$Advanced Micro Devices (AMD.US)$ "I'm not a believer in moats when the market is moving as fast as this," Su said at the 2023 Code Conference.“We’re doing a bunch of interesting work with AMD, and I think they’re making increasingly compelling GPU offerings," Scott said. "I think they are gonna become more important in the marketplace in the coming years."
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$Advanced Micro Devices (AMD.US)$ "AMD expects the acquisition to be accretive to non-GAAP margins, non-GAAP EPS and free cash flow generation in the first year." A surprise to many bears!
"While 16 months ago, scale was one of the drivers for AMD acquiring Xilinx, AMD has increased its revenue to such a point that that Xilinx can benefit a lot more from it than AMD can. I can see Xilinx getting wafer and packaging cost reductions as well as ATMP cost reductions...
"While 16 months ago, scale was one of the drivers for AMD acquiring Xilinx, AMD has increased its revenue to such a point that that Xilinx can benefit a lot more from it than AMD can. I can see Xilinx getting wafer and packaging cost reductions as well as ATMP cost reductions...
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$Advanced Micro Devices (AMD.US)$
AMD EPYC™ Processor Offerings Continue to Grow at AWS With New Instances for General Purpose Compute
https://www.amd.com/en/press-releases/2021-11-30-amd-epyc-processor-offerings-continue-to-grow-aws-new-instances-for
AMD EPYC™ Processor Offerings Continue to Grow at AWS With New Instances for General Purpose Compute
https://www.amd.com/en/press-releases/2021-11-30-amd-epyc-processor-offerings-continue-to-grow-aws-new-instances-for
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$Advanced Micro Devices (AMD.US)$ Steady to accelerated market share expansion: the simple reason to Buy and Hold!
Tencent Cloud and AMD Join Forces to Launch StarLake Servers in Southeast Asia:
https://www.hpcwire.com/off-the-wire/tencent-cloud-and-amd-join-forces-to-launch-starlake-servers-in-southeast-asia/
Tesla Model Y Switches From Intel to AMD Ryzen Processors:
https://www.tomshardware.com/news/tesla-model-y-amd-ryzen-intel-switch
Tencent Cloud and AMD Join Forces to Launch StarLake Servers in Southeast Asia:
https://www.hpcwire.com/off-the-wire/tencent-cloud-and-amd-join-forces-to-launch-starlake-servers-in-southeast-asia/
Tesla Model Y Switches From Intel to AMD Ryzen Processors:
https://www.tomshardware.com/news/tesla-model-y-amd-ryzen-intel-switch
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$Advanced Micro Devices (AMD.US)$ $Xilinx (XLNX.US)$ $NVIDIA (NVDA.US)$ $Intel (INTC.US)$ Growing preference of EPYC processors reslulted in the number of AMD-powered supercomputers growing 3.5x year over year
https://finance.yahoo.com/news/amd-processors-accelerating-performance-top-140000929.html .
The Supercomputer wins and CLoud wins will accelerate Enterprise server market wins. I expect more enterprise server maket growth for AMD in the coming years.
https://finance.yahoo.com/news/amd-processors-accelerating-performance-top-140000929.html .
The Supercomputer wins and CLoud wins will accelerate Enterprise server market wins. I expect more enterprise server maket growth for AMD in the coming years.
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$Advanced Micro Devices (AMD.US)$ As a high performance computing leader, AMD is the future, knowing Lisa Su is leading a very competent team making money for me every day, I am really feeling good. AMD, my strong hold.
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$Advanced Micro Devices (AMD.US)$It's even funnier that Northland just upgraded AMD few days ago to $140, now in less than a week, it's gotten reversed to market perform.
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$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Xilinx (XLNX.US)$ $NVIDIA (NVDA.US)$
Watch the CNBC interview video, Lisa claimed that unlocking incremental supply is a differentiator for AMD. Chip shortage is still ongoing but for AMD the condition is getting better and better. Lisa has never let me down, for years.
https://www.cnbc.com/video/2021/10/27/amd-ceo-lisa-su-on-facebooks-metaverse-plans-supply-chain-issues.html
Watch the CNBC interview video, Lisa claimed that unlocking incremental supply is a differentiator for AMD. Chip shortage is still ongoing but for AMD the condition is getting better and better. Lisa has never let me down, for years.
https://www.cnbc.com/video/2021/10/27/amd-ceo-lisa-su-on-facebooks-metaverse-plans-supply-chain-issues.html
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$Advanced Micro Devices (AMD.US)$ Technically, If AMD keep trading sideway for another week, it is likely forming a handle for the cup. Fundmentally, AMD has never been better, hopfully we can see $150 by EOY.
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