Advanced Micro Devices Stock Discussion

103908535 : Maybe today is the reverse day, where it goes down pre-market and rises during market open

J L 7 2 : 9 US dollars

10baggerbamm OP 103908535 : sorry it's wishful thinking you see at some point fundamentals actually do matter with the company their GPU is nothing special it's not bad it's not great there's other solutions that are available through other companies which just means they're not going to capture the market share they thought they were going to that's why they've missed their AI revenue model twice this year. it was expected the first quarter they'd have 5 billion dollars worth of sales just in the AI GPU sales and they did not then second quarter four and a half billion they did not so they're falling short even though that's the fastest growth segment it's still below expectations. they're gaming is flat their PC is flat where's the upside?
everybody talks about competition coming after Nvidia there is no competition for NVIDIA the competition is coming after AMD because it's going to dilute their business. there's a reason why Elon Musk is Buddy Buddy with Jensen and not Lisa that's because he wants everything that Jensen will sell him and wants nothing from Lisa.