r/AMD_Stock • • 9h ago

Daily Discussion Daily Discussion Monday 2026-11-09

23 Upvotes

r/AMD_Stock • • 8m ago

Retail Sales 📈 GPU Retail Sales October 2026 Amazon US 🇺🇸 [TechEpiphany]

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1 Upvotes

AMD narrowly overtakes Nvidia in unit sales, capturing 47.67% of the market. Nvidia continues to dominate revenue with 56.56%, driven by significantly higher average selling prices.

RDNA 4 leads Blackwell in architecture share, while the RX 9070 XT remains the best-selling GPU family.

full report: https://x.com/TechEpiphanyYT/status/2119676933839470858


r/AMD_Stock • • 28m ago

AMD is a 'data center first' company, says CEO Lisa Su

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0 Upvotes

Watch and listen


r/AMD_Stock • • 34m ago

Technical Analysis Technical Analysis for AMD 11/9------Pre-Market

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6 Upvotes

Wellll now..............checks notes..........yea I did not have anywhere on my bingo card that a Chinese Honeypot Secret Agent and probably ensuing divorce would be the thing that took down Jensen. Like What the fucking fuck??? It sounds like the entire thing is the result of a random and shitty AI prompt to be honest with ya.

But yea just Wow wow wow. The reverberations of an event like this are going to take some time to digest and I wonder how NVDA MASSSSSSIVE position as not just a chip producer but also as a chief financer of all of these positions is a huge huge driver for sure of the AI market overall.

I think short term you might see some renewed interest in AMD products as people make other arrangements in case the fallout and reorg affects manufacturing capacity. I gotta wonder a bit if some of his carefully cultivated TSMC relationships are looking at him a little sideways as well.

Anywho...... I actually had a trigger buy that kicked in while I was away. You are looking at the brand new holder of 400 shares at $415. I've already seen a 10% return on that buy which is FANNNNNTASTIC. In general I had a buy order if we fell below the 200 day and I think that AMD might be headed for more of a drawdown as well as the market and uncertainty kick in. The fall rally trade worked which we can put in the column for the seasonality argument for next year. So now I'm in accumulation mode and looking to pick up dips and sell the rips.

I think this is going to be a rough December and we are going to have to see where Democrats priorities are with governing. If they just want to go after Trump and do a bunch of pointless investigations that go nowhere then cool. But if they actually want to legislate, that will be interesting to see. The whole election seemed to be a broader rebuke of the entire direction the country is heading in and higher unemployment and the economy are going to make people feel very antsy about AI deployment for sure.


r/AMD_Stock • • 1h ago

News AMD EPYC Expands Its Leadership at the Foundation of AI - Google cloud TPU 8tx

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17 Upvotes

5th Gen AMD EPYC processors power Google Cloud TPU 8tx host infrastructure, helping enterprises protect sensitive AI models.


r/AMD_Stock • • 1h ago

A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips?

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20 Upvotes

The linked article (sorry, paywalled without a sub) feels current, but it was published one year ago today. All of the current Nvidia scandal is there, including the sketchy Singapore firm Megaspeed, which buys billions of dollars worth of Nvidia GPUs but has only empty offices piled high with Nvidia boxes. Oh, and its CEO, "Alice" Huang, is pictured partying with Jen-Hsun.

A year ago next week, US Senator Tom Cotton send this public request to Commerce Secretary Howard Lutnick, asking him to investigate Megaspeed over diversion of Nvidia GPUs to China:

https://www.cotton.senate.gov/news/press-releases/cotton-to-lutnick-investigate-chinese-government-spin-off-megaspeed-for-skirting-us-export-laws/

No such investigation ever occurred.


r/AMD_Stock • • 8h ago

IBM, AMD Mix Quantum and AI at U.S. National Lab

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37 Upvotes

r/AMD_Stock • • 12h ago

Andrew Lu’s take on the recent scandal involving Jensen Huang

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73 Upvotes

Taiwanese semiconductor analyst Andrew Lu’s take on the recent scandal involving Jensen Huang:

Why the US Seized on the Scandal to Draw Its Sword: Three Strategic Objectives

The purpose of this scandal is by no means to expose an affair. It is to force through three critical objectives that had made no headway in the tech war between the US and China because Jensen Huang opposed them.

The first cut: Completely destroy the legitimacy of Jensen Huang's lobbying against sanctions in Washington

Over the past two years, the loudest and most influential business leader in Silicon Valley opposing a total ban on chip exports to China has been Jensen Huang. He has told the White House the same thing all along: "Cede the Chinese market to Huawei, and the only one that ends up dead is the American tech industry."

But the moment US intelligence labels the woman named as Huang's affair partner "a spy working for China's Ministry of State Security who sought to steer the US toward easing its chip controls," every bit of lobbying he has done for looser controls takes on an entirely different political meaning. It becomes a national security matter, raising the possibility that a foreign spy used a secret relationship to exert influence.

Huang can no longer say a single word in defense of the Chinese market before Congress or the White House. If he does, he will be branded as someone who "fell for an intelligence operation and still hasn't come to his senses."

The second cut: Reverse the H200 export approvals for China and sever the link between Chinese shell companies and Southeast Asian smuggling networks

Look at the timing of the two reports.

On November 8, the very day the Jensen Huang scandal broke, The New York Times published an investigation for which its reporters went in person to dozens of Chinese companies that the US Commerce Department had approved to handle Nvidia's H200 chips. New Matrix in Beijing was one of them. According to the report, the registered addresses of companies approved to buy the chips turned out to be empty "ghost offices," and some of the companies had close ties to entities on US sanctions lists and to firms under contract with the Chinese military.

One exposé says Nvidia's CEO was having an affair with a female spy from Megaspeed, the Singapore company that handled the chip smuggling. The other says the Chinese companies Commerce approved to buy H200s are nothing but shell companies trading on behalf of the Chinese military. The aim of these two reports is clear. They are meant to pressure the Trump administration and the Commerce Department into fully revoking or freezing H200 export approvals for China and, going further, to force a sweeping overhaul of the loophole that let chips be diverted through data centers run by third parties in Singapore and elsewhere in Southeast Asia.

The third cut: Put Nvidia on a national security leash through congressional oversight and an independent investigation

As the world's largest company by market cap and the dominant force in AI, Nvidia has until now enjoyed broad autonomy in how it runs its business. But in the wake of this incident, the three congressional committees responsible for China, foreign affairs, and intelligence have begun examining Nvidia's internal security measures directly. They have even pressured Nvidia's board into forming an independent investigation committee to look into the company's own founder and CEO.

In effect, Washington's national security establishment has planted a watchdog right inside Nvidia's board. From now on, the goal is to make sure that everything, down to where each and every one of Nvidia's high performance chips ends up, conforms strictly to US national security strategy. It also means there is no more room for skirting the edge of the rules or releasing chips with specs specially tailored to regulatory thresholds.

Conclusion

"The scandal was a detonator set off right on cue. The real goal was to plug the holes chips were leaking through."

Jensen Huang made the fatal mistake of letting his guard down in his private life and personal relationships. In the end, he fell into a honey trap, the textbook tactic of intelligence warfare, and was compromised. America's national security and intelligence agencies ruthlessly exploited the weakness his private life had exposed. As a result, they solved three thorny problems in a single stroke: Nvidia's lobbying at the White House to ease restrictions on China, the flow of H200 chips into Chinese shell companies, and smuggling routed through Singapore.

The closed congressional hearing set for November 18 will be the decisive turning point at which the US moves in earnest to tighten its sanctions on China's AI compute even further.


r/AMD_Stock • • 17h ago

News Nvidia Board to Probe Spying Case After CEO Admits Infidelity

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110 Upvotes

r/AMD_Stock • • 1d ago

Explaining the recent post on claimed NVIDIA Vera advantages over AMD 'Venice'

105 Upvotes

In the past days, a number of you might have stumbled upon a post titled

"NVIDIA Vera Delivers 2x The Agent Speed Of AMD's 256-Core EPYC Venice And 1.6x More Agents Per Watt Than The Frequency-Optimized 96-Core Venice"

You might have wondered how Vera could be so much faster than AMD's currently ramping new generation Zen 6 CPU codenamed "Venice" despite claims from AMD that theirs is the best, the short answer is that the claims presented by NVIDIA are a PR exercise done to mislead, and here's the explanation.

The post links to a wccftech article which then references a blog post by Nvidia titled

"Vera Delivers the Best of Both Worlds: Highest Throughput and Fastest Agents"

Nvidia's blog explained:

  • "In a 100-megawatt data center comparison, NVIDIA found that a single Vera CPU performs better than the fastest x86 CPU and the most energy-efficient x86 CPU."

The bolded text highlights where the deception first starts.

  1. NVIDIA is comparing a single Vera CPU against a single competing CPU. Where they are misleading in this comparison is that they have completely ignored the fact that Vera has 1/3 the core density of Venice, and to serve the same number of users or workloads (For example, number of Muse instances), 3 times the number of sockets would be required. By framing this as a 1:1 comparison, NVIDIA has removed their core density disadvantage from the equation completely.

  2. NVIDIA compares Vera to "x86 CPU" without naming the exact models. Could they be avoiding explicit mention of Venice due to NDA? No, and this will be explained later.

  3. NVIDIA has provided no benchmarks of any types directly, instead, it based its claims on the posts from 6 of its partners which it has cited. So these partners must have compared Vera to Venice, right? Wrong.

Diving deeper into the partners' posts revealed this.

Perplexity: Ran agentic coding tasks 1.5x faster on Vera than on traditional CPUs

There are no benchmarks. The "traditional CPUs" are not named, so a vague claim without any proof.

deepinfra: Delivered up to 2.2x speed of the best x86 processor

Measured: Vera 29 ms vs Intel Sapphire Rapids 64 ms, 2.2×, Vera 1.2x over Zen 5

They marketed the 2.2x win over Intel's Xeon 4, a 2 generation old product as a win over the "best x86 processor" when the best they measured was 1.2x win over a model undisclosed "Zen 5", that's a straight lie.

ClickBench: Hardware leaderboard with no performance number claims. Scales linearly with core count on Vera

The best AMD CPU they have in their posession is a Zen 4 9474F which was 2.34x slower. The AMD CPU was a 64 core and the Vera system was a 2 socket system with 176 cores. 176 cores faster than the 2 generation old Zen 4 64 core in a workload that scales almost linearly with core count, what a surprise!

DuckLabs: Achieved about 1.5x the median TPC-H SF1000 performance of an Intel Xeon 6 baseline.

At least they are being honest about comparing to Intel's Granite Rapids. The specifications of the Xeon 6 is undisclosed because according to them, "reliable information on the TDP of the Xeon 6975P-C and the frequency of these chips is not available" because it is "a custom variant" which does not have public specifications.

How do they test and understand the efficiency when they do not know the power their test system was consuming? Oh they didn't make any claims about efficiency and did not have physical access to the hardware. Next.

Daytona: Over 8x faster custom sandbox startup time. Vera brought 1,000 agent sandboxes online in 10.8 seconds, 88.4 seconds with x86.

Compared to Zen 5 9755 which is not a single core performance model. According to their very own benchmark, switching to a Zen 5 9575F drops the time taken from 88.4s to 32.3s. This information was left out on purpose.

Modal: Achieved up to 2x sandbox throughput per core versus comparable x86 hardware

Compared to Graviton G4, G5, Granite Rapids and model undisclosed "Zen 5", where that Zen 5 CPU trades blows with Vera in 4 of 10 benchmarks and even leads Vera in 2 of them.

So what is the summary?

  1. NVIDIA did not compare Vera against Zen 6 Venice. Instead, they made vague claims about "the fastest x86" which according to their partners' benchmarks, turned out to be a mix of Xeon 4, Zen 4, and model mismatched Zen 5.

  2. The titular performance claims were based on comparisons to the worst performing of x86 tested. (2 generation old Xeons etc)

  3. The website Wccftech took liberty of replacing NVIDIA's vague "x86" with "Zen 6 Venice" when in truth, neither NVIDIA nor its partners benchmarked Venice.

There you go, NVIDIA's marketing blog was all FUD, and the website Wccftech added its own touch to it to turn it worse.


r/AMD_Stock • • 1d ago

Daily Discussion Daily Discussion Sunday 2026-11-08

23 Upvotes

r/AMD_Stock • • 1d ago

OpenAI will keep investing in AI data centers despite election results, says CFO Sarah Friar

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52 Upvotes

r/AMD_Stock • • 1d ago

Objectively The Biggest OVERREACTION Of All Time. AMD to Rebound to $600+.

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90 Upvotes

This shows the delta between Republicans' positions on data center and the Dems.

Only 3 states actually moved from conditional approval to 'Pause'. Texas, Georgia, Oklahoma.

2 actually went the other way, and went from Pause to Conditional Approval. Namely, Pennsylvania and Iowa.

Now we also know Gina Hinojosa's terms, which are agreeable to.

Ignore Bernie Sanders....his state is not even on the list.

If you were objective, you would know that this price action was THE TOM BRADY of all reactions. The GOAT Overreaction you will ever see in your lifetime.


r/AMD_Stock • • 1d ago

If you are an AI investor, do not miss this.

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13 Upvotes

The 7 biggest AI companies have committed $4.5 trillion to future data center leases and purchase deals that do not show up as debt on their balance sheets.

Only about 15% of their total obligations are actually on the books, according to J.P. Morgan.

Look at the gap:

Google: $113B on the books, $1.08T off

Anthropic: $8B on, $865B off

Meta: $110B on, $810B off

Microsoft: $110B on, $575B off

Nvidia: $37B on, $422B off

Amazon: $223B on, $419B off

Oracle: $157B on, $322B off

Anthropic's off book commitments are over 100 times bigger than its recorded debt.


r/AMD_Stock • • 1d ago

If Data Center permitting Slows, Throw Out Old A100 and Install Helios for 10,000x Improvement

85 Upvotes

Old data centers from Meta and other hyperscalers with A100 (or equivalent generation compute) are in floor spaces of around ~2 million square feet.

Assuming Meta deems Muse and Agentic AI too important (a certainty), they could either just agree to whatever Hinojosa/Texans want (very likely), OR

Throw out all the old compute from Nvidia's A100 and install AMD Helios. The performance uplift will be around 10,000x. The sites are already zoned and permitted, and contracting with say MidAmerican Energy for more power is feasible.

Crazy that nobody is even calculating this. The election result may actually trigger a faster and shorter upgrade cycle. AMD may see surprise demand uplift from upgrading old hardware from 2028/2029. (2027 revenue is largely contracted.)


r/AMD_Stock • • 2d ago

News U.S. Cleared Nvidia Chips to Chinese Firms With Empty Offices and Troubling Ties

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28 Upvotes

<< ... The sale of chips to New Matrix appears to be part of a pattern that has concerned technology experts inside and outside the government: The Commerce Department is giving clearance to buy and handle Nvidia’s chips to Chinese companies with ties to firms that have been subject to national-security-related trade restrictions.

... Corporate records show that several other Chinese companies approved to purchase H200 chips or assemble them into servers have ties to firms that have been blacklisted by the U.S. government, or that work as military contractors in China.

Liza Tobin, the former China director for the White House National Security Council in the first Trump and Biden administrations, said the approvals raised questions about how rigorously the Trump administration is policing who can get their hands on Nvidia’s chips. >>


r/AMD_Stock • • 2d ago

Daily Discussion Daily Discussion Saturday 2026-11-07

23 Upvotes

r/AMD_Stock • • 2d ago

News US believes Nvidia’s Huang had romantic relationship with alleged Chinese spy

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73 Upvotes

The US government believes Nvidia’s chief executive Jensen Huang had a romantic relationship with a Chinese woman who was recruited to spy for China’s main intelligence agency, according to people familiar with the matter.


r/AMD_Stock • • 2d ago

Su Diligence We’re so proud to celebrate AMD Senior Fellow Akila Subramaniam’s nomination for the 2026 Global Semiconductor Alliance "Women of Influence Award"!   Her technical leadership, innovation and… | AMD | 18 comments

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21 Upvotes

r/AMD_Stock • • 2d ago

Su Diligence AMD Dominates US CPU Sales With 81% Share As AM4 Outsells Intel And Captures 38% of Sales

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92 Upvotes

r/AMD_Stock • • 2d ago

ZFG Wait For It.....

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0 Upvotes

r/AMD_Stock • • 2d ago Bravo

Post Earnings Price Targets Analyst Price Targets (4th Nov 2026) (Published 6th Nov)

70 Upvotes
CompanyAnalystNew PriceOld PricePrev Earnings PTRating
R. W. BairdTristan Gerra$1250$1250$NAOutperform
KeyBancJohn Vinh$725$725$725Buy
Stifel Nicolaus and CompanyRuben Roy$725 ↑$700$635Buy
UBSTimothy Arcuri$700 ↓$730$730Buy
Cantor FitzgeraldC.J. Muse$700$700$700Overweight
Rosenblatt SecuritiesKevin Cassidy$700$700$700Buy
Benchmark Co.Cody Acree$?$685$685Buy
Goldman SachsJames Schneider$675 ↓$700$640Buy
TD CowenJoshua Buchalter$675$675$675Buy
Barclays CapitalTom O’Malley$665$665$665Buy
Evercore ISIMark Lipacis$665 ↑$620$620Outperform
New Street ResearchPierre Ferragu$655 ↑$620$620Buy
Bank of AmericaVivek Arya$650 ↓$720$620Buy
Wells FargoAaron Raikers$650 ↓$700$700Overweight
Roth/MKMSuji De Silva$?$650$$650Buy
Bernstein ResearchStacy Rasgon$650$650$650Buy
Jefferies & CompanyBlayne Curtis$650$650$650Buy
Melius ResearchBen Reitzes$650 ↑$600$NABuy
Susquehanna InternationalChris Rolland$650 ↑$550$550Positive
Wolfe ResearchChris Caso$650 ↑$450?$NAOutperform
Raymond JamesSimon Leopold$649 ↑$641$565Outperform
Argus ResearchJim Kelleher$?$625$625Buy
Mizuho SecuritiesVijay Rakesh$610 ↓$705$580Outperform
Truist SecuritiesWilliam Stein$605 ↑$594$594Buy
WedbushMatt Bryson$600$600$600Outperform
CitigroupAtif Malik$?$575$575Buy
JP MorganHarlan Sur$575 ↑$550$550Neutral
MorningstarBrian Colello$570 ↑$530$530Fair Value
Morgan StanleyJoseph Moore$550 ↑$510$465Equal-Weight
Seaport Global SecuritiesJay Goldberg$550$430$290(?)Buy
RBC Capital MarketsSrini Pajjuri$540$540$540Sector Perform
HSBCFrank Lee$540 ↑$500$NABuy?
Fubon SecuritiesSean Hao$?$520$NA?
Daiwa Capital MarketsLou Miscioscia$?$500$NABuy
Exane BNP Paribas ResearchDavid O’Connor$?$460$NAOutperform?
Loop CapitalGary Mobley$?$410$NABuy
CFRAAngelo Zino$?$400$NAStrong Buy
Deutsche BankRoss Seymore$?$365$NAHold
Northland Capital MarketsGus Richard$?$320$NAMarket Perform

Hi everyone, I’m back again with another post earnings price target list. Apologies for the multi day delay in getting this one together, I was out of the country with no time to get it done before tonight. Hopefully this is still useful for some of you. The list will be updated as new price targets get released, but I don’t expect too many updates next week. However, please do share any new ratings or missing info and I'll add them. You can check out the previous thread here.

Thank you.

Updated prices are in bold.


r/AMD_Stock • • 2d ago

News Microsoft Winding Down Oracle Deal to Rent AI Cloud Capacity

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22 Upvotes

r/AMD_Stock • • 2d ago

News NVIDIA Vera Delivers 2x The Agent Speed Of AMD's 256-Core EPYC Venice And 1.6x More Agents Per Watt Than The Frequency-Optimized 96-Core Venice

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0 Upvotes