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    AMD the sleeping giant

    Hear me out

    While everyone is drooling over NVDA, AMD has been quietly positioning itself for a massive AI breakout.

    1. MI300: The NVDA Killer
      AMD's MI300 chip is set to disrupt the AI GPU market. It's not just hype – Microsoft and Meta are already on board. This beast could capture 20-30% of the AI data center market, eating into NVDA's lunch.

    2. Xilinx Acquisition: The Secret Weapon
      Everyone's sleeping on the Xilinx deal. This isn't just another boring acquisition – it's AMD's ticket to dominating adaptive computing and edge AI.

    3. AI PCs: The Next Big Thing
      Forget about data centers for a sec. AMD's pushing hard into AI-compatible CPUs for PCs. This could be a massive, untapped market that NVDA can't touch.

    4. Lisa Su: The 4D Chess Master
      AMD's CEO isn't just smart – she's related to Jensen Huang (NVDA's CEO). It's like a tech soap opera, and Lisa's playing the long game.

    5. Potential Earnings Explosion
      Analysts are projecting AMD's earnings could hit $10 per share by 2026. Do the math – that could push the stock to $300+.

    The recent dip? That's your golden ticket, regards. While the market's freaking out over some China drama, AMD's busy laying the groundwork for AI domination.

    Let's ride this bitch to Valhalla

    AMD the sleeping giant
    byu/nickmooo inwallstreetbets



    Posted by nickmooo

    View 25 Comments

    25 Comments

    3. zhouyu24 on

      1.What does “Microsoft and Meta are already on board” exactly mean? That they have preordered the next mi300x chip? No they are merely partnered with AMD and so far neither of them have openly expressed interest to buy more MI300 or MI325 or MI300 solutions in future.

      “This beast could capture 20-30% of the AI data center market, eating into NVDA’s lunch.” Just pulling numbers out of your ass eh?

      2. What is edge AI other than edging yourself? Tell us what adaptive computing even is op. Explain it since you’re so bullish on it.

      3. Oh the AMD AI PCs are already here good sir, and you can [do literally nothing with them](https://youtu.be/Z8WKR0VHfJw?si=8JKxKqzon0W455BN&t=349) shown here. BUT AI AI AI AI AI TO THE MOON AMIRIGHT???

      4. Amazing.

      5. Hit $10 per share based on what revenues. What gets us there Mr. I read a few Rueters articles and just like to parrot shit without understanding it.

    4. ambermage on

      AMD is pulling back from the high-end GPU market and focusing on the midrange market, where they have a history of creating the best bang-for-buck products.

      Intel is going to get slaughtered in the processor sector due to cutbacks in labor and production. This guild is going to be filled by AMD, which will pull customers away from NVDA due to the capabilities of their APUs.

      They are in a great position just because of these 2 factors alone.

    8. behindcl0seddrs on

      Perhaps, but for the short and medium term they are the slipping giant. Patience is key here.

    11. gnocchicotti on

      The actual oh shit piece of data that you completely left out is the NVDA Blackwell delay which will almost certainly open the door for more AMD sales late 2024/early 2025.

      NVDA is fine but they’re gonna hit a bit of an air pocket and AMD got their desperately needed opportunity to get a bigger foothold, if they don’t fuck up themselves.

    12. Sensitive_Chapter226 on

      No one wants MI300 if AMD cannot improve their supply and able to scale to meet demand.

      AI PCs are worthless if there is no software that can take advantage of the CPU capabilities. If AI hype continues AMD will be watching the game from the last row in the stands. Not a single hyperscaler is excited about MI325 or MI350 if AMD can match the cloud scale.

    15. notyourregularninja on

      AI is just that – Artificial. The bubble has burst but the hot air is taking time to fizzle. The next earnings call in couple of weeks by NVDA will drag it to its real number – $80.

    16. P_A_N_C_H_O__ on

      I agree 100%. It has had a nice run already too. But AMD is a very good company and NVDA has had the first mover advantage but they will inevitably have competition on the hardware and then software will be the next leg of the AI revolution. PLTR will be the next NVDA or one of 3-5 companies developing AI. When? Thats the tricky question.

    25. ryandiy on

      I’ve been selling off most of my NVDA position l bought in 2017 after being up over $400k and I’m buying AMD and others in the AI rush shovel selling game.

      Probably won’t give me the 5000% return that NVDA did, but oh well

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