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AMD crushing it
Posted on 7/16/25 at 3:06 pm
Posted on 7/16/25 at 3:06 pm
My second largest holding. What a turnaround. Expecting 180 after earnings and 200 end of year.
Looking at their pipeline.. should rival nvda in next 2-5 years
Looking at their pipeline.. should rival nvda in next 2-5 years
This post was edited on 7/16/25 at 3:08 pm
5
Posted on 7/16/25 at 3:12 pm to LChama
Posted on 7/16/25 at 3:44 pm to LChama
Lisa Su is crushing it as CEO
Posted on 7/16/25 at 4:00 pm to LChama
What is the thinking beyond 200? Considering a position
Posted on 7/16/25 at 4:01 pm to meeple
quote:
What is the thinking beyond 200? Considering a position
Same question. And is $160 a good buy?
Posted on 7/16/25 at 4:08 pm to meeple
MI350 chip now
MI400 2026
Mi500 and MI600 Unannounced but leaked
LINKhttps://www.datacenterdynamics.com/en/news/hlrs-director-reveals-existence-of-previously-unannounced-amd-mi600-ai-chip/
Sounding like $500 by 2027–29. Should be competitive product with nvda but for a way lower price.
MI400 2026
Mi500 and MI600 Unannounced but leaked
LINKhttps://www.datacenterdynamics.com/en/news/hlrs-director-reveals-existence-of-previously-unannounced-amd-mi600-ai-chip/
Sounding like $500 by 2027–29. Should be competitive product with nvda but for a way lower price.
Posted on 7/16/25 at 6:04 pm to Ziggy
90’s would have been a good buy a few months ago but I didn’t have any free cash…. Did get some at $107 to drop my avg to $136
Posted on 7/16/25 at 6:41 pm to LChama
quote:It appears they're chipping away...
AMD crushing it
Posted on 7/28/25 at 9:11 am to LChama
At 52 week high, what does everyone think? It’s keeps running into next year? About 1/2 my shares go long term in November.
Posted on 7/28/25 at 9:22 am to LSUSports247
I think this is just the beginning of a long run for AMD and a ton of other AI infrastructure companies, (chips, software, energy, and so many other sectors).
AI hasn’t even been implemented to any meaningful degree and from what I’ve read it is now and will be revolutionary. I may be wrong but hitching your wagon to companies that are the backbone of AI will bring huge rewards in the short and long term.
AI hasn’t even been implemented to any meaningful degree and from what I’ve read it is now and will be revolutionary. I may be wrong but hitching your wagon to companies that are the backbone of AI will bring huge rewards in the short and long term.
Posted on 7/28/25 at 4:42 pm to LSUSports247
They're reportedly about to release high end GPUs to compete with NVDA, which AMD hasn't done in years. That'll have a significant impact on where their stock goes.
quote:
AMD’s RDNA 5, also referred to as UDNA, is shaping up to be a pivotal step in the company’s GPU roadmap, with a potential release in 2026. Following the successful launch of RDNA 4-based Radeon RX 9000-series GPUs, RDNA 5 aims to challenge Nvidia’s dominance in high-end gaming and AI workloads. While details remain scarce, recent leaks and industry insights offer a glimpse into what AMD’s next-generation GPU architecture might bring.
Posted on 7/29/25 at 12:57 pm to LChama
Hopefully all time high soon
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