Jensen attacking family goes against the values of America
Say NO to $NVDA
Buy $AMD

Now $NVDA depends on $INTC to compete with $AMD
This could turn bullish for $AMD over the long term
$AMD already has APUs
They’re the leader in that technology
The major risk is EPYC market share, as hyperscalers may default to Intel CPUs if $NVDA standardizes NVLink on Intel

🚨JUST IN: $AMD Responds to the $NVDA and $INTC Deal
AMD said the announcement hasn’t changed its belief that it can continue taking business from Intel.
“We’re confident in our ability to keep driving innovation, growing market share, and reinforcing AI as the company’s top strategic priority,” $AMD said in an emailed statement.
“Overall, we continue to consistently execute on our x86 leadership roadmap, delivering high-performance products that power everything from PCs to data centers.”
Source: Bloomberg

It’s now $AMD vs $INTC + $NVDA
Lisa Su is making Jensen take some sharp turns lately
$AMD has the full stack:
CPU + GPU + DPU + NPU + NIC
From the data center to the retail consumer
From the rack to the chip
$NVDA still has to rely on a failed company like $INTC

How unfair is it that $INTC is able to strike deals that clearly benefit their design business, not just their foundry business, because of government support?
$AMD is facing such unfair competition right now
$INTC is illegitimately propping up its design segment with money that was supposed to go only to the foundry side
Sad day for the free market

Goldman Sachs increases its $NBIS price target by 70% following the $MSFT deal
$77 → $130
To be honest, this just shows the analyst did a surface-level analysis of the company.
The true deep divers weren’t surprised by this announcement.
Retail delivers the alpha again.

Top 1% ranked analyst Harsh Kumar gives $AMD a Buy rating with a $190 price target

Excited to see how ROCm 7 stacks up against CUDA
Let’s see what SemiAnalysis has to say
Also looking forward to more benchmarks for the MI355X
$AMD

🟢 Biggest green flag in a company:
Obsessive management
Remember the days when Elon Musk was sleeping in the Tesla factory?
That’s the kind of commitment I want to see
I believe the $NBIS team is showing that same hunger
What other team is showing this?

Which one is the superior small drone play?
Red Cat Holdings | $RCAT
Ondas Holdings | $ONDS
Share your reasoning!

$NBIS posted a new sales position in Saudi Arabia 4 days ago
We’ll probably see three new data center announcements in the next 12 months:
Two in the US and one in the Middle East, with a possible additional project in the UK

🚨 Nebius Group $NBIS closes $4.2B raise
On September 15, Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes, bringing in ~$4.2B gross proceeds
—
Key details:
→ 10.8M Class A shares sold at $92.50/share
→ Option for underwriters to add another 1.6M shares
→ $3.16B in convertible senior notes issued across two series:
• 1.0% notes due 2030 ($1.58B)
• 2.75% notes due 2032 ($1.58B)

Will any other big customers announce a purchase of the MI355X?
For now, we have $ORCL
Smaller buyers include Vultr, Crusoe, and TensorWave

🚨 $HIMS institutional ownership hit an all-time high this September

$CRWV is cheap if the $CORZ deal goes through
Agree?