but ooof. No idea what's going on. Someone can hopefully clue me in later.

So yes some people brought up this move by AMD and the lack of volume. We've really sort of struggled a bit with the volume the past two days but AMD has set three different ATH's on the intraday. I think it is that lack of volume that is really preventing us from holding any of these levels. We are struggling against the market for sure and I think we are getting penalized a bit. It's hard for AMD to make this full blown sustained move higher while wearing the concrete shoes of the rest of the market and oil prices right now.

Yes the chart was really really favorable for AMD and we had that breakout. But at the end of the day we are limited by the broader Q's. The Q's snapped their what 2 week winning streak and truthfully, AMD was one of the leaders of that rally. But its all starting to slow down as we have the market recovery as we settle in for a long stalemate and higher oil prices. The next leg will be powered by an enduring peace which frankly seems VERY VERY out of reach. Iran has planned for this scenario and ONLY this exact scenario for 40 years straight and they have custom solutions specifically targeted and optimized for this exact scenario. We have a dynamic military that has to respond to various threats all over the world. It's just going to be a long long slog. Unless we can get a big peace deal which I don't understand how that really works. Iran will be emboldened more than ever that all their prep works. We've created a new world power and that person is an absolute insane person who destabilizes every regional conflict they can with their support of terrorism. I don't see how that gets solved soon.

Soooooooo AAPL ehhhhhh? Interesting move. Hardware guy. Not a visionary. Is he going to have a "big idea" or is he going to push AAPL to start to make their own hardware??? Or do you think there is an opportunity to call and measure the new guy and see if there are new partnerships available? Think there is a chance AMD might be able to develop a custom rack solution to AAPL???? I know that they seem to be really concerned about the available DRAM supplies. Do you think AAPL might look into a new memory solution and leave more openings for just pure compute power? They love their M-series chips but in theory we could deliver the rest? I dunno just spitballing. This is going to be the biggest thing the market is trying to get its hands on for the next couple weeks.

Also someone on CNBC said this and its true. AAPL is about to have a MONSTER quarter. CEO's like Cook don't step down unless they know there is going to be a huge quarter. They want to go out on a high note. Earnings on 4/30----guarantee its a significant beat!

A big narrative is that AMD will capture wads of cash from the upcoming CPU shortage for agentic AI. The premise itself makes a lot of sense:

The GPU:CPU ratio will go from (ballpark) 5:1 to 2:1 or even 1:1. AMD has the best data center CPUs, $AMD to the moon!

Only problem is that if CPU demand goes to the sky, won't TSMC just capture those margins instead? Why wouldn't they just raise prices across the board and capture that upside for themselves for extra capacity? Of course, AMD will make gobs of money on the inventory they have and wafers they've secured before these expectations set in, but I don't see how this can end up like memory or other bottlenecks.

Please prove me wrong, I'd like to see $AMD bid up to the sky but I'm just not optimistic about Agentic AI CPU demand being the catalyst.

Goooood lord

Can I guy just get a break???? Ceasefire???? nahhhh lets put a couple rounds into the engine compartment of a vessel. I mean I get the Trump Admin's position. They want the strait open but don't want Iran exporting oil until a broader deal is reached. But I mean can foreign vessels still call on Iranian ports??? If so then kinda same difference who cares. But like so many other things it appears to be all performative.

AMD looks in the pre-market that it might be getting ready to surge again. AMD set a new ATH Friday but most of the broader rally was sucked up by the rest of the market. AMD didn't get singled out for attention as people were all running to put money to work in other places. If we are seeing the market punch new lows, AMD could start to get some solo attention again which would be very very good for this rally.

In other news I will be out of town next week for a conference on AI in Chicago. Soooooooooooo you know what happens when I travel. Could AMD punch its ticket for $300????? A pre-earnings rally from these levels definitely opens up a 10%+/- rally as in the cards.

X3D dominates revenue while AM5 firmly leads. Lineup largely stable with minor Intel refresh churn.

full report: https://x.com/TechEpiphanyYT/status/2044860993075835139