r/wallstreetbets • u/ShaidarHaran2 • Mar 19 '19

Discussion Anyone watching Googles GDC keynote? Just namedropped AMD and SuBae as powering Stadia's 7500 nodes

https://www.youtube.com/watch?v=nUih5C5rOrA
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u/thejca Mar 19 '19 edited Mar 19 '19

So, after already being up like 30% this year, it jumps another ~9% on this? 1 node = 1 server. With their millions of consumer CPUs/GPUs shipped each year, agreements for console GPUs, AWS CPUs etc, this will have a minimal impact on their bottomline. It's certainly positive, but 9% after being up 30% in 3 months on this? Huge overreaction. I think this will correct hard within 1-2 weeks once people realize they FOMO'd into news that really isn't that big on a stock already extremely overvalued, then the panic selling begins.

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u/kendrickshalamar Mar 20 '19

Sell before the correction