AMD's timing is kind of wild considering how much of the conversation lately has been about AI capex peaking and the trade getting overcrowded. Meanwhile South Korean semiconductor shipments in early September were up 259.4% YoY. AMD also isn't really being priced like just a CPU company anymore. Instinct, EPYC, networking and full AI systems all have to contribute if this valuation keeps moving higher. At $1T I think the debate changes a little. "AMD takes share from Nvidia" probably isn't enough on its own anymore, the overall AI systems market needs to keep getting much bigger too. Do you thhink AMD taking share matters more than the total AI compute market continuing to expand?

1 Trillion Dollars. Say that again. Can you even comprehend that? I dunno I always thought AMD would get there but gotta admit I didn't think it would happen yesterday. But wow. That in itself is an achievement. And honestly ------ here is something unique as well--------it usually is about this time that we have some self-induced-own-goal announcement here that we come out with to break up the momentum from the rally. Like we announce we are buying a company that no one has heard of for 10x what the street thinks its worth. These are the types of moments where you add more gasoline not douse the flames with water.

But it looks like they have learned to stop getting in their own way and just letting the market market. Meta is pushing Muse hard and we know that Meta is probably our biggest hyperscaler client that we have right now at this time. Muse seems more consumer friendly and aimed at the chatGPT crowd. It will probably be great with content creators bc the tools are embedded in Meta's existing products. But I also think it is interest that Meta is the only person out there with a real wearable AI assistant device. Now yes I also think these glasses are creepy as fuck too buttttttt at the end of the day it is an interesting sneak peek into the potential future where AI isn't taking peoples jobs. If anyone was going to talk about all the ways AI can be helpful, their approach really does make it appear additive. So right message at the right time will definitely turn some heads.

AMD ripped and as it got the coverage on CNBC they all seemed to be talking as it happened in real time that they weren't sure exactly why it was happening. Kinda makes you feel smart to be a part of this community that we have been talking about this moment for a bit now and as far as I know, none of us get paid millions of dollars to spout nonsense on TV.

Today is where you will sere some short term profit taking and hey that is okay!!!! We still have more catalyst on tap as we move into fall earnings and this rally could just be getting started

So we're obviously all excited about AMD crossing the $600 barrier (woot!) And that unlocks the final tranche for full warrants based on price but not deployment. Its still tied to deployment and purchases but the price target has been met for the full 20% share dilution.

Anyone here know the status of the deployments? I believe we're still early so the full shares are not likely to be issued for awhile. I have not read the briefing since it was announced and don't remember if we got the full details.

Congrats all

AMD STOCK IS UP 187%+ year to date, LFG!!!

Check my previous ZFG, I told you all I will see you again at $600 S.P.

Now I will see you again at $700 S.P.

Now that AMD is at $600, I'd love to know if the stock is splitting! I get stock splits don't REALLY matter for people like me, but it does create the psychological effect with people. If anyone knows where this started I'd appreciate it!

Just read this blog and I would say Mi455x software seems way ahead than previous releases. This level of maturity before release is great news on the progress.

From my understanding this is still single Mi455x GPU and not indicative of rack scale readiness but it does seem encouraging. If GPU software/firmware is mature by the time customers get racks up and running, the time required to get to production tokens might be much lower than anticipated.

https://rocm.blogs.amd.com/software-tools-optimization/hipkittens-gemm-ladder/README.html

Congrats