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flashtrades AI
211 posts
flashtrades AI
@Flashtradesai
AI-powered Natural Language search for stock discovery and research platform designed to eliminate the 'information noise' for active investors.
Dallas, Texas Katılım Şubat 2026
265 Takip Edilen34 Takipçiler
"MI550 is positioning to challenge Rubin Ultra in 2H27. AMD's 2.5D/3D packaging expertise enables a 4-die/12 HBM4e design, vs Rubin Ultra 2-die package (and MCM for 2 sets of 2-die)."
Given that high-capacity HBM4E Rubin Ultra has been delayed, I think MI550 can realistically compete with Rubin Ultra.
Jeff Pu@sssjeffpu
# Abstract of AMD Note- Key Area of Focus into the Earnings call * **Buy with Price Target raised to $465 based on 38x 2027E EPS). * **CPU Strength** Datacenter CPU biz expected to grow 55% in '26 / 48% in '27. Agentic AI is shifting the CPU-to-GPU ratio back in AMD's favor with N2 Venice leadership. * **Anthropic Partnership** News report suggests Anthropic may have partnered with AMD for MI450. We expect the partnership to be more flexible with larger GW scale in first year, vs prior deals. * **MI455 Readiness:** Following the well-known earlier push out, shipments are tracking for mid-3Q. ODMs are expected to start rack shipments in 4Q. For 2027, we raised CoWoS slightly to 150k driven by robust demand on three GW-scale customers. * **MI550** is positioning to challenge Rubin Ultra in 2H27. AMD's 2.5D/3D packaging expertise enables a 4-die/12 HBM4e design, vs Rubin Ultra 2-die package (and MCM for 2 sets of 2-die). #AMD #AI
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What isn’t priced into Anthropic’s or OpenAI’s gigantic valuations is that they have no moat.
I use both ChatGPT Pro and Claude Max, and we’re reaching the point where there’s very little practical difference between Codex, Claude Code, GPT-5.5, and Opus 4.7.
That tells me the long-term value won’t sit in the model or harness layer. Those layers will become commodities, with pricing pushed down to token cost plus a thin margin.
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@SullyOmarr I built app on supabase and vibe coding. I fixed all security issues before going live. Claude does good job if you ask it to do thorough security scan and log defects. Then you can tackle all of them.
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@SixSigmaCapital I expect close to 11B revenue and eps of 2$
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$AMD estimates are very low considering the stock run up.
Would expect a monster beat in keeping with other semi companies you would think
WALL ST JESUS@WallStJesus
$AMD
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TOM LEE CALLED IT. S&P IS ALMOST AT 7,300.
- Earnings growth projected at 14%, we're clocking 28%, AI is delivering real payoffs
- Software $IGV raised to a top pick alongside MAG7 and crypto
- Retail missed the low but has massive firepower, broadening trade is coming
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@MikeLongTerm Fab capacity contract with TSMC is worth in gold during this time of compaute shortage
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When $AMD shareholders understood Dr. Su secured at least 30-40% TSMC 2nm allocation
Mike@MikeLongTerm
$AMD has the supply to hit $12-$15 EPS 🧵 @AMD has meaningful TSMC's 2nm allocation 🧵 Lots of mixed information between 2nm and 3nm out there. At $15-$18 Non-GAAP EPS from Q3 2026 to Q2 2027, AMD is trading at 19x-24x Forward P/E at $359/share. 1. Apple is reported to have >50% of 2nm capacity for Iphone 18 lineup, M6-series Mac chips. Iphone 18 total revenue is expected to be flat at best or fall modestly by 2% vs Iphone 17, so the 50% capacity is unlikely to increase much. 2. AMD EPYC Venice and MI455x are on TSMC 2nm with at least share above 30% 3. $NVDA Rubins are on 3nm 4. $AVGO $QCOM MediaTek are on 3nm as well TSMC’s 2nm (N2) expansion is accelerating dramatically in 2026 . 2 primary 2nm fabs and scaling production to 60,000-65,000 WPM by end of 2026 or early 2027. Read more on 5 more fabs below. If Apple have a flat YoY on Iphone 18, then most of 5 2nm Fabs expansion are for $AMD. Meaning, $AMD can secure significant % of EPYC Venice (CPUs) and MI455X(GPUs). Not Financial Advice!
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@Stphn_Lacey @CarolineBGolin I was watching this carefully. Made some quickbuck during ipo and was waiting for some signs this can succeed to enter with big money.
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After stepping down, Fermi America's CEO was officially fired today.
@CarolineBGolin knows the data center industry as well as anyone. After leaving Google, she was approached by investors who wanted to know if Fermi was legit. She told them it wasn't -- and those investors decided not to work with her.
Her reaction: "told you"
Fermi raised $750 million on a promise to build the world's largest data center, named the project after the president, and even had cabinet secretaries secure their turbines. But then their overpromises unraveled, losing their only tenant and stalling construction.
A lot of people in the industry knew Fermi wasn't for real. But very few said it out loud.
"None of these people thought Fermi had what it took -- other than a lot of hype."
On Open Circuit this week, Caroline and @JigarShahDC break down what went wrong with Fermi. What other hyped-up projects that are selling their access to the president are next?
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how does $intc and $mu basically have the same market cap. I can't wait for the intellectual Intel investors try to justify the huge earnings difference by saying one is super cyclical and the other has been sponsored by god and Jesus themselves
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How Peter Lynch Selects Stocks:
📉 Trailing P/E < 25
🔮 Forward P/E < 15
⚖️ Debt/Equity < 35%
📈 EPS Growth > 15%
📊 PEG Ratio < 1.2
💰 Market Cap < $5 billion
I recently ran this screen, and found only 4 dividend stocks met the criteria:
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@TekStrategist @Qualcomm Mostly it is saudi company Humane
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@Qualcomm reporrs a good quarter: increasing auto and IoT revenues and seasonal handset revenue. But the big news is a data center customer (to be named late) for custom silicon.
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@PatrickMoorhead i was skeptical of buying property in middle east. But they are removing my doubts and becoming more like Singapore. I might buy an apartment there.
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@vikramskr Happy vacation in the Pondy. Post more pictures from the town.
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Personal update.
The start of something new.
open.substack.com/pub/viksnewsle…
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I ask calude to prepare a detailed plan for app submission and walk through step by step. Frequently ask claude to avoid mistakes for app rejection. If you have subscriptions claude will guide you to set it up. Never try to remove Apple from getting their 30% cut. Keep the gate keeper happy.
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Got my second App Store rejection...
Should I keep going or just give up? Motivation is decreasing...
Katarina Ore@katarinaore
Just got my first rejection 🥲 I did day up my subscription plans in revenue cat, no one said I have to submit them elsewhere
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AMD will beat earnings by 25% or more. I wont be surprised if they even hit 2$ EPS. CPU demand and price increases will drive the profits
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